Squawk on the Street

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.