Squawk on the Street

Cramer believes this energy stock is priced wrong and worth buying. 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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JLL CEO Christian Ulbrich joins to discuss the firm's record results and the health of the commercial real estate sector. Then, Generac CEO Aaron Jagdfeld breaks down their quarterly results as the stock has a volatile morning. Plus, D.A. Davidson's Gil Luria shares his expectations for big tech earnings.

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A critical day for Wall Street as investors await the Fed’s latest rate decision and earnings from Alphabet and Microsoft. Plus, SK Hynix surges after reporting a 630% jump in profit, fueling fresh debate over the AI trade. And Robinhood CEO Vlad Tenev joins Squawk on the Street in a first-on-CNBC interview as shares tumble following mixed earnings, with weaker crypto revenue weighing on results.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI trade extending this week's rebound. The big catalyst: Shares of SK Hynix surging and lifting the chips after the South Korean company posted a blowout quarter. A different story for GE Vernova -- which erased earlier gains during the company's earnings call. The anchors also set the stage for Wednesday's Fed decision on interest rates, along with what the markets want to hear from Fed Chairman Warsh during his post-meeting news conference. Also in focus: OpenAI CEO Sam Altman's latest comments on AI security; Microsoft and Alphabet earnings preview; GE Vernova's $9 billion acquisition; Visa posts record revenue; Robinhood slides; Vertiv soars; Cramer on whether or not he would add Anthropic to his charitable trust holdings once it goes public.

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Cramer wants to buy this shipping giant’s stock. 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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Anthropic investor Pauline Yang of Altimeter Capital joins to discuss Anthropic's upcoming IPO and the tech market at large. Then, Royal Caribbean CEO Jason Liberty breaks down the latest quarter and discusses the demand outlook for travel. Plus, we speak to Hormel CEO John Ghingo in his first interview since taking the role.

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A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan originations as shares surge following strong earnings. And Disruptive CEO Alex Davis unveils a new $10 billion fund targeting the next generation of private technology giants.

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One day after Anthropic unveiled its IPO filing and set the stage for a massive public debut, Carl Quintanilla, Jim Cramer and David Faber delved into new developments involving the AI trade: A $63 billion dollar AI debt deal in which Broadcom is working with Bank of America, Morgan Stanley, Citi and Blackstone to finance its AI infrastructure plans with Anthropic; Nvidia and AMD to invest $3 billion and $1 billion — respectively — in Meta's AI-related equity offering. Boeing CEO Kelly Ortberg joined the program exclusively to discuss the company's Q3 revenue beat, wider-than-expected losses and strategy for expanding MAX jet production. Also on the earnings front: Coca-Cola falls despite a quarterly beat and raised guidance; Whirlpool slides to new four-decade lows; Royal Caribbean and Sofi among the bright spots.

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Cramer calls this natural gas stock a buy amid rising data center demand. 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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Anthropic Investor Matt Witheiler of Wellington Management joins to discuss his take on Anthropic's S-1, which was filed this morning. Then, Former Fed Vice Chair Rich Clarida looks ahead to the Fed meeting this week. Plus, we bring you an early read on demand for the new iPhone Duo, which hit the stores over the weekend.

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