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SOTS 2nd Hour: Goldman Chief U.S. Equity Strategist, Apple WWDC Takeaways, and McDonalds: Not Lovin it? 6/10/25

Squawk on the Street

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Breakfast Pizza & Economic Optimism

This chapter examines the surge in popularity of breakfast pizza, especially from Casey's General, and its appeal among younger consumers. It also explores small business optimism amid economic challenges, focusing on tariff negotiations between the U.S. and China and their potential effects on market confidence. Additionally, the chapter highlights the role of artificial intelligence in businesses, the competitive landscape in the AI sector, and sets the agenda for future discussions on major companies like Apple and Disney.

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