Squawk on the Street Disney CEO Speaks, AMD CEO Exclusive, Trade Hopes and the Fed 5/7/25
20 snips
May 7, 2025 
In this engaging discussion, Lisa Su, the CEO of AMD, dives into the company's recent earnings and the transformative power of AI in the tech industry. She highlights the significant impact of U.S. restrictions on chip exports to China, revealing challenges and opportunities for semiconductor companies. The conversation also touches on the stock market’s optimistic response to trade negotiations and Disney's impressive quarterly results, including plans for a new theme park in Abu Dhabi, making for a lively mix of industry insights.
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Disney's Strategic Growth Moves
- Disney's revenue and subscriber growth show strong profitability and operational success across segments.
- Their strategic expansion into Abu Dhabi increases global reach without capital expenditure, securing royalty-based returns.
Trade Talks Influence Market Mood
- Early positive signals from China-US trade talks boost market sentiment despite ongoing uncertainties.
- Markets remain volatile and priced for cautious optimism, balancing de-escalation hopes with geopolitical risks.
FDA Leadership Shift Impacts Biotech
- The FDA's new vaccine chief takes a stricter stance on drug approvals, affecting biotech and pharma funding.
- This could slow new drug development and impact patient access to innovative therapies.