Squawk on the Street

Cramer says the Club wants in on this IPO regardless of price. 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

 

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflation data. Plus, we bring you comments from Palantir CEO Alex Karp on the biggest names in AI and Baupost CEO Seth Klarman on the current market environment.

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.

An exclusive with Palantir CEO Alex Karp. On software valuations and how its technology is being used on the battlefield all over the world. Plus, he weighs in on Elon Musk and the SpaceX IPO. Then how investors should think about the pressure on chip stocks as the rotation away from some of the highest-flying tech stocks continues.

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.

Carl Quintanilla and Jim Cramer led off the show with market reaction to May CPI: Consumer inflation jumped to highs not seen in three years. The anchors explored Nasdaq and the tech sector extending Tuesday's losses in connection with the AI trade. With SpaceX's historic public debut set for Friday, Sen. Elizabeth Warren (D-Massachusetts) wrote a letter to the SEC urging it to delay the company's IPO. Also in focus: Oil prices rise as the U.S.-Iran conflict escalates, Bill Gates' statement to reporters ahead of his Capitol Hill testimony on Jeffrey Epstein, freight stocks under pressure on Amazon news, Nvidia as a value play, bitcoin weakness, Morgan Stanley CEO Ted Pick on AI tailwinds, Jim's description of Nike stock on the heels of a downgrade.

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.

Ahead of the World Cup, FIFA President Gianni Infantino and AB InBev CEO Michel Doukeris discuss their revenue expectations for the event, hotel booking trends and ticket prices. Then, we bring you all the details on OpenAI confidentially filing to go public. Also, we break down the street's reaction to Apple WWDC.

 

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.