Jim and Jeff discuss this alcohol maker as Berkshire Hathaway buys stake in the company. They also dive into what led to the rise in shares for these health care stocks. 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, Seema Mody, and Michael Santoli discussed the latest for stocks as the S&P and Nasdaq sit inches from new all-time highs. To kick off the hour: NAHB housing data, the latest from the White House, and why Stifel's Chief Economist is warning of a 10% sell-off ahead. Plus, one Former Commerce Secretary's take on tariffs, Trump, DOGE... And a read from the ground in Beijing as President Xi Jinping tries to reboot relations with the country's private sector.

A number of market movers also in focus: Broadcom & Taiwan Semi eye a deal for Intel; the latest on a new Delta Airlines crash; Conagra's guidance cut; what's driving Meta's record rally; and a look at Musk's newest iteration of 'Grok'

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The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

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