Squawk on the Street

Jim and Jeff discuss the latest CPI data for September putting the annual inflation rate at 2.4%. 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 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 market reaction to inflation data: The September Consumer Price Index came in slightly hotter than expected, one day after the Dow and S&P 500 hit record closing highs. Hurricane Milton causes catastrophic damage: A report from on the ground in Florida. Also in focus: New developments involving activist investor Starboard Value's push for changes at Pfizer, Delta's earnings miss, countdown to Elon Musk'sTesla Robotaxi event, David celebrates the Mets eliminating the Phillies from the playoffs. 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.

Honeywell chairman and CEO, Vimal Kapur, joins ‘Squawk on the Street’ to discuss the ‘radical’ move to reinvent Honeywell, the company’s energy transition, and much more. Hosted by Simplecast, an AdsWizz company. See https://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 big news on the antitrust front: The Justice Department says it is mulling a breakup of Google. The anchors explored what's at stake for big tech and reacted to Google's response to the DOJ. Carl, Jim and David also discussed the tech sector coming off its best day in nearly three weeks. Also in focus: Florida braces for Hurricane Milton, Piper Sandler's teen survey and what it says about certain companies, Dallas Fed President Logan calls for gradual rate cuts, the net worth of Nvidia CEO Jensen Huang exceeds Intel's market cap, the Boeing strike continues as contract talks collapse. 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.

Jim and Jeff discuss the reason they decided to sell this consumer stock. They also talk about the moves in this conglomerate stock. 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 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 discussed markets looking to rebound one day after the worst session for the Dow and S&P 500 in a month. Mainland China markets rose to 2-year highs before paring some gains in their first trading session since the "Golden Week" holiday, but Hong Kong's Hang Seng tumbled on the lack of additional stimulus measures out of Beijing. Also in focus: Hurricane Milton update plus Disney and insurers, Nvidia surpasses Microsoft to become the world's second-most valuable company, Roblox responds to Hindenburg Research taking a short position in the stock. 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.

Brad Lightcap, OpenAI COO, joins CNBC's David Faber to discuss the company’s relationship with Apple, how OpenAI benefits economically from this partnership, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss rising rates and higher oil prices. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With stocks aiming to extend their weekly win streak to five, Carl Quintanilla, Jim Cramer and David Faber explored the week ahead for investors -- including key inflation data and major bank earnings on tap. Elon Musk also in the spotlight: The anchors discussed his much-anticipated Tesla Robotaxi event slated for Thursday -- as well as Musk campaigning with former President Trump in Pennsylvania over the weekend. Also in focus: Activist investor Starboard Value takes a $1 billion stake in Pfizer, downgrades for Apple and Amazon, Mideast tensions lift oil prices again, Florida prepares for Hurricane Milton after being battered by Hurricane Helene, Phillies beat the Mets to tie their NLDS playoff series. 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.

Jim breaks down his outlook for bank stocks ahead of earnings. 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 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 discussed two major stories on the labor front: The September employment report came in stronger than expected -- and dockworkers on the east and gulf coasts have ended their strike after reaching a tentative deal with port operators. The anchors interviewed Acting Labor Secretary Julie Su, who was part of those negotiations. Also in focus: The crude oil surge and geopolitics, Chips and U.S.-listed Chinese stocks rally, Tesla's robotaxi and Rivian's woes, Zuckerberg-Bezos wealth battle, David celebrates the Mets after their playoff victory. 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, Scott Wapner and Michael Santoli discussed a number of issues the stock market has been trying to digest: From ongoing Mideast tensions which continue to boost oil prices – to the labor market ahead of Friday's key September jobs report. Lots of AI news in the mix: OpenAI's valuation surges to $157 billion after a major fundraising round, what Nvidia CEO Jensen Huang told CNBC about AI's next wave, Google CEO Sundar Pichai told Japan's Nikkei the company is considering nuclear plants as sources of electricity to power its AI projects. Also in focus: The China stimulus rally fizzles for the likes of Alibaba and Baidu, Levi Strauss tumbles on a guidance cut and weighs selling its Dockers brand, Tesla talk, Amazon's holiday hiring, Miami Dolphins owner Stephen Ross nears a stake sale. 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 discussed Middle East tensions weighing on the stock market and oil prices extending Tuesday's surge. Israel said it vows to respond to Iran's missile attacks against the country. Tesla shares fell sharply despite an increase in Q3 deliveries. Nike stock also in the red after the company reported mixed results, said it is withdrawing guidance and postponing its "Investor Day" -- with Elliott Hill set to become CEO in less than two weeks. Also in focus: Humana plunges on Medicare Advantage woes, Ford Q3 auto sales rise, what's dragging Apple shares lower, port strike day 2. 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.

