Squawk on the Street SOTS 2nd Hour: Record Highs Roll Along, FICO CEO On The Record, & Restaurant Stock Recs 7/21/25
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Jul 21, 2025 
Venu Krishna, Barclays Head of U.S. Equity Strategy, discusses how tariffs are expected to impact the market later this quarter. William Lansing, CEO of FICO, defends his company's practices amid claims of monopoly while highlighting the role of AI in credit scoring. Costas Biloris, BMO Capital Markets Analyst, delves into recent developments affecting Sarepta's gene therapy, underscoring regulatory challenges and safety implications. The conversation also touches on resilient restaurant stocks and the latest earnings from major companies.
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Tariff Impact Awaits Earnings
- The market is heading into a make-or-break week with major earnings from tech and consumer companies.
- Tariff impacts are expected to surface this quarter but haven't affected earnings significantly yet.
Tech and AI Cushion Market Pressure
- Tech is set to bail out the market despite contracting earnings in other sectors.
- AI productivity improves margins mainly in tech, but outside sectors see less benefit so far.
Domino's Sales Defy Geopolitics
- Domino's exceeds same-store sales expectations despite geopolitical fears.
- The CFO states global macro uncertainty hasn't materially affected their business yet.