Squawk on the Street

Former President Donald Trump discusses a historic trade agreement with the U.K., emphasizing its agricultural and manufacturing benefits. Rene Haas, CEO of Arm Holdings, dives into how AI is reshaping their business and the semiconductor landscape. Howard Ludnick, Secretary of Commerce, shares insights on the urgency of U.S. trade talks amid global tensions. The conversation also addresses the need for improved infrastructure and regulations in the AI sector, highlighting the balance between innovation and societal concerns.

In this engaging discussion, Harley Finkelstein, President of Shopify, shares insights on the evolving U.S.-U.K. trade relationship and the impact of tariffs on e-commerce. He explores how merchants can adapt to macroeconomic changes amid rising tensions, particularly following Trump’s provocative comments about Jerome Powell and the Fed's interest rate stance. The conversation also touches on market reactions to Arm Holdings’ weak guidance, underscoring the challenges faced by tech companies in this shifting landscape.

Jonny Fine, Global Head of Investment Grade Credit Strategy at Goldman Sachs, shares insights on the shifting corporate financing landscape. Meanwhile, Hugh Johnston, CFO of Disney, reveals impressive earnings and the company’s future plans for Abu Dhabi amidst fluctuating demand in China. The discussion also touches on the pharmaceutical industry's challenges due to tariffs and the current housing market dynamics, highlighting market tensions and emerging opportunities in a rapidly changing economic environment.

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.

Dan Simkowitz, Co-president of Morgan Stanley, shares insights on the current capital markets, including M&A and IPO trends. David Koston, Goldman Sachs' chief U.S. equity strategist, discusses his market outlook and the resilience of the Mag-7 tech stocks despite recession odds rising significantly. Michael Arragetti, CEO of Ares Management, dives into alternative investing and the growing role of private credit in today's economy, revealing how these strategies are adapting to changing market dynamics.

Join Greg Fleming, CEO of Rockefeller Capital Management, as he dives into the recent market fluctuations following a nine-day winning streak. They discuss the surprising downturn of Palantir shares despite positive results. Fleming shares insights from the Milken Global Conference, highlighting CEOs' concerns about the macroeconomic landscape and the potential impact of Federal Reserve decisions. The conversation also touches on the caution surrounding AI advancements and their implications for the job market and investment strategies.

Jon Gray, President and COO of Blackstone, dives into the financial landscape with insights on Warren Buffett stepping down at Berkshire Hathaway and what that means for investors. He explores the growing importance of AI in various sectors and discusses strategic investment opportunities in private credit and emerging markets like Japan and India. The conversation also touches on the latest developments from the Milken Institute, highlighting how economic strategies are evolving amidst global market challenges.

Charles Scharf, CEO of Wells Fargo, brings his insights on navigating economic uncertainties, discussing proactive strategies for consumer lending and the company's cautious optimism amid market challenges. Meanwhile, Mark Rowan, CEO of Apollo Global, shares perspectives on evolving U.S. trade dynamics and the implications of recent market shifts. Both leaders reflect on Warren Buffett's imminent departure from Berkshire Hathaway and the future of investment strategies, shedding light on the broader economic landscape and potential for operational growth.

Strong jobs data is driving stock market gains, with insights into the performance of major tech names like Apple and Amazon. Experts weigh in on the implications for future Federal Reserve moves and the ongoing tariff discussions with China. The podcast also analyzes key points from President Trump’s 2026 budget proposal, including shifts in defense spending amid geopolitical tensions. Plus, there's a live report from Omaha ahead of Berkshire Hathaway's annual meeting, highlighting investor sentiment and company strategies.

Mike Wirth, Chairman and CEO of Chevron, discusses the challenges his company faces amid falling oil prices. He highlights how recent job growth positively affects the economy and shares insights into the market's reaction to Chevron's quarterly results. The conversation dives into the effects of tariffs on major players like Apple and Amazon, examining the broader implications for U.S.-China trade relations. Wirth also touches on Chevron's commitment to balancing traditional oil operations with cleaner energy practices.