Squawk on the Street

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.