Squawk on the Street Cramer's Morning Take: Starbucks 9/2/25
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Sep 2, 2025 Cramer warns investors about a risky stock and highlights the importance of making informed decisions. Discover the innovative Find My Skechers shoes with Apple AirTag for tracking kids' footwear. Gain insights into major companies like Salesforce and Broadcom, along with their future earnings. The discussion also covers Morgan Stanley's updated price targets and how the jobs report impacts interest rates. Plus, learn about Starbucks' success driven by a fantastic product launch.
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Salesforce: Growth Reacceleration Expected
- Morgan Stanley raised Salesforce targets citing pricing tailwinds and moderating headwinds that could reaccelerate growth in 2026.
- Cramer notes these are a few quarters away and investors are buying into that future upside.
Week Ahead: Earnings And Macro Drivers
- Jim Cramer previews key earnings and macro events shaping the week, including Salesforce, Broadcom, and Friday's jobs report.
- He links labor weakness to potential Fed rate cuts and flags 2026 reacceleration hopes for Salesforce.
Zoning Limits Housing Supply
- Treasury Secretary discussions flagged zoning as a housing supply constraint and a reason homebuilders haven't overbuilt.
- Cramer points to Toll Brothers as a potential play if you want exposure to housing dynamics.