Squawk on the Street

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

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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 to...

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."

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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.

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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...

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.

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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.

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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 h...

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

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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.

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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.

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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...

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.

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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.

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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...

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

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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.

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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.

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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...

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

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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.

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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.

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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...

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

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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.

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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.

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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...

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

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