Squawk on the Street

Bill Reddy, CEO of Pinterest, shares insights into the platform's growth strategies and commitment to youth online safety amid changing social media dynamics. Joining him, Donald Tang, Executive Chairman of SHEIN, discusses the e-commerce giant's rapid expansion and innovative business models. The conversation also touches on the latest trends in tech investments, including the competitive AI landscape and strategies for future market navigation, all happening live from the World Economic Forum in Davos.

The discussion kicks off with the S&P 500 reaching record highs while Apple struggles in the tech sector. Tensions rise as Elon Musk and Sam Altman face off over a massive AI investment. Notable market movements witness GE Aerospace soaring while Electronic Arts takes a dive. Cramer shares insights on pricing strategies amid inflation concerns, and BlackRock's CEO remains cautiously optimistic about the future. A blend of humor and market analysis keeps the conversation engaging as they explore the evolving landscape of tech and finance.

Michael Morris, a Guggenheim securities analyst known for his deep dive into Netflix and the streaming market, explains the recent surge in Netflix shares following impressive earnings and potential price increases. Meanwhile, Robin Vince, CEO of Bank of New York Mellon, sheds light on capital markets' role in global economic growth amidst record profits. The conversation also touches on President Trump's $500 billion Project 'Stargate' aimed at boosting AI infrastructure, revealing key market implications and winners in the tech space.

Rene Haas, CEO of Arm Holdings, discusses the company’s pivotal role in a $500 billion AI infrastructure joint venture involving Oracle and OpenAI. He shares insights on how AI will transform various sectors, especially drug development. Meanwhile, Scott Kirby, CEO of United Airlines, reveals strong fourth-quarter earnings and a promising outlook for 2025, attributing success to diversified revenue. The conversation highlights the skyrocketing shares of Netflix following impressive subscriber growth and the broader tech market's response to these dynamics.

Ramon LaGuarta, CEO of PepsiCo, shares his insights on consumer confidence in light of economic shifts. He discusses the impact of inflation on spending habits and emphasizes how deregulation might encourage business growth. LaGuarta also highlights the importance of transparency in processed foods and the need for adapting nutrition strategies as consumer needs evolve. Additionally, he touches on potential FDA changes under the Trump administration and their implications for the food industry, stirring a thoughtful conversation about market dynamics.

Join Jim and Jeff as they reveal key trading strategies, particularly their decision to trim positions in Coterra Energy and share concerns over Honeywell. They discuss the importance of communicating effective investment strategies amid market uncertainties. The duo also dives into 2025 stock market predictions, focusing on spin-offs and their implications for investors. Additionally, they highlight the hidden value of major pharmaceutical companies in the current economic landscape.

Former U.S. Treasury Secretary Steven Mnuchin shares insider insights on the economic implications of President Trump's return to office. He discusses the future of TikTok amidst changing political landscapes and executive orders. The conversation also touches on tariffs and the evolving relationship with China, examining how these factors may impact investors. In addition, the analysis of Apple’s recent performance and the broader market response paints a vivid picture of the intersection between politics and finance.

Jim and Jeff explore the fallout from the Supreme Court's TikTok ban and its effects on American users. They identify potential winners, like Meta and Alphabet, as they pivot to capitalize on the changes. The podcast also examines Apple's recent stock challenges and shifts in revenue strategies. Listeners gain strategic insights into market trends and can learn more through the CNBC Investing Club, which offers exclusive content and educational opportunities.

Eamon Javers, CNBC's senior Washington correspondent, analyzes the Supreme Court's unanimous decision to uphold the TikTok ban and its political ramifications. Julia Boorstin, a technology correspondent, discusses how the ban could affect other social media platforms like Meta and YouTube. Mitchell Green, a ByteDance investor, shares insights on the potential future ownership of TikTok, while Glenn Gerstle, a former NSA advisor, highlights national security implications. The conversation dives into U.S.-China tensions and the broader market reactions to these developments.

As the markets brace for Donald Trump's return, a dive into the performance of S&P 500 stocks reveals Nvidia's staggering 900% rise. Tech titans prepare for a new era, while the fate of TikTok hangs in the balance amid Supreme Court discussions. With Apple facing stock slump pressures and key obesity drugmakers reacting to Medicare news, the podcast uncovers the intricate ties between political shifts and market dynamics. Goldman Sachs CEO's lucrative retention award also stirs conversation as economic resilience and banking trends come into focus.