Squawk on the Street

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.

One day after stocks kicked off September in sell-off mode, Carl Quintanilla and Jim Cramer explored how investors should navigate this market now. The anchors drilled down on what's ahead for Nvidia. The chipmaker lost $279 billion in market cap on Tuesday -- and reportedly received a subpoena from the Justice Department in relation to an AI antitrust probe. Also in focus: "Red" chips, Dollar Tree tumbles on a Q2 miss and cites "immense pressures" on consumers, why strategist Ed Yardeni remains bullish on the market, earnings bright spots. 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 show kicks off by analyzing the current financial landscape, spotlighting upcoming employment data and expected volatility. There's a deep dive into the complexities of the investment environment, highlighting opportunities in generative AI and challenges in the supply chain. Discussions about US Steel and Cleveland Cliffs reveal regulatory tensions. Boeing faces scrutiny after a stock downgrade, while the wine and spirits market shows troubling trends. Streaming sports revolutionizes broadcasting, and concerns loom over Chinese stocks and consumer behavior shifts.

Jeff Marks, a key analyst alongside Jim Cramer, dives deep into the world of semiconductor stocks facing recent declines. They examine the struggles of giants like Nvidia and Micron, offering insights on historical trends and current market pressures. Discussion shifts to smart investment strategies, including buying opportunities during market dips. Marks highlights the impact of economic conditions on stock choices, emphasizing the importance of staying informed in a volatile financial landscape.

Wharton Professor Jeremy Siegel, a renowned expert in finance and economics, joins the discussion on the final trading day of August. They dive into the implications of steady PCE inflation data and the potential for a Fed rate cut. The conversation shifts to the booming AI sector, detailing significant moves by Dell, Marvell, Apple, and Nvidia, particularly their talks regarding OpenAI. Finally, they analyze August's market winners and losers, highlighting trends in tech and retail amidst a recovering market.

In this discussion, Jeff Marks, an insightful analyst known for his keen market observations, joins Jim to analyze Nvidia's recent stock slump. They unpack the surprising drop in Nvidia's shares despite a favorable earnings report, highlighting a shift in investor confidence. The pair also delve into Nvidia's financial performance and the promising future of its GPU production, especially with the anticipated launch of new Blackwell products. They emphasize the importance of adapting investment strategies in response to market fluctuations.