Squawk on the Street

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Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD’s China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple announces an additional $100 billion investment to beef up U.S. manufacturing… Hear former Goldman Asset Management Chairman Jim O’Neill’s take on all these fast changing tariff headlines. Also in focus: how consumer credit is holding up with the CEO of AI lender Upstart, fresh off earnings that have shares falling double digits. A deep-dive on Disney’s big sports bet along with key takeaways from quarterly results. Hear the interim CEO of Lucid break down the road ahead for his company – and the challenges that remain for the EV market… Along with the staggering numbers behind a new generation of “AI Billionaires”.

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture. A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners, Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring. Squawk on the Street Disclaimer

This materials brand is one of the most undervalued companies Cramer’s ever seen. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Stocks taking a leg lower after new manufacturing data top of the hour: David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors in focus today – tech stocks, as Communication Services hits a new high alongside Palantir (on the heels of a blowout quarter), and Healthcare on the heels of double digit swings in multiple earnings names. Also in focus: the financials. Hear the CEO of Apollo Global’s take on allowing 401(k) funds access to private markets (calling it “common sense”) – and JPMorgan’s response after the President called out the firm alongside Bank of America for so-called “de-banking” of conservatives this hour.

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI. Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year. Squawk on the Street Disclaimer

Jim Cramer says this coffee giant’s stock has come down ‘way too much’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race. Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it’s a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair’s better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks in rebound mode after Friday's sell-off, fascinating Mag 7 stats, shares of Warren Buffett's Berkshire Hathaway fall on earnings, what to expect from Palantir's quarterly results after Monday's close of trading, Figma's red-hot post-IPO rally takes a detour. Squawk on the Street Disclaimer

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months: Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman’s Chief Economist Jan Hatzius discussed his case for stagflation, and what he calls “an economy that’s still growing – but growing very slowly” – but a bit of a different story from Atlanta Fed President Bostic, who joined the team exclusively with a few greenshoots… albeit despite “a very difficult environment right now”. Also in focus: Big Tech and Crypto. The Head of the SEC discussed the regulator’s new “Project Crypto” and what it means for the industry… And don’t miss advice on what to do with Amazon and Apple shares, along with the rest of the Mag-7, as the group falls alongside the NASDAQ.

On a busy first trading day of August: David Faber and Jim Cramer discussed the markets in sell-off mode with lots of news in the spotlight: President Trump imposes new tariffs on dozens of countries including Canada, the July jobs report comes in weaker than expected, Amazon shares slide despite a Q2 beat, but Apple is a bright spot -- shares rise after strong iPhone sales helped fuel better-than-expected results. Chevron CEO Mike Wirth joined the program exclusively to discuss everything from earnings to energy and data centers in wake of the AI boom. Also in focus: Shares of Figma extend gains one day after soaring 250% in the company’s Wall Street debut. Squawk on the Street Disclaimer

Cramer breaks down strong earnings from two tech giants. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Big Tech boosting the S&P to record highs: Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours… RBC’s U.S. Equity Strategy Head Lori Calvasina gave her take on it all – and why it’s becoming a “stock picker’s market” as companies navigate tariffs – while one big tech analyst along with CNBC’s Steve Kovach broke down Meta, Microsoft, Amazon, and Apple this hour. Also in focus: a blockbuster public debut at the New York Stock Exchange as Figma prices above the range. NYSE President Lynn Martin discussed all the action, the IPO pipeline, and a whole lot more in a wide-ranging deep-dive this hour.

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. Squawk on the Street Disclaimer

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech: Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead of results tonight, while former Fed President Esther George discussed her predictions when it comes to Fed Chair Powell and rates. Plus: the view from the C-Suite… This hour: the CEO of pharmaceutical giant GlaxoSmithKline talked her expectations for tariffs on the industry; hear the CEO of Starbucks’ take on competition, as same-store sales there disappoint; the CEO of Hershey joined the team for her last broadcast interview in the role with the her latest on the consumer, M&A expectations, and legacy; and more from the CEO of Palo Alto as the company announces plans to acquire CyberArk for ~$25B. Squawk on the Street Disclaimer

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan. Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal. National Economic Council Director Kevin Hassett joined the show with White House reaction to stronger-than-expected Q2 GDP, as well as views on tariffs and the Fed on rate decision day for the central bank. Also in focus: Earnings parade winners and losers, more woes for Wegovy maker Novo Nordisk. Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss why The Club has trimmed holdings of this drugmaker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US… On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what’s ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what’s driving Novo Nordisk shares to their worst day since 1987. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO. Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. Squawk on the Street Disclaimer

Cramer breaks down why the Club is buying this legacy tech company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer