Squawk on the Street

Jared Holtz, a healthcare sector strategist at Mizuho, dives into the latest vaccine guidance and its potential effects on pharma and biotech stocks. He discusses how underperforming sectors could rally with new guidelines in play. The podcast also covers a high-stakes call between President Trump and Xi Jinping, the impact of the iPhone 17 launch on Apple’s stock, and significant shifts in the market landscape. Listeners get a comprehensive look at current national and economic dynamics shaping the future.

Savita Subramanian, head of U.S. equity strategy at Bank of America, shares insights on market trends following a recent Fed decision, focusing on sector outlooks. Patrick Moorhead, CEO at Moor Insights & Strategy, discusses NVIDIA's monumental investment in Intel, exploring implications for chipmakers. The conversation also dives into Bullish’s first public earnings and the evolving landscape of travel with Expedia's CEO, who reveals how AI is transforming customer experiences and enhancing business strategies.

Brendan Carr, the Chairman of the FCC, dives into the heated controversy surrounding ABC's suspension of Jimmy Kimmel after his remarks about Charlie Kirk. He discusses the implications for local broadcasters' preemption rights and how this case might influence public interest in broadcasting. The conversation also touches on the broader spectrum sales and the significance of recent developments in the media landscape. Additionally, the hosts dissect Nvidia’s stunning $5 billion investment in Intel and the Fed's anticipated rate cuts.

Delve into the world of technology as a leading expert highlights Apple as a dominating force in the market. Discover Apple’s strategic shift towards reshoring and its efforts to enhance domestic supply chains. Hear exciting news about the early interest in the iPhone 17, which suggests strong consumer demand. This discussion also sheds light on Tim Cook's key conversations at the White House, hinting at a future where supply chain efficiency reigns supreme.

David Risher, CEO of Lyft, dives into the company's exciting partnership with Waymo, discussing fleet management strategies and future profitability in autonomous rides. Former SEC Chair Gary Gensler shares insights on quarterly reporting, crypto regulations, and market transparency. Willie Walker, CEO of Walker & Dunlop, analyzes mortgage and commercial real estate trends, highlighting the impact of rate changes. Together, they paint a vivid picture of the current economic landscape and what might come next.

Eric Baker, the experienced entrepreneur and founder of StubHub, shares insights into the company's upcoming IPO and strategy. He discusses how they plan to utilize IPO proceeds and adopt all-in pricing strategies. The conversation also touches on the broader market impacts of recent Federal Reserve decisions and tensions surrounding Nvidia's tech bans in China. Baker's perspective sheds light on the challenges and opportunities facing StubHub in a rapidly changing marketplace.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on market trends and the potential for interest rate cuts. Bill Hartz, CEO of the Long-Term Stock Exchange, discusses the advantages of reducing the frequency of earnings reports for public companies. The conversation delves into consumer spending despite economic challenges and the excitement surrounding TikTok's potential deal with ByteDance. Additionally, Eli Lilly's investment in U.S. manufacturing signals a shift in the pharmaceutical landscape.

Tim Cook, the iconic CEO of Apple, shares insights on the tech giant's strategies amid shifting market dynamics. He discusses the competitive landscape with Tesla and the impact of AI on stocks. The conversation highlights the upcoming Fed meeting and its implications for the economy, while touching on the intricate relationship between technology and consumer spending trends. Tim also reflects on the challenges faced by companies in the semiconductor sector and the importance of operational focus in a rapidly evolving market.

The discussion kicks off with an analysis of market trends and the positive impact of trade talks with China on stock prices. Antitrust investigations surrounding NVIDIA also take center stage, raising questions about the company's future. Attention shifts to Apple, with insights on consumer demand and how trade-in values of older iPhones could influence the launch of the iPhone 17 series. Investment strategies are offered alongside ongoing market insights, keeping listeners informed and engaged.

Dan Niles, a tech investor and founder of Niles Investment Management, discusses the surge in technology stocks and the implications of AI on investment strategies. He highlights Google's milestone of a $3 trillion market cap and the bullish sentiment surrounding Apple’s new iPhones. Scott Gottlieb, former FDA Commissioner, examines vaccine-related news and upcoming CDC policies, emphasizing public health trends and regulatory challenges. Together, they explore the intersection of tech and healthcare, shedding light on current market dynamics and future prospects.