Squawk on the Street

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.