Council on Foreign Relations President Emeritus Richard Haass joins to discuss the latest escalations in the war with Iran. Then, Janus Henderson Tech Portfolio Manager Richard Clode shares where he sees opportunity in the tech sector right now. Plus, CNBC's Pippa Stevens joins from America's first enhanced geothermal project in Utah. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alberta Premier Danielle Smith joins to discuss the impact of the ongoing U.S.-Canada trade war. Then, Susquehanna analyst Mehdi Hosseini joins to break down Dell's latest earnings report. Plus, CNBC's Brian Sullivan joins from Venezuela as Chevron announced plans to more than double its oil production in the country over the next 5 years. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand.  In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors are being hysterical if they sell shares of this tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former White House AI and Crypto Czar David Sacks joins to discuss data centers, AI and regulation. Then, Medtronic CEO Geoff Martha breaks down the company's latest quarter and discusses their big bet on robotics surgery. Plus, Needham analyst Laura Martin grades Tim Cook's tenure at Apple as new CEO John Ternus takes the helm today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global bond yields are on the rise again, putting rates back at the center of the market conversation. Plus, new trial data from Novartis shows promise for its experimental multiple sclerosis drug. And Pennsylvania Governor Josh Shapiro and Chobani CEO Hamdi Ulukaya join Squawk on the Street following the company’s more than $1 billion investment in the state, as Shapiro also discusses his push to rein in the rapid expansion of data centers.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Also in focus: Oil prices jump as military strikes continue in the U.S.-Iran conflict. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs CEO David Solomon joins exclusively from the G20 to discuss his outlook for the economy, AI, the bond market and much more. Then, Eli Lilly CEO David Ricks also joins from the G20 to discuss the company's new acquisition and the weight loss drug space at large. We also speak to Former CEA Chair Jason Furman about his expectations for the economy and the Fed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Treasury Secretary Scott Bessent joins from the G20 meeting in Asheville, North Carolina to discuss the Iran war, the bond market, AI and much more. We also speak to Apollo Chief Economist Torsten Slok on the market and D.A. Davidson analyst Gil Luria on OpenAI reaching a new ad revenue milestone. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer discussed stocks under pressure and oil prices spiking after the U.S. and Iran resumed military attacks for the first time in weeks. Hear what Treasury Secretary Scott Bessent and Fed Chairman Kevin Warsh told reporters at the G20 meetings in Asheville, North Carolina. The anchors discussed Tim Cook's legacy — including a montage of Jim's interviews with the outgoing Apple CEO throughout the years — as John Ternus prepares to become the company's chief executive on Tuesday. Also in focus: Why shares of PG&E and other California utilities are plunging; All things OpenAI -- from SpaceX to the Hugging Face incident; Stocks on track for a green August.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DWS Group's David Bianco, Neuberger's Ashok Bhatia and Former Chicago Fed President Charles Evans all join with their reactions to Fed Chairman Warsh's speech in Jackson Hole. Then, Niles Investment Management Founder Dan Niles discusses the potential impact of monetary policy on the markets and tech. We also break down Marvell and Gap earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you special coverage of Fed Chairman Warsh's Jackson Hole speech with commentary from CNBC's Steve Liesman, Former Fed Governor Randy Kroszner and Schwab Chief Investment Strategist Liz Ann Sonders. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber set the stage for Friday's keynote speech by Fed Chairman Kevin Warsh at the Kansas City Fed's economic symposium in Jackson Hole, Wyoming: The anchors explored what's at stake for the markets and the economy.  Nvidia capped a blowout earnings report with a $442 billion surge in valuation, the second-largest one-day gain behind Microsoft's record-setting $450 billion jump in July. Marvell shares fell sharply despite a quarterly beat and raised guidance. Also in focus: PayPal tumbles after Advent and Stripe reportedly abandon their bid to buy the company; Merger partners decide to scrap their $14.5 billion deal; Affirm rallies; Gap soars; Anthropic's legal victory against the Pentagon; More than 100 companies sign on to an open letter calling for "collective action on cyber defense."   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he would still be a buyer of this cybersecurity stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Revolution Medicines CEO Dr. Mark Goldsmith joins after the company received FDA approval for its pancreatic cancer pill that's priced at roughly $40,000 per month. Then, Goldman Sachs analyst Jim Schneider shares his reaction to Nvidia's latest earnings report that has the stock jumping. Plus, Synopsys CEO Sassine Ghazi joins on the heels of a beat and raise.Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The show kicked off with a look at Nvidia’s blowout quarter, after the company reported results that topped Wall Street expectations. California Attorney General Rob Bonta also joined the program to discuss Meta’s settlement in the social media addiction case, which could cost the company up to $16.7 billion. Cleveland Fed President Beth Hammack also shared her outlook on the economy and interest rates ahead of Fed Chairman Kevin Warsh’s Jackson Hole speech tomorrow. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides;  Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Barclays Global Head of Technology Investment Banking Kristin Peterson joins to discuss her outlook for the IPO market with OpenAI and Anthropic in the pipeline. We also break down the expectations for Nvidia earnings, which are slated for after the bell today. Plus, Citi's Tyler Radke breaks down why he opened a positive catalyst watch on Oracle. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: former AG Jonathan Kanter broke down Meta's landmark settlement over claims their products addict children, the team discussed fresh inflation data - and what it means for the Fed, and one retail executive gave his take on the winners and losers out of earnings from the group. Plus: the playbook for huge reports after the bell out of Nvidia and Salesforce.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer believes the idea behind this tech stock being down is ridiculous. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with breaking news involving a landmark social media addiction case: Meta agreed to pay $16.7 billion in a settlement with a coalition of state attorneys general led by California. The anchors also set the stage for Nvidia's earnings due out after Wednesday's close of trading — and explored what's at stake for both the AI trade and the markets overall. Ahead of Friday's keynote by Fed Chairman Warsh at the Jackson Hole Fed symposium, PCE — the Fed's preferred inflation gauge — rose more than expected in July, with Core PCE matching economists' forecasts. Also in focus: OpenAI claims its new Jalapeño chip outperforms Nvidia processors, Intuit tumbles, Bill Gates' AI warning, Mark Walter’s TWG Global blasts "attacks" and denies fraud amid a federal probe. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nova Scotia Premier Tim Houston joins with his reaction to the escalating trade war between the U.S. and Canada. Then, BMO Chief AI & Quantum Officer Kristin Milchanowski joins to discuss the key trends she's watching and where she sees opportunity right now. Plus, Tanger CEO Stephen Yalof joins with his expectations for the consumer amid the back-to-school shopping season. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMorgan's Head of AI Infrastructure financing gave his take on where the industry is headed (despite growing data center backlash) - and more on billionaire investor Stanley Druckenmiller's new warning for the Treasury: let the bond market speak.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the chip sector rebounding from Monday's weakness, as well as Nvidia looking to snap a seven-day-losing streak — its longest such streak since 2022 — ahead of the chip giant's much-anticipated earnings due out after Wednesday's close of trading. The anchors reacted to Stanley Druckenmiller's op-ed in The Wall Street Journal, in which the legendary hedge fund manager called the Treasury Department's bond intervention a "mistake," adding that the government needs to "let the bond market speak." Shares of Dick's Sporting Goods plunged on lowered guidance: Hear Jim compare the retailer's challenges with Nike's woes. Also in focus: U.S.-Canada trade war intensifies, SpaceX's morning launch, Elon Musk's AI vision, Cramer on beaten-down Netflix shares.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NYU Professor Aswath Damodaran joins to discuss why he's saying AI could be having its "bar mitzvah moment" right now. Then, National Cattlemen’s Beef Association CEO Colin Woodall discusses the trade group's opposition to President Trump's new plan to lower beef prices. Plus, Former Philadelphia Fed President Patrick Harker shares his expectations for the Fed's Jackson Hole meeting this week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Atlantic Council CEO Fred Kempe joins to discuss the latest development in the trade war between the U.S. and Canada with President Trump saying he will increase tariffs on Canadian cars and trucks next year. Then, Webull U.S. CEO Anthony Denier joins to discuss the recent crypto rally and the pulse of retail traders right now. Plus, we bring you the latest updates on the Paramount-Warner Brothers merger.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with a report from CNBC that sent bond yields lower: Senior Treasury officials said the department could use its General Account to fund government bond buybacks.  The anchors also set the stage for a busy market week ahead: Treasury Secretary Bessent's Monday news conference on U.S. plans for what he called "economic D-day" against Iran; Fed Chairman Warsh's upcoming keynote at the Fed symposium in Jackson Hole, Wyoming; Nvidia leads the earnings parade with quarterly results due out later in the week. U.S.-Canada trade talks fail: President Trump says tariffs on Canadian cars, trucks, auto parts and steel will increase to 50% effective January 1. Also in focus: Sandisk shares tumble; Why California's attorney general canceled its meeting with Paramount.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Early Anthropic investor Matt Murphy shares his expectations ahead of the highly anticipated IPO. Then, we speak to the owner of a rare trading card of Dallas Mavericks star Cooper Flagg, which is expected to sell for more than $5 million. Plus, we break down what's behind the rally in cryptocurrencies this week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies Chief Market Strategist David Zervos joins to discuss the bond market moves this week. Then, Wellington Management's Matt Witheiler shares where he sees opportunity in the AI space right now. Plus, we discuss what's driving the surge in Manhattan rents this year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the worst session for the Dow and S&P 500 since late July, Carl Quintanilla, David Faber and Sara Eisen discussed stocks rebounding as Treasury Secretary Bessent's push to lower bond yields remains in focus. RBC Capital's Helima Croft joined the program to talk about higher oil prices and geopolitics, as President Trump seeks to ramp up economic pressure on Iran. Also in focus: What Bessent told CNBC about yield moves and Trump's approach to Iran; A slew of Wall Street analysts cut their price targets on Walmart after the stock's worst day in four years; Sources tell David that a Broadcom-backed special purpose vehicle is tapping the debt market for $70 billion to support an AI buildout; Crypto's great week; SpaceX's losing streak sends the stock back below its IPO price; What the bond rout means for private credit.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Treasury Secretary Scott Bessent joins exclusively to speak about the Treasury's bond market intervention this week, the deficit, the war with Iran and much more. Then, St. Louis Fed President Alberto Musalem joins exclusively to discuss his outlook for Fed rate policy and inflation. Plus, Morgan Stanley Head of Global Real Assets Lauren Hochfelder shares where she sees investment opportunity right now. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CFO of Walmart joins the show, first on CNBC, with his reaction to results as the stock pulls back on concerns about U.S. sales. Plus, the California AG, why he is opposing Paramount’s deal to buy Warner Brothers Discovery and the latest on Meta’s Child Safety Trial. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Jim live from Micron headquarters in Boise, Idaho. The chipmaker announced a $10 billion investment in a new AI and memory research lab. Cramer spoke exclusively with Micron CEO Sanjay Mehrotra about how the company is capitalizing on the AI boom. The anchors discussed a number of stories weighing on stocks: Walmart shares tumbled after the company missed on raised guidance and posted its weakest same-store sales growth in more than six years; Yields rebounded one day after the Treasury Department announced an increase in bond buybacks; Oil prices jumped after President Trump threatened "unprecedented" economic war against Iran. Also in focus: Strategy, Coinbase and Bitcoin extend their big rally sparked by Trump's White House meeting with crypto executives. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As shares of Moderna and Merck surge on new vaccine trial data, we speak to a top analyst about why he thinks the move higher is very difficult to rationalize. Then, Former CEA Chair Jason Furman discusses the Treasury Department's new debt buyback operations. Plus, we bring you the details of Chinese robotics company Unitree soaring in its public debut in Shanghai. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond yields pull back after the Treasury doubles liquidity support for buybacks. Allianz’s Mohamed El-Erian warns the recent turmoil could have big social and political consequences. Plus, Moderna and Merck rally on a major breakthrough for their skin cancer vaccine. And defense tech firm Lyntris makes its NYSE debut in a downsized IPO, with its CEO joining us to discuss the road ahead. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the 30-year yield hit fresh 2007 highs — and stocks extended their daily losing streak to three — Carl Quintanilla, Jim Cramer and David Faber led off the show with yields falling after the Treasury Department announced it would at least double the size of its government debt repurchases. The anchors delved into all things AI — from OpenAI reportedly lagging behind Anthropic on revenue growth, to midterm elections being impacted by the backlash against data centers. Moderna shares doubled and Merck shares rose sharply on late-stage trial results involving the companies' melanoma vaccine. Also in focus: Why Marvell shares surged; Toll Brothers beats; Reaction to retail earnings from the likes of Target, Lowe's and TJX.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CVC Marathon Managing Partner Bruce Richards joins with his reaction to today's global bond market sell-off. He also shares his outlook for the private credit market and where he sees opportunity right now. Then, Kalshi Board Member & Former CFTC Commissioner Brian Quintenz joins to discuss the regulatory landscape for prediction markets as headwinds continue to grow. Plus, we bring you the details of Meta's landmark child safety trial that begins today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why he is bullish on this home improvement retailer. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global bond yields surge to multi-decade highs, adding fresh pressure to tech stocks and raising new questions about the outlook for markets. On today’s Squawk on the Street, Evercore’s Roger Altman breaks down what’s driving the historic moves in rates and what they could mean for investors. Plus, former Assistant Attorney General Jonathan Kanter weighs in as a major trial gets underway alleging Meta’s platforms fueled addictive behavior among children and teens. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July housing starts tumble more than 12%; Baidu slides on a Q2 miss.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors should go for this stock if they want exposure to memory. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Tesla President Jon McNeill joins to discuss a new report that Tesla will soon unveil a design for a flying roadster. Then, we bring you OpenAI President Greg Brockman's first comments on the recent executive departures from the company. Plus, we take a look at how new AI technology is now used in boating. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway makes a major bet on Alphabet, boosting its stake in the second quarter and making the Google parent its third-largest position. On today’s Squawk on the Street, we break down what may be behind the move. Plus, Brown Harris Stevens CEO Bess Freedman explains why she says the pied-à-terre tax is already chilling New York City real estate. And Ferrari’s new EV sets an auction record after its May debut drew skepticism on Wall Street. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney CEO Josh D'Amaro joins to discuss his vision for the company, the outlook for parks, streaming strategy and much more. Then, we break down how Apple's newly opened manufacturing site in Texas fits into the company's playbook. Plus, we discuss the latest headwinds facing the prediction markets and how they could impact regulation moving forward. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new reports shed light on the company’s financials. And memory stocks rebound, helped by a rally in SanDisk. The CEO laying out the company’s strategy to CNBC. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest borrowing costs in 25 years. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of the Palisades Village after a more than $100 million rebuild following the LA wildfires. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Databricks CEO Ali Ghodsi joins Squawk on the Street with new financials after closing a $5 billion funding round at a $190 billion valuation, discussing growth and a possible IPO timeline. Plus, Bullish CEO Tom Farley weighs in on the beaten-down crypto market after the exchange’s latest results. And two of the world’s largest container shipping companies detail how the closure of the Strait of Hormuz is disrupting global trade and supply chains. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber discussed this morning’s PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company’s latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry’s rough quarter after the stock dropped double digits following the open. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this semiconductor giant’s stock has a very good chance of breaking out. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Treasury Secretary Jack Lew joins with his reaction to this morning's inflation data and the recent U.S.-Japan Yen intervention. Then, Quantinuum CEO Raj Hazra joins to break down the company's first earnings report since going public in June. Plus, we bring you the details of Google's new Pixel lineup and how it ramps up the competition ahead of Apple's September hardware event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports’ most valuable franchises. Then Goldman Sachs Chief U.S. Economist David Mericle breaks down the latest CPI report and what it means for inflation and the Fed. Plus, Lumentum CEO Michael Hurlston joins the show after earnings to discuss demand for the optical technology powering the AI infrastructure boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down this morning’s inflation print, with CPI rising 0.1% in July and the annual inflation rate coming in at 3.4%. The desk then brought in CoreWeave CEO Mike Intrator to discuss his company’s strong Q2 results, which sent the stock surging by double digits at the open. Also in AI, SpaceX CEO Elon Musk outlined how AI revenue within the company will exceed all other sources of revenue before year-end. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club is adding a position in this memory chip giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Invitation Homes CEO Dallas Tanner joins in his first interview since the Trump Administration's housing bill became law. Then, the CEO of eToro joins us after the trading platform's latest earnings report. We also speak to Goldman Sachs' Co-Head of Global Commodities on where he sees oil prices heading from here. Plus, don't miss an update on NYC Mayor Mamdani's pied-à-terre tax. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street, tech investor Byron Deeter breaks down what the deal means for capital markets and the future of AI investment. Plus, we preview two closely watched earnings reports from CoreWeave and Super Micro that could shape sentiment across the tech sector. And GXO Logistics CEO Malcolm Wilson joins the show to discuss how the company is positioning itself to benefit from the rise of artificial intelligence. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber broke down the impact of Nvidia’s massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech, the desk discussed Intel upsizing its stock offering to $20 billion at $95 per share to keep up with AI demand. After the opening bells, they also broke down energy prices and the fate of the Strait of Hormuz, as deal talks showed no signs of progress. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs Asset Management Co-Head of Private Credit James Reynolds joins with his outlook for the private credit space and where he's finding opportunity right now. Then, we speak to Randy Mastro, the lawyer representing a group of New York City homeowners suing over the rollout of Mayor Mamdani's pied-à-terre tax. Plus, we bring you the details of Intel's new $15 billion stock offering and Meta's new AI model.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX rallies back to its IPO price after Friday’s sharp rebound, one portfolio manager explains why the stock has become one of his largest bets. Plus, a top economist makes the case that the Federal Reserve won’t raise interest rates this year, even as inflation remains a key concern for investors. And we break down Berkshire Hathaway’s latest earnings, including CEO Greg Abel putting more of the company’s massive cash pile to work. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of First Solar shares his reaction to President Trump's newly announced tariffs on a key component for solar panels. Then, the CEO of Columbia Sportswear discusses how their tariff refund is impacting the business. Plus, the CEO of Wheaton Precious Metals joins after the company posted a record quarter. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs Chief Economist Jan Hatzius joins Squawk on the Street with his first reaction to the latest U.S. jobs report and what it means for the economy, interest rates, and the Federal Reserve. Plus, SentinelOne CEO Tomer Weingarten discusses the rise of rogue AI hacks and how companies are adapting to a new generation of security threats. And Flexport CEO Ryan Petersen breaks down the global trade implications after Iran proposed banning U.S. and Israeli ships from the Strait of Hormuz. