On the final trading day of the month, Q2 and first half of the year, Carl Quintanilla, Jim Cramer and David Faber explored what has been up to now a bullish year for stocks. The Dow coming off a close above 52,000 for the first time ever. Nasdaq and the S&amp;P 500 poised for their best quarter in six years. Micron, Intel, Sandisk and Marvell Technology among the stocks on track to post a record-setting quarter. Hear what Cramer has to say about investing in trillion-dollar tech names in the second half. Also in focus: Mega-bearish Q2 for oil prices, Wall Street analysts weigh in on Comcast&#x27;s decision to split into two companies, the Japanese yen falls to a 40-year low against the U.S. dollar. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9AM Hour: Midpoint for the Markets: Bulls Rule Q2 and the 1st Half 6/30/26

Squawk on the Street

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[SPEAKER_E] Market moving insight and analysis. Join Jim Cramer, David Faber, and me, Carl Quintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Quintanilla with David Faber. Jim Cramer, you're back.

[SPEAKER_D] You bet I am.

[SPEAKER_E] Gone too long, man.

[SPEAKER_D] You bet.

[SPEAKER_E] Welcome back to post-9 of the New York Stock Exchange. Bulls putting a bow on Q2 today, wrapping up the best quarter since 2020. We're going to look ahead to Q3. We'll get JOLTS and Nike earnings tonight. Oil holding 71. Some conflicting views about whether there'll be any meetings today in Doha.

9AM Hour: Midpoint for the Markets: Bulls Rule Q2 and the 1st Half 6/30/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

9AM Hour: Midpoint for the Markets: Bulls Rule Q2 and the 1st Half 6/30/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.