Market Insights: Semiconductors and Tariff Impacts

After a two-day rally for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting tariffs, the trade war and earnings.

Weaker consumer demand and tariff uncertainty impacting results and guidance from the likes of PepsiCo, Procter & Gamble and Chipotle.

Southwest Airlines CEO Bob Jordan joined the program to discuss the carrier cutting flights and withdrawing guidance. Also in focus: China denies

it is in ongoing trade talks with the U.S., Comcast earnings, chips rally, the Trump meme coin, what Netflix Co-CEO Ted Sarandos said about "saving Hollywood."

Disclosure: Comcast owns NBCUniversal, the parent company of CNBC.

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.