Wrapping Up 1H: Post-Debate Markets, Trump-Friendly Stocks, Nike Tumbles 6/28/24

Jim Cramer discusses why he believes these FTC-targeted stocks are buys. 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

On the final trading day of June, Q2 and the first half of 2024. Carl Quintanilla and Jim Cramer explored market reaction to Thursday night's presidential debate. With Democrats unnerved by President Biden's performance, Cramer highlighted stocks he believes would benefit from an election win by former President Trump. The anchors also discussed Nike shares tumbling on a surprise Q4 sales decline and weak revenue guidance. Also in focus: PCE indicates tame inflation, preparing for second half markets, assessing the S&P 500's first half winners and losers, Chewy's wild ride. Squawk on the Street Disclaimer 

Carl Quintanilla and Jim Cramer led off the show with shares of Micron down sharply after the chipmaker's guidance overshadowed better-than-expected quarterly results. What does this mean for the AI trade? The anchors also discussed what to make of Walgreens Boots Alliance shares plunging by more than 20%. The drugstore chain posted an earnings miss, slashed full-year guidance and announced store closures. Also in focus: Amazon joins the $2 trillion valuation club, Nvidia CEO Jensen Huang on robotics, Levi Strauss tumbles, bank stress test results, Nike earnings preview. Squawk on the Street Disclaimer

Jim and Jeff discuss Apple's AI strategy. 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

Carl Quintanilla and Jim Cramer discussed what to make of FedEx shares rallying by double-digits on better-than-expected Q4 results. Rivian shares soared on Volkswagen agreeing to invest up to $5 billion in the EV startup. The anchors explored what it could mean for the EV/auto industry landscape. Also in focus: Nvidia looks to extend Tuesday's 6% rebound, rising yields pressure stocks, what to expect from Micron earnings, Southwest Airlines cuts revenue guidance, Whirlpool soars on takeover speculation, bank stress tests preview. Squawk on the Street Disclaimer

Jim and Jeff discuss what made Nvidia rise after a slight weekend dip & Pool Corp takes a dive as demand remains weak amid a challenging economy. 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

Carl Quintanilla and Jim Cramer led off the show with Nvidia: Shares trying to rebound after falling more than 17% from record highs set last week. What's the proper entry point to buy the stock? Jim also outlined his retail picks for a "frugal economy." Also in focus: The EU's antitrust charges against Microsoft, a double dose of Apple news, Carnival's surprise profit, Boeing reportedly changes its proposal to buy Spirit AeroSystems, Airbus slides, a look at the charts Cramer says should get the Fed's attention. Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the recent moves in several semiconductor stocks. 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

Carl Quintanilla and Jim Cramer discussed what to make of Nvidia shares falling once again, days after the chipmaker held the title of world's most valuable company. Cramer explored how investors should value Nvidia -- as well as other major tech players. Apple in the spotlight: The company hit with the first charges under the EU's new digital competition law. The iPhone maker reportedly held talks with Meta about forging an AI partnership. Also in focus: U.S. prosecutors are reportedly recommending that the Justice Department bring criminal charges against Boeing, Disney/Pixar's "Inside Out 2" continues its box office hot streak, the latest biotech stock to soar, highlights from Jim's vacation. Squawk on the Street Disclaimer 

One day after the Nasdaq snapped its 7-day win streak, Carl Quintanilla, Melissa Lee and Michael Santoli explored what to make of the pullback in the tech sector –  with Nvidia extending its Thursday losses and Microsoft replacing the chipmaker as the world's most valuable company. In Italy, Robert Frank spoke exclusively with the CEO of Ferrari about the company's foray into EVs. Also in focus: Bullish analyst calls on Apple and Nike, Sarepta soars, discounts at Starbucks, Oppenheimer Asset Management's chief investment strategist shares his sector picks -- and why he believes it's unlikely we'll see a Fed rate cut this year.   Squawk on the Street Disclaimer