BROADCASTS.com

b'After a record-setting week for stocks, Carl Quintanilla, Jim Cramer and David Faber led off the show with a closer look at better-than-expected quarterly results from JPMorgan Chase and Goldman Sachs, marking the beginning of earnings season. Highlights include comparing both companies\' investment banking results, Goldman\'s return on equity hitting double-digits and strength in asset management, and JPM CEO Jamie Dimon\\u2019s comments on reserve releases and the strength of the American consumer. The anchors also discussed June CPI coming in hotter than expected, up 0.9% for the month and surging 5.4% from a year ago -- the largest jump since 2008 -- and where earnings from PepsiCo and Conagra fit into the inflation trade. Boeing under pressure after announcing plans to cut back 787 Dreamliner production due to a structural issue. Cramer asks what it\'s going to take for Boeing CEO David Calhoun to stop the company\'s "endless stream of bad news." Johnson & Johnson also in the spotlight after the FDA announced it is adding a warning to J&J\'s COVID-19 vaccine to warn of a very small incidence of the rare neurological disorder known as Guillain-Barre syndrome. The anchors reacted to Dr. Anthony Fauci\'s comments to CNBC in which he defends the vaccines that have received emergency use authorization, calling them "highly effective." Also in focus: The best ways to play the semiconductor sector now, retail and mall stocks amid rising inflation, and Cramer on how investors in AMC Entertainment should manage the stock\'s recent decline. The anchors also reacted to comments Goldman Sachs CEO David Solomon made on his company\'s earnings call: He expressed concerns about the prospect of a pandemic resurgence.'