Squawk on the Street Cramer's Morning Take: Starbucks 8/4/25
6 snips
Aug 4, 2025 Jim Cramer believes Starbucks' stock has plummeted more than it should. The conversation dives into why this coffee giant remains a strong investment amid shifting market dynamics. There's also a fascinating look at how tech giants like Meta and Amazon are influencing investment trends. Expect candid discussions on the aggressive strategies shaping today's stock performance.
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Buy Starbucks Stock Now
- Buy Starbucks stock as it has declined too much and shows strong turnaround signs.
- The company is managing throughput issues effectively and China market value is improving.
Hot Money Moves Into Palantir
- There is an influx of "crazy money" moving from companies like Figma and Circle into Palantir.
- This reflects hot money seeking quick returns ahead of Palantir's earnings report.
AI Spending and Market Perception
- Meta and Microsoft lead AI spending which the market favors despite high costs.
- Amazon and Apple are more secretive and cautious, which may hold them back in AI leadership.