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Scott Wapner discussed a July jobs report surprise: Non-farm payrolls fell unexpectedly by 23,000. J.P. Morgan Asset Management's David Kelly and Trivariate Research's Adam Parker offered their perspectives on the markets. Hear what President Trump told Punchbowl News about Fed Chairman Warsh and rate moves ahead of the midterm elections. Carl and Scott delved into Palantir and other tech stocks that have had a red-hot week. The anchors also explored a slew of high-flying earnings winners — including one stock soaring 60%. Also in focus: SpaceX extends its post-lock-up rebound; OpenAI set to launch a new product; What top bank executives told CNBC about the meltdown of hedge fund Situational Awareness.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Unity Software joins to break down the company's latest earnings that are sending shares higher today. Then, Block CFO Amrita Ahuja joins on the heels of an earnings beat and raise. She also discusses the impact of AI-driven layoffs that affected roughly 40% of the staff earlier this year. Plus, CNBC's Alex Sherman brings us the highlights of his interview with basketball legend Shaquille O'Neal as Shaq launches his new show, "Dunkman." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Results from SanDisk and Western Digital weigh on memory stocks. Chime shares surge after stronger-than-expected results. The fintech company's CEO joins Squawk on the Street to discuss what's driving growth. Plus, Dutch Bros CEO Christine Barone weighs in after the coffee chain's stock tumbles despite an earnings beat, explaining the outlook for the business. And a leadership shakeup at Google raises fresh questions about the company's AI strategy. Former Google Brain researcher and Cohere founder Aidan Gomez joins the show to discuss what's next in the race for artificial intelligence. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the Dow and S&P 500 hit all-time intraday highs mid-session, Carl Quintanilla and Jim Cramer discussed what JPMorgan Chase CEO Jamie Dimon told CNBC about what he thinks could result in market disruptions. The AI trade in the spotlight: Shares of Sandisk and Western Digital down sharply despite strong quarterly results. Also in focus: Spacex's lockup expiration and what's at stake for the sluggish stock; Travel stock winners; Why Salesforce shares are under pressure; Google's leadership shakeup; AppLovin plunges; Earnings winners and losers including Warner Bros. Discovery and Versant in the media space; President Trump reportedly has called Kevin Warsh repeatedly since Warsh became Fed chairman.   Disclosure: Versant Media Group is the parent company of CNBC.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEOs of Mattel and Kraft Heinz join to break down their latest earnings and outlooks. Then, we discuss SpaceX's first earnings report as a public company with a top analyst who is maintaining a neutral rating on the stock. Plus, we bring you the details of OpenAI and Anthropic getting caught up in yet another cybersecurity issue. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks continue their march to record highs, but is the rally running out of room? On today’s Squawk on the Street, we speak with a market strategist who argues equities have become overvalued and that attractive opportunities are getting harder to find. Plus, early SpaceX investor Peter Diamandis breaks down the company’s first earnings report as a public company. And Match Group CEO Spencer Rascoff joins the show after weaker Tinder revenue sends the stock lower, discussing the company's turnaround strategy and the future of online dating. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on SpaceX's first quarterly report since going public. Shares of Elon Musk's company tumbled as a surge in AI spending overshadowed a Q2 beat. The anchors reacted to Musk outlining his trillion-dollar revenue forecast for SpaceX and saying the company will "exclusively" use Nvidia AI chips. The Nvidia news helped to send AMD shares sharply lower despite that company's better-than-expected quarterly results. Hear how AMD CEO Lisa Su reacted to it all in an exclusive interview. Also in focus:  The Dow and S&P 500 hit new all-time intraday highs; Eli Lilly and Disney jump on earnings beats; "Faber Report" on the Paramount-Warner Bros. Discovery antitrust trial set for March 2027.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This big bank CEO has Cramer confident the company is ‘firing on all cylinders’. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P&G CEO Shailesh Jejurikar joins in his first broadcast interview since taking the helm and announces a new acquisition for supplement brand Thorne. Then, Williams CEO Chad Zamarin joins after the natural gas company announced a $5.5 billion acquisition and raised its annual outlook. Plus, we break down what's driving chip stocks higher this morning and look ahead to AMD's earnings after the bell today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will the Federal Reserve provide less guidance on interest rates going forward? On today’s Squawk on the Street, we examine what a shift in Fed communication could mean for markets with Mohamed El-Erian. Plus, Caterpillar and Palantir rally after their latest results. What Palantir CEO Alex Karp told CNBC. And we look ahead to SpaceX’s first earnings report as a public company, with one analyst who says the stock is a buy. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Caterpillar and Palantir surging on their respective blowout quarters, driven by the AI boom. The Dow and S&P 500 jumped to fresh all-time highs. In a CNBC Exclusive, Wells Fargo Chairman & CEO Charlie Scharf joined the anchors at Post 9. Topics included the company's growth, the economy and why the bank's shares have lagged its peers. Also in focus: What Treasury Secretary Bessent told CNBC about a potential Strait of Hormuz deal; McDonald's and the earnings parade; The stocks soaring on a report stating the White House is drafting a ban on Chinese data center devices; OpenAI's blog post responding to Apple's lawsuit; SpaceX earnings countdown.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hugging Face CEO Clem Delangue joins to discuss OpenAI's rogue agent attack on the company and what it means for cybersecurity and the future of AI. Then, IMAX CEO Rich Gelfond discusses the success of "The Odyssey" after the company posted its highest grossing month on record in July. Plus, we break down how big tech stakes in private AI companies are distorting the S&P earnings picture. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brookfield CEO Bruce Flatt joins Squawk on the Street after the company announced plans to help develop a $100 billion AI data center campus in Kentucky, discussing the next phase of infrastructure investment powering artificial intelligence. Plus, markets react as the U.S. intervenes in the Japanese yen, and we break down a Financial Times report that AstraZeneca and Bristol Myers have discussed a potential mega-merger and what it could mean for the pharmaceutical industry. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceutical giant. Also in focus: Starbucks gets upgraded, SpaceX hits new lows ahead of its Tuesday earnings report, Alibaba's AI bounce, a look at whether July's biggest stock losers can rebound in August, the Dow aims for a five-month win streak, the 19th anniversary of Cramer's "They know nothing!!" Fed rant.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club says this stock’s pullback is a good buying opportunity. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reaction to New York State suing the prediction market company today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed President Lorie Logan explains her dissent from the Federal Reserve’s latest policy decision, offering insight into the debate over the path of interest rates. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this stock is sticking to its long term plan. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With Meta and Microsoft heading in opposite directions after reporting results, Janus Henderson Technology Portfolio Manager Richard Clode joins to discuss how investors should navigate this earnings season. Then, Former Philadelphia Fed President Patrick Harker reacts to the Fed's hawkish hold and Chairman Warsh's press conference. Plus, the CEOs of Shell and JLL join after reporting earnings that beat estimates.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber reports that one of AI’s most closely watched voices, Leopold Aschenbrenner’s hedge fund Situational Awareness, has sold its entire portfolio of public investments. We examine what the move could signal for AI investors. Plus, Jersey Mike’s CEO joins along with Danny DeVito and Eli Manning to discuss the company’s public market debut. And we break down Wall Street’s reaction to earnings from Microsoft and Meta as investors assess the next phase of the AI trade.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the sell-off sparked by Fed Chairman Warsh's comments at his post-Fed rate decision news conference, Carl Quintanilla, Jim Cramer and David Faber explored mega-tech earnings and the AI trade: Microsoft shares soared and Meta shares tumbled in reaction to their respective quarterly results and AI spending guidance. Starbucks CEO Brian Niccol joined the program to discuss higher sales and upbeat guidance that lifted the stock. Arm Holdings CEO Rene Haas spoke about the company's AI-fueled results that boosted the stock. Also in focus: Sources tell David that AI investor Leopold Aschenbrenner's hedge fund unwound all of its public stock positions due to steep losses; Earnings winners and losers; Jersey Mike's goes public.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he's changing course on this consumer stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Could the Federal Reserve's next move be a rate hike? Renaissance Macro Head of Economics Neil Dutta joins Squawk on the Street to make the case. Plus, Mondelez CEO Dirk Van de Put discusses better-than-expected earnings, consumer demand, and what's driving growth for the maker of Oreo. And Teva CEO Richard Francis breaks down the company's raised full-year outlook, the latest quarterly results, and what's ahead for its drug pipeline. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SoFi CEO Anthony Noto joins Squawk on the Street after the stock tumbles despite record quarterly net revenue, explaining the results and outlook for the fintech company. Plus, AI skeptic Ed Zitron weighs in on Mark Zuckerberg’s warning that artificial intelligence power is becoming too concentrated among a handful of frontier labs. And we examine the volatile memory-chip trade as SK Hynix reverses higher following a 250% surge in revenue. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered a lot of bases, engaged in spirited discussions about the AI trade and weighed in on the Fed ahead of its Wednesday decision on interest rates. The chip sector was under pressure once again after SK Hynix's earnings missed lofty expectations. The Dow tumbled after crude oil prices surged on new developments surrounding the U.S.-Iran conflict, including President Trump's blunt message about attacking Iran. Also in focus: Meta CEO Mark Zuckerberg's message on the future of AI; OpenAI CEO Sam Altman comments on AI safety; Low tide for Procter & Gamble; SpaceX's stock slump; Earnings winners and losers.     Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this materials stock is too volatile to buy back.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PulteGroup CEO Ryan Marshall joins to discuss his outlook for the housing market, the company's latest earnings and more. Then Atlanta Falcons CEO Greg Beadles discusses the team's turnaround strategy ahead of the 2026 season. Plus, Citi Research Global Head of Tech & Communications Heath Terry shares his take on the tech sector ahead of key earnings this week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Coca-Cola hit an all-time high on the back of results. CEO Henrique Braun sits down for his first interview since taking over the job, live from the company’s headquarters in Atlanta. Then the CEO of UPS on the back of results and the “glide down” of its business with Amazon. And the CEO of utility Southern Company, on the data center buildout and power demand. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high.  Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2 results and why the stock has slumped over the past twelve months. Also in focus: The anchors discussed where companies' AI capex budgets should fit into your investment strategy, Johnson & Johnson's $5.5 billion talc settlement, Meta-BlackRock AI data center partnership, Apple CEO Tim Cook and incoming CEO John Ternus on the red carpet.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club bought shares of this tech giant and could buy more if the sell-off continues.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SEC Chair Paul Atkins joins Squawk on the Street to discuss the state of the IPO market, what’s driving the recent pickup in new listings, and the outlook for companies waiting to go public. Plus, D-Wave Quantum CEO Alan Baratz explains the company’s expanded partnership with AT&T and what it means for the commercialization of quantum computing. And Evercore’s Julian Emanuel breaks down what falling oil prices signal for stocks, inflation, and the broader market outlook.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion backstop for OpenAI as part of a data center project, Morgan Stanley analyst Adam Jonas' note on SpaceX amid the stock's weakness, an update on Paramount's decision to delay its proposed acquisition of Warner Bros. Discovery, the anchors react to the stock that soared 466% in its Chinese market debut.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rapidan Energy CEO Scott Modell shares his outlook for oil prices as tensions rise in the Middle East. Then, Taylor Morrison CEO Sheryl Palmer discusses the state of the housing market after new home sales came in higher than expected for June. Plus, we bring you the details of Lebron James signing with the 76ers.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets search for stability after a tech-led selloff and a spike in oil prices, with renewed tariff fears adding another layer of uncertainty for investors. On today’s Squawk on the Street, we break down what’s driving sentiment and what it means for the broader market. Plus, Intel gives up an early post-earnings rally as investors reassess the chipmaker’s outlook. Then one top analyst explains why this week’s surge in memory-chip stocks could still have much further to run. And we examine the outlook for the housing market as mortgage rates climb to their highest level in a year.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer is watching this cloud giant after raising its capex forecast. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies Executive Chair of TMT Investment Banking Jason Greenberg joins us to break down his expectations for the tech sector after Alphabet and Tesla tumble post-earnings. Then, TD Bank U.S. Vice Chair Jeff Solomon joins with his outlook for the economy. Plus, Former SpaceX Engineer Scott Morton joins ahead of SpaceX's upcoming Starship launch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An exclusive with the CEO of Google Cloud, Thomas Kurian, after Alphabet’s cloud unit saw an 82% jump in revenue growth. But the stock falling on some capex concerns. Then the CEO of IBM joins the show, a week after the company warned of weaker than expected results, that led the stock to see its worst day ever. He explains the outlook. And Tesla on pace for its worst day in more than a year, why spending concerns are also hitting that stock.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interactive Brokers Founder Thomas Peterffy joins to discuss the company's latest earnings report and trading activity trends. Then, we preview what to expect from Alphabet and Tesla earnings after the bell today with capex a big focus for both companies. Plus, we bring you the details of OpenAI's model going rogue and hacking into another company all on its own. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this cyber stock is the one you should buy this morning. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI trade faces fresh scrutiny as new headlines around AMD, Anthropic, and Super Micro raise questions about whether the flood of investment into artificial intelligence can continue. Then we speak with a top analyst about the one key metric to watch in Alphabet’s earnings. Plus, we break down what’s driving Tesla ahead of its quarterly report and examine what the options market is signaling as investors brace for one of the biggest earnings events of the season. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored the earnings parade, including what to expect from Alphabet and Tesla results due out after Wednesday's close of trading. Brent briefly topped $95 for the first time in about six weeks, as crude oil jumped again on the U.S.-Iran conflict. U.S. Secretary of State Marco rubio told reporters Iran is "not serious about talks." CNBC rang the opening bell at the New York Stock Exchange, celebrating the extension of its more than 30-year partnership with the NYSE. Also in focus: GE Vernova slides despite a quarterly beat; A&T gets a lift on earnings;  Super Micro's super surge, OpenAI and the "unprecedented cyber incident," AMD to invest up to $5 billion in Anthropic as part of their strategic partnership.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he likes how the financial sector is trading. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Novartis CEO Vas Narasimhan joins to break down the company's latest earnings report as they return to sales growth. Then, we bring you comments from President Trump as he meets with the President of Lebanon at the White House. Plus, we break down the details of Alphabet's three new Gemini models it released ahead of earnings tomorrow. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season rolls on as Charles Schwab CEO Rick Wurster discusses the firm's latest results, investor activity, and the outlook for markets, while Hasbro CEO Chris Cocks breaks down the toymaker's earnings and the strength of its gaming and entertainment businesses. Plus, Social Security Administration Commissioner and IRS CEO Frank Bisignano responds to a Wall Street Journal report alleging he spied on colleagues while Co-COO at JPMorgan, more than a decade ago. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors can own these mega-cap tech stocks but prepare for volatility. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Circle CEO Jeremy Allaire joins to discuss the company's recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX and the threat from Moonshot AI's new Kimi model. Plus, Archer Aviation CEO Adam Goldstein joins from the Farnborough Air Show as the company unveils a new aircraft in partnership with Anduril. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is Wall Street underestimating China's AI ambitions? Anthropic investor Byron Deeter explains why he believes investors are getting the competitive landscape wrong and what it means for the next phase of the AI race. Plus, Google shares rise on reports the company is developing a new chip to improve the efficiency of its AI models. And Atlantic Council CEO Fred Kempe joins the show to discuss the latest escalation in the Middle East after Iran-backed Houthis announced a maritime embargo against Saudi Arabia and the broader geopolitical implications. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

UFC President and CEO Dana White joins to discuss the growth of the sport, their deal with Paramount, the recent White House event and much more. We also break down what's driving the tech sector lower today. Plus, Needham analyst Laura Martin speaks about why investors should buy the weakness in Netflix. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks come under renewed pressure as the Nasdaq heads for its first weekly loss in three weeks. On today’s Squawk on the Street, Apollo Chief Economist Torsten Slok explains how much of the economy’s outlook now depends on the AI trade. Plus, Netflix tumbles after disappointing guidance, but one Wall Street analyst says the selloff is a buying opportunity. And with SpaceX trading below its $135 IPO price, we examine what the options market is signaling about where the stock could go next.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wrapping up a volatile week for stocks, Carl Quintanilla, Sara Eisen and Michael Santoli delved into the chip sector extending its global sell-off on AI jitters. The anchors reacted to Netflix shares tumbling on current quarter guidance that indicated slower growth. TD Cowen analyst John Rutledge joined the Netflix conversation. Apple gets an analyst upgrade and surpasses Nvidia to reclaim the title of the world's most valuable company. Also in focus: Shares of SpaceX slide further below their $135 IPO price after an aborted Starship launch, Micron falls out of the trillion-dollar market cap club, PayPal M&A watch, LeBron James speaks about Nike's challenges, oil rallies on U.S.-Iran tensions, President Xi's AI game plan for China.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Barclays CEO Bob Diamond joins to break down what's been a strong week of bank earnings. Then, Standard Nuclear CEO Kurt Terrani joins ahead of the company's public debut at the NYSE today. Plus, we break down UnitedHealth's latest earnings, which have the stock jumping today.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI Chairman Bret Taylor joins the show, his AI unicorn "Sierra" launching new tools to take on the enterprise software incumbents. Then why results from Taiwan Semi are pressuring the rest of the chip sector. And ahead to Netflix results, what the options market is signaling about that report, after the bell.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for UnitedHealth Group, up sharply on its blowout earnings and raised guidance. The anchors discussed the SpaceX stock slump one day after shares fell below their $135 IPO price for the first time ever. Also in focus: Earnings movers from GE Aerospace to United Airlines; June retail sales reaction; Uber to buy Germany's Delivery Hero in a $14.8 billion deal; Eli Lilly's psychedelic M&A takeover; FDA approves Merck's new cholesterol pill; Trump Media's new move; Cramer previews the CNBC Investing Club Monthly Meeting.     Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former NEC Director Gary Cohn joins with his reaction to Fed Chairman Warsh's testimony and shares his outlook for the economy at large. Then, we break down why Apple shares are jumping today. Plus, we bring you the details of Morgan Stanley's latest earnings report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A potential takeover of PayPal sparks fresh debate about consolidation in fintech and what a deal could mean for the payments landscape. On today’s Squawk on the Street, we break down the latest reports and the market reaction. Plus, Fed Chair Kevin Warsh testifies on Capitol Hill, offering investors fresh clues on inflation, interest rates, and the path forward for monetary policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he likes this tech giant’s stock over Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a "Faber Report": Sources tell David that Stripe and Advent International have jointly offered $60.50 per share to acquire PayPal, whose shares surged on that news. The anchors reacted to what Berkshire Hathaway Chairman Warren Buffett told CNBC's Becky Quick exclusively about investing in Alphabet. Speaking of exclusives, BlackRock CEO Larry Fink joined the program for a wide-ranging interview -- discussing earnings, the investment climate and the AI boom. Also in focus: An unexpected decline in June producer prices, Morgan Stanley and Johnson & Johnson earnings, IBM shares coming off their worst day ever, SpaceX shares trading near their IPO price.