Squawk on the Street

Jeff Marks, a keen market analyst, joins Jim to unravel the dynamics of the solar sector, especially how political debates boost certain stocks. They discuss the impact of lower interest rates on solar's efficiency and critiquing optimistic banking forecasts. The conversation gets heated with insights on Morgan Stanley's recent downgrade by Goldman Sachs and its investment strategies, sparking a lively debate on capital markets and the future of financial institutions. It's a must-listen for anyone interested in the intersection of politics, finance, and sustainability.

Doug Yearley, CEO of Toll Brothers and an expert in the housing market, shares invaluable insights on the current housing landscape as mortgage rates fall. The discussion covers the shifting dynamics in home buying for both luxury and first-time buyers. Additionally, Yearley delves into the impact of inflation on shelter costs and the challenges posed by limited resale inventory. The hosts also reflect on the recent Harris-Trump debate, touching on economic implications that resonate in today’s market.

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.

Larry Ellison, the chairman of Oracle, discusses the underestimated demand for data centers as AI technology evolves. He highlights Oracle's partnership with Amazon Web Services, positioning the company for growth. The conversation then shifts to Apple's iPhone 16 launch, featuring mixed media reactions, while also addressing its potential implications on AI strategy. Additionally, the podcast covers Southwest Airlines' leadership changes, driven by activist pressure, revealing insights on corporate governance dynamics in the airline industry.

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.

The discussion focuses on the semiconductor market, specifically highlighting Broadcom's quarterly performance. Cramer views the stock as a buy, despite a recent dip after earnings. The episode delves into broader market conditions, including employment stats and their impact on interest rates. There's an emphasis on the balancing act between strong AI sales and high expectations. Patience is touted as essential in navigating this challenging economic landscape.

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.

Mark Cuban, the billionaire investor known for his candid views on business, discusses the significance of the upcoming jobs report and the market's reaction to disappointing ADP numbers. He describes Vice President Kamala Harris as 'pro-business' while addressing her 28% capital gains tax proposal. The conversation also touches on Nvidia's recent share drop amidst DOJ scrutiny and broader economic implications. Plus, insights into the automotive industry's dynamics and major corporate moves keep the dialogue lively and informative.

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.