Jim and Jeff discuss how geopolitical turmoil is weighing on this energy stock. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Dow and S&P 500 entering October and the fourth quarter at record closing highs, Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks. The anchors also reacted to Fed Chair Powell's comments about the path for future rate cuts. Carl, Jim and David discussed dockworkers going on strike at ports from Maine to Texas – and what's at stake for the economy. Also in focus: CVS to conduct a strategic review amid activist pressure, the CEOs of Charles Schwab and Signet Jewelers to retire, Boeing reportedly considers raising at least $10 billion by selling new stock, the Wall Street note that's weighing on Apple shares. 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.

Jim and Jeff discuss why the Investing Club is closely watching these consumer discretionary stocks. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of September and Q3, Carl Quintanilla, Jim Cramer and David Faber discussed China’s stock markets ending the month in rally mode, posting their best one-day performance since 2008. Which U.S. names are benefitting most from the China surge? David broke down DirecTV's deal to acquire Dish and Sling TV from Echostar. The anchors also reacted to a 2001 discussion between David and Joe Kernen about Echostar. Also in focus: Warnings from Jeep parent Stellantis and luxury sports car maker Aston Martin weigh on auto stocks ahead of Tesla's delivery numbers due out this week, CVS Health and investor activism, September and Q3 winners and losers, CNBC rings the Nasdaq opening bell. 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, Sara Eisen and Mike Santoli led off the show with market reaction to the Fed's preferred measure of inflation: PCE came in tamer than expected for August year-over-year – and the Dow hit a new all-time high. China also in the spotlight after the best week for that country's stock market since 2008, buoyed by Beijing's stimulus measures. Also in focus: "Faber Report" on Echostar nearing a deal to sell Dish to DirecTV, Costco falls on quarterly results, billionaire investor David Tepper on Japan, Southwest's CEO speaks out about activist investor Elliott. 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.

CNBC’s Steve Liesman sits down with Treasury Secretary Janet Yellen to discuss what risks she is watching in banks’ balance sheets, whether she believes inflation is under control, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa’s David Tepper told CNBC it’s a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron’s big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company’s quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest’s Investor Day, as the company detailed plans to fight off activist investor Elliott Management. 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, Sara Eisen and Mike Santoli covered all of the market bases as the Dow and S&P 500 hit new all-time highs. The anchors also reacted to shares of General Motors and Ford falling on downgrades from Morgan Stanley analyst Adam Jonas. Hear what one analyst had to say about investing in Vistra, the company that leapfrogged Nvidia to become this year's biggest gainer on the S&P 500. Also in focus: KB Home slides on earnings, Activist investor Elliott escalates its battle against Southwest Airlines, Justice Department vs. Visa, Google files a complaint with EU antitrust regulators about Microsoft's cloud business. 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, Sara Eisen and Bob Pisani explored market momentum as the Dow hit a fresh record high. The anchors also discussed stimulus measures announced by China's central bank, which gave a lift to shares of U.S.-listed Chinese companies such as Alibaba -- as well as American multinationals with exposure to China. Energy Secretary Jennifer Granholm joined the program at Post 9 "First on CNBC" -- discussing everything from oil prices to the Constellation Energy-Microsoft deal to help power the tech giant's AI data centers. Also in focus: Vistra tops Nvidia as this year's top performer on the S&P 500, Novo Nordisk's CEO heads to Capitol Hill to testify on high prices for Wegovy and Ozempic, Starbucks downgraded, Levi Strauss' hint involving Beyoncé. 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, David Faber and Sara Eisen kicked off a new week for the markets: The Dow off to a fast start, hitting a new all-time high thanks to Intel's rally. Qualcomm recently approached the chipmaker about a possible takeover -- and Apollo Global reportedly offed to invest up to $5 billion in Intel. Also in focus: What the CEOs of Nvidia and IBM told CNBC after meeting with Indian Prime Minister Modi, Minneapolis Fed President Neel Kashkari spoke to CNBC about economic risks, FTC Chair Lina Khan on CBS' "60 Minutes" about the planned Kroger-Albertsons merger, an update on Nike following the company's decision to change CEOs. 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 he won’t sell this ‘well-run’ wholesale retailer. 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/morningtakeCNBC 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.

