Squawk on the Street

Rene Haas, CEO of Arm, explores the booming AI adoption and its impact on the semiconductor industry, while Chris Nassetta, CEO of Hilton, shares insights on the hospitality sector's remarkable recovery and growth strategies. They delve into how Arm is adapting to evolving tech needs and discuss Hilton’s robust performance amid rising travel demand. The conversation also touches on market challenges facing Tesla and Ford, offering a comprehensive look at the intersection of technology and hospitality in today's economic landscape.

The podcast dives into the recent volatility in tech stocks, particularly the surprising plummet of Qualcomm and Arm Holdings despite earnings beats. It also highlights Tesla's sales struggles in Europe and Ford's cautious outlook overshadowing a solid Q4 performance. Honeywell's CEO discusses a bold plan to split the company into three independent entities. Additionally, there’s a focus on semiconductor challenges and the rising demand for AI technology, showcasing the dynamic and ever-evolving landscape of the market.

Jim and Jeff delve into the recent earnings report of a major tech giant, uncovering its impact on the market. They discuss how interest rates and the Treasury's bond decisions are shaping economic trends. Their insights also touch on the mixed performance of Alphabet amidst wider concerns about the housing market and future revenue growth. Listeners gain a candid look into market dynamics and what these developments mean for investments.

Wael Sawan, the CEO of Shell, shares his insights on navigating the complex waters of global trade tensions and the ever-evolving energy market. He discusses the impact of U.S.-China trade dynamics on energy exports and highlights the crucial role of liquefied natural gas. Sawan emphasizes the importance of resilience amid geopolitical uncertainties and explains how Shell is adapting its strategies to fluctuations in energy demand and prices. Additionally, important trends in the tech sector, including Alphabet's revenue miss and scrutiny of big-tech practices, are critiqued.

Dara Khosrowshahi, CEO of Uber, dives into the company's strong Q4 earnings, which surprisingly didn’t boost stock prices. He discusses the ambitious future of autonomous driving and Uber's innovative strategies aimed at public adoption. The conversation also touches on the broader tech landscape, including challenges faced by Alphabet and AMD, and the impact of trade tensions on tech giants like Apple. Khosrowshahi shares insights into Uber's strategies for handling increased demand during major events like the Super Bowl, highlighting the company's adaptability.

Roger McNamee, an early tech investor and founder of Elevation Partners, shares insights on the impact of tariffs on the stock market and the growing influence of Elon Musk in government. He discusses the implications of China's retaliatory tariffs, the challenges retailers face, and the potential for higher inflation. The conversation also highlights Palantir's notable surge thanks to AI demand and examines the delicate balance of tech valuations amidst shifting market dynamics.

The podcast dives into China's tactical trade retaliation against new U.S. tariffs, revealing strategic implications for companies like PVH and Illumina. Palantir's soaring stock fueled by AI demand and CEO insights hints at transformative growth. Meanwhile, Merck faces challenges as vaccine sales in China stall, impacting its stock performance. Consumer behavior shifts are highlighted with Pepsi's struggles amidst rising health consciousness. Plus, humorous takes on surging food prices and outlandish dining surcharges add a light-hearted touch.

David Koston, Goldman Sachs' chief U.S. equity strategist, shares insights on the impact of newly imposed tariffs on Canada, Mexico, and China. He discusses the sharp decline in stock markets and potential earnings hit of 2-3% for the S&P. Koston highlights concerns from the automotive sector regarding production slowdowns, while also addressing how different U.S. states may benefit or suffer from these trade shifts. The conversation reveals the unpredictable nature of international trade and its immediate economic implications.

The podcast dives into the chaos caused by Trump's new tariffs on imports from Canada, Mexico, and China. Key discussions look at how automakers and tech giants like Nvidia are reeling from market reactions. The team also explores the impact on Chinese manufacturers and how companies are adapting to rising costs. Amid the global sell-off, there's a spotlight on the humor and camaraderie of industry players, as well as investor strategies during these turbulent times. Insights from legendary investors add depth to the conversation.

Jim and Jeff dive into Apple's latest earnings report, revealing the struggles in iPhone sales and market challenges, especially in China. They explore the broader tech landscape and how interest rates and investor sentiment play pivotal roles. A fascinating interview with an Apple executive offers a glimpse into the company's future strategies. Despite setbacks, there are positive trends in other regions and a cautiously optimistic outlook for growth ahead.