Squawk on the Street

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

 

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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.

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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.

 

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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

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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. 

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