Squawk on the Street

In this engaging discussion, Johnny Fine, head of investment grade syndicate at Goldman Sachs, provides valuable insights on multi-billion dollar financing strategies. He explores the implications of Bitcoin’s recent surge to $100,000 and the evolving regulatory environment surrounding cryptocurrencies. Fine also highlights trends in corporate financing amid interest rate speculations and the anticipated rise in M&A activity. Additionally, he touches on Meta's AI investments and their bearing on the energy sector, showcasing the interconnectedness of modern finance.

David Faber and Jim Cramer discussed a double dose of history and what it means for investors: The major stock indices at record highs -- and bitcoin surpassing $100,000 for the first time, sparked by President-elect Trump choosing former SEC Commissioner Paul Atkins to chair the agency. The anchors also reacted to more of Trump’s picks, including Gail Slater as the Justice Department's antitrust chief and Fiserv CEO Frank Bisignano to head the Social Security Administration. Also in focus: The investigation into the shooting death of UnitedHealthcare CEO Brian Thompson, Elon Musk's AI push, What Fed Chair Powell and Jeff Bezos told The New York Times DealBook Summit, Disney's dividend hike, American Eagle Outfitters tumbles and leads the retail earnings spotlight. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discover the promising results of Eli Lilly's ZepBow, which outperformed competitors in weight loss trials. Delve into the optimistic future for both Eli Lilly and Bristol Myers as they navigate potential FDA decisions and innovative therapies. Explore investment predictions for a $50 stock with potential for significant gains and learn about educational opportunities to sharpen your business skills. Join the conversation for insightful market strategies and trends in the pharmaceutical sector.

Sam Altman, Co-founder and CEO of OpenAI, dives into the future of artificial intelligence at the New York Times Dealbook Summit. He discusses the groundbreaking collaboration with Microsoft and examines the societal impacts of AI advancements. The conversation touches on the ethical dilemmas of generative AI, the financial landscape of emerging technologies, and insights into the ongoing AGI debate. Altman also shares his personal thoughts on responsible technology use and the balance of passion and commerce in the evolving AI industry.

Tragedy strikes as UnitedHealthcare's CEO is fatally shot, leading to the cancellation of the investor day and raising questions about the company's future. Meanwhile, Salesforce's stock skyrockets thanks to robust AI-driven revenue forecasts. The podcast also delves into the tumultuous economic conditions, the impact on tech stocks, and the competitive landscape in the semiconductor industry. Lastly, insights on Nike's market challenges provide a glimpse into shifting dynamics across various sectors.

John Stanky, CEO of AT&T, shares insights on the company's ambitious strategic plan that focuses on expanding 5G and fiber networks to over 50 million locations by 2029. He discusses plans to divest from DirecTV to enhance AT&T's connectivity position and the challenges of meeting growing bandwidth demands. The conversation also touches on competitive telecom dynamics, the role of AI, and customer desires for simplicity in service. Alongside this, trends in holiday shopping reveal how retail is adapting to changing market conditions.

The discussion highlights a significant $12 billion acquisition in the private credit market, marking a crucial shift in finance. Optimism abounds as a financial company expands strategically, with expectations for rising stock prices. The growth in private credit reflects a growing demand as traditional banks face competition. Additionally, there's an emphasis on building for future prosperity and tackling financial challenges through innovative initiatives, inviting insights from an exclusive membership program.

The conversation kicks off with the highs of the S&P market and what a potential interest rate cut could mean. There's a deep dive into Elon Musk's controversial compensation package, labelled a 'sham' by a judge. Discussions shift to alarming trends in cable viewership and holiday shopping insights. The panel navigates corporate shifts with AT&T and Honeywell, while also analyzing market dynamics shaped by U.S.-China tensions and AI advancements. Insights on the Federal Reserve’s impact on inflation and stock performance add depth to this engaging dialogue.

The discussion kicks off with a deep dive into a father's strength while battling cancer, highlighting a key treatment. Then, the focus shifts to the tech sector, exploring CrowdStrike's impressive quarterly performance. The pair evaluates market trends, pinpointing challenges faced by major players like Intel. They also underscore CrowdStrike's notable customer retention and growth potential, emphasizing its resilience amidst fierce competition. Investment strategies and exclusive insights into market dynamics round out this engaging conversation.

Craig Irwin, an analyst at Roth Capital known for his expertise on Tesla, discusses his recent upgrade of Tesla's stock to a buy rating after years of skepticism. He explains the positive momentum around Tesla's self-driving technology and changing market dynamics. The conversation also highlights booming holiday retail trends and performance from tech giants like NVIDIA and Apple. Additionally, they touch on Intel's leadership challenges and its impact on the semiconductor industry, providing insights into the evolving landscape of both tech and retail sectors.