Squawk on the Street SOTS 2nd Hour: Meta Expectations, Fed in Focus, and the View From The C-Suite – w/GSK & Hershey CEOs 7/30/25
Jul 30, 2025
Emma Walmsley, CEO of GlaxoSmithKline, discusses pivotal industry expectations regarding tariffs and innovations in specialty medicines. She shares insights on the rapidly evolving pharmaceutical landscape, emphasizing the impact of regulatory changes and groundbreaking drug developments. The conversation also highlights Hershey's CEO transition and challenges in the confectionery market, such as rising cocoa prices and changing consumer habits. Additionally, the outlook for tech giants is analyzed as major earnings reports loom, underscoring the competitive dynamics shaping various sectors.
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Tariffs' Inflation Impact Unclear
- The tariffs' impact on inflation remains uncertain but is a key debate within the Fed.
- So far, inflation appears manageable despite tariffs, awaiting more data to confirm trends.
Meta's Strong Ad Demand Ahead
- Meta is expected to report strong growth and potentially raise capital expenditures.
- Demand for ads from small and medium businesses remains healthy, signaling revenue strength.
Meta's AI Focus on Personal Use
- Meta CEO Zuckerberg positions the company as focusing on personal AI to empower users.
- This contrasts with competitors who emphasize enterprise workforce productivity applications of AI.