Squawk on the Street

Julie Sweet, the CEO of Accenture, shares insights into her company's recent performance and the market landscape. She emphasizes the importance of integrating Generative AI to drive growth, particularly in industries like shipbuilding and food manufacturing. The discussion also touches on the cautious approach of the Federal Reserve regarding interest rates, its implications for the economy, and evolving consumer behaviors. Additionally, the conversation highlights geopolitical tensions, particularly surrounding the U.S. approach to the Israel-Iran conflict.

Dan O'Dowd, co-founder of the Dawn Group and CEO of Green Hills Software, is a notable critic of Tesla's autonomous driving technology. In this conversation, he shares his concerns about Tesla's upcoming robo-taxi launch, emphasizing safety issues and tech accountability. The discussion also touches on the Federal Reserve's potential rate cuts and the geopolitical tensions surrounding U.S. military involvement in the Middle East. O'Dowd's insights highlight the intersection of technology and safety in a changing economic landscape.

Donald Trump, the 45th President and a prominent businessman, shares his candid perspective on the Federal Reserve, labeling Chair Powell as 'Too Late' and advocating for rate cuts. The conversation dives into the complexities of U.S. foreign policy in Iran and the notion that regime change is more wishful thinking than a viable strategy. Additionally, they discuss the Senate's recent crypto bill, the potential for the cryptocurrency market to thrive, and the impact of these economic policies on the market and employment.

Mike Santoli, CNBC's Senior Markets Commentator, dives into how markets are reacting to global tensions, particularly the Israel-Iran conflict, and its potential effects on the Federal Reserve's interest rate decisions. He discusses the fierce competition in the AI sector, spotlighting Meta's effort to lure talent from OpenAI with staggering bonuses. The conversation also touches on news about significant job cuts and recent market activity, including Amazon's AI implications and a major merger in the steel industry.

Jake DeWitt, CEO of Oklo, discusses the future of energy and the importance of energy independence after securing a deal with the U.S. Air Force. Jurrien Timmer from Fidelity Investments highlights potential market opportunities amidst disappointing retail sales. Aaron David Miller offers insights into geopolitical tensions in the U.S., Israel, and Iran, especially how these impact economic policies. The conversation also touches on the rising uranium sector, with a focus on legislative changes affecting solar stocks.

Mike Santoli, a seasoned senior markets commentator, shares his expert insights on the current economic landscape. He discusses President Trump's abrupt exit from the G7 summit and how it affects investor sentiment. The decline in retail sales and the plummet of solar stocks tied to new tax legislation highlight market vulnerabilities. Santoli also analyzes Amazon's competitive move with its Graviton 4 chip against NVIDIA and AMD, alongside the challenges of U.S. trade talks with global partners amid evolving geopolitical tensions.

Wendy Sherman, former Deputy Secretary of State and lead negotiator for the Iran nuclear deal, sheds light on Iran's recent signals for de-escalation with Israel. She discusses the implications of renewed talks with the U.S. amidst ongoing geopolitical tensions. The conversation also touches on the G-7 summit developments and forecasts for global economic shifts. Insights into U.S. equities and the steady energy market further enrich the discussion, painting a complex picture of diplomacy and economic strategies in uncertain times.

Mike Santoli, a seasoned markets commentator, shares keen insights on the rebound in stocks despite Mideast tensions. He discusses the implications of the U.S. government’s 'golden share' requirement in the U.S. Steel acquisition and its impact on market stability. The rise of Meta's new advertising strategy for WhatsApp raises privacy concerns while aiming for revenue growth. Additionally, Santoli dives into Tesla's recent 'sell' recommendation and the challenges it faces in the competitive electric vehicle landscape.

H.R. McMaster, former National Security Advisor and senior fellow at the Hoover Institution, shares insights on the escalating Israel-Iran conflict and its potential fallout. He predicts significant geopolitical shifts, emphasizing how military actions could impact global energy markets. The discussion also touches on the implications for U.S. foreign policy and inflation. Experts weigh in on market reactions, noting a surge in defense stocks and the fluctuating dynamics of safe havens like gold against the backdrop of rising oil prices.

Scott Chronert, a Citi U.S. Equity Strategist, and Mike Santoli, CNBC's Senior Markets Commentator, dive into the fallout from Israel's airstrikes on Iran. They discuss how these tensions are causing global stock sell-offs and spiking oil prices, with defense stocks experiencing a notable surge. The duo also analyzes potential market implications for investors, the geopolitical landscape in the Middle East, and insights on companies like Adobe amid rising volatility. Tune in for a captivating blend of finance and international affairs.