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This stock is on pace for its worst day going back to 1987.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve Chairman Kevin Warsh testifies in front of the House Financial Services Committee on the Federal Reserve's semi-annual Monetary Policy Report.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of America CEO Brian Moynihan join CNBC to exclusively break down the company’s most recent results. Then Federal Reserve Chairman Kevin Warsh testifies in front of the House Financial Services Committee on the Federal Reserve's semi-annual Monetary Policy Report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on a busy day for the markets: IBM shares plunge on weaker-than-expected preliminary Q2 results; Five of the nation's six largest banks post quarterly beats to kick off earnings season; June CPI comes in tamer than expected ahead of Kevin Warsh's first Capitol Hill testimony as Fed Chairman; SK Hynix rebounds from Monday's sell-off. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call message about the market and AI; Apple gets downgraded to the equivalent of a "sell" rating; An exclusive with Paramount's lead outside counsel defending the company's merger with Warner Bros. Discovery — after twelve state attorneys general filed a lawsuit to block it.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen Scherr, Co-President of single-family home owner Pretium, joins to discuss the impact of the housing affordability bill that just became law over the weekend. Then, ProCap Financial CEO Anthony Pompliano discusses the success of the company's personal finance AI agent, "Silvia." Plus, we break down the latest drama between Elon Musk and Sam Altman that unfolded over the weekend after Apple sued OpenAI.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour, the President taking to social media, saying the U.S. is reimplementing a blockade on the Strait of Hormuz, but also adding the U.S. will now be charging a toll for those who use it. Then a look ahead to bank earnings, and what to expect ahead of those reports with KBW CEO Tom Michaud. And the Comptroller of the Currency, whose office charters, regulates and supervises all national banks. His outlook for regulation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off a new week with the AI trade: Shares of SK Hynix tumbled 15% for its worst-ever day in the South Korean markets. The stock also fell sharply on Wall Street after surging 13% Friday in its U.S. trading debut — and dragged down memory names including Micron and Sandisk. The anchors reacted to the Sam Altman-Elon Musk's social media spat in wake of Apple's lawsuit against OpenAI. Also in focus: Oil prices jump on U.S.-Iran tensions, SpaceX shares fall closer to their $135 IPO price, Cramer on the non-tech names worthy of your attention, Disney's live-action "Moana" stumbles, Meta and data centers, American Express upgraded, "Faber Report" on State AGs vs. Paramount-WBD deal.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you the latest coverage of SK Hynix as it opens for trade on the Nasdaq. Then, FCC Chairman Brendan Carr joins to discuss the agency's ongoing battle with Disney. Plus, we break down the outlook for Apple's key China market as sales fall. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SK Group Chairman Chey Tae-won joins Squawk on the Street to discuss the company’s U.S. listing after raising $26.5 billion. Plus, with bank earnings season about to begin, we break down what Wall Street will be watching. And bullish options activity in Meta has traders positioning for another leg higher as investors bet on the company’s push into AI coding. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen discussed a historic day for SK Hynix: The South Korean chip provider making its U.S. debut on the Nasdaq, raising more than $26 billion — the largest share sale ever by a non-U.S. company. The anchors also reacted to Fed Chairman Kevin Warsh's picks to serve on task forces: Members include venture capitalist Marc Andreessen and former Walmart CEO Doug McMillon. Also in focus: Why Meta shares jumped, Mark Zuckerberg's message on compute, Melius' Ben Reitzes joins the show to talk chips and the AI trade, Delta beats on earnings, Apple's record run, Netflix reportedly exploring live TV and bundles, President Trump says he won't sign the bipartisan housing bill that is set to become law.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stories in the U.S. and abroad. Plus, we reveal the top state for AI from CNBC's list of top states for business this year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club needs to be invested in fewer chip stocks. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI CEO Sam Altman joins the show, live from Allen & Co. Sun Valley Conference in Idaho following the rollout of the company’s new AI Model. Plus, he lays out some new efficiency results. Then the CEO of Palo Alto Networks, on AI token costs and his outlook for AI spending. And the CEO of Match Group on how AI is changing the dating landscape. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored stocks rising and oil prices falling, despite the U.S. and Iran trading military strikes for a second consecutive night. Tech and the AI trade getting a big lift from a surge in semiconductor stocks, fueled in part by Micron announcing plans to boost AI spending in the U.S. to $250 billion through 2035. PepsiCo CEO Ramon Laguarta joined the program to discuss the company's mixed quarterly results and the consumer. The anchors grilled him about what it would take to boost the snack and beverage giant's business and sluggish stock performance. Also in focus: Meta AI chip buzz, Costco shares slide on June sales, Salesforce gets downgraded, SK Hynix gears up for its U.S. listing debut slated for Friday.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this recent spinoff is very mispriced. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Council on Foreign Relations President Emeritus Richard Haass joins to discuss his outlook for the Iran War after President Trump declared that the ceasefire is over. Plus, as oil prices spike, Rapidan Energy Group CEO Scott Modell discusses why he feels like we're at a juncture here. We also break down the details of Apple expanding its partnership with Broadcom in its largest commitment to U.S. manufacturing to date. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Stanley’s Adam Jonas joins Squawk on the Street to explain his initiation of SpaceX, including his $600 bull-case valuation and what could propel the company higher from here. Plus, former Defense Secretary Mark Esper reacts after President Trump says the ceasefire with Iran is over, examining the geopolitical and market implications. And RXR CEO Scott Rechler discusses the outlook for New York City real estate and how the industry is responding to the unstable Midtown Manhattan building, current being transformed from an office to residential property. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to President Trump's comments at the NATO Summit in Turkey, where he said the ceasefire with Iran is "over." That news sent oil prices spiking, yields jumping and stocks falling sharply. What should you make of the volatility? Also in focus: Trillion-dollar tech's bear club, Apple's $30 billion chip deal with Broadcom, Amazon bond sale update, Blue Origin's fundraising push, Cramer on Walmart as a buying opportunity, Samsung and SK Hynix drag South Korea's KOSPI into bear territory.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says to take advantage of the sell-off and buy stocks that are down the most. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Early SpaceX investor Christian Garrett joins to break down his bull case for the stock as it joins the Nasdaq 100. We also discuss why Samsung shares are tumbling despite the company reporting strong quarterly results. Plus, Allianz Chief Economic Advisor Mohamed El-Erian discusses his outlook for the economy on the heels of fresh inflation expectations from the New York Fed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street gets fresh takes on SpaceX as many Wall Street firms initiate, including MoffettNathanson initiating coverage with a Neutral rating and a $131 price target. Analyst Craig Moffett Joins to explain. Plus, President Trump arrives in Turkey for the NATO summit as geopolitical tensions remain in focus. And chip stocks come under pressure after Samsung’s latest results raise fresh questions about demand across the semiconductor industry. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered a busy hour on the tech front: David reports Amazon plans to raise $25 billion in a bond sale according to sources; Chip stocks under pressure despite Samsung's record quarterly results; Several Wall Street analysts initiate coverage of SpaceX with "Buy" or "Overweight" ratings — as the stock makes its debut on the Nasdaq 100. Also in focus: A fresh record high for the Dow, oil prices rise on reports tankers were attacked in the Strait of Hormuz, President Trump in Turkey at the NATO summit, Walmart announces price cuts on thousands of items, Cramer on the consumer names he says are worth buying now, Nvidia and Apple battle for title of most valuable company.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this tech giant’s chip packaging business will be its next big gross margin driver. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elevation Partners Co-Founder Roger McNamee discusses why he believes the AI trade is worse than the dot com bubble. We also bring you all the details on Microsoft's newly announced layoffs. Plus, IMAX CEO Rich Gelfond joins to discuss demand for movies after "Minions and Monsters" topped the box office over the holiday weekend. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chip stocks rebound as investors digest SK Hynix’s planned U.S. listing, reports of a delay to Nvidia’s next-generation AI system, and Broadcom’s expanded partnership with Apple. Then BNY CEO Robin Vince joins the show to discuss the rollout of Trump Accounts and how artificial intelligence is reshaping the future of work. Plus, President Trump confirms he personally called FIFA President Gianni Infantino about U.S. striker Folarin Balogun’s red card and suspension. We have the impact on the betting markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked of a new trading week with a historic event: President Trump rang both the NYSE and Nasdaq opening bells from the Oval Office, making him the first president to do so. The bell ringing was in celebration of the first trading day of the Trump Accounts. Robinhood CEO Vlad Tenev joined the show from the White House to talk about the new investment accounts for children. The anchors discussed the tech sector getting a boost to start the week. Also in focus: Broadcom and Apple extend AI chip partnership, South Korea's SK Hynix launches $28 billion U.S. listing, the sectors Morgan Stanley strategist Mike Wilson says are good plays for a broadening stock market, Oracle's losing streak, trillion-dollar tech and AI -- from Nvidia to Meta.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tusk Ventures CEO Bradley Tusk joins to discuss the implications of OpenAI reportedly proposing handing over a 5% stake to the Trump Administration. We also discuss this morning's jobs number with former CEA Chair Jared Bernstein. Then, we break down Tesla's latest deliveries that beat expectations. Plus, as Americans brace for a heat wave this weekend, we take a look at the impact on power prices and the grid. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hear key analysis on this morning's Jobs Report - and what it means for the Fed, rates, and markets - with CNBC's own Carl Quintanilla, Leslie Picker, and Michael Santoli alongside Rick Santelli, Goldman's Chief Economist, and JPMorgan Asset Management's Chief Strategist this hour. Plus: AI demand concerns growing - and taking down chip stocks in Asia... hear one industry analyst make the case for OpenAI and Anthropic to NOT join public markets. Elsewhere this hour: details on one BBQ item seeing record prices, and why Blue Owl shares are gaining in the early trade despite more redemptions from 2 private credit funds.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day of a holiday-shortened week, Carl Quintanilla and Jim Cramer reacted to the June employment report showing weaker-than-expected job creation. Stocks rose on that data, which fueled hopes that the Fed would be less likely to hike rates. National Economic Council Director Kevin Hassett joined the program with White House reaction to the jobs numbers. The anchors asked him about OpenAI reportedly discussing a proposal to give the U.S. government a 5% stake in the company. Also in focus: Tesla Q2 deliveries beat forecasts, Microsoft's new AI "Frontier," what's next for Meta one day after shares rallied on its push into cloud computing, new redemptions at Blue Owl.   Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sara Eisen joins from the ECB Forum in Portugal after speaking with global central bank leaders on a blockbuster panel, including Fed Chairman Kevin Warsh. Then, Anthropic investor Matt Witheiler of Wellington Management joins after Anthropic announces the Trump Administration reversed its ban on two of the company's AI models. Plus, we bring you Palantir CEO Alex Karp's message to Wall Street when it comes to open source models and LLMs.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the heels of a headline filled economic panel at the ECB's monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta's move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a read from the ground on the cost of the AI buildout with the CEO of Martin Marietta... fresh off a huge deal to buy limestone supplier LHoist. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Federal Reserve Chairman Kevin Warsh hits the international stage for the first time as Federal Reserve Chairman: In Sintra, Portugal at the ECB Forum on Central Banking, he joined ECB President Christine Lagarde and the heads of the Bank of England and Bank of Canada for a roundtable discussion moderated by CNBC's Sara Eisen. Hear what Warsh had to say about charting a new course at the Fed, the AI boom and why this is a time of huge opportunity in the U.S. Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for the markets as we enter the second half of the year, including a look at shares of Meta surging — the company reportedly planning a cloud business to sell AI computing power.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says to own this memory stock that could see multiple years of demand. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. stocks closing out a blockbuster quarter: Carl Quintanilla and Leslie Picker kicked off the hour with a breakdown of what comes next with Wells Fargo's top strategist, and Citi's Head of Tech Research. Plus - Sara Eisen joined the team with another huge interview from the ECB's annual monetary forum: Bank of England Governor Andrew Bailey...  And elsewhere in the hour: details on BMW's new U.S. expansion plans, Apple's efforts to combat AI cybersecurity threats, and what a change to Medicare means for GLP-1 names.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Semis closing out their best quarter ever - and the Nasdaq's best in years: Carl Quintanilla, Leslie Picker, and David Faber broke down what comes next for the group with Citi's top equity strategist and talked regulation with Alex Stamos, former security chief at Facebook. Plus: details on more key decisions out of the Supreme Court on campaign finances and birthright citizenship... along with a live interview you don't want to miss spanning inflation, rates, and more - with FOMC voting member and Cleveland Fed president Beth Hammack.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of the month, Q2 and first half of the year, Carl Quintanilla, Jim Cramer and David Faber explored what has been up to now a bullish year for stocks.  The Dow coming off a close above 52,000 for the first time ever. Nasdaq and the S&P 500 poised for their best quarter in six years. Micron, Intel, Sandisk and Marvell Technology among the stocks on track to post a record-setting quarter. Hear what Cramer has to say about investing in trillion-dollar tech names in the second half. Also in focus: Mega-bearish Q2 for oil prices,  Wall Street analysts weigh in on Comcast's decision to split into two companies, the Japanese yen falls to a 40-year low against the U.S. dollar.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with Comcast shares soaring: The company announced plans to split into two independent publicly traded companies, through a tax-free spin-off of NBCUniversal and Sky.  The anchors also discussed stocks rebounding, as the Nasdaq and S&P 500 look to snap their respective five-day losing streaks. Also in focus:  SpaceX to be added to the Nasdaq 100 next week, Rocket Lab buys Iridium Communications for $8 billion in cash and stock as it looks to take on SpaceX, Fed Chairman Kevin Warsh in the spotlight ahead of his appearance at this week's ECB forum, Alphabet officially enters the Dow, Michael Santoli's perspective on action in the Magnificent 7 stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Leslie Picker broke down the tech trade, as chips stocks continued to drop lower in another volatile session. Kate Rooney reported on the U.S. government looking to rein in AI, turning its attention to OpenAI after taking down Anthropic’s Fable release. Also in the mix; Pippa Stevens broke down the drop in energy prices with WTI crude dipping below $69. Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC reports that OpenAI has not begun "testing- waters" meetings with investors ahead of a potential IPO, despite growing speculation around the company's next move. Then a look at the next major catalyst for SpaceX since going public two weeks ago. And the CEO of AI infrastructure company and Nvidia partner Coherent, on the AI infrastructure buildout and the demand driving the next wave of investment. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli explored tech sector weakness: Nasdaq on track for a five-day losing streak as investors dump some of the "Magnificent 7" stocks; Apple coming off its worst day in more than a year after announcing price hikes; Micron gives up some of Thursday's big gains after Samsung and SK Hynix tumbled in South Korean trading. The anchors reacted to a published report which says OpenAI is leaning toward delaying its IPO until 2027. The CEO of Onsemi joined the program to discuss the chipmaker's $7 billion all-stock  deal to buy Synaptics, On's "Physical AI" strategy — and why its shares tumbled on news of the acquisition. Also in focus: SpaceX's two weeks as a public company, the S&P Equal-Weight index outperforming the S&P 500, Oil prices erase Thursday's gains, Apollo co-founder Leon Black arrives on Capitol Hill to testify about his ties to notorious sex offender Jeffrey Epstein.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s latest price increases put the spotlight on rising memory costs as AI demand sends memory-chip stocks soaring.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Semis in focus as Broadcom unveils a new custom chip with OpenAI, Micron awaits earnings after the bell, and Cerebras shares slump on the company's first report as a public company. Cerebras' CEO joined the team with his first take on the stock move. Plus: a live look at the world's largest gas turbine engine factory - and what it means for stocks like GE Vernova - along with reaction from the head of one of the nation's biggest homebuilders to the President's surprise pivot on a key housing affordability bill.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: Sen. Elizabeth Warren reacts to President Trump’s decision to cancel the planned signing of a bipartisan housing bill. Plus, why she says data centers are hurting local communities. Then, Broadcom CEO Hock Tan and OpenAI President Greg Brockman discuss a new AI processor “Jalapeño,” and just how much demand they are seeing for compute. And Cerebras board member and one of the earliest investors, Foundation Capital’s Steve Vassallo, joins the show to break down the company’s first results as a public company.   Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Leslie Picker explored what's ahead for the tech sector in wake of Tuesday's sell-off — and ahead of Micron's earnings due out after Wednesday's close of trading. The anchors also discussed OpenAl and Broadcom unveiling their new custom AI chip, called "Jalapeño." Brian Sullivan joined the anchors at Post 9 to discuss WTI crude falling below $70/barrel for the first time since the early stages of the Iran war. Seema Mody delivered a live report from inside GE Vernova's turbine factory — as the company looks to meet hyperscalers' demand for AI power. Also in focus: Cerebras tumbles on its first earnings report since going public, Alphabet to replace Verizon in the Dow, FedEx earnings reaction, what Treasury Secretary Bessent told CNBC about economic growth.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A volatile session as tech stocks take a broad leg lower - Carl Quintanilla and Sara Eisen discussed the key names to watch (from SpaceX to Amazon), and broke down what could come next with the CEO of one AI name that just partnered with Nvidia on drug discovery.  Plus: a deep-dive on Amazon's new advertising push with OpenAI, a look ahead to Cerebras earnings after the bell, and an exclusive with Meta's Head of Wearables as the company releases a slew of new AI glasses. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How is Wall Street valuing software companies in the age of artificial intelligence? Twilio CEO Khozema Shipchandler discusses the changing software landscape, AI adoption, and how his company is positioning itself for the next wave of growth. Plus, Meta’s former head of news warns about the growing challenge of ensuring AI-generated information is accurate. And Apollo in focus as investors submit redemption requests from one of its private credit vehicles, raising fresh questions about liquidity and the risks facing the industry. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on the tech-fueled global market sell-off: South Korea's Kospi tumbled ten percent from a record closing high — as chipmakers Samsung and SK Hynix fell by double digits and weighed on shares of their U.S. counterparts; AI spending fears impact "Magnificent 7" stocks; SpaceX shares briefly fell below Friday's post-IPO opening price of $150. Also in focus: Oil prices fall to fresh March lows as U.S.-Iran talks continue, Apollo's private credit fund caps redemptions, Oracle job cuts update.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today’s market enthusiasm and the era that gave rise to Greenspan’s famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President Jim Zelter joins the show to discuss the massive financing needs behind the AI boom and where private capital sees the biggest opportunities in the next phase of artificial intelligence growth. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Sara Eisen kicked off the hour with fresh news out of SpaceX before turning to a sell-off in Alphabet shares with veteran tech investor Dan Niles. Plus: energy prices also falling as the U.S.-Iran deal talks make progress... What could come next - with one former diplomat that played a key role in Obama's Iran nuclear deal.  Elsewhere this hour: a read on airline stocks - and whether higher airfares are here to stay; plus: one former Fed member's remembrance of his time working alongside Alan Greenspan - and what he thinks Greenspan would have thought about current market exuberance.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and national security, Microsoft CEO Satya Nadella's message for companies leading the AI boom, SpaceX shares on track for a three-day losing streak, AbbVie agrees to buy immunology drugmaker Apogee Therapeutics for $10.9 billion in cash. