This CNBC's "Squawk on the Street" podcast episode features Carl Quintanilla and Jim Cramer discussing the latest market trends, economic indicators, and investment strategies. Key topics include the AI-fueled rally and its potential bubble, the impact of the government shutdown on jobs data, and alternative employment measures. They analyze Goldman Sachs' warning about the AI rally, Apple's downgrade, and the potential for AI to impact employment. The hosts also delve into the UAE's investment in Nvidia chips, the shift from cash flow to debt in AI financing, and the performance of financial stocks versus tech. Additional discussions cover the economy of haves and have-nots, oil prices, the potential impact of a prolonged government shutdown, and specific companies like Amazon, Tesla, and Boeing. They also explore the potential for quantum computing and the implications of tech spending on the broader economy.
Sign in to continue reading, translating and more.
Continue
