Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu. Jim explained why he believesthe selling of Disney shares was an overreaction. The anchors also reacted to Elon Musk's latest warning on AI in remarks delivered Monday night at the Milken Institute Global Conference in Los Angeles. Also in focus: Major indices aim to extend their daily win streaks, EVs in the spotlight as Tesla China sales fell in April, Apple's virtual iPad event and the road ahead for mega-tech stocks, earnings winners and losers. 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.

Goldman Sachs CEO David Solomon discusses the company’s AI strategy, M&A, and company outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff break down turnaround trouble at this struggling coffee 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at Warren Buffett and Apple after the tech giant's Friday surge. The anchors reacted to comments Buffett made at Berkshire Hathaway's annual shareholder meeting on Saturday -- everything from his company trimming its stake in the iPhone maker to the "Oracle of Omaha" expressing fears about AI. At the Milken Institute's Global Conference in Los Angeles, David sat down with Apollo Global CEO Marc Rowan to discuss Paramount, private markets and campus protests. Also in focus: The stocks extending Friday's market rally, what to expect from Disney's earnings due out Tuesday morning, Howard Schultz's response to Starbucks' big Q2 miss. 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.

Discussion on the impact of lower job numbers on bond yields and interest rate-linked sectors. Analysis of the resilience of stocks like Stanley Black and Decker, Apple, and Best Buy. Insights shared on company performance, Apple's diversified supply chain success, and strong guidance for the upcoming quarter.

Financial journalists Carl Quintanilla, Jim Cramer, and David Faber discuss the stock market rally fueled by the April jobs report and Apple's strong earnings. Topics include Fed rate cut hopes, Apple's $110 billion share buyback, Paramount deal saga, Amgen's performance, and tech industry implications. Cramer also reacts to the New York Knicks' NBA Playoffs win.

Jim and Jeff analyze opportunities in an industrial stock post-earnings. Discussing market reactions, Linde's performance, stock buy strategy in an oligopoly market, and growth prospects amidst green energy trends.

Peloton CEO Barry McCarthy steps down as markets react to Jerome Powell's comments on rate hikes. Discussion includes Apple's earnings outlook, Carvana's performance, DoorDash struggles, and Qualcomm's success. Also covers Tesla updates, Ford sales, and Starbucks stock plunge.

Jim and Jeff discuss the Federal Reserve's rate policy decision and its impact on the market. They analyze Amazon's strong quarter and its reflection of economic health and growth strategies.

Starbucks CEO Laxman Narasimhan discusses weaker-than-expected quarterly results and stock plunge. Amazon, Pfizer, and Pinterest earnings highlighted. Fed rate decision, market sentiment, and advertising success of Amazon's AWS discussed. Challenges faced by Starbucks, strategic plans, legal battles, and economic indicators analyzed.