Squawk on the Street

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with the latest on Iran ahead of President Trump's 8 PM Eastern deadline to reopen the Strait of Hormuz - or "a whole civilization will die tonight”. Rockefeller's Ruchir Sharma weighed in on the action, and why he says investors are underpricing risks tied to the current oil shock - while Former Israel Ambassador to the U.S. Michael Oren gave his take on the geopolitical fallout. Plus: details on some of the day's biggest moves - from Universal Music's potential new owner to a fresh filing boosting Paramount shares.

 

Elsewhere in the hour: the CEO of Robinhood joined the team to discuss his company's efforts tied to childhood "Trump Accounts"... and the anchors discussed new data from the street around AI's labor impact - or lack thereof. 

 

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: Cramer tells investors the last thing they want to do is sell this semiconductor giant. 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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Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front:  Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock.

 

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Cramer says this big bank could see ‘dramatic moves’ after recent corporate changes. 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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Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with fresh data, news on the President's "Trump Accounts" efforts, and a look at a make-or-break week ahead before getting HSBC's take on what it all means for stocks. Plus: the President threatening Iran's energy and civilian infrastructure as reports swirl around a potential ceasefire framework... Former Defense Secretary Mark Esper weighed in - and the team also took a look at what higher-for-longer gas prices could mean for an already battered airline industry.

Elsewhere in the hour: The CEO of CBOE joined the team to talk about the growing popularity of options among retail traders, and later on... The team caught up with one congressman issuing a warning to Anthropic around AI's national security risks. 

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