9am Hour: Chip Sell-Off and Pain in the AI trade, Boeing CEO Exclusive, Coca-Cola Surges 7/28/26

Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high. Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2 results and why the stock has slumped over the past twelve months. Also in focus: The anchors discussed where companies' AI capex budgets should fit into your investment strategy, Johnson & Johnson's $5.5 billion talc settlement, Meta-BlackRock AI data center partnership, Apple CEO Tim Cook and incoming CEO John Ternus on the red carpet. Squawk on the Street Disclaimer