Squawk on the Street

Cramer says investors can own these mega-cap tech stocks but prepare for volatility. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake

 

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Circle CEO Jeremy Allaire joins to discuss the company's recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX and the threat from Moonshot AI's new Kimi model. Plus, Archer Aviation CEO Adam Goldstein joins from the Farnborough Air Show as the company unveils a new aircraft in partnership with Anduril.

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Is Wall Street underestimating China's AI ambitions? Anthropic investor Byron Deeter explains why he believes investors are getting the competitive landscape wrong and what it means for the next phase of the AI race. Plus, Google shares rise on reports the company is developing a new chip to improve the efficiency of its AI models. And Atlantic Council CEO Fred Kempe joins the show to discuss the latest escalation in the Middle East after Iran-backed Houthis announced a maritime embargo against Saudi Arabia and the broader geopolitical implications.

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After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.

 

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UFC President and CEO Dana White joins to discuss the growth of the sport, their deal with Paramount, the recent White House event and much more. We also break down what's driving the tech sector lower today. Plus, Needham analyst Laura Martin speaks about why investors should buy the weakness in Netflix.

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