Another day of jobs data and trade deals: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the President announces a new deal with Vietnam. Key details, this hour. Plus: Oppenheimer’s Chief Investment Strategist gave his take on the action – before the team caught up with Valueworks Founder Charles Lemonides, who discussed his investments in Rivian, Joby, Amazon, and Micron.

Also in focus: a number of huge movers, from Centene shares on pace for their worst day *ever* to new numbers out of Constellation Brands… What investors should know about both names. Plus, the big banks playbook as the group sees gains across the board on the promise of dividend hikes and buyback boosts ahead.

Another morning of record highs on the S&P and Nasdaq – Sara Eisen, David Faber, and Wilfred Frost broke down the latest for stocks ahead of a big week for data and fresh news on the tariffs front. Trivariate’s Adam Parker joined the team with his top picks – and why he’d bet on financials and health care here. Plus: Apollo’s Chief Economist Torsten Slok discussed his outlook into the 2nd half as he argues stagflation remains a worry here.

Also in focus: the Senate in the middle of a marathon session to pass the President’s tax and spending megabill – NEC Director Kevin Hasset joined the team for a wide ranging interview spanning his key takeaways, the impact for energy, and recent comments around Fed Chair Powell’s replacement... And the team discussed clean energy’s biggest winners and losers as they move big on a potential new tax tied to China within the bill – and sooner-than-expected roll-back of credits for the industry.

Plus: what the street’s saying about Circle’s massive post-debut rise… And the CEO of IMAX – breaking down Apple’s biggest box office debut *ever*: F1 the movie, along with how demand is holding up for the summer box office.

On the final trading day of June, the 2nd quarter and first half, David Faber and Jim Cramer discussed fresh record highs for the S&P 500 and Nasdaq -- helped by trade optimism.

After a threat from President Trump, Canada decided to shelve its digital services tax in an effort to advance trade talks with the U.S. Hear Cramer's take on everything from tech's bull run

to how investors should approach the weakness in Apple shares. Oracle shares surged after the company disclosed "multiple large cloud services agreements" in a regulatory filing.

Also in focus: President Trump says he has a group of "very wealthy people" ready to buy TikTok, Meta reportedly hiring more OpenAI researchers, New York City mayoral candidate

Zohran Mamdani says he doesn’t' think "we should have billionaires", Wall Street firms initiate coverage of Circle after its red-hot post-IPO stock performance.

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