Cramer reacts to strong demand pushing this tech giant higher. 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, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here.

Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs.

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Anchors Carl Quintanilla, David Faber and Jim Cramer started the show with Oracle’s CEO changes. The company promoted executives Clay Magouyrk and Mike Sicilia as new CEOs, while current CEO Safra Catz will serve as executive vice chair on the company board. The desk also spoke First on CNBC with T-Mobile’s incoming and outgoing CEOs about their own leadership changes. After the opening bells, the anchors also discussed Pfizer’s deal for weight loss biotech company Metsera in a transaction valued up to $7.3 billion.

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Cramer reacts to global demand for this tech giant’s latest products. 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 Quintanila, David Faber, and Jim Cramer started the hour on the record rally with the Russell 2K hitting its first record close since 2021. The anchors also broke down FedEx’s earnings, which beat on both the top and bottom lines. Later in the hour, Cramer brought highlights from his meetup with Apple CEO Tim Cook from the company’s flagship Fifth Avenue store in NYC, as iPhone 17 sales begin worldwide.

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A big morning in Washington: the President holding a much-anticipated call with Chinese President Xi Jinping, as House lawmakers vote to avert a shutdown and RFK Jr's vaccine advisory panel meets for a second day. Carl Quintanilla, Sara Eisen, and David Faber broke the latest headlines on all 3 stories this hour - along with more on the market impact with Rockefeller International Chairman and longtime market veteran Ruchir Sharma. Plus: what all these new guidelines for vaccine makers means for pharma stocks - as the group underperforms on the year...

Also in focus: Apple fans around the world lining up to get their hands on the latest iPhones, with new models officially now on sale. Hear a read from the ground at one of the company's NYC stores - and discussion with one analyst who's keeping his hold rating on the name.

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Dow, S&P, and Nasdaq hitting fresh record highs after yesterday's Fed Decision:

Carl Quintanilla, Sara Eisen, and David Faber got the market playbook — and more on what could come next — with Bank of America's Savita Subramanian and Evercore Vice Chair Krishna Guha. Plus: Intel shares surging as Nvidia takes a multi-billion dollar stake in the company; hear analysis from one long-time chip analyst on what it means for the companies - and their competition.

Also in focus: the view from the C-Suite. Shares of crypto exchange Bullish popping higher after their first earnings report as a public company - CEO Tom Farley came to Post 9 to break down the numbers... Before the team also caught up with the CEO of Expedia, live from one of the travel industry's biggest conference with her read on demand, prices, and how AI is transforming the business.

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