CNBC Investing Club: Cramer’s Morning Take on Intel 7/6/26

Squawk on the Street

CNBC

News, Business, Investing

4.1 • 567 Ratings

🗓️ 6 July 2026

⏱️ 4 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cramer says this tech giant’s chip packaging business will be its next big gross margin driver. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0	Jim Kramer here to share a short preview of my take on the market from today's
0:06.5	members-only CNBC Investing Club Morning Meeting.
0:09.5	Join the club for full access to the morning meeting every day at 1020 a.m.
0:14.8	Visit CNBC.com slash morning take to sign up today.
0:19.5	That's one word, morning take. sign up today. That's one word morning tape.
0:23.3	You mentioned Intel.
0:25.0	We bought some this morning.
0:27.0	Stock got hit down 14% over last Wednesday and Thursday, rebounding today.
0:32.9	There was a story that they confirmed price increases on the CPUs.
0:37.2	Just a good sign of demand growing faster than supply.
0:41.1	Remember, a triple head.
0:43.1	We got CPU in short supply.
0:44.7	We have foundry space in short supply.
0:46.6	And most important that no one's talking about, we've got packaging.
0:50.5	And that is, that's his strength.
0:52.8	That's what Bhutan Street.
0:54.1	Look what he did with cage. He gave me a 50-fold increase. That is going to be, that's his strength. That's Liputans Street. Look what he did with Cades.
0:55.0	He gave it 50-fold increase.
0:56.0	That is going to be, that's going to be the next big gross margin driver.
1:00.0	A lot of good potential there.
1:02.0	But maybe the biggest chip news of the day was Broadcom.
1:05.0	It has announced it has entered a new multi-year deal with Apple to develop and supply a range of custom ASIC silicon products for multiple Apple products.
	...

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