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club says this tech giant could benefit from rising memory prices. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Santoli and Sara Eisen kicked off the hour with the state of stocks following Fed Chairman Warsh's hawkish press conference - and more on the key tech stories of the day, from Apple's price hike warning to a new partnership sending Intel shares surging. Plus: oil prices falling as the U.S. and Iran sign a preliminary cease-fire deal, hear one energy market veteran break down the move and what could come next... along with more on how the Knick's win could be a big opportunity for MSG shareholders as the team's blockbuster celebration parade shuts down lower Manhattan.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Sara Eisen broke down the days biggest movers - from a new Apple partnership sending Intel shares surging to another day of losses for SpaceX. Plus: hear a deep-dive on what Fed Chairman Warsh's inflation battle could mean for investors still expecting rate cuts, and more on Accenture's results with the company's CEO - as those shares plunge double-digits and even hit stocks of competitors like IBM. Elsewhere in the hour, the team also discussed the economic impact of the Knick's championship run as their celebration parade kicked off in downtown Manhattan.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber kicked off the show with a look at shares of Intel surging after President Trump said the company will partner with Apple on U.S. chip design. The anchors also shifted to a WSJ report that Apple must raise prices on its products to offset the surging costs of memory chips. Also in the mix; the desk discussed Warsh’s debut as Fed Chairman, a day after the committee held rates steady. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, HPE CEO Antonio Neri joins the show to discuss the company’s new partnership with Nvidia and how it plans to capitalize on the growing demand for AI infrastructure. And new government data shows the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, as energy security and oil markets remain in the spotlight. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh’s first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company’s AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions could accelerate Qualcomm’s growth. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX briefly surpasses Microsoft to become the world’s fourth-most valuable company, and a new market for SpaceX options gives investors another way to bet on the stock. Then Coinbase CEO Brian Armstrong discusses the company’s latest product announcement and the next phase of crypto innovation. Plus, former Israeli Ambassador to the U.S. Michael Oren weighs in on the evolving relationship between President Trump and Prime Minister Benjamin Netanyahu as tensions in the Middle East remain in focus. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he likes this legacy tech stock more than Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is tracking a historic milestone as SpaceX surpassed Amazon and briefly eclipsed Microsoft by market value. Meanwhile, President Trump continued discussions on Iran at the G7 summit, keeping geopolitical tensions in focus. Plus, Robinhood announced job cuts, slashing 10% of the workforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How could the reopening of the Strait of Hormuz change the outlook for oil prices? Coverage of the latest developments in the Middle East and what they could mean for global energy markets. Then, early SpaceX investor Peter Diamandis joins the conversation to discuss why a Tesla-SpaceX makes sense and how Elon Musk’s empire continues to evolve. Plus, we break down Anthropic’s growing battle with the White House and explore which companies and industries stand to benefit most from the outcome. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As President Trump arrives in Europe for the G7 summit, markets weigh the latest geopolitical and economic implications. Then, we speak with one of the first Wall Street analysts to initiate coverage on SpaceX about the company's valuation, growth prospects, and investor demand. Plus, Anthropic finds itself at the center of a new battle in Washington as the AI startup clashes with the White House over its latest model. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surged as investors welcomed signs of a potential U.S.-Iran framework for a peace deal after nearly four months of war. U.S. crude oil futures dropped below $80 per barrel for the first time since March in early trading. Plus, David Faber broke down the media deal of the morning, as Fox acquired Roku in a $25 billion cash-and-stock deal. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you full coverage of the historic SpaceX IPO as it opens for trade at the Nasdaq. Plus, we speak exclusively with the second largest shareholder in SpaceX after Elon Musk, Antonio Gracias of Valor Equity Partners. We also bring you an exclusive interview with early SpaceX investor Gavin Baker of Atreides Management. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Full coverage of the leadup to the first trade of SpaceX. Live from the Nasdaq, the Morgan Stanley trading floor, and the New York Stock Exchange. We speak with some of the top SpaceX shareholders as well and industry experts to make sense of SpaceX’s debut and its valuation. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off wall-to-wall coverage of SpaceX's public debut day. Elon Musk's company was valued at nearly $1.8 trillion after pricing its record-setting IPO at $135 per share. The anchors explored what's at stake for the markets and investors. You'll hear Musk's speech to SpaceX employees at the company's headquarters in Starbase, Texas. Also in the mix: Cramer's message on SpaceX's opening trade, a live report from the trading floor of Morgan Stanley — one of the lead underwriters of the SpaceX IPO, a flashback to the first trading days for companies including Tesla, Facebook (now Meta) and Alibaba.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this company’s IPO will determine market action for the next month. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you the details on why shares of Oracle are tumbling today despite a strong earnings report from the company. Then, Former Kansas City Fed President Thomas Hoenig joins to break down this morning's wholesale inflation data. Plus, we look ahead to the SpaceX IPO tomorrow and discuss why there could be outsized volatility for both the stock and the indexes it's in. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeff Bezos joins the show from San Francisco along with his co-founder and co-CEO of AI startup Prometheus. Just announcing a new $12B series B funding round which values the firm at $41B. Bezos speaking for one of the first times about Prometheus’ ambitions. From chips to jet engines to batteries to solar and manufacturing. That extending conversation, only on Squawk on the Street. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk’s companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj, Co-CEOs and Co-Founders of AI startup Prometheus. KKR, Nvidia, Vistra and Kuwait Investment Authority have launched a new AI infrastructure company, Helix Digital Infrastructure. The CEO of Helix and a top executive at KKR joined the program to talk about it. Also in focus: Stocks try to rebound from Wednesday's sell-off, hotter-than-expected May PPI, a look back at SpaceX through the years.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club wants in on this IPO regardless of price. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflation data. Plus, we bring you comments from Palantir CEO Alex Karp on the biggest names in AI and Baupost CEO Seth Klarman on the current market environment. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

An exclusive with Palantir CEO Alex Karp. On software valuations and how its technology is being used on the battlefield all over the world. Plus, he weighs in on Elon Musk and the SpaceX IPO. Then how investors should think about the pressure on chip stocks as the rotation away from some of the highest-flying tech stocks continues. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with market reaction to May CPI: Consumer inflation jumped to highs not seen in three years. The anchors explored Nasdaq and the tech sector extending Tuesday's losses in connection with the AI trade. With SpaceX's historic public debut set for Friday, Sen. Elizabeth Warren (D-Massachusetts) wrote a letter to the SEC urging it to delay the company's IPO. Also in focus: Oil prices rise as the U.S.-Iran conflict escalates, Bill Gates' statement to reporters ahead of his Capitol Hill testimony on Jeffrey Epstein, freight stocks under pressure on Amazon news, Nvidia as a value play, bitcoin weakness, Morgan Stanley CEO Ted Pick on AI tailwinds, Jim's description of Nike stock on the heels of a downgrade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the World Cup, FIFA President Gianni Infantino and AB InBev CEO Michel Doukeris discuss their revenue expectations for the event, hotel booking trends and ticket prices. Then, we bring you all the details on OpenAI confidentially filing to go public. Also, we break down the street's reaction to Apple WWDC.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why he’d ‘love to exit the position’ in this legacy financial, but not all at once. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI spending is hitting record highs, but where are investors placing their bets? On today’s Squawk on the Street, tech analyst Dan Niles explains why he prefers Anthropic over OpenAI, while the team examines the massive capital pouring into artificial intelligence. Plus, Energy Secretary Chris Wright’s comments send oil prices lower, and a closer look at the growing market for private-company shares raises a surprising question: Do retail investors buying SpaceX stock actually own what they think they do? Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with the tech sector bouncing back from Friday's sell-off for a second straight day. Hear what Jim said about the chip sector rebound. The anchors discussed OpenAI confidentially filing for an IPO after last week's Anthropic filing to go public — and SpaceX slated for its Wall Street debut on Friday. Also in focus: SpaceX's CFO on data centers in space, market reaction to Apple unveiling "Siri AI" at WWDC, GSK buys a cancer drug maker in a $10.6 billion deal, Nvidia CEO Jensen Huang makes his presence felt in South Korea — and dances.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the Club trimmed its holding in this financial giant following recent outperformance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Saks Global joins after the company received court approval for its bankruptcy restructuring plan. Then, the CEO of Scotiabank, one of the largest banks in Canada, joins with his outlook for the global economy. We also discuss what to expect from Apple WWDC which kicks off today. Plus, we break down new weight loss drug results from Eli Lilly and Zealand Pharma. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bounce back, but is the market getting ahead of itself? The Squawk on the Street team breaks down the forces driving the latest rally, what investors are watching from Apple’s WWDC, and whether the AI trade still has room to run. Plus, a conversation on SpaceX’s soaring valuation and what the private-market appetite for Elon Musk’s space venture says about where investors are placing their next big bets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed names in the tech sector recouping some of their losses from Friday's sell-off — the Nasdaq's worst day in more than a year. Oil prices eased from their highs after Iran said it would end military operations against Israel. The anchors engaged in a wide-ranging discussion about what to expect from Apple's WWDC, Tim Cook's final developers conference as CEO. In the mix: Cook's AI legacy — and a WWDC flashback. Also in focus: SpaceX IPO watch, Corning surges on Amazon AI deal, Why Intel shares jumped 10%, Citi raises its S&P 500 target to 8100, Lilly shares gain on obesity drug trial results,  Paramount drama as former "60 Minutes" correspondent Scott Pelley sounds off to The New York Times about CBS News chief Bari Weiss. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club says it’s adding exposure to this healthcare giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Boeing joins us exclusively to discuss the company ramping up its 737 Max aircraft production. Then, we look at the billionaires expected to come out of the SpaceX IPO and the restrictions retail investors could face. Plus, we discuss what to expect from Apple WWDC next week with AI announcements in the spotlight. We also break down this morning's stronger-than-expected jobs number and the sell-off in the Nasdaq.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P Global says it won’t change its rules to allow SpaceX and other mega IPOs to enter the index early. Then the CEO of Docusign on results and why the stock is moving lower despite upbeat guidance. Plus, New York Giants linebacker Kayvon Thibodeaux teaming up with JPMorgan to help college athletes navigate NIL deals and the money that comes with it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanill, Jim Cramer and David Faber led off the show with weakness in the tech sector, which is threatening the S&P 500's bid for a ten-week win streak. National Economic Council Director Kevin Hassett joined the program with White House reaction to the stronger-than-expected May jobs report. Hear the exchange between Cramer and Hassett about Americans who are not thriving in this economy. The anchors discussed SpaceX one week away from going public. They reacted to Elon Musk's comments to JPMorgan Chase CEO Jamie Dimon at the bank's  SpaceX event, including why now is the time for an IPO. Also in focus: The S&P 500 denies SpaceX fast entry, Lululemon slides, Apple's WWDC and Siri, bitcoin's ugly week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi's Global Head of Tech and Communications Heath Terry joins with his outlook for tech markets as Broadcom shares tumble post-earnings. Then, the CEO of Tanger discusses the health of the consumer and the retail sector. We also preview what to expect from SpaceX's upcoming IPO as the company's roadshow kicks off today. Plus, we bring you all the details on the flesh-eating screwworm that was detected in U.S. cattle for the first time in decades.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors to buy this cyber stock ahead of its next earnings. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Broadcom and CrowdStrike falling after results, are cracks starting to form in the tech trade? Then Bitcoin hitting lows not seen since February. Bullish CEO Tom Farley, the former president of the NYSE, discusses the move and why he says it’s so important to pass legislation in Washington. Plus, one Wall Street analyst with a warning about SpaceX’s market debut, cautioning against buying the stock on day one. He joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly $1.8 trillion. Public debut day for Honeywell's Quantinuum, whose CEO joined the show to discuss the future for the quantum computing company. Also in focus: CrowdStrike slides, Blackstone's flagship private credit fund redemptions. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vista Equity Partners CEO Robert Smith joins after the firm just launched a new enterprise AI inference cloud at Intel Computex. Then, the CEO of Honeywell Aerospace discusses the company's growth strategy ahead of its spinoff. Later, the CEO of Medtronic joins to break down the health tech company's latest quarter. Plus, Sara Eisen joins from Jerusalem after speaking with Israel's Prime Minister Benjamin Netanyahu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer urges investors to hold this cyber stock despite its pullback. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sara Eisen is live in Israel for an exclusive with Prime Minister Benjamin Natanyahu. His response to reports of a hostile phone call between him and President Trump, the latest on the fighting with Hezbollah, and where thing stand with Iran and the Strait of Hormuz. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed than there is fear." Also in focus: Private credit-related stocks under pressure in reaction to fund redemption stories, drama at Paramount as CBS News ousts "60 Minutes" correspondent Scott Pelley, Palo Alto Networks' wild ride on earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors should take some profits in this AI tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company’s expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer reports on Nvidia jumping into PCs with it's new Arm-based chip. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Kalshi joins to discuss the company's latest product announcements and the regulatory environment for prediction markets. Then, Former Defense Secretary Mark Esper helps break down the latest headlines on the war with Iran. We also speak with the CEO of D-Wave Quantum following the U.S. government's recent investment in quantum companies. Plus, the CEO of Revolution Medicines joins to discuss the company's pancreatic cancer drug that nearly doubled survival rates.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this company’s valuation may be too high. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FCC Chairman Brendan Carr joins after Disney filed early license renewal applications for its broadcast stations at the agency's request. Then, Erin Brockovich discusses the environmental concerns around the data center buildout and a new map she created to help track them. Plus, we take a look at what to expect from the American Society of Clinical Oncology's annual meeting, which kicks off today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dell shares surge, driven by demand for its Nvidia powered servers, plus a new government contract. It comes after the President said to “Go out and buy a Dell” last month. Then the latest test for software, the CEO of MongoDB after reporting results. And Altimeter Capital Partner Pauline Yang, leading the latest Anthropic funding round, now valued at nearly a trillion dollars. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a spike in oil prices this summer, Anthropic overtakes OpenAI on the valuation front, Elon Musk's X post about SpaceX and Anthropic, Costco and Gap fall, earnings winners and losers, Clorox CEO to step down. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reality TV star turned LA Mayoral Candidate Spencer Pratt joins us to discuss his policy recommendations for the city ahead of next week's primary. Then, Former CFTC Chairman Timothy Massad joins as the CFTC moves to withdraw a $5 million penalty against the crypto exchange founded by the Winklevoss twins. Plus, Waymo opened up its next generation of vehicles to select members of the public this morning. We discuss how that move fits into the company's growth strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says it’s worth it to stay long this software giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market briefly spikes on a new Axios report that the U.S. and Iran have reached a deal but still need President Trump’s final approval. Then the CEO of chip designer and Nvidia partner Synopsis, on earnings and AI demand. Plus, the Surface Transportation Board pauses the review for the deal between Norfolk Southern and Union Pacific. Could the rail merger be in jeopardy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS.  On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former CFTC and SEC Chair Gary Gensler joins to discuss regulation of prediction markets after President Trump said the CFTC should have "exclusive authority" over them. We also discuss Lululemon agreeing to two board nominees in the company's settlement with its founder, Chip Wilson. Plus, we take a look at Zscaler's latest quarter which has the stock sinking this morning.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club.  The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's after-the-bell earnings, JPMorgan Chase CEO Jamie Dimon on "high" asset prices, retail earnings winners and losers, the SpaceX "halo effect" on space stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of IMAX discusses recent rumors of a potential sale of the company and box office demand over the holiday weekend. Then, we discuss the details of Eli Lilly's announcement to buy 3 vaccine makers for nearly $4 billion. Plus, as we await the SpaceX IPO, what could a potential merger with Tesla look like? We break down the benefits and drawbacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club is taking profits in this semiconductor stock following a parabolic move. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "jobs apocalypse" due to AI. Also in focus: The stocks rocketing higher in reaction to SpaceX's planned IPO, Lilly buys three vaccine makers, Dropbox CEO to step down, BP ousts its chairman, Cramer's calls on the 30-year yield and retail, Ferrari's new EV.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "jobs apocalypse" due to AI. Also in focus: The stocks rocketing higher in reaction to SpaceX's planned IPO, Lilly buys three vaccine makers, Dropbox CEO to step down, BP ousts its chairman, Cramer's calls on the 30-year yield and retail, Ferrari's new EV.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump holds a swearing-in ceremony for Kevin Warsh as Fed Chair at the White House. We discuss the challenges that lie ahead. Plus, should consumers expect higher for longer when it comes to energy prices? And could OpenAI turn out to be the WeWork of AI? One expert joins us to argue just that.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker, and Michael Santoli kicked off the hour with fresh consumer data and Fed commentary - before breaking down the broader market outlook with MetLife's Chief Market Strategist. Plus: the tech stocks worth taking a look at here - with T. Rowe Price's Dominic Rizzo, and a discussion of why SpaceX should be seen as more than just a rocket company (according to an early investor in the firm).    Elsewhere this hour: all eyes on Washington ahead of Kevin Warsh's swearing in ceremony as the next Fed chair... Former Minneapolis Fed President Narayana Kocherlakota joined the team with his take on the action - and what's next.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker and Michael Santoli discussed market momentum: The Dow hitting a fresh record high, the S&P 500 on track for an 8-week win streak for the first time since 2023. Which names are riding the rally — and which ones are missing out? AMD shares rose after CEO Lisa Su announced the company's plans to ramp up chip production in Taiwan. The anchors explored a new era at the Fed ahead of Kevin Warsh being sworn in as head of the central bank. SpaceX IPO watch: Two banks set to benefit from the massive offering — while Elon Musk marches toward trillionaire status. Also in focus:  Workday jumps, Take-Two slumps, gasoline prices at 4-year highs heading into the holiday weekend.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer reacts to earnings from this chip giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A first on CNBC interview with Nvidia CEO Jensen Huang. How he’s thinking about everything from sales in China, the company’s $80B buyback, to the feasibility of data centers in space. Then, early SpaceX and xAI investor Peter Diamandis breaks down the bull case for SpaceX ahead of what is projected to be the largest IPO in history. And the U.S. government with plans to take stakes in several quantum companies, including Infleqtion, its CEO joins the show with the details.