Squawk on the Street

Joining the conversation is Mike Sievert, the dynamic CEO of T-Mobile, who sheds light on the exciting prospects for the iPhone 16. He shares insights on how the recent Fed rate cut has created a buzz in the market, prompting record highs for the Dow and S&P 500. The discussion dives into the shifting landscape for Apple amidst EU regulatory challenges and the new investment opportunities this environment presents. Plus, there's a look at the tech sector's growth and changing consumer habits. Buckle up for a lively financial update!

Discover how a major tech company is redefining customer interactions through groundbreaking AI innovations with Nvidia. Delve into the shift from traditional models to query-based AI and its implications for workforce efficiency and crisis management. The conversation reveals insights on leveraging technology for improved logistics and customer support. Join in for a deeper understanding of these transformative trends and their potential value for investors.

Join Jensen Huang, CEO of Nvidia, and Marc Benioff, CEO of Salesforce, as they dive into the transformative power of AI at Dreamforce. Huang shares insights on AI advancements while Benioff critiques how companies are becoming "hypnotized" by technology. The conversation also touches upon the upcoming Fed interest rate decisions and their potential impact on the market. With exciting partnerships like BlackRock and Microsoft in AI, and JPMorgan's dealings with Apple, this discussion is at the forefront of financial and technological evolution.

Jim and Jeff delve into the latest retail sales data, revealing a robust August, particularly in autos and gas. They discuss how these trends may influence Federal Reserve interest rate decisions amid a tight labor market. Anticipated interest rate cuts are also examined, alongside their potential impact on consumer spending and retail giants like Best Buy and Home Depot. Listeners are advised to brace for unpredictable market fluctuations as they navigate these economic currents.

Carl Quintanilla, Jim Cramer, and David Faber dive into the financial scene as the Fed's rate decision looms. They discuss the Dow hitting new heights, Intel's bold move to produce AI chips for Amazon, and reaction to insights from top CEOs. Cramer identifies a stock poised to thrive from a potential rate cut. The trio also highlights a surprising spike in retail sales and Microsoft's generous share buyback plan. Join them for a lively exchange as they unpack market dynamics and the impacts of technology trends!

Jim Cramer, a finance expert known for his engaging market insights, joins analyst Jeff Marks to dive into Apple’s potential future. They analyze the market's mixed sentiments on the iPhone 16 Pro and raise concerns over expected sales challenges. The duo also discusses the innovative integration of hearing aid features into AirPods, targeting 20 million Americans with hearing loss. Cramer warns against the trend of selling Apple stock during product launches, emphasizing it can be a mistake for investors.

Larry Ellison, the Chairman of Oracle and a notable figure in tech innovation, shares his insights on market dynamics and AI trends. He discusses the implications of the Federal Reserve's upcoming rate cut decisions and the pressure Apple faces with its iPhone 16 pre-orders. Ellison also reveals his surprising plea to Nvidia's CEO for essential AI chips, emphasizing the fierce competition in the tech sector. The conversation touches on Oracle's strong stock performance and strategic moves in the cloud market as AI demand surges.

Jeff Marks, a key member of the CNBC Investing Club, joins Jim Cramer to dive deep into the world of Wells Fargo. They unpack the mixed signals surrounding the bank's recent reports, arguing it still has promise despite the negativity. The discussion also covers Wells Fargo’s stock performance and ongoing regulatory hurdles, highlighting the cautious stance investors should take. Tune in for sharp insights and candid market commentary!

Dara Khosrowshahi, the CEO of Uber, joins to discuss extending the company's partnership with Waymo, shedding light on the future of autonomous ride-hailing. He emphasizes the transformative potential of driverless technology and its benefits for urban transportation. The conversation also touches on innovations in safety and efficiency within the industry. Additionally, the podcast explores Boeing's machinists' strike, highlighting labor relations and the differing dynamics in the aerospace sector.

The discussion kicks off with a focus on fluctuating stock prices and the Federal Reserve's rate outlook. Tech trends take center stage, with Nvidia's soaring demand reshaping investment patterns. The competitive streaming landscape is analyzed, featuring insights on significant deals and promotional tactics. Political influences on market dynamics are examined, alongside the impact of leadership changes in key companies. The podcast also uncovers advancements in cancer vaccines, alongside a look at investment strategies for the upcoming holiday season.