Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of the market rotation that has fueled a rally in small caps: The Russell 2000 up double-digits month-to-date. The anchors also discussed the chip sector tumbling in Wednesday's session -- and where the White House, China and former President Trump fit into the picture. Also in focus: Johnson and Johnson leads the earnings parade, Fed Governor Waller on rate cuts, reports of new layoffs at Warner Bros. Discovery, Roche’s obesity drug trial weighs on shares of Eli Lilly and Novo Nordisk.

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Jim and Jeff discuss why they like this retail 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

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Carl Quintanilla and Jim Cramer led off the show with market reaction to Bank of America and Morgan Stanley posting Q2 earnings beats -- and highlighted the stocks rising on better-than-expected June retail sales data. The anchors also discussed Elon Musk's response to a report that says he has committed $45 million a month to a new pro-Trump super PAC. Also in focus: The potential "JD Vance effect" if Donald Trump wins a second presidential term, Amazon Prime day kicks off, UnitedHealth leads the Dow to new all-time highs, the small cap rally rolls on, more pain for luxury, General Motors CEO Mary Barra on EV growth.

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Jim and Jeff discuss buying a small position in this chipmaker. 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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In the first trading session since former President Donald Trump survived an assassination attempt, Carl Quintanilla and Jim Cramer discussed stock markets rising to start the week -- as a number of traders see improved chances for a Trump election victory in November. Which sectors would benefit most from such an outcome? BlackRock Chairman & CEO Larry Fink joined Jim and Carl at Post 9 to discuss everything from earnings and bitcoin -- to the way forward for the U.S. after the Trump assassination attempt. Also in focus: Goldman Sachs' earnings beat, bullish Wall Street calls on Apple, Macy's ends buyout talks, Trump Media shares soar.

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Carl Quintanilla, David Faber and Sara Eisen wrapped up the week with market reaction to major banks kicking off earnings season -- JPMorgan Chase, Wells Fargo and Citi each posted Q2 beats, but Wells shares took a hit. The Producer Price index for June came in hotter-than-expected, one day after tamer CPI fueled investor hopes for a Fed rate cut in September. The anchors also discussed Thursday's tech selloff, Russell 2000 surge and sharp decline in "Magnificent 7" stocks. Tesla snapped its 11-day win streak on a report of a Robotaxi launch delay. On Friday, UBS slapped the EV maker with a "sell" rating. Also in focus: AT&T falls after its hack disclosure and drags another stock down with it, "2nd Half Playbook" on the chip sector.

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Jim and Jeff discuss CPI data as traders upped their bets for interest rate cuts. 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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After another record-setting day for stocks,, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the Consumer Price Index. It shows inflation fell in June from the previous month. Is a September Fed rate cut in the cards? In a CNBC Exclusive at the Allen & Co. conference in Sun Valley, Idaho, NFL Commissioner Roger Goodell and Julia Boorstin discussed the business of football in the streaming era. Also in focus: Delta shares tumble on guidance and oversupply, what PepsiCo's CEO said about his company’s earnings, Pfizer rises on its experimental obesity pill, Ed Yardeni boosts his year-end S&P 500target to 5800.

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