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.     Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says there are major changes coming to this retail giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this logistics giant has a superior supply chain. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump making new comments on the Iran War and what went in, to what he says, was his decision to hold off on new strikes. Also reiterating while everyone is telling him the war is unpopular, he thinks it is “very popular.” Then Goldman breaks down how the move in yields could present an opportunity for investors. And Google hosting its I/O event, showcasing the latest AI technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh housing data along with new Wall Street commentary around growing inflation fears before getting into the market outlook with Morgan Stanley Wealth Executive Director Jim Lacamp and later on - longtime market veteran Charles Dallara (who's got a new warning when it comes to energy markets). Plus: key takeaways from Google's I/O developer conference, a look at one 150 year old company experiencing the AI transformation first hand, and the latest headlines out of oral arguments in Anthropic's case against the Department of Defense, kicking off this morning.    Elsewhere this hour: the housing tear down - from Home Depot results to record high mortgage rates - and what they mean for the rest of the group in today's trade.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put your money into the two groups? Hear what Intel CEO Lip-Bu Tan told Jim on "Mad Money" about AI and the demand for CPUs. The anchors also discussed treasury yields hitting multiyear highs on inflation jitters and the U.S. conflict with Iran. Also in focus: Home Depot's earnings beat, Elon Musk to appeal the OpenAI trial ruling, Anthropic vs. the Pentagon in court, Google-Blackstone AI venture, Meta layoffs watch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FCC Chair Brendan Carr on his battle with Disney and his agency’s investigation over what they are calling possible equal employment violations. He also discusses the recent approval of the sale of EchoStar spectrum to SpaceX and AT&T. Then former Treasury Secretary and former U.S. Ambassador to Israel, Jack Lew, on the current fighting in the Middle East and the President’s trip to China. Plus, with SpaceX’s IPO filing imminent, how does the promise of data centers in space stack up to real world technical challenges? That’s on Squawk on the Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why The Club is trimming this cybersecurity stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at the growing debate over rising stocks AND rising bonds - before getting to the latest out of Washington when it comes to fading hopes around Iran, and breaking it all down with RBC's Head of U.S. Equity Strategy and Rockefeller's Ruchir Sharma. Plus: details on key movers you should watch here - from developments in Lululemon's battle with its activist Founder Chip Wilson to key details out of a new tie-up that would create the world's largest electric utility company... and a read from the ground when it comes to AI's use cases within biotech, according to one longtime expert.    Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P 500 and Nasdaq coming off their worst day since March, Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading that will include earnings from Nvidia and Walmart. With inflation and Iran war developments on Wall Street's radar, the anchors discussed the recent jump in bond yields and oil prices — and what's at stake for the markets. The biggest power deal on record: NextEra Energy agrees to buy Dominion in an all-stock transaction valued at $66.8 billion. Also in focus: Regeneron shares tumble on melanoma drug trial results, jury set to deliberate at the Elon Musk-OpenAI trial, price target hikes for Nvidia, veteran strategist Ed Yardeni's take on the future for rates once Kevin Warsh leads the Fed.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer drilled down on a rough morning for stocks — especially tech -- one day after the Nasdaq and S&P 500 hit record highs. Jim highlighted the names he believes you should buy on the dip. The anchors also discussed Presidents Trump and Xi wrapping up their U.S.-China summit, and what the results of the talks mean for companies including Nvidia and Boeing. Also in focus: Shares of Cerebras pull back one day after surging 68% in the AI chipmaker's public debut, Starbucks job cuts, Ford's 20% stock surge, the timing of SpaceX's IPO. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer sees a buying opportunity in this off-price retailer. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored shares of Nvidia at a record high. In the midst of the U.S.-China summit, Nvidia CEO Jensen Huang told reporters in China that his company's meetings have been "excellent." A live report from Beijing on what the talks between Presidents Trump and Xi produced. Cisco shares soared on an AI-fueled quarterly beat and plans to cut thousands of jobs. Cisco CEO joined the show at Post 9 to discuss all of that and more. Also in focus: Cerebras launches the largest U.S. IPO of the year so far, what Treasury Secretary Bessent told CNBC about the Chinese "buying more U.S. energy," Ford's rally, Versant surges on a revenue beat, Cramer's take on Jerome Powell's legacy as Kevin Warsh gets ready to head the Fed.    Disclosure: Versant Media is the parent company of CNBC Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another hot inflation print this morning - this time, PPI: Carl Quintanilla and Sara Eisen broke down the state of inflation top of the hour - and what it means for the markets, the Fed, and your wallet - before getting Evercore Vice Chairman Krishna Guha's take on the action. Plus: all eyes on China as the President touches down in Beijing for a face-to-face with Chinese President Xi Jinping... The latest from Beijing this hour - and what the former Chairman of Morgan Stanley's Asia business thinks could come next.    Elsewhere this hour: what a key resignation at the FDA means for an already underperforming healthcare sector... and why a federal pause of gas taxes might be hard to come by despite pain at the pump.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and Michael Santoli led off the show with market reaction to another batch of hotter-than-expected inflation data: Month-on-month, April PPI nearly tripled economists' forecasts — one day after CPI showed a jump in consumer inflation due to high gas prices. A live report from Beijing after President Trump arrived in China for high stakes talks with President Xi. Shares of Nvidia rose after Jensen Huang joined fellow CEOs such as Elon Musk on the trip. Also in focus: Musk vs. Altman, chips coming off their worst day since late April, Nebius surges, SoftBank and Alibaba earnings, Amazon rolls out its AI shopping assistant, oil prices climb, Cerebras to price what's expected to become the biggest IPO of the year so far.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer inflation coming in hotter-than-expected for April: Carl Quintanilla, David Faber, and Seema Mody broke down what it could mean for the broader rally with Michael Santoli - along with Bespoke Investment's Paul Hickey and Moody's Chief Economist Mark Zandi... While also debating whether dotcom bubble comparisons are valid. Plus: more on the latest software name getting hit post-results (Zoominfo), what it portends for an already battered software sector... along with details on the China side of big tech ahead of the President's face-to-face with Xi Jinping later this week.    Elsewhere this hour: a look at some extremely bullish action within the options market, details on Ebay's rejection of Gamestop's takeover offer, and other key movers in the early trade like Wendy's and Under Armour.        Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors to be patient with corporate breakups like this materials giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed a lot of news for the markets to digest: April CPI surged to 3.8% year-on-year on the spike in gasoline prices. The S&P 500 and Nasdaq pulled back from record highs and crude oil prices jumped amid heightened tensions between the U.S. and Iran. President Trump is heading to China Tuesday night for high-stakes meetings with President Xi. Nvidia CEO Jensen Huang was not on the list of business leaders joining the president's delegation on the trip. Jim co-hosted the show from FedEx headquarters, where he will interview CEO Raj Subramaniam Tuesday night on "Mad Money." Also in focus: eBay turns down GameStop's $56 billion unsolicited takeover offer, a tough day for parabolic tech stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he would trim his position in this materials stock following strong gains. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down whether the broader rally has legs here with Evercore's Julian Emmanuel, before diving into whether the wild gains seen in chips can hold with longtime tech investor Ben Reitzes of Melius Research. Plus: the latest developments in the Iran war from Washington along with a fresh read from the head of one global tanker who has ships around the Strait of Hormuz...   Elsewhere this hour: Dr. Vin Gupta breaking down whether growing Hantavirus concerns are warranted here; a look at one commodity riding the AI frenzy; and more on Fox's latest moves when it comes to new NFL games.    Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he’ll keep buying this healthcare stock and U.S. payrolls jumped more than expected, but the report had several red flags for the economy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Acting Labor Secretary Keith Sonderling joins the show with the White House’s first reaction to the April jobs report. Plus, Goldman’s Chief Economist Jan Hatzius on how AI is impacting the workforce. Then a new ETF focused on stocks in the memory sector is seeing record inflows. What the options market says about the possibility of that run continuing. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the better-than-expected April jobs report, plus where AI fits into the labor picture.  The anchors also discussed layoffs at Cloudflare, Upwork and BILL.com — the companies' announcements came within a 24-hour period. CoreWeave CEO Michael Intrator joined the program at Post 9 to talk about the company's AI strategy, as well as the guidance that sent the stock lower. Another record setting day for the Nasdaq, with Nvidia and Apple hitting all-time highs. Also in focus: Anthropic's push toward a $1 trillion valuation, earnings winners and losers including Airbnb and Coinbase, U.S.-Iran deal watch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this out of favor sector has a lot of opportunity. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI optimism, consumer cracks, and Iran headlines driving the stocks today: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a breakdown of new commentary when it comes to consumer earnings - spanning Whirlpool, McDonald's, DoorDash and more - before discussing where to put money to work here with Partners Group's Anastasia Amoroso. Plus: is an end to the Iran War really in sight? Hear former Defense Secretary Mark Esper's take on what comes next.    Elsewhere this hour: details on the day's biggest AI high-flyers and some bullish signals out of the options market; plus the view from the C-Suite when it comes to the health of the economy... according to the CEOs of two earnings names - fintech company Chime, and energy drink maker Celsius   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the S&P 500 and Nasdaq — amid investor hopes for an Iran deal. AI in the spotlight: In a "First on CNBC" interview, Arm Holdings CEO Rene Haas spoke about the chip designer's better-than-expected results, which didn't stop the stock from falling sharply lower. The anchors discussed what Anthropic CEO Dario Amodei said about the AI startup trying to keep up with demand, after posting 80-fold growth in Q1. Also in focus: McDonald's beats on earnings despite a "challenging environment," Shake Shack tumbles, the Iran war effect on Whirlpool's stock, Datadog and Fortinet soar and spark a software rally, Elon Musk's take on the SpaceX-Anthropic deal.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Iran war headlines sending stocks surging - and oil plunging... Carl Quintanilla, David Faber, and Sara Eisen broke down the morning's biggest moves, got the latest from Washington and talked top picks here with one longtime portfolio manager at Janus Henderson - before diving into the geopolitical outlook with the President Emeritus of the Council on Foreign Relations. Plus: Disney shares rising post-results... how to trade it - with an analyst who calls the stock a buy.  Elsewhere this hour: Ken Griffin striking back at NYC Mayor Mamdani after his viral tax proposal video featured the Citadel chief's name and penthouse apartment - what it means for New York; and a deep-dive on ServiceNow's newest AI partnership with Nvidia.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club says this materials company will have a strong growth story through the decade. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber focused on the S&P 500 and Nasdaq hitting record highs — and crude oil prices falling — on a published report that says the White House believes it's nearing an agreement with Iran on a memorandum of understanding to end the war. The AI trade: AMD CEO Lisa Su joined the program exclusively to discuss the chipmaker's quarterly beat and guidance that lifted the stock to a new all-time high. Also in focus: Nvidia-Corning AI partnership, Disney jumps on Q2 results, bookings guidance boosts Uber shares.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Escalating tensions in the Strait of Hormuz moving yields and markets... Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour with a contrarian take from investors at the Milken Global Conference - before the team got the latest out from Washington and more on how to navigate the tech trade with one of the street's best, following new numbers from Palantir. Plus: chip stocks in focus after a few key results and a report Apple's contemplating new suppliers... Hear the CEO of On Semi breakdown the demand picture, along with more on some huge moves in the options market.    Elsewhere this hour: a deep-dive with the current Commissioner of the FDA - as he pushes back on growing criticism tied to drug approvals.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this tech giant’s stock will run for a long time after being dormant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the company's CEO Alex Karp said on its earnings call about "AI slop." Also in focus: What Alphabet President Ruth Porat told David about AI risks during an on-stage session at the Milken Global Conference, Paramount slides on earnings, Shopify President Harley Finkelstein joined the program to discuss results and guidance that weighed on the stock.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this tech giant is more confident than he’s ever heard them. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street's live from the Milken Global Conference with a star-studded lineup including Blackstone COO Jon Gray, Ares Management CEO Michael Arougheti, and Morgan Stanley Co-President Dan Simkowitz. Hear David Faber get their takes on AI, the IPO market, Iran war impacts and a whole lot more... plus: one longtime market veteran's playbook amid a volatile energy market and more on Palantir ahead of results.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A coast-to-coast edition of "Squawk on the Street": Carl Quintanilla at the NYSE, Jim Cramer in Seattle ahead of his "Mad Money" interview with Amazon CEO Andy Jassy, and David Faber at the Milken Institute Global Conference in Beverly Hills -- where he interviewed Apollo Global Management President Jim Zelter about the state of private credit. The anchors discussed the record run for stocks, as well as a volatile Monday session for oil prices on conflicting reports related to the Iran war. Shares of eBay jumped after GameStop offered to buy the company for $56 billion in cash and stock. Also in focus: Amazon's supply chain services launch weighs on shares of FedEx and UPS, Spirit Airlines' demise, Warren Buffett on investors' "gambling mood." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A huge week for markets - spanning earnings, a Fed decision, and stocks hitting fresh highs: Carl Quintanilla and Sara Eisen broke down where things stand after all the reports before discussing whether the rally has legs with longtime market veteran Jeremy Siegel. Plus: a deep-dive on Apple's new numbers with one of the street's top analysts... and more on the state of play when it comes to AI according to an anthropic and software investor.  Elsewhere this hour: the latest from Omaha ahead of Berkshire results this weekend... Along with the view from the C-Suite on clean energy with the CEO of First Solar, fresh off earnings.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors should buy this healthcare stock after a one-time earnings miss. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with Apple shares jumping on a Q2 beat and revenue guidance. The discussion also focused on Apple's future, with John Ternus set to succeed Tim Cook as CEO in September. The anchors also explored what to expect from the markets in May, with both the Nasdaq and S&P 500 coming off their best month since 2020. Exxon Mobil and Chevron posted better-than-expected Q1 earnings, but profits fell by double digits due to oil shipment disruptions related to the Iran war. Also in focus: Roblox plummets, Reddit and Roku rally, Western Digital's results and the stock's parabolic run, a preview of Berkshire Hathaway's annual shareholder meeting — the first with Greg Abel as the company's CEO. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From big tech earnings to the Fed's decision to hold rates steady... Carl Quintanilla, Sara Eisen, and David Faber broke down what investors should know this hour - and what it means for the markets - with an all-star cast including Janus Henderson's Global Macro Investing head and one of the street's top big tech analysts. Plus: how AI is changing drug discovery with the CEO of Bausch & Lomb, and new CNBC reporting around a staggering new possible valuation for Anthropic.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he’s troubled by this tech giant despite incredible advertising growth. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The anchors explored which of those tech giants are best  positioned in the AI race. Hear what top executives from the four companies said on their respective earnings calls about capex strategy. Also in focus: Shares of Caterpillar and Eli Lilly jump on earnings beats, Nvidia and the AI trade, President Trump lauds the Intel rally as the stock more than doubles in April, Elon Musk back on the stand at the OpenAI trial, PCE — the Fed's preferred inflation gauge — posts its biggest gain in almost three years in wake of the Iran war. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook...  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares.   Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors want to buy this home improvement stock when the Iran war winds down. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered a lot for the markets to digest: Earnings from Magnificent 7 components Alphabet, Amazon, Meta and Microsoft due out after the close, the Fed decision on rates and what could be the last FOMC meeting with Jerome Powell as head of the Fed, the Senate Banking Committee vote on advancing Kevin Warsh's nomination to become the next Fed Chair. A CEO doubleheader: Starbucks' Brian Niccol and Robinhood's Vlad Tenev joined the program to discuss the companies' respective quarterly results — the stocks moving in opposite directions. Also in focus: Chips surge, the public debut for Bill Ackman's Pershing Square, Visa and T-Mobile earnings, gasoline prices hit a new wartime high.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains how investors should view this materials giant post-earnings. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trading.    Elsewhere this hour: Council on Foreign Relations President Michael Froman - with his take on new headlines the UAE is leaving OPEC in May, and the U.S. & Iran remain far apart on any peace deal.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI Trade: Semiconductor stocks took a hit and pulled the Nasdaq down from a record high, in reaction to a report that said OpenAI recently missed its revenue and user targets. The Elon Musk-Sam Altman trial enters day two, with opening arguments set to begin. The anchors also explored market reaction to earnings from Coca-Cola, General Motors and UPS — plus what their results are indicating about the state of the economy. Also in focus: Oil prices rise as the White House is skeptical about Iran's latest offer, the United Arab Emirates to leave OPEC, the high-flying stocks in pullback mode, Spotify's stock slump, Starbucks earnings preview.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this megacap’s earnings could surprise despite belt-tightening. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy week ahead - from data to key events and earnings... David Faber, Sara Eisen, and Michael Santoli kicked off the hour discussing what's top of mind for investors, before getting Apollo Chief Economist Torsten Slok's take. Plus: a big day for tech - from semis taking a breather after a historic rally to Musk vs. Altman kicking off in court... Hear one of the street's top semiconductor analysts breakdown his top picks - along with the latest from the ground from outside the courtroom in Oakland, California. Elsewhere this hour: new details from Washington on the Iran war - as peace talk hopes shrink, along with more on what we know about the suspected attacker at this weekend's White House Correspondents dinner.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped partnership with Microsoft, Elon Musk's lawsuit against OpenAI and its CEO Sam Altman goes to trial Monday, Related Companies CEO Jeff Blau joined the show to discuss Related Digital securing financing for Oracle's $16 billion data center project in Michigan. Also in focus: The red-hot chip sector rally, Verizon rises on earnings, reports of a Qualcomm-OpenAI partnership. Domino's tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this chipmaker giant’s products will see strong demand for many years. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking news this hour:  The Department of Justice is dropping its criminal probe of Fed Chair Powell. Hear David Faber, Sara Eisen, and Michael Santoli break the story - along with more on what it means for Fed Chair Nominee Kevin Warsh, the markets, yields, and the dollar... with a star-studded cast of CNBC's best alongside former Fed Governor Randy Kroszner and Jefferies Chief Market Strategist David Zervos. Plus: Intel shares surging - and bringing the rest of tech along with it... Longtime tech investor Dan Niles gave his take on the move, and where to put money to work here.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by the AI boom. Hear what Intel CEO Lip-Bu Tan said on the company's earnings call about the road ahead -- and Elon Musk. Shares of AMD, Arm Holdings and Qualcomm also up double-digits during the session — and Taiwan Semiconductor hit a fresh all-time high on regulatory news. Also in focus: Procter & Gamble beats the street but faces headwinds due to the Middle East conflict, Oracle's AI debt, Meta and Nike Layoffs, Musk says Tesla Cybercab production is underway. