Cramer explains which stock is poised to benefit from Amazon’s data center spending. 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

Another morning of record highs on the S&P and Nasdaq – Sara Eisen, David Faber, and Wilfred Frost broke down the latest for stocks ahead of a big week for data and fresh news on the tariffs front. Trivariate’s Adam Parker joined the team with his top picks – and why he’d bet on financials and health care here. Plus: Apollo’s Chief Economist Torsten Slok discussed his outlook into the 2nd half as he argues stagflation remains a worry here. Also in focus: the Senate in the middle of a marathon session to pass the President’s tax and spending megabill – NEC Director Kevin Hasset joined the team for a wide ranging interview spanning his key takeaways, the impact for energy, and recent comments around Fed Chair Powell’s replacement... And the team discussed clean energy’s biggest winners and losers as they move big on a potential new tax tied to China within the bill – and sooner-than-expected roll-back of credits for the industry. Plus: what the street’s saying about Circle’s massive post-debut rise… And the CEO of IMAX – breaking down Apple’s biggest box office debut *ever*: F1 the movie, along with how demand is holding up for the summer box office.

On the final trading day of June, the 2nd quarter and first half, David Faber and Jim Cramer discussed fresh record highs for the S&P 500 and Nasdaq -- helped by trade optimism. After a threat from President Trump, Canada decided to shelve its digital services tax in an effort to advance trade talks with the U.S. Hear Cramer's take on everything from tech's bull run to how investors should approach the weakness in Apple shares. Oracle shares surged after the company disclosed "multiple large cloud services agreements" in a regulatory filing. Also in focus: President Trump says he has a group of "very wealthy people" ready to buy TikTok, Meta reportedly hiring more OpenAI researchers, New York City mayoral candidate Zohran Mamdani says he doesn’t' think "we should have billionaires", Wall Street firms initiate coverage of Circle after its red-hot post-IPO stock performance. Squawk on the Street Disclaimer

Jim says this credit card giant is a buy. 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

PCE rising in May as expected as the S&P and NASDAQ hit fresh record highs: Sara Eisen and David Faber broke down what the data means for equities, the consumer, and the broader economy with the Head of Citi’s U.S. Equity Strategy Drew Pettit. Plus: if you missed out on the rally… Is it too late to get in? Tech investor Dan Niles joined the team with the names he’d buy right now – and a warning that things could get rocky by Thanksgiving. Also in focus: Nike shares on pace for their best day in decades as they say recent sales declines are moderating… The key takeaways from results – and what execs are saying about China; Will Crypto play a role in the future of homeownership? The Trump Admin making a move in that direction, with details this hour; And a deep-dive with Tesla Board Member and Redwood Materials CEO JB Straubel – as Redwood makes a new big push at the intersection of EV’s and AI.

David Faber and Jim Cramer covered all of the bases on a historic day for the stock market: The S&P 500 and Nasdaq each set new all-time highs. Hear what Cramer had to say about skyrocketing stocks and how younger investors are approaching this market. The anchors reacted to Nike shares soaring on quarterly results and guidance, as CEO Elliott hill implements the company's turnaround plan. The Fed's preferred inflation gauge also in the spotlight -- Core PCE for May came in a bit hotter than expected. Squawk on the Street Disclaimer

Jim and Jeff discuss this chipmaker after results topped expectations. 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

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer

David Faber and Jim Cramer discussed he AI boom helping to boost the tech rally. Nvidia hitting a new all-time and surpassing Microsoft to become the world's most valuable company. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the role AI played in the chipmaker's better-than-expected earnings and upbeat guidance. Also in focus: Microsoft and Meta go after OpenAl for different reasons, Tesla vs. Waymo on robotaxis, McCormick's spicy earnings, Q1 GDP shrinks more than expected, RFK Jr.'s vaccine panel backs Merck’s RSV shot for infants, Cramer's message on skyrocketing stocks and the "FOMO" trade. Squawk on the Street Disclaimer

Top of the hour: fresh comments from President Trump at 2025’s NATO summit – spanning Israel-Iran, Ukraine, and even Fed Chair Powell. David Faber and Sara Eisen broke down key takeaways and why he thinks Powell is a “very stupid person”, as the Fed Chair takes the hot seat for a 2nd day of questions with for his Semiannual Monetary report… Today before the Senate Banking Committee. Squawk on the Street Disclaimer