One day after a Fed rate cut-fueled rally that sent the Dow and S&P 500 to record highs, Carl Quintanilla, Jim Cramer and David Faber discussed a number of corporate stories in the spotlight: Nike shares up sharply on news its CEO John Donahoe will retire in October. FedEx shares get hammered on a Q1 miss and disappointing guidance. Apple's iPhone 16 hits store shelves: Hear what CEO Tim Cook told CNBC at his company's 5th Avenue flagship store in New York City. Constellation Energy and Microsoft strike a deal to reopen Pennsylvania's Three Mile Island nuclear plant – as Microsoft looks to power its AI data centers. Also in focus: Lennar falls despite an earnings beat, a look back at Alibaba's IPO ten years ago. 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.

CNBC’s David Faber spoke with Apollo Global CEO Marc Rowanabout the Fed’s latest move, recession odds, government spending and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he’s considering swapping this Big Bank for another. 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 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 covered all of the bases regarding Thursday's global stock market rally, sparked by the Fed's 50 basis point rate cut. The Dow and S&P hit record highs, while tech fueled Nasdaq's more than 2% surge. The anchors explored which stocks and sectors are most likely to sustain upward momentum in light of the Fed's easing. Also in focus: T-Mobile CEO Mike Sievert's bullish message to Cramer about the iPhone 16, the EU's latest warning to Apple, a sneak peek at David's "CNBC Leaders" Thursday night special with Apollo Global CEO Marc Rowan, Darden jumps despite an earnings miss, UBS' note on Tesla's robotaxi. 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 warns not to judge this tech giant with old metrics. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the Dow and S&P 500 hit new record highs, Carl Quintanilla, Jim Cramer and David Faber discussedWednesday's big Fed decision -- as market watchers debate whether to expect a rate cut of 25 basis points, or 50. AI on center stage at Dreamforce: The anchors reacted to what Nvidia CEO Jensen Huang said at the event – and what Salesforce CEO Marc Benioff told Jim on "Mad Money" about how companies have been "hypnotized." Also in focus: BlackRock and Microsoft launch a new AI partnership, JPMorgan Chase CEO Jamie Dimon tells college students TikTok and Facebook are "a waste of time," JPM reportedly in talks with Apple to take over the tech giant's credit card from Goldman Sachs. 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.

Jim and Jeff discuss the latest retail sales data ahead of the Federal Reserve’s policy meeting today. 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 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 the market landscape ahead of Wednesday's key Fed decision, as Wall Street debates the depth of a rate cut. The Dow hits a new all-time high as the S&P 500 aims for its own record milestone. Chips in the spotlight: Intel jumps on its foundry business strategy and agreement to produce AI chips for Amazon's AWS. The anchors reacted to what the CEOs of Broadcom and Arm Holdings told Jim Monday night on "Mad Money." Also in focus: Retail sales' positive surprise, Microsoft's dividend hike and new share buyback of up to $60 billion, Amazon's new return-to-office mandate, Oracle Chairman Larry Ellison surpassed Jeff Bezos as the world's second richest man, Cramer highlights a stock he says is a "rate cut winner" 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 selling this mega-cap tech stock has proven to be a fool’s game. 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/morningtakeCNBC 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 focused on a big week ahead for the markets, as Wall Street debates how deep the Fed could cut rates on Wednesday. Apple shares under pressure after a well-followed analyst said overall pre-orders for the iPhone 16 lineup indicate weaker than expected demand. That news did notprevent the Dow from hitting an new all-time high. The anchors also explored the AI trade after last week's surge -- and reacted to Oracle Chairman Larry Ellison's comment about "begging" Nvidia CEO Jensen Huang for AI chips. Also in focus: Jim's "dream" week in San Francisco, DirecTV-Disney agreement ends a blackout, Boeing strike Day 4, a second apparent assassination attempt on former President Trump. 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 this is the bank stock to buy. 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 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 discussed Oracle shares jumping on the company's upbeat sales forecast, joining AI players Nvidia and Broadcom as big weekly gainers on the S&P 500. Boeing's machinists union has gone on strike against the jet maker for the first time in 16 years. Phil LeBeau reported from the picket lines in Washington state. Uber CEO Dara Khosrowshahi joined the program exclusively to discuss the extension of the company's autonomous ride-hailing partnership with Alphabet subsidiary Waymo. Also in focus: What Nvidia CEO Jensen Huang told CNBC about AI, Adobe slides on revenue guidance, RH soars on an earnings beat. 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 led off the show with Nvidia’s hot run: Shares of the chip giant up double-digits so far this week, after sparking Wednesday's tech surge that resulted in the biggest one-day comeback for the broader market in two years. Faber Report: Warner Bros. Discovery and Charter Communications reached a new carriage agreement that includes integrating linear video and streaming services. Also in focus: August PPI inflation data, Norfolk Southern fires CEO Alan Shaw for allegedly having an improper relationship with the company's top attorney, what Republican VP nominee JD Vance told CNBC about censorship and regulating big tech, Kroger rises on Q2 results and defends its planned merger with Albertsons.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.

