Cramer and Jeff discuss investors buying “cold” stocks, healthcare performance, and trade deals. 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 

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Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how  companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard following results there as well – hear Chairman & CEO James Quincey breakdown the numbers, plus their shift into cane sugar this hour… And why NXP Semiconductor’s disappointing results could be a canary in the coal mine for other chip stocks. 

Plus: U.S. debt will be riskier ahead, according to Goldman’s Credit Chief Jonny Fine – he joined the team at Post 9 with his take on the markets… And don’t miss a deep-dive with the CEO of PNC on the heels of a new crypto partnership with Coinbase. 

David Faber rejoined Carl Quintanilla and Jim Cramer at Post 9 at the NYSE for today’s show to help breakdown another busy day of earnings. One of the biggest movers included General Motors, which moved lower despite topping earnings estimates. CEO Mary Barra said in a letter to shareholders that the automaker is working to ‘greatly reduce’ its tariff exposure. The desk also watched shares of Kohl’s spike at the open, with the stock jumping as much as 100% in early trading. Also in the hour; Faber broke down all the potential M&A news swirling around the railroad sector. 

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Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks: 

Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we’ve heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the headwinds just haven’t shown up yet. Plus: a deep dive on new numbers out of Domino’s with an analyst who calls the stock a buy, as their CFO says they’ve seen no geopolitical impact to their business. 

Also in focus: hear from the CEO of the credit bureau FICO as his company comes under fire for being a “monopoly” – why he says it’s just the most efficient way for the market to operate, how he’s using AI in the business, and more… and the latest on the biggest movers of the day, from Sarepta to Apple to LVMH.

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Carl Quintanilla and Jim Cramer started the hour with a look at the busy earnings season ahead. Verizon kicked off the party with a beat and raised guidance, which sent shares of the company higher in early trading. The anchors also turned to a WSJ report that said Sec. Bessent laid out the case against firing Fed Chair Powell to the president. Trump later took to Truth Social to refute the story saying “I know better than anybody what’s good for the Market, and what’s good for the U.S.A.” Later in the show, the desk also turned to some of the day’s biggest movers, including a giant jump for Block following the company’s inclusion into the S&P 500. 

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Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration’s crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport’s Ryan Peterson. 

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Chevron CEO Mike Wirth joined Carl Quintanilla and Sara Eisen at Post 9 in a "First on CNBC" interview. They discussed the oil giant completing its $55 billion acquisition of Hess. Shares of Netflix pull back from all-time highs despite better-than-expected quarterly results. One analyst offers his take on where the stock and the streaming wars go from here. New record intraday highs for the S&P 500 and Nasdaq -- a chief investment strategist joins the discussion about what's next for the rally. Also in focus: Reaction to earnings from the likes of American Express, Sarepta tumbles, President Trump vs. Fed Chair Powell, the House of Representatives passes landmark crypto legislation, CBS cancels Stephen Colbert's "Late Show."  

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Cramer explains why the Club is investing in this tech firm that’s embracing AI. 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 

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All-time highs yet again for the NASDAQ: Sara Eisen and Carl Quintanilla kicked off the hour discussing the latest for stocks, earnings, data – and ever-growing headlines around Fed Independence. Hear both sides of the debate this hour, including: why the President’s putting the pressure on Powell, what big bank CEOs are saying about it, and both an international billionaire investor’s – and Goldman’s Chief U.S. Economist’s – take on all the action. On the earnings front: Sara caught up with the CEO of Pepsi, who had a big warning when it comes to the consumer - despite shares headed higher post-results. Plus: the CEO of Fifth Third joined the team to breakdown new numbers out of the regional bank, and small business demand. Finally, the team discussed two of the year’s best performers: GE Aerospace, who just reported strong numbers thanks to its engines business… while investors eye Netflix ahead of earnings tonight.   

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On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump’s comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.

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