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why he is optimistic about this industrial giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: David Faber, Sara Eisen, and Michael Santoli kicked off the hour with the latest takeaways from earnings before diving into the market outlook with Piper Sandler's Chief Investment Strategist. Plus: how to trade Tesla as shares fall post-results with one analyst forecasting more pain to come... and a deep-dive on the health of the economy with the CEO of Raymond James, fresh off record numbers from their company.  Elsewhere this hour: exclusive results from CNBC's latest All-America Survey, exclusive comments from IBM's CEO, and more on software's  slump in the early trade... And don't miss a discussion on whether AI's future is open source with the CEO of Nvidia-backed AI company 'Reflection'.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow tumbled and IBM fell sharply despite both companies posting quarterly beats. Texas Instruments was a bright spot — rallying by double digits on upbeat results and guidance, fueled by strength in its industrials and data center businesses. Also in focus: SpaceX IPO watch, AI roundup, the slump in alternative asset manager stocks and the software sector, earnings winners and losers including results from American Express, Comcast and Blackstone.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer suggests holding on to this financial stock despite an earnings miss. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: David Faber, Sara Eisen, and Michael Santoli discussed key takeaways from a deluge of earnings and data this week - before diving into aerospace results (Boeing & United) with one of the street's top analysts. Plus: Bespoke Investment's Paul Hickey joined the team with details on one key part of the market that's breaking out - and "serves as confirmation" of the broader rally...    Elsewhere this hour: a can't miss interview with Senator Elizabeth Warren - spanning inflation, Iran, Fed Chair nominee Kevin Warsh, and even a controversial endorsement.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer discussed stocks rising one day after President Trump announced he is extending the ceasefire with Iran. Boeing CEO Kelly Ortberg joined the program to discuss quarterly results that gave a boost to the company's stock. GE Vernova shares surged on its better-than-expected Q1 earnings and raised guidance driven by data center demand. Also in focus: SpaceX says it has an option to buy AI startup Cursor for $60B, Tesla earnings preview, AT&T falls despite Q1 beat, Apple CEO change follow-up, Best Buy picks a new CEO, the Avis saga.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: David Faber, Sara Eisen, and Michael Santoli broke down the state of play before diving into a fiery Senate confirmation hearing for Fed Chair nominee Kevin Warsh. Hear what Warsh had to say about Fed independence, scrutiny over undisclosed investments, and where he'd take policy.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club’s newest holding could benefit from a strong relationship with Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with reaction to President Trump's wide-ranging live interview on CNBC, including his take on the Iran war, Anthropic and Kevin Warsh — just ahead of the Fed Chair nominee's confirmation hearing on Capitol Hill. Apple announced its hardware chief John Ternus will replace Tim Cook as CEO effective September 1, with Cook transitioning to executive chairman. The anchors discussed Cook's legacy and Apple's future — especially when it comes to AI. Also in focus: Amazon to invest another $25 billion in Anthropic, market reaction to earnings from the likes of UnitedHealth and GE Aerospace, Avis' red-hot rally rolls on.     Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club is trimming this food and beverage chain after strong YTD performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on what to make of this month's big market rally after stocks hit record highs last week. Oil prices back on the rise after last week's double-digit decline, as the U.S.-Iran standoff over the Strait of Hormuz intensifies. M&A in the spotlight: Eli Lilly has agreed to buy cancer drug maker Kelonia Therapeutics for up to $7 billion, American Airlines rejects merger talks with United Airlines, QXO agrees to buy TopBuild in a $17 billion deal to create a building products giant. Also in focus: Google reportedly in talks with Marvell to build AI chips, software stocks' big rebound, the Meta layoffs picture, why Avis shares have soared more than 380% in a month. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks surge on the back on Iran saying it will let ships pass through the Strait of Hormuz during the Israel/Lebanon ceasefire. Then an earnings exclusive with the CEO of KeyCorp. Plus, his thoughts on how the Iran war is impacting the consumer. Then the CEO of Anthropic reportedly heading to the White House, aiming to diffuse the company’s fight with the Pentagon. The latest from Washington. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this home improvement retailer could pop if oil prices fall further. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of American CEO Brian Moynihan joins CNBC for his first interview after reporting results. Then, during the CNBC Invest in America Forum, Apollo CEO Marc Rowan and Treasury Secretary Bessent weigh in on concerns about private credit and whether they think there are systemic risks. Plus, IBM Vice Chair Gary Stern and Michael Dell with a warning about overinvestment in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why the Club is taking profits in this chip stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club would love to trim its holding in this tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today: David Faber, Michael Santoli, and Sara Eisen - live from Versant's D.C. Bureau - kicked off the show with a deep-dive on the IMF's downgrade of global GDP estimates before Evercore ISI's Vice Chairman weighed in, and the team discussed a deluge of new numbers out of the big banks.   Plus: 2 big interviews you don't want to miss with Sara in the nation's capital... FCC Chairman Brendan Carr in addition to NEC Director Kevin Hassett. Hear a read on where regulation could be headed in wide-ranging interviews with both policymakers.    Elsewhere in the hour: the CEO of IONQ joined the team with a fresh read on the state of play for quantum - as shares surge on a new Department of Defense contract.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer is reluctant to sell this materials company as it could keep rising. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. set to begin blockading Iran's ports this hour after ceasefire talks failed to yield a breakthrough: Carl Quintanilla, Sara Eisen, and David Faber got the latest out of Washington in addition to new housing data - before diving into the investor implications with Citi Wealth's CIO, and Former Defense Secretary Mark Esper. Plus: a fresh read on how surging energy prices are impacting the consumer - with Sunoco Chairman and luxury mall operator Ray Washburne.    Elsewhere this hour: what's pressuring Goldman Sachs shares in the early trade as they kick off a huge week of quarterly reports... and an impassioned interview with the Executive Chairman of Replimune - whose shares are plunging after FDA denial of a key treatment.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: how to navigate the morning's biggest market moving headlines - including the latest out of Iran, new consumer data on inflation and sentiment, and the renewed AI concerns hitting software stocks. David Faber, Carl Quintanilla, and Seema Mody broke down the action with market veterans including hedge funder Dan Greenhaus, Goldman's Chief U.S. Economist, and more.  Elsewhere in the hour: the bank stocks to bet on ahead of earnings next week, details on the President's promotion of one defense name, and a deep-dive on what's driving Coreweave shares higher in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club will take profits in this chip giant after a good run. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the first CPI report reflecting the spike in oil and gasoline prices due to the Iran war: Consumer inflation rose in March by 3.3% year-on-year, the biggest increase in two years. On the AI front: CNBC confirmed that Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened a meeting with bank CEOs earlier this week, to discuss cyber risks raised by Anthropic's new Mythos AI Model. CoreWeave CEO Mike Intrator joined the program to talk about the company's latest AI deals: One with Anthropic, the other with Meta. Also in focus: A week to forget for software stocks, Taiwan Semi's revenue surge, Intel extends rally on Melius' price target hike, Nike downgraded. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Carl Quintanilla, and Leslie Picker kicked off the hour with new data - before getting into the latest on Iran, what it all means for the energy patch, and what could come next in Hormuz - according to the CEO of one global cargo company with ships in the Middle East. Plus: Bank of America's Head of US Equity Strategy joined the broadcast with her volatility playbook, before the team checked in with Moody's Chief Economist about the macro (fresh off a new 'vibe-coded' recession indicator that's flashing warning signs).  Elsewhere in the hour: details on Meta's new deal with Coreweave, what's hitting private credit stocks alongside software, and the key takeaways from Amazon CEO Andy Jassy's annual letter to shareholders. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why the Club made a portfolio swap with these two pharma giants. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of CoreWeave rose on its expanded AI infrastructure agreement with Meta — the deal valued at $21 billion. McCormick CEO Brendan Foley joined the anchors at Post 9 for his first TV interview since the company announced its deal to combine with Unilever's foods business. Also in focus: Amazon CEO Andy Jassy's letter to shareholders, OpenAI vs. Anthropic in the AI cybersecurity wars, Alphabet in the green and outperforming the rest of the Magnificent 7 this year, the stock that has soared more than 170% in less than a month. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells the Club this energy stock is the one to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

War and the markets: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on a day in which stocks surged and crude oil prices plunged by the most since the COVID-19 pandemic — after President Trump announced a two-week ceasefire with Iran, subject to the immediate reopening of the Strait of Hormuz. Hear what the anchors said about the stocks flying high on that news — and the equities that are taking a big hit. Also in focus: Anthropic launches its "Project Glasswing" cybersecurity initiative, Alphabet tops Apple in market cap, Delta's better-than-expected quarterly results despite rising fuel prices.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with the latest on Iran ahead of President Trump's 8 PM Eastern deadline to reopen the Strait of Hormuz - or "a whole civilization will die tonight”. Rockefeller's Ruchir Sharma weighed in on the action, and why he says investors are underpricing risks tied to the current oil shock - while Former Israel Ambassador to the U.S. Michael Oren gave his take on the geopolitical fallout. Plus: details on some of the day's biggest moves - from Universal Music's potential new owner to a fresh filing boosting Paramount shares.   Elsewhere in the hour: the CEO of Robinhood joined the team to discuss his company's efforts tied to childhood "Trump Accounts"... and the anchors discussed new data from the street around AI's labor impact - or lack thereof.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

: Cramer tells investors the last thing they want to do is sell this semiconductor giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front:  Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this big bank could see ‘dramatic moves’ after recent corporate changes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with fresh data, news on the President's "Trump Accounts" efforts, and a look at a make-or-break week ahead before getting HSBC's take on what it all means for stocks. Plus: the President threatening Iran's energy and civilian infrastructure as reports swirl around a potential ceasefire framework... Former Defense Secretary Mark Esper weighed in - and the team also took a look at what higher-for-longer gas prices could mean for an already battered airline industry. Elsewhere in the hour: The CEO of CBOE joined the team to talk about the growing popularity of options among retail traders, and later on... The team caught up with one congressman issuing a warning to Anthropic around AI's national security risks.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With stocks snapping a five-week losing streak, Carl Quintanilla, Jim Cramer and David Faber discussed Iran war developments that sent oil prices lower and stocks higher — including hopes that a reported 45-day ceasefire proposal could gain traction. In the mix: President Trump's profanity-laced ultimatum to Iran in a social media post. The anchors also reacted to JPMorgan Chase CEO Jamie Dimon's annual letter to shareholders, which featured his takes on AI risks, inflation, private credit and other issues. Also in focus: Netflix upgraded, OpenAI vs. Anthropic as they push to go public, "Jobs Thursday" recap. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rally on new reports that Iran is drafting a protocol with Iran to oversee the Strait of Hormuz. Then has President Trump given China a leg up ahead of the countries meeting in May? Stephen Roach, the former Chair of Morgan Stanley Asia makes the case. And fears in the private credit market drag on, with Blue Owl limiting redemptions from several funds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says his instinct is to buy this energy stock after a recent selloff. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final day of a holiday-shortened trading week, Carl Quintanilla, Jim Cramer and David Faber discussed stocks tumbling and crude oil prices surging in reaction to President Trump's primetime address about the Iran war. The anchors also reacted to Tesla's Q1 deliveries missing analyst forecasts. Private credit pain: Shares of Blue Owl and other alternative asset managers extended this year's steep losses, after the company said it would limit withdrawals from two of its funds. Also in focus: Elon Musk's SpaceX files for a massive IPO, AI and the backlash against data center, semiconductors rally and travel stocks slide, gasoline and diesel prices keep spiking and adding more pain at the pump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strong data - alongside growing hopes an end to the Iran war is in sight - boosting stocks...  Sara Eisen, David Faber, and Carl Quintanilla began the hour with fresh analysis of this morning's ADP Jobs & Retail Sales reports before getting predictions on what's next for stocks with longtime market veteran Jeremy Siegel - along with more on what's next in the war with Council on Foreign Relations President Michael Froman. Plus: Microsoft shares closing out their worst quarter since 2008... Is there more pain to come? Hear from one tech investor who says yes.    Elsewhere in the hour: Nike shares slumping post-results; Sara brought fresh reporting on the name and broke down the numbers with an analyst... And can't miss details on some of the day's biggest movers: from Intel to Restoration Hardware to Hasbro.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club will have to sell this apparel stock if another quarter disappoints. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Dow and S&P 500 coming off their worst quarter since 2022, Carl Quintanilla, Jim Cramer and David discussed what investors can expect in Q2 — especially after stocks extended Tuesday's big rally on hopes the Iran war will end soon. The anchors reacted to President Trump's Truth Social post in which he said Iran's "New Regime President" has asked for a ceasefire. Nike shares tumbled after the company issued weak guidance — especially on sales in China — overshadowing a Q3 beat. Hear what Jim said about Nike CEO Elliott Hill and the company's turnaround plan. Also in focus: Intel to buy back Apollo's stake in an Ireland chip factory for $14.2 billion, Oracle slashes jobs, RH plummets, Disney upgraded, "Magnificent 7" outlook after a rough Q1.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors to buy these homebuilder stocks if inflation subsides. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today: Stocks rallying in the early trade after a rough Q1... Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour with fresh consumer data and color - as gas prices in the U.S. cross $4/gallon. Longtime market veteran Ed Yardeni weighed in on what it means for equities, while the team got specific Q2 picks from Trivariate's Adam Parker.    Elsewhere in the hour: the CEO of Hershey joined the team at Post 9 in a wide-ranging exclusive, spanning the company's new strategy, reiterated guide, and yes... Even the viral KitKat heist. Plus: details on a new multi-billion dollar tie-up in the grocery aisle, and Nvidia's new investment into Marvell.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks in rally mode on the final trading day of March and Q1. The Dow, S&P 500 and Nasdaq on track to snap 3-quarter win streaks.  The anchors reacted to what legendary investor and Berkshire Hathaway Chairman Warren Buffett told Becky Quick about this market environment. Nvidia CEO Jensen Huang and Marvell Technology CEO Matt Murphy joined the program to discuss their companies' AI partnership — including Nvidia's $2 billion investment in Marvell. Hear Huang talk about what the markets don't get about Nvidia. Also in focus: Unilever to combine its foods business with McCormick, the biotech deal that sent one stock soaring more than 130%, Cramer's take on mega-tech.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A blockbuster show featuring interviews with 2 of the market's biggest leaders: Fed Governor Stephen Miran, live at Post 9 alongside Sara Eisen, Carl Quintanilla, and David Faber - and Fed Chair Jerome Powell, speaking in Cambridge before Harvard students. Hear both men discuss the impact of rising energy prices, Fed independence, and where rates could be headed in 2 deep-dives you don't want to miss.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Club says it has taken profits in this legacy tech giant after rising costs. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Dow and S&P 500 in the midst of five-week losing streaks, Carl Quintanilla, Jim Cramer and David Faber explored why both stocks and oil prices kicked off the holiday-shortened week with gains. The anchors reacted to President Trump's Truth Social post which included optimism and threats when comes to talks with Iran aimed at ending the war. The Magnificent 7's rough 2026 also in in the spotlight:  Meta and Microsoft in the bears' grip, Goldman Sachs' note on Nvidia, Melius' case for Apple. Also in focus: Anthropic and the demise of its Sora video app, Sysco shares tumble on the food services company's deal to acquire catering supplier Jetro Restaurant Depot for $29 billion in cash, stock and debt. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P coming off its worst day since January - and the Nasdaq sliding into correction territory... Sara Eisen and Michael Santoli discussed the latest moves with market veteran Rebecca Patterson - before breaking down Brent Crude's pop above $110 a barrel with Bank of America's Head of Commodities. Elsewhere in the hour - former Tesla President and current GM Board Member Jon McNeill gave his take on how all the global chaos is making EVs look a lot more attractive for consumers... and the team got the latest out of Washington on the DHS shutdown, as long airport wait times continue to wreak havoc for travelers.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Sara Eisen delved into stocks under pressure after Thursday's sell-off, while crude oil prices continue to surge despite President Trump extending his deadline for Tehran to reopen the Strait of Hormuz. The anchors discussed the Nasdaq's fall into correction territory, along with four S&P sectors down more than 10% from their year highs. Anthropic also in the spotlight: A federal judge temporarily blocks the Pentagon's designation of the AI firm as a "supply-chain risk" — and the company is reportedly considering an IPO as soon as October. Also in focus: Netflix hikes prices, Meta weakness, private credit woes, the Senate passes a bill to fund most of the Department of Homeland Security, what to make of the red-hot "Chem 7" rally. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump warning Iranian negotiators to "get serious soon, before it is too late" - as Iranian officials tell Reuters that U.S. proposals lack the minimum requirements for success... Sara Eisen and Michael Santoli broke down the latest headlines on the war this hour and what it means for stocks with market veteran Dan Greenhaus, before former Trump National Security Advisor H.R. McMaster joined the team with more on how the conflict could play out. Plus: hear from the President himself - live from a cabinet meeting of top officials including Vice President Vance, Defense Secretary Hegseth, & Treasury Secretary Bessent that kicked off this hour. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this undervalued stock is a leading indicator for oil futures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Sara Eisen discussed the impact Iran war developments are having on the markets, as stocks try to overcome higher crude oil prices. The anchors also discussed what has been a rough March for Meta: It's the worst performing Magnificent 7 stock month-to-date — and the tech giant suffered legal defeats in landmark cases involving child safety. Hear what Cramer said about Wall Street being in denial when it comes to this market environment. Also in focus: Shares of Micron and its memory chip rivals extend losses, private credit problems hit Jefferies' earnings, Qualcomm downgraded, market bright spots, stocks Jim says you should avoid. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another morning of rapid developments in Iran: Sara Eisen and Michael Santoli discussed what investors need to know, along with market implications for stocks, commodities and even mortgage rates. Is the easing of tensions in the Middle East for real? Former Israel Ambassador to the U.S. Michael Oren gave his take on the reported peace plans - and if Israel would be on board. Plus: Goldman credit expert Jonny Fine joined the team with a read on private credit concerns - and why they haven't had a contagion effect just yet.  Elsewhere this hour: details on why OpenAI is ditching its Sora video app, what's sending shares of $ARM surging, and how the Trump Administration should be regulating prediction markets - with one expert arguing too many rules could stifle "the societal benefits that come from speculation". Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Memory chip stocks under pressure as Micron shares extend their post-earnings losing streak, JPMorgan Chase CEO Jamie Dimon on AI and jobs, Arm Holdings soars on plans to build its own chips, mega-tech playbook, Robinhood jumps on stock buyback plan.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he’s tempted to buy this software giant despite its weak performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession concerns out of Moody's with their Chief Economist. Plus: hear from the CEO of United, live from their media day in a wide-ranging interview spanning consumer trends to where he thinks prices are headed. Also in focus: exclusive reporting from Faber around Ares and Apollo's decision to limit withdrawals from some private credit funds, along with his read on headlines Jefferies could be looking to sell. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber discussed stocks falling and crude oil prices rebounding — one day after President Trump's comments on Iran sparked the biggest daily gain for the major indices since early February. Another rough day for shares of alternative asset managers: Apollo Global Management and Ares Management became the latest firms to limit private credit fund withdrawals. Also in focus: OpenAI on Microsoft, sources tell David that Jefferies is not interested in selling itself, Chevron CEO Mike Wirth on Iran war impact, Nvidia's AI dominance, "Faber Report" on Nelson Peltz's Trian and General Catalyst raising their offer to acquire Janus Henderson.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer breaks down what this tech giant needs to move higher. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here.  Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer kicked off a new week of trading with stocks surging and crude oil prices tumbling: President Trump said he has instructed the Defense Department to "postpone any and all military strikes against Iranian power plants and energy infrastructure" for five days, depending on how talks progress with Iran — which denies it is negotiating with the U.S. After posting the Iran news on Truth Social, the president spoke to CNBC and held a Q&A session with reporters. The anchor discussed sectors benefiting most from Trump's announcement. Also in focus: BlackRock CEO Larry Fink's letter to investors, "Mag 7" movers, Synopsys and activism, LaGuardia Airport tragedy.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the market is ‘really oversold’ and the Club is ready to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Energy prices falling, stocks under pressure, and rate cut expectations wobbling to end the week: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks before breaking down what comes next with Truist's Chief Investment Officer - along with more on the Fed's next moves here according to one former Fed president. Plus: Council on Foreign Relations President Michael Froman joined the team with 2 flashpoints he says could force an escalation in the Iran war... While the former head of CISA gave his read on the implications for cybersecurity.  Also this hour: details on the dramatic chip smuggling scandal slamming shares of Super Micro.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with the major indices on track for a four-week losing streak. Jim spoke about how investors should navigate markets he says are oversold. FedEx shares jump on a better-than-expected holiday quarter and upbeat guidance. Super Micro shares plummet after U.S. prosecutor charged three people associated with the company — including its co-founder -- with smuggling Nvidia AI chips to China. Also in focus: Oil prices and the U.S.' battle to open the Strait of Hormuz, what Fed Governor Waller told CNBC about inflation and the strait, Goldman Sachs CEO David Solomon's letter about private credit, Amazon said to be planning a new smartphone launch, OpenAI reportedly plans a "superapp" launch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this megacap tech stock should be a buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran war escalates: Carl Quintanilla and Jim Cramer delved into stocks extending Wednesday's losses as crude oil prices spike, with Brent rising as high as $119/barrel. Micron Technology CEO Sanjay Mehrotra joined the program to discuss the memory chip maker's blowout quarterly results and upbeat guidance on AI-fueled demand. The stock fell sharply despite that news — but it's still up more than 320% from a year ago. Also in focus, Cramer's investment advice on high-flyer Sandisk, Alibaba misses, Meta to shut down its VR metaverse, earnings food for thought, regulators propose capital requirement revisions for big banks, a preview of tonight's documentary "CNBC Cares: Defying Rare Disease."   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says a recent bearish report on this health care stock is fanciful. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade. Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead.    Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David explored rising oil prices and hotter-than-expected February PPI being a double whammy for stocks. Wall Street awaits Wednesday's Fed decision on rates — and what the accompanying statement might say about inflation in wake of the Iran war. The anchors discussed Jim's "Mad Money" interview with Jensen Huang: The Nvidia CEO called new AI agent OpenClaw "the next ChatGPT" — and said it's possible that Nvidia could become the first $10 trillion company. Also in focus: The White House vs. Anthropic, red-hot memory chip stocks, day one for new Disney CEO Josh D'Amaro, Starbucks downgraded, Cramer's "Jeopardy!" surprise.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more.  Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year).  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed why both stocks and oil prices are rising amid the Iran war and Middle East tensions. The anchors also explored the markets' muted reaction to Nvidia CEO Jensen Huang's forecast of $1 trillion in AI chip revenue through the end of 2027. At Nvidia GTC, Jim shared his perspective on the future for the world's most valuable company. Also in focus: Bob Iger's legacy on his final day as Disney CEO, Delta's guidance lifts airline stocks, OpenAI vs. Anthropic, the chips in rally mode, diesel prices top $5/gallon.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors ‘have to buy’ stocks as oil prices fall and private credit woes appear overblown. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big week for stocks from Nvidia's developers conference to an FOMC meeting on deck: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with more on the key stories to watch here - and what to expect out of the Fed - before breaking it all down with Piper Sandler's Chief Investment Strategist... Plus: the latest out of Paris as China and U.S. officials meet for trade talks - the team got a live read from the ground and discussed Iran's impact with one geopol expert warning the conflict could stretch WEEKS more from here.    Also in focus: how to trade Nvidia - and what to expect ahead of a keynote speech from CEO Jensen Huang tonight with one of the street's top analysts... And a deep-dive on new developments that could delay a future Fed Chair nomination by days - or even weeks.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks up sharply and WTI Crude pulling back from $100/barrel — on hopes efforts to reopen the Strait of Hormuz will bear fruit despite the ongoing Iran war. The anchors reacted to what Treasury Secretary Bessent told CNBC about such efforts. Meta in the spotlight: Facebook's parent reportedly plans to lay off 20% of its workforce. Separately, Nebius surged on its $27 billion AI pact with Meta. Also in focus: Cramer at Nvidia GTC ahead of CEO Jensen Huang's Monday keynote, memory chips extend rally, private credit roundup, FCC Chairman Carr's license threat, Conan O'Brien calls out Netflix Co-CEO Ted Sarandos and zings Amazon at the Oscars.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this is an ‘exquisite’ moment to buy stocks. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy 24 hours between DC headlines and PCE data... Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with the latest on both fronts, before discussing the implications for markets, traders, and the Federal Reserve. Plus: hear ServiceNow CEO Bill McDermott's huge warning when it comes to AI and youth unemployment, along with more on how Iran is changing the business of cybersecurity with the CEO of one beneficiary (Rubrik).    Elsewhere in the hour: former Defense Secretary Mark Esper joined the team with his expectations when it comes to possible escalation ahead.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend. Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the ramp up in cyberterrorism is good for this security stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this cybersecurity stock should be up ‘far more.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.   Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer delved into two big stories of importance to investors and consumers: With the Iran conflict sparking energy market volatility, the price of crude rose despite reports of International Energy Agency plans for a record release of oil from its strategic reserves. February CPI showed consumer inflation up 2.4% from a year ago — but the data had been collected prior to the Iran war. Oracle shares surged on a Q3 beat and raised revenue guidance. The anchors explored what it all means for the AI trade and the software "SaaS-pocalypse." Also in focus: Nvidia to invest $2 billion in Nebius, JPMorgan Chase limits private credit lending, Microsoft backs Anthropic's lawsuit against the Pentagon, Campbell's in the soup.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors buying these two megacap tech stocks is ‘very right.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight.    Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored the moves in stocks and crude oil after Monday's volatile session, which saw the Dow finish higher after a 1,100-point swing — and WTI Crude fall sharply after surging close to $120/barrel. The anchors reacted to the catalyst: President Trump said the Iran war could end "very soon." The AI trade also in the spotlight as Wall Street braces for Oracle's quarterly results due out after Tuesday's close of trading. Also in focus: Anthropic sues the Pentagon, Amazon's bond sale, assessing the rough trade for alternate asset managers and software providers, The 17th anniversary of the "Haines Bottom" — and how high stocks have soared since the late Mark Haines' market call.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this company has a terrific story with its sold out products. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a look at the latest market moves tied to Iran - at home and abroad - before RBC's Equity Strategy head gave her take on how to navigate the volatility. Plus: what an ongoing conflict means for emerging markets - and energy prices - with longtime veteran investors in their fields (Tortoise's Rob Thummel & Rockefeller's Ruchir Sharma)... along with a look at the tools still left for the Trump Administration to pull as consumers feel pain at the pump... Former Commerce Secretary Gina Raimondo gave her take - fresh off an op-ed in the New York Times with a stark warning around AI.   Also in focus: how a DHS shutdown is causing extra pain for plane travel... and more on the news sending $HIMS shares surging.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Iran war into its tenth day, Carl Quintanilla and Jim Cramer discussed a rough start to the week for stocks, with WTI Crude surging past $100/barrel for the first time since 2022. The anchors discussed navigating the markets in the wake of Middle East tensions, along with the spike in gasoline prices and how high they could go. Also in focus: President Trump's message on the oil price surge, credit concerns hit SoftBank shares, market bright spots, Oracle leads this week's earnings calendar, Hims & Hers soars on its agreement with Novo Nordisk.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors he would buy this financial stock if he could. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer covered the catalysts driving major selling on Wall Street: The February jobs report shows a loss of 92,000 jobs, Oil and gasoline prices extended their sharp gains in reaction to Middle East tensions, President Trump posted on Truth Social that there will be no deal with Iran except "unconditional surrender." The anchors interviewed National Economic Council Director Kevin Hassett about those issues and many more. Robinhood CEO Vlad Tenev joined Carl and Jim at Post 9 after ringing the NYSE opening bell. They discussed everything from the company's platinum card to the public debut of Robinhood Ventures Fund — which gives retail investors access to late-stage private companies.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this semiconductor company is an undervalued stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.  Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling back and oil continuing to rally as the Iran war enters day six. Broadcom shares jump on a Q1 earnings beat and a forecast of AI chip sales surpassing $100 billion in 2027. The anchors also reacted to published reports on tensions between the Pentagon and Anthropic, including CEO Dario Amodei's employee memo referencing the Trump Administration and slamming OpenAI CEO Sam Altman. Also in focus: What Berkshire Hathaway's new CEO Greg Abel told CNBC about resuming buybacks,  software stocks extend rebound, Nvidia CEO Jensen Huang on investing in OpenAI, BlackRock slashes another private credit loan to zero. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says if you don’t own this stock, now is a good chance to invest. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber, and Sara Eisen began the hour with a look at the big market moves you might have missed - before getting into JPMorgan Asset Management's playbook for the volatility. Plus: former Treasury Secretary and former U.S. Ambassador to Israel Jack Lew joined the team with his read on what's next in Iran, inflationary impacts, and why he says there's been a disregard for our constitutional process... while Senator John Fetterman took the other side - explaining this hour why he's an outspoken supporter of strikes.    Also in focus: wild swings in energy prices as Goldman raises their price forecasts - their Global Co-Head of Commodities broke down the move... And hear from the Chairman & CEO of Victory Capital - as they kick off a bidding war for Asset Manager Janus Henderson. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the Dow tumbled more than 1,200 points before closing down 400, Carl Quintanilla, Jim Cramer and Faber discussed stocks trying to bounce back from this week's heavy selling due to the Iran conflict — including the South Korean Kospi's record one-day decline of 12% in Wednesday's trading. You also have gasoline and diesel prices spiking this week amid Middle East tensions. Hear what Treasury Secretary Scott Bessent told CNBC about crude market supply. Also in focus: CrowdStrike's earnings beat, Blackstone President Jon Gray on private credit and "this disjointed environment," AI roundup — including why Bessent is slamming Anthropic for "very bad behavior."    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour breaking down the tape with Senior Markets Commentator Michael Santoli - as stocks take a big leg lower in the early trade - before talking the road ahead in Iran with the Council For Foreign Relations President Emeritus, Richard Haass... and later in the hour: Department of Defense CTO Emil Michael. Another concern weighing on the markets? Private credit fears - as Blackstone makes headlines with record redemptions from one of its flagship funds. Hear COO Jon Gray pushback on the rumors - and discuss why he's still bullish on the space.    Also this hour: Target CEO Michael Fiddelke - live with Sara from their Minneapolis HQ as the stock gains on strong guidance, and the company kicks off its investor day. How he's dealing with the volatility in geopolitics, prices, tariff refunds, and more...  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club bought a defensive growth stock and is ready to buy more. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what JPMorgan Chase CEO Jamie Dimon told CNBC about the Iran conflict and inflation, travel stocks extend losses, the deal that sent one particular stock soaring by 60%, Best Buy and Target rise on earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer breaks down the Club’s strategy as markets react to Iran strikes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: Full coverage of the war in Iran by Carl Quintanilla, Sara Eisen, and David Faber - and the impact on global markets with a great line-up of experts. Hear from CNBC's own Michael Santoli and Rick Santelli... alongside Ian Bremmer from Eurasia Group, former Defense Secretary Mark Esper, market veteran Richard Bernstein, and Former Israel Ambassador to the U.S. Michael Oren.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading as U.S. and Israel attacks on Iran entered a third day. The widening Middle East conflict sent oil prices and defense stocks sharply higher — while travel companies and other groups saw their shares take a hit. Hear what Cramer said about navigating this market environment. Also in focus:  Private credit woes and AI fears, gold and bitcoin rise, February's stock winners and losers, what former Goldman Sachs CEO Lloyd Blankfein told CNBC about the markets.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.  Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investments from SoftBank, Nvidia and Amazon — valuing the maker of ChatGPT at $730 billion. Hear what OpenAI CEO Sam Altman and Amazon CEO Andy Jassy told CNBC about their strategic partnership. CoreWeave CEO Mike Intrator joined the anchors at Post 9 to discuss AI and the company's quarterly results that sent the stock lower by double digits. Also in focus: Paramount wins the bidding war for Warner Bros. Discovery, Block shares surge as the fintech firm slashes its workforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Michael Santoli, and David Faber kicked off the hour with a deep dive on the story of the day: Nvidia earnings, as shares turned lower despite a big beat. Truist CIO Keith Lerner discussed the high bar for investors - and dueling dynamics between software and the semis, before the team broke down the state of the Big Tech trade with one analyst who's still bullish on Nvidia here.  Also in focus: the view from the C-Suite... Hear the CEO of IMAX talk the company's record earnings - and who he thinks should acquire Warner Brothers Discovery... Along with the CEO of Zoom - fresh off results hitting shares double digits.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the best time to buy this tech stock is at the end of the trading day. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling. Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this retail giant is head and shoulders above the competition. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight.    Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading,  President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks.  Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathing letter to Whirlpool, Workday shares extend their decline, Oracle gets upgraded, Cava soars while drinks giant Diageo tumbles, Lowe's falls as "uncertainty" overshadows an earnings beat.   Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this stock has almost no competition. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in focus: Home Depot's earnings beat, Anthropic announces new AI tools, State of the Union speech countdown, Warner Bros. Discovery says it is reviewing Paramount Skydance's new takeover offer.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this is a good fundamental stock despite its recent downturn. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off a snowy morning with a look at the broader markets, and where tariff rates stand - as stocks take a leg lower following last week's SCOTUS decision. Charles Schwab's Chief Strategist Liz Ann Sonders joined the team with more on what it all means for stocks - before longtime geopolitical expert Ian Bremmer from Eurasia group gave his take on the impact for already-made trade deals. Plus: the 130 billion dollar question... Who will get a tariff refund? Hear a read from the ground with the CEO of Flexport - whose new 'refund calculator' is already getting use from Fortune 500 companies.  Around the edges: details on the trial results hitting Novo Nordisk shares, and the latest on media names as President Trump threatens Netflix over a board member's political comments.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The winter storm blasting the Northeast results in more than 10,000 flight cancellations, Alphabet upgraded, software stocks downgraded, AI roundup, Netflix-Warner latest from Ted Sarandos to Susan Rice and Trump. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Supreme Court ruling 6-3 AGAINST President Trump's tariffs: Hear a jam-packed hour of analysis from Carl Quintanilla, Sara Eisen, and David Faber - spanning key takeaways, the market impact, what happens to any refunds, China's quiet win between the lines, and breakouts across retail, the autos, and even Apple... Plus Apollo's Chief Economist, Ariel Investment's Charles Bobrinskoy, and even a legal expert's take on the action. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this retail stock is a buy after SCOTUS strikes down President Trump’s tariffs. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber reacted to a raft of economic data: Core PCE — the Fed's preferred inflation gauge — rose in December, while GDP showed much slower than expected economic growth in Q4. Private credit fears also in the spotlight: Blue Owl Co-President and Head of Credit Craig Packer joined the anchors at Post 9 for a wide-ranging and exclusive interview. Also in focus: CNBC has confirmed Nvidia is in talks to invest up to $30 billion in OpenAI as part of a funding round for the startup, Oil prices hit fresh six-month highs on U.S.-Iran tensions, bright spots Cramer sees in this market, Warner Bros. Discovery update, why one particular stock plummeted — down more than 48%. Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this cybersecurity stock is the one to buy amid the AI sell-off. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a slew of new data points investors should know: Jobless claims, Leading Indicators, Pending Home Sales and more... before Cantor Fitzgerald's Chief Equity Strategist gave his take on the action - and the team dove into a key AM report, Walmart earnings, with one of the street's top analysts. Plus: hear an exclusive with the CEO of Kraft Heinz - spanning their new turnaround plans, to why they paused a long-planned split.  Also in focus: energy prices... hitting new highs as U.S.-Iran tensions rise. Longtime geopolitical expert - and Council on Foreign Relations President Emeritus - Richard Haass joined the team with a look at what's at stake, and what could come next.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to Walmart's Q4 beat and what new CEO John Furner said on the earnings call about consumer spending. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei refused to hold hands during a group photo shoot with tech leaders at an AI summit in India. Both men spoke exclusively to CNBC: Altman on the U.S.-China AI arms race, Amodei on AI's effect on jobs. Also in focus: OpenAI's march toward a new $100 billion funding round, more pain for software stocks, Etsy jumps on the sale of second-hand fashion app Depop to eBay, Blue Owl slides on a report about redemptions, a flashback to what Jim said about Figma on the date of its stellar public debut in July 2025.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Live from Mar-A-Lago at the World Liberty Forum: Sara Eisen — alongside David Faber and Carl Quintanilla, at the New York Stock Exchange — interviewed some of Wall Street's biggest newsmakers. This hour? Coinbase CEO Brian Armstrong, alongside pro-crypto Senator Bernie Moreno, talking regulation and whether there's more pain to come for Bitcoin... Plus: Eric and Donald Trump Jr. joined Sara for a wide-ranging deep-dive spanning crypto, conflict of interest concerns, prediction markets, and a whole lot more.  Elsewhere in the hour: hear a fresh read from the ground when it comes to AI demand with the CEO of Cadence Design (as shares pop on strong earnings)... and the details on Nvidia's new AI chip deal with Meta. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored Wednesday's gains in the tech sector, one day after the Nasdaq snapped a four-session losing streak and Amazon ended nine consecutive days of losses. Meta expands its deal with Nvidia to purchase millions of chips from the world's most valuable company. The anchors also discussed the latest on Anthropic and the most dominant AI titans. Also in focus: Microsoft as this year's worst performer among the Magnificent 7, Palo Alto Networks slides, what Netflix Co-CEO Ted Sarandos told CNBC about regulatory issues and the company's offer to buy Warner assets, Oil rises on U.S.-Iran tensions, "Faber Report" on MSG Sports exploring a split of its New York Knicks and Rangers businesses. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with the CEOs of both companies. Hear how Roku is bullish on AI's opportunity to drive down costs - and why the CEO of Airbnb says his company's built to ride the disruption.  Plus: more on the day's biggest earnings reports - spanning Moderna's big earnings beat driving shares higher, to the tariff headwind slamming Pinterest shares.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO David Solomon and Airbnb CEO Brian Chesky told CNBC in eye-opening interviews. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add commercial real estate stocks to the list of equities hit by AI fears. Shares of Cisco down sharply as guidance on soaring memory chip costs overshadowed a Q2 earnings beat. McDonalds posted better-than-expected quarterly results, citing its emphasis on value meals and affordability. The anchors reacted to the House's passage of a resolution to overturn President Trump's tariffs on Canada. Also in focus: What the CEO of FedEx told CNBC ahead of the company's investor day, AppLovin's earnings and the slump in software stocks, a $13.5 billion deal to create a transatlantic asset-management giant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

