
Squawk on the Street New Record Highs for Stocks, GM and Ford Downgraded, Playing This Year's Top S&P 500 Gainer 9/25/24
Sep 25, 2024
Adam Jonas, a Morgan Stanley analyst specializing in the automotive sector, shares insights on the recent downgrades for General Motors and Ford, emphasizing concerns over their competitiveness. Meanwhile, Vistra, a standout in the energy market, discusses its rise as this year's top S&P 500 gainer, touching on strategic positions amidst changing energy dynamics. The conversation also dives into Apple’s stock pressure tied to weak iPhone demand and broader implications of rising treasury yields on the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Pressures and Economic Dynamics
01:41 • 10min
Cyclical Trends in the Auto Industry and Vistra's Rise in the Energy Sector
12:09 • 4min
Vistra's Market Dynamics and Growth Potential
15:57 • 4min
Power Generation Stocks and Market Dynamics
20:09 • 4min
Tech Titans and AI Disputes
24:00 • 7min
Market Dynamics and Corporate Governance
30:51 • 12min
Analyzing Bond Market Trends and FTX Sentencing Impact
42:33 • 4min
