Squawk on the Street

Chuck Robbins, Chairman and CEO of Cisco, shares his insights on the company’s earnings and the bullish impact of AI on growth. He discusses the unexpected rise in AI orders, contributing to Cisco’s strong financial performance. The conversation dives into the tech landscape, exploring competitive dynamics and the role of automation in labor costs. Robbins also addresses current economic challenges and how advancements in technology are shaping corporate strategies, particularly in security and networking sectors.

Cramer signals a bullish stance on a major pharmaceutical company, highlighting insider trading trends that suggest confidence in its rebound. They discuss a recent stock sale, putting a spotlight on NVIDIA's performance and its anticipated price targets. The duo invites listeners to join an investing club for deeper insights and explores educational opportunities for aspiring investors. Tune in for market analysis mixed with actionable investment strategies!

Subodh Kulkarni, CEO of Rigetti Computing, shares insights on the future of quantum computing, highlighting a groundbreaking chiplet-based system with 36 qubits that could transform classical computing. The discussion also touches on the interplay between quantum technology and financial markets, emphasizing its potential impact on cryptocurrency and blockchain. Kulkarni's thoughts illuminate the rapidly evolving tech landscape while reflecting on Rigetti's remarkable 1,700% stock surge over the past year.

Tom Farley, CEO of Bullish and former president of the New York Stock Exchange, shares insights on the crypto landscape as Bullish prepares for its public debut. He discusses how the exchange is leveraging stablecoins to attract investors amidst a dynamic market. The conversation highlights the recent stock market rally, interest rate speculation, and the implications of tech valuation trends. Additionally, the ongoing rivalry between Elon Musk and Sam Altman adds a layer of excitement to the tech industry narrative.

Stephen Miran, Chairman of the Council of Economic Advisers and a key figure in economic policy under President Trump, discusses the implications of a recent inflation report and its positive reception in the market. He explores how higher inflation may benefit equity investors. Meanwhile, Eli Gross, Global Co-Head of Investment Banking at Morgan Stanley, shares insights into the resurgence of M&A activity and IPOs, examining corporate confidence and the evolving economic landscape. They also touch on AMC Entertainment's recovery and the changes in consumer trends within the entertainment industry.

Market experts dive into July's CPI inflation data and its implications for the Federal Reserve. Tensions rise as Beijing pressures tech firms to favor domestic chips over Nvidia's. Elon Musk threatens Apple with legal action over App Store practices. The remarkable post-IPO surge of Circle Internet in the stablecoin sector grabs attention. Amid ongoing chip manufacturing challenges, discussions highlight the shifting stock landscape and competitive strategies in the tech scene. Lively debates blend humor with serious market analysis.

Discover savvy trading tips as experts dissect investing strategies around Texas Roadhouse amidst rising beef prices. Learn about the restaurant's strong performance driven by customer demand and its exciting expansion with a new seafood brand. Get the inside scoop on how to optimize stock buy-backs for maximum growth and gain personal investment insights tailored for food industry enthusiasts.

Mark Shapiro, President and COO of TKO Group Holdings, dives into the groundbreaking $7.7 billion UFC media deal with Paramount Skydance. He discusses the implications for the media ecosystem and the future of sports broadcasting, focusing on the shift from traditional pay-per-view to streaming. Shapiro also shares insights on maximizing media value, audience engagement, and the impact of industry mergers. The conversation provides a fascinating look at how the fight for viewers is evolving in a rapidly changing market.

The chip sector is buzzing as Nvidia and AMD prepare to contribute 15% of AI chip sales revenue to the U.S. government. Political tensions rise with Intel's CEO facing calls for resignation, coinciding with a critical White House visit. The Nasdaq hits record highs following a stellar week for Apple, while a significant deal for UFC rights shakes up the media landscape. AI continues to reshape software dynamics, posing challenges for traditional services and emphasizing the need for tech adaptability.

In this discussion, David Ellison shares insights as the new Chairman and CEO of Paramount Skydance, revealing his bold vision for merging tech with storytelling. Brad Lander, NYC Comptroller, addresses pension fund investments and the city's economic health, emphasizing sustainable growth. Rebecca Patterson offers her expert market analysis, commenting on Bitcoin's rise and the impacts of tariffs on gold prices. Together, they delve into the intersection of innovation, finance, and future strategies impacting New York and media landscape.