David Faber and Jim Cramer led off the show with President Trump attending the NATO Summit in The Hague, Netherlands. NATO allies have agreed to more than double their defense spending target to 5% of GDP by 2035. The anchors also delved into Nvidia and the AI trade as the Nasdaq 100 entered Wednesday's trading session at a record closing high. FedEx shares down sharply after current quarter guidance overshadowed a Q4 beat. Also in focus: Day 2 of Fed Chair Powell's Capitol Hill testimony, Netflix's record rally, CoreWeave and Circle parabolic surge, Andrew Cuomo concedes to Zohran Mamdani in the New York City Democratic mayoral primary. Squawk on the Street Disclaimer

Cramer says there’s still substantial upside to this energy stock. 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

Stocks in the green as Fed Chair Powell kicks off day 1 of his Semiannual Monetary Policy Report before the House Financial Services Committee: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer confidence data – and talked broader expectations with former Treasury Secretary Steven Mnuchin – ahead of Q&A before listening in.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks getting a boost and oil prices sliding in reaction to President Trump declaring the Israel-Iran ceasefire "in effect" -- shortly after he accused both countries of violating the truce. The anchors also explored what to expect from part one of Fed Chair Jerome Powell's Capitol Hill testimony on the economy, starting Tuesday before the House Financial Services Committee -- as President Trump continues to pressure Powell to cut rates. Visa CEO Ryan McInerney joined the program exclusively to discuss the company's stablecoin strategy and the state of the consumer. Also in focus: Carnival surges on earnings, KB Home cuts guidance. Squawk on the Street Disclaimer

Cramer sees a buying opportunity for this retailer’s stock. 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

Stocks shrugging off growing conflict abroad after a weekend strike by U.S. troops of Iran’s nuclear facilities: Carl Quintanilla, Sara Eisen, and David Faber got the latest from the ground in the Middle East – and talked possible next steps here with former Israeli Ambassador to the U.S. Michael Oren… Plus: how an unprecedented closure of the Strait of Hormuz could be a major wild card for energy markets, alongside with fresh data on the housing front – and market-moving headlines out of Fed Governor Bowman top of the hour. On the macro front: longtime bull Tom Lee broke down where he sees opportunity here – while Allianz Chief Economic Advisor joined the team with his take on what the America’s weekend strike means for the market, the Fed, and the global economy. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored equities and oil market reaction to the U.S. military strikes on Iran's nuclear facilities over the weekend. The anchors also discussed what to make of Tesla's robotaxi launch, which took place Sunday in Austin, Texas. The CEO of Amrize -- the North American spin-off of Swiss cement giant Holcim -- joined the anchors at Post 9 to discuss his company's public debut on the New York Stock Exchange as well as where data centers fit into Amrize's future. Also in focus: Tech’s hot June, M&A buzz surrounding Bank of New York Mellon and Northern Trust, remembering FedEx founder Fred Smith, who died over the weekend at the age of 80. Squawk on the Street Disclaimer

The Fed holding rates steady – but leaving the door open to cuts in the 2nd half, as President Trump says he’ll decide in the next 2 weeks whether the U.S. will get involved in the conflict between Israel and Iran: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks – along with some fresh reads on the consumer out of earnings names like Carmax, Darden, and Kroger. CFRA’s Chief Investment Strategist joined the team with his bull case: arguing the S&P will end the year above 6,200 – while former Trump Defense Secretary Mark Esper gave his take on whether the president will opt for direct U.S. involvement abroad. Plus: Accenture CEO Julie Sweet broke down new results from her company sending shares lower… And the team discussed the new $10B deal for the Lakers, which would be the highest price tag EVER for a U.S. professional sports team. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and Michael Santoli discussed stocks getting a lift -- after Fed Governor Christopher Waller told CNBC he believes the Fed could be in a position to cut rates as soon as July. The Middle East conflict also on Wall Street's radar: President Trump said he will decide within two weeks whether the U.S. military will join Israel in its attacks against Iran. The anchors interviewed a critic of Tesla's robotaxi launch expected to take place Sunday in Austin, Texas. CNBC investigates whether big tech should get multi-million dollar tax breaks for their data centers -- and how those deals are impacting state economies. Also in focus: Kroger jumps, Microsoft layoffs, a $1 trillion AI pitch from SoftBank CEO Masayoshi Son. Squawk on the Street Disclaimer

It’s officially Fed Decision Day: Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the markets front as investors await a decision – and press conference later on – from Fed Chair Powell. President Trump talking to reporters about the man at the top of the hour: arguing the Fed needs to cut rates here and calling him “Too Late” Powell… Evercore Vice Chair Krishna Guha – along with Former Fed Vice Chair Alan Blinder – joined the team with their predictions on the Fed’s next move here. Also in focus: escalating tensions in the Middle East still top of mind for investors – Why the President Emeritus of the Council on Foreign Relations says a regime change in Iran is a wish, not a strategy… Plus: the latest out of Washington when it comes to a new crypto bill just passed by the Senate.