Squawk on the Street CNBC

CNBC's Carl Quintanilla spoke with John Waldron, Goldman Sachs president and COO, at the Goldman Sachs Professional Investment Forum to discuss IPO markets, government spending, competition with China, and more.

Cramer calls this grocery stock ‘consistent’ after its monthly sales report. 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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Carl Quintanilla, Jim Cramer and David Faber led off the show with one of the beneficiaries of the AI boom: Chip designer Arm Holdings down sharply as lower-than-expected revenue guidance overshadowed a Q4 beat.
What’s next for the AI trade? Warner Bros. Discovery posted a quarterly miss. The company's streaming bundle partnership with Disney also in the spotlight. Airbnb CEO Brian Chesky joined the program to discuss the company's
earnings beat, guidance that weighed on the stock and launch of its "Icons" experiences. Also in focus: Affirm among the earnings bright spots, more monthly sales gains for Costco, Apple's controversial new iPad ad, Norfolk Southern CEO vs. activists.

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Cramer says more and more cracks are beginning to emerge in the stock market. 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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Carl Quintanilla, Jim Cramer and David Faber discussed a report that sent Tesla shares lower: According to Reuters' sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe.
Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the
release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morning after its stock fell 9.5% post-earnings.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2 revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu.
Jim explained why he believes the 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.

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