January payrolls coming in FAR above expectations:Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, and got the White House's first reaction to the print with Counselor to the Treasury Joe Lavorgna - before later discussing what it means for the Fed with Goldman Sachs' Chief Economist Jan Hatzius. Plus - AI concerns have crushed software stocks year-to-date... Are contagion concerns overblown here? Hear Apollo Asset Management Co-President John Zito's read from the ground on how it could be an opportunity for private credit markets. Around the edges: Sara brought new behind-the-scenes reporting on Kraft Heinz's decision to pause their planned split; David gave his take on T-Mobile results; and the CEO of Robinhood joined the team for a wide-ranging interview spanning crypto, quarterly results, and even what he thinks of a California wealth tax.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli discussed the stronger-than-expected January jobs report — and what it could mean for Fed rate policy going forward.On the earnings front: Robinhood shares tumbled on weaker-than-expected crypto trading revenue, Mattel shares plunged on a quarterly miss and disappointing guidance, Shopify President Harley Finkelstein joined the program to talk about the e-commerce company's results and its outlook on AI growth. Also in focus: AI's impact on brokerage stocks, Elon Musk's comments on AI and jobs, Kraft Heinz pauses plans to split up the company, "Magnificent 7" movers, the FAA 's brief closure of El Paso, Texas airspace. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy morning of when it comes to earnings:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy. Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow rallies in early market trade, reversing direction to hit a new record high. Citi lays out where they think stocks go next. Then some new reporting by CNBC details OpenAI CEO Sam Altman’s rallying cry to employees as pressure mounts from Anthropic. And could a wave of anti-American sentiment hit the markets? Rockefeller’s Ruchir Sharma explains why it’s not likely. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks and crypto coming off another volatile week:Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks.  Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he wants investors to buy this megacap tech stock. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New numbers detail just how much big tech is planning to spend on capex this year. The street showing some concern with many of the Mag 7 names under pressure this week. We talk with one Wall Street analyst who lays out the bull case for Amazon. Plus, Elon Musk’s net worth surging past $850 billion. More details on that staggering wealth gain.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon the latest big tech name to announce blockbuster AI spending plans:Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin.  Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why the Club is selling some shares in this materials company after a 38% rally. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Attorney to Elon Musk Jay-Z and other stars, Alex Spiro joins the show. Representing a host of clients pushing back against a California wealth tax. Then the street reacts to Alphabet results and its planned AI spending. Jefferies lays out the bull case. Plus the CEO of Hershey breaks down earnings and the impact of tariffs and the cost of goods on business.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company.  Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD shares fall on weaker than expected guidance. One of wall street’s top chip analysts, Bernstein’s Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this pharmaceutical giant is ‘so far ahead’ of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another day of early software stock declines:Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead.  Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this cybersecurity stock will be a great buy despite the pullback. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Pepsi joins the show, first on CNBC. Reacting to earnings and giving his outlook for the consumer. Also weighing in on how immigration enforcement is impacting sales. Plus, PayPal stock getting crushed after disappointing earnings and the announcement of a new CEO. More on that turn-around effort. Then, many names in the private credit sector under pressure, we’ll tell you why and the reason it’s potentially spooking the entire market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with news out of Disney: naming its Parks boss, Josh D'Amaro, as its new CEO. Disney Chairman James Gorman joined the team to discuss the news - and what comes next for the media giant. Plus: David brought his own reporting around news Elon Musk's rocket company SpaceX is acquiring his AI company xAI, in what would be the largest M&A deal in history. Around the bells - the anchors discussed how to trade another busy morning of earnings, spanning Palantir's earnings beat, Pepsico price cuts, and even C-suite changes at Paypal and HP Inc.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name this morning... and David Faber's latest reporting on news out of Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this tech giant’s stock ‘should be bought’ post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett. Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a long-awaited decision from President Trump: He named Fed governor Kevin Warsh as his pick to succeed Jerome Powell as Fed chair. The anchors explored market reaction to the news, as well as what a Warsh-led Fed could mean for rate policy and investors. Apple shares failed to get a lift despite a Q1 earnings beat and strong iPhone sales. Hear what Jim had to say about investing in Apple now. Chevron CEO Mike Wirth joined the program to discuss the energy giant's better-than-expected quarterly results and reviving oil production in Venezuela.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why this tech giant’s stock rose post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth and a boost in AI spending. Honeywell CEO Vimal Kapur joined the program to discuss earnings, AI and the company's spin-off strategy. Also in focus: IBM and Caterpillar among the earnings winners, gold and silver hit new all-time highs.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast.     Plus: one longtime market veteran joined the team with his expectations around today's Fed decision - while David and Carl broke down today's biggest movers, from Softbank to AT&T.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says don’t sell this coffee giant’s stock yet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall.  The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and the path ahead for monetary policy. Also in focus: Amazon to cut 16,000 additional jobs, Starbucks among the earnings winners, sources tell David that SoftBank is close to investing an additional $30 billion in OpenAI, President Donald Trump's weaker dollar message, First Lady Melania Trump rings the opening bell at the NYSE.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says don’t sell this stock because it could reach $200 per share. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here. Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Corning sending those shares surging, and investors eye Chinese competition (on the 1-year anniversary of the DeepSeek related sell-off). A.I. expert X. Eyeé joined the team with a deep-dive on all of it. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David faber explored the sell-off in UnitedHealth and other health insurance stocks, after the Trump Administration proposed Medicare Advantage rates for 2027 that are nearly flat.  Boeing CEO Kelly Ortberg joined the program to discuss the company's Q4 revenue beat and jump in airplane deliveries. General Motors shares get a lift on a Q4 earnings beat, upbeat profit guidance, a 20-percent dividend hike and declaration of a $6 billion stock buyback. Also in focus: More earnings winners and losers, Meta-Corning $6 billion fiber-optic cable/AI data center deal, Anthropic CEO's essay on the future of AI comes with a warning about the technology. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the drift out of these Wall Street darlings may be overdone. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension of their AI partnership.  Nvidia CEO Jensen Huang and CoreWeave CEO Mike Intrator joined the program exclusively to talk about their companies' alliance and the AI landscape. Also in focus: Winter storm impact, four "Mag 7" companies lead this week's earnings parade, "Squawk on the Street" anchors ring the NYSE opening bell in celebration of the show's 20 years on CNBC.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Contessa Brewer, and Michael Santoli kicked off the hour with a look at the volatile week - before getting longtime market vet Jeremy Siegel's take on the action. Plus: tech in focus as Intel shares slump post-results, and software stocks continue to see scrutiny... Hear key analysis - and stock picks - around both stories this hour. Also in focus: the East Coast bracing for a massive winter storm over the weekend. What it means for energy - and how it could be a key test at the intersection of AI and travel.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he’s confident this financial stock can rise dramatically. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance and supply constraints. How should you play what has been a red-hot semiconductors group? The anchors also discussed what to make of record highs for the Russell 2000, Dow Transports and precious metals. Natural gas prices surge and airlines cancel hundreds of flights — in preparation for a powerful winter storm set to impact much of the U.S. this weekend. Also in focus: President Trump sues JPMorgan Chase and its CEO Jamie Dimon, Capital One's CEO sounds off about capping credit card rates, Elon Musk's Davos message on self-driving cars, what GE Aerospace CEO Larry Culp told CNBC about the company's guidance.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian. In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the workforce... before later on checking in with the CEO of Scale A.I. - a start-up last valued at more than $29B when Meta took a stake in the summer... and then poached then-CEO Alexandr Wang. Plus: Elon Musk being interviewed at Davos during the hour by Blackrock's Larry Fink, and the team listened in live. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored stocks extending Wednesday's rebound rally, which was sparked by President Trump pulling back his threat to hike tariffs on European nations over Greenland — and saying the U.S. will not use military force to acquire the Danish territory. Hear what the president told CNBC at the World Economic Forum in Davos, Switzerland about the "framework for a future deal" regarding Greenland. Also out of Davos: JPMorgan Chase CEO Jamie Dimon on immigration, Wells Fargo CEO Charles Scharf's take on credit card rate caps and OpenAI Chairman Bret Taylor on AI bubble talk. Intel leads a red-hot January for semiconductors: The stock trading at a four-year high ahead of its after-the-bell earnings report. Also in focus: Earnings from Procter & Gamble and GE Aerospace, "Faber Report" on Paramount's offer for Warner Bros. Discovery.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he would sell this financial stock if credit card rates are capped. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest dealmakers in Davos - Thoma Bravo's Orlando Bravo - about why the recent software sell-off could be a buying opportunity.  Also in focus: the key movers of the day, from Netflix slumping post-results to big gains for the chips. What's driving those moves, this hour.  Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump delivered a wide-ranging speech at the World Economic Forum in Davos, Switzerland. Stocks rose after the president said "I won't use force" to take over Greenland.  Trump's comment comes one day after a global market sell-off, sparked by his threat to raise tariffs on eight European nations who oppose a U.S. acquisition of Greenland. The president also spoke about issues including U.S. economic strength, housing in America, AI and Venezuela — along with some harsh words for Europe and NATO. Trump also engaged in a Q&A session.Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bid for Warner Brothers Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio and streaming assets: It's now an all-cash deal. Hear what Treasury Secretary Scott Bessent told CNBC at the World Economic Forum in Davos, Switzerland — from his message to Europe on Greenland, to comments about Fed Chair Jerome Powell's plans to attend the Supreme Court hearing on the case involving Fed Governor Lisa Cook. Also in focus: AI news galore, Amazon CEO Andy Jassy in Davos on tariffs and the consumer, 3M shares fall despite an earnings beat. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't been this negative on software in a decade.  Plus: alternative energy stocks jumping as a key group reportedly meets at the White House today to talk about AI power - hear the latest reporting, this hour... and a deep-dive on the Administration's newest push on auto affordability in a wide-ranging all-star interview you don't want to miss with Transportation Sec. Sean Duffy, the head of the EPA Lee Zeldin, and USTR's Jamieson Greer.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the battle for Warner Bros. Discovery.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this investment firm’s CEO is as bullish as he’s ever been. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain post-results. Also in focus: U.S.-Iran tensions simmering after new sanctions were announced during the hour - hear veteran energy expert Helima Croft's take on the action... and a deep-dive on what's next in the DOJ's Powell probe with former Treasury Secretary Jack Lew, who calls Fed independence "one of the underpinnings of our economy". Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the rebound in tech, sparked by Taiwan Semiconductor posting a Q4 earnings beat and boosting capital spending guidance thanks to strong AI demand. President Trump clearing the way for Nvidia H200 chip sales to China also lifted sentiment. In a CNBC Exclusive, BlackRock CEO Larry Fink joined the anchors at Post 9 and talked about issues including the Fed, AI and investing in America. They also discussed BlackRock's earnings beat and record assets of more than $14 trillion. Also in focus: Goldman Sachs and Morgan Stanley are the last of the big banks to post earnings, oil prices fall on news involving Trump and Iran.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers. Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the second day of bank earnings, Carl Quintanilla, David Faber and Sara Eisen explored why shares of Bank of America, Wells Fargo and Citigroup fell in reaction to their respective quarterly results. The anchors discussed President Trump's latest criticism of Jerome Powell in wake of the Justice Department's criminal probe of the Fed chair. The November Producer Price Index came in hotter-than-expected year-on-year, but tamer than forecasts on a month-on-month basis. Also in focus: Trump speaks out on JPMorgan Chase CEO Jamie Dimon, sources tell David that Netflix is likely to make its deal to acquire Warner Bros. assets all-cash, weakness in software stocks, oil prices hit October highs as Trump considers ordering military strikes in Iran.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off a big morning on Wall Street with more fallout related to the DOJ-Powell probe, before hitting 2 other key stories of the day: consumer inflation & bank earnings. Evercore's Julian Emanuel and former Barclays CEO Bob Diamond joined the team to give their takes on the action.  Plus: Microsoft out with a new 5-part plan to reduce consumer impact from its growing energy, water, and land use tied to AI... President Brad Smith broke down the move and what comes next this hour.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusive at the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about obesity drugs and the company's growth into a $1 trillion pharma giant. Also in focus: December CPI holds steady at 2.7% year-on-year, Microsoft's new data center initiative to lower power costs.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new comments from former Treasury Secretary Janet Yellen - not mincing words when it comes to a new DOJ probe targeting Fed Chair Powell - before breaking down the market impact with Truist Wealth's Chief Investing Officer. Plus: former CEA chair Jason Furman joined the team with his take on the action - fresh off a new joint statement with Yellen and other important officials - arguing these moves have highly negative consequences on inflation and the broader economy.  Elsewhere: hear about how the consumer's holding up with the CEO of Shopify - and the latest on media stocks as Paramount files a new lawsuit in its quest to own Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David faber led off the show with the "Sell America" trade amid worries about Fed independence: Fed Chair Jerome Powell said he is facing a Justice Department criminal probe regarding his Capitol Hill testimony about Fed building renovations. Powell added he believes the investigation is a pretext as part of President Trump's push for lower interest rates. The anchors also reacted to Trump threatening to sideline Exxon Mobil from Venezuela after its CEO Darren Woods said the country's oil market is "uninvestable."Jim discloses what Apple Services chief Eddy Cue told him about Google's Gemini AI. Also in focus: Meta picks a new president, Paramount files a lawsuit against Warner Bros. Discovery, Cramer discusses news coming out of the J.P. Morgan Healthcare Conference in San Francisco — and previews his upcoming CEO interviews from that event.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this stock is his favorite name in retail. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the team with potential outcomes ahead of an official ruling. Also in focus: GM taking a multibillion-dollar charge tied to scrapped EV plans - the team talked fallout, and whether there's more pain ahead... Along with the latest from Washington ahead of a huge meeting at the White House with energy executives to talk the road ahead in Venezuela.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, the Supreme Court's upcoming decision on tariffs and what to expect from President Trump's Friday meeting with oil CEOs about reviving production in Venezuela. Also in focus: The stocks surging on Meta's nuclear deals, Amazon's pharmacy to offer Novo Nordisk's Wegovy pill.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this retailer’s run higher isn’t done yet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new jobs data - and the latest out of a busy 24 hours from the White House... including the President's latest comments moving defense, housing, and even auto stocks. One longtime market veteran gave her top picks for the volatility - while CNBC's Diana Olick talked fallout for the homebuilders. Plus: Eurasia Group's Ian Bremmer joined the team with his take on the U.S.'s next targets (and top risks) abroad.  Also in focus: UBS's healthcare playbook - as the group rallies to start the year to new highs... and details on CNBC's newest initiative: CNBC Cures.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the rally in defense stocks such as Northrop Grumman — after President Trump called for a $1.5 trillion military budget for 2027. Breaking news from David on Paramount Skydance's response to Warner Bros. Discovery after WBD rejected its amended takeover offer. A mega-cap shift in big tech as Alphabet surpasses Apple to become the second-most valuable company. Also in focus: President Trump set to meet with oil company CEOs on Friday to discuss reviving the production of crude in Venezuela, Nvidia's H200 chips and China, Costco's sales beat, "Faber Report" on Elon Musk's lawsuit against OpenAI. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here’s how Cramer is thinking about bank stocks ahead of earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.  Also in focus: the state of the AI race and how demand is holding up - with the CEO of AMD, who sat down with the team for a wide-ranging interview, live from one of tech's biggest conferences of the year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this chipmaker is ‘still the king.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer cautions against energy stock speculation after Maduro arrest. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with the latest on the breaking news of the day: Venezuela, moments before ousted leader Maduro is due to appear in a New York Court - with wide-ranging implications for global markets, the energy complex, and the geopolitical order.  Hear from a great lineup this hour: Rockefeller's Ruchir Sharma joined the team with a look at the market impact; Signum Global Advisors Founder Charles Myers - who's planning a trip to Venezuela with business leaders to explore investment prospects; and former Trump NSA head H.R. McMaster - with his take on what happens next in the country and beyond.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the U.S. strikes on Venezuela over the weekend, which resulted in the capture of that country's president Nicolas Maduro. His federal court hearing on drug and weapons charges is slated for Monday in New York. Oil stocks such as Chevron rallied on the prospect of U.S energy companies gaining access to Venezuela's oil reserves. Hear what Cramer is saying about the AI trade in 2026. At the Nasdaq, CNBC parent Versant Media rang the opening bell — celebrating its debut as an independent publicly traded company after being spun off by Comcast. Also in focus: The Dow's new record high, what to expect from Nvidia CEO Jensen Huang's news conference at CES. Disclosure: Versant is the parent company of CNBC.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.