Squawk on the Street

Cramer says he wants investors to buy this megacap tech stock. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. 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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New numbers detail just how much big tech is planning to spend on capex this year. The street showing some concern with many of the Mag 7 names under pressure this week. We talk with one Wall Street analyst who lays out the bull case for Amazon. Plus, Elon Musk’s net worth surging past $850 billion. More details on that staggering wealth gain.
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Amazon the latest big tech name to announce blockbuster AI spending plans:
Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin. 
 
Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy. 
 
 
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Cramer explains why the Club is selling some shares in this materials company after a 38% rally. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. 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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Attorney to Elon Musk Jay-Z and other stars, Alex Spiro joins the show. Representing a host of clients pushing back against a California wealth tax. Then the street reacts to Alphabet results and its planned AI spending. Jefferies lays out the bull case. Plus the CEO of Hershey breaks down earnings and the impact of tariffs and the cost of goods on business.
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.