Squawk on the Street

Cramer breaks down what this tech giant needs to move higher. 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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A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here. 

Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys. 

 

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David Faber and Jim Cramer kicked off a new week of trading with stocks surging and crude oil prices tumbling: President Trump said he has instructed the Defense Department to "postpone any and all military strikes against Iranian power plants and energy infrastructure" for five days, depending on how talks progress with Iran — which denies it is negotiating with the U.S. After posting the Iran news on Truth Social, the president spoke to CNBC and held a Q&A session with reporters. The anchor discussed sectors benefiting most from Trump's announcement. Also in focus: BlackRock CEO Larry Fink's letter to investors, "Mag 7" movers, Synopsys and activism, LaGuardia Airport tragedy.

 

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Cramer says the market is ‘really oversold’ and the Club is ready to buy. 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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Energy prices falling, stocks under pressure, and rate cut expectations wobbling to end the week:

Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks before breaking down what comes next with Truist's Chief Investment Officer - along with more on the Fed's next moves here according to one former Fed president. Plus: Council on Foreign Relations President Michael Froman joined the team with 2 flashpoints he says could force an escalation in the Iran war... While the former head of CISA gave his read on the implications for cybersecurity. 

Also this hour: details on the dramatic chip smuggling scandal slamming shares of Super Micro.

 

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.