Squawk on the Street

Strong demand for the iPhone 17 is making waves in the market. Jim Cramer dives into the impressive sales reports and discusses carrier discounts driving consumer interest. He also warns listeners about the pitfalls of overhyping a potential tech super cycle. Join the conversation to catch the latest insights on the tech giant's performance and market dynamics.

Michael Entrader, CEO of CoreWeave, shares insights on the surging demand for AI infrastructure following a massive $6B Nvidia deal. He discusses the trillion-dollar needs in the sector and the importance of public-private partnerships in meeting these challenges. The conversation also dives into market expectations versus Fed targets, and the evolving landscape of Oracle's leadership, particularly as it prepares to serve as TikTok’s U.S. security provider. This dynamic dialogue sheds light on the intersection of technology and finance.

Mike Sievert, the outgoing CEO of T-Mobile, shares insights on his transition to the role of executive vice chair and discusses the company’s strategic outlook. He highlights priorities like enhancing network performance, improving digital skills, and futuristic partnerships with companies like Starlink. The conversation also touches on Oracle’s leadership shuffle, including new CEO appointments, emphasizing a focus on cloud and AI initiatives. Plus, there's buzz around Pfizer's acquisition of the weight loss biotech Metsera.

Gabrielle Von Roosch, a CNBC reporter known for her investigative work, dives into Walmart Marketplace's troubling rise in counterfeit and fraudulent products. She uncovers how third-party sellers are impersonating legitimate businesses to sell fake beauty items, raising safety concerns. Gabrielle also discusses the lapses in Walmart's seller vetting process and the regulatory push efforts like the Shop Safe Act to combat this issue. Her insights shed light on the darker side of Walmart's digital expansion.

Jim Cramer dives into the impressive launch day demand for Apple's latest iPhone and Air models, spotlighting exciting improvements in their camera and Air features. He shares his optimistic outlook for the tech giant's stock, fueled by this unexpected consumer enthusiasm. Tune in for insights on the market's biggest headlines and what they mean for investors.

The hosts revel in a record-setting rally, with the Russell 2K reaching a milestone not seen since 2021. FedEx impresses with strong earnings, shedding light on global trade dynamics. Jim Cramer shares insights from his sit-down with Tim Cook, discussing the buzz around the iPhone 17 launch and consumer spending trends. As interest rates fluctuate, they explore the potential impact on the market's future, keeping listeners engaged with lively discussions on technology and trade.

Jared Holtz, a healthcare sector strategist at Mizuho, dives into the latest vaccine guidance and its potential effects on pharma and biotech stocks. He discusses how underperforming sectors could rally with new guidelines in play. The podcast also covers a high-stakes call between President Trump and Xi Jinping, the impact of the iPhone 17 launch on Apple’s stock, and significant shifts in the market landscape. Listeners get a comprehensive look at current national and economic dynamics shaping the future.

Savita Subramanian, head of U.S. equity strategy at Bank of America, shares insights on market trends following a recent Fed decision, focusing on sector outlooks. Patrick Moorhead, CEO at Moor Insights & Strategy, discusses NVIDIA's monumental investment in Intel, exploring implications for chipmakers. The conversation also dives into Bullish’s first public earnings and the evolving landscape of travel with Expedia's CEO, who reveals how AI is transforming customer experiences and enhancing business strategies.

Brendan Carr, the Chairman of the FCC, dives into the heated controversy surrounding ABC's suspension of Jimmy Kimmel after his remarks about Charlie Kirk. He discusses the implications for local broadcasters' preemption rights and how this case might influence public interest in broadcasting. The conversation also touches on the broader spectrum sales and the significance of recent developments in the media landscape. Additionally, the hosts dissect Nvidia’s stunning $5 billion investment in Intel and the Fed's anticipated rate cuts.

Delve into the world of technology as a leading expert highlights Apple as a dominating force in the market. Discover Apple’s strategic shift towards reshoring and its efforts to enhance domestic supply chains. Hear exciting news about the early interest in the iPhone 17, which suggests strong consumer demand. This discussion also sheds light on Tim Cook's key conversations at the White House, hinting at a future where supply chain efficiency reigns supreme.