Jim and Jeff discuss the boon for this solar stock from the presidential debate. They also take a deep dive into financials. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Fed rate decision just one week away, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the August Consumer Price Index. Inflation cooled year-over-year, but the core rate came in hotter than expected month-on-month. The anchors also discussed Tuesday night's contentious presidential debate between Vice President Harris and former President Trump. Toll Brothers CEO Doug Yearley joined the program at Post 9 with his take on the housing market amid falling mortgage rates. Also in focus: The bank sector slide, the anchors remember 9/11 on the 23rd anniversary of the terror attacks on America. 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.

Jim and Jeff discuss the earnings beat for this software stock. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after a big rebound for stocks following last week's swoon, Jim Cramer and David Faber discussed shares of Oracle surging on better-than-expected Q1 results – as well as a strategic partnership with Amazon Web Services. The anchors reacted to what Oracle Chairman Larry Ellison said on the earnings call about how data centers and AI fit into the company's growth picture. Sticking with tech: Jim and David explored Apple's iPhone 16 launch -- including what's at stake for the company's AI strategy -- and weighed in on legal setbacks in the EU for Apple and Google. Also in focus: Southwest Chairman Gary Kelly to step down in 2025 and six board members to retire in November, as activist investor Elliott seeks changes at the airline. 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.

Jim and Jeff dive into a few of the ‘Mag 7’ stocks market moves. 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/morningtakeCNBC 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.

Jim Cramer and David Faber explored how investors should navigate the market after the worst week for the Dow and S&P 500 since March of last year – and Nasdaq's worst one-week decline since 2022. New iPhones and AI in the spotlight on Apple's "It's Glowtime" product event day. How should you play Apple and AI now? Also in focus: Brian Niccol's first day as the new Starbucks CEO, Palantir and Dell to join the S&P 500, the DOJ vs. Google antitrust trial, DirecTV's complaint against Disney, Elon Musk's denial. 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 this chipmaker is a buy despite its post-earnings drawdown. 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/morningtakeCNBC 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 and Jim Cramer led off the show with market reaction to the August jobs report -- and explored what type of rate cut to expect from the Fed later this month. Broadcom dragged the Nasdaq lower after weaker non-AI sales weighed on the company's guidance, adding to what has been a rough week for the chip sector. Hear what Cramer said about buying the stock. The anchors also discussed former President Trump's 15% corporate tax rate proposal and the role he said Elon Musk would play in his administration if the Republican presidential nominee wins a second term. Also in focus: Costco's sales gains, Intel's slide, Warren Buffett's Berkshire Hathaway sells more Bank of America, all things football -- including what NFL Commissioner Roger Goodell told CNBC. 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 and Jim Cramer set the stage for Friday's key jobs report, exploring market reaction to Thursday's weaker-than-expected ADP payroll report. Hear what Cramer had to say about a September Fed rate cut. Nvidia also in the mix after shares fell 11% in two days. The chip giant denied reports stating it has received a subpoena from the Justice Department. The anchors also discussed Vice President Kamala Harris' capital gains tax proposal -- and billionaire investor Mark Cuban telling CNBC the Democratic presidential nominee is "pro-business." Also in focus: Verizon buys Frontier Communications, President Biden reportedly plans to block the Nippon Steel-U.S. Steel deal, J.P. Morgan downgrades China, Ford auto sales, Tesla's self-driving boost, CNBC's official NFL team valuations. 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.

Jim and Jeff discuss megacap technology and chip stocks after a big Tuesday sell-off. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after stocks kicked off September in sell-off mode, Carl Quintanilla and Jim Cramer explored how investors should navigate this market now. The anchors drilled down on what's ahead for Nvidia. The chipmaker lost $279 billion in market cap on Tuesday -- and reportedly received a subpoena from the Justice Department in relation to an AI antitrust probe. Also in focus: "Red" chips, Dollar Tree tumbles on a Q2 miss and cites "immense pressures" on consumers, why strategist Ed Yardeni remains bullish on the market, earnings bright spots. 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.

Nvidia along with several semiconductor stocks are seeing declines in the session. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.