Squawk on the Street

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.

Exciting changes in the tech world unfold with Intel's CEO Pat Gelsinger stepping down after a challenging tenure. The impact on stock value is significant, losing 60%. Holiday shopping soars with Black Friday racking up $11 billion online, showcasing shifts in consumer behavior. In political news, President-elect Trump stirs controversy with a 100% tariff threat against BRIC countries. Plus, insights on major players like Stellantis and the ongoing challenges in the semiconductor industry. Don't forget the latest buzz about Elon Musk!

Al Michaels, the legendary sportscaster known for his iconic role in Monday and Sunday Night Football, shares insights on the intersection of sports, stocks, and streaming. He discusses how evolving broadcasting platforms like Amazon and Netflix are reshaping viewer habits and the betting landscape. The conversation dives into key trends in the stock market, particularly during Black Friday's record highs, and offers predictions on consumer behavior and the future of sports media. It's a lively look at how these worlds are converging.

November wraps up with a bullish stock market, sparking predictions for 2025. Live mall reports highlight shopping habits this Black Friday, showcasing Apple and Amazon's holiday strategies. The FTC's antitrust probe into Microsoft raises eyebrows, while President-elect Trump's tariff threats stir reactions. Chip equipment makers enjoy a rally as tech giants like Google face challenges. Small businesses contend with inflation during the crucial shopping season, showcasing the shifting economic landscape.

The discussion kicks off with the latest PCE inflation data, shedding light on the economic health and market implications. Insights into the holiday retail landscape reveal a surge in consumer spending, particularly online. Experts emphasize the significance of small businesses facing challenges from inflation. A deep dive with the American Express CEO highlights shifting consumer behaviors. The chat also touches on potential regulatory risks in finance and the effects of upcoming government policies on the economy.

Eamon Javers, a CNBC journalist, brings insight into President-elect Trump's economic strategies. The hosts discuss market shifts after record highs, as well as Trump's tariff threats and his economic team choices. Dell's disappointing revenue and the resulting stock decline highlight challenges in tech. They also explore SoftBank's hefty investment in OpenAI and the implications for health innovations in weight-loss drugs. The conversation wraps up with consumer behavior trends and their surprising effects on stock performance.

Listen as financial experts discuss the dynamic retail landscape and the performances of companies like Best Buy. They delve into the impact of healthcare coverage on the pharmaceutical sector, shedding light on Amgen's trajectory. The conversation also examines the contrasting fortunes within the semiconductor industry. Perfect for investors looking to navigate upcoming market challenges!

The discussion kicks off with the mixed performance of stock indices and crucial corporate news as the holiday season approaches. Economic indicators reveal rising consumer confidence but falling home sales, amidst tariffs affecting trade relationships. Retail trends come under the spotlight as companies face unique challenges, particularly in the apparel sector. The volatile Bitcoin market is examined alongside weight loss drug developments and their future in Medicare. Corporate policy shifts at Walmart highlight the push for changes in diversity and inclusion due to activist pressures.

The discussion kicks off with President-elect Trump's tariff threats, stirring concerns in various market sectors. With Black Friday approaching, earnings from retailers like Best Buy are analyzed for holiday quarter insights. Amgen faces a stock slide due to disappointing results from its weight-loss drug trials. The hosts delve into Bitcoin's recent downturn and examine the innovative AI sounds being pioneered by Nvidia. Tensions heat up with a look at the geopolitical landscape affecting major oil players like Chevron and Exxon.

Jim and Jeff dive into the biopharmaceutical landscape, spotlighting Bristol-Myers' groundbreaking schizophrenia drug and its investment implications. They also discuss the looming patent cliffs that could reshape earnings forecasts by 2028. The conversation veers into the financial outlook for major players like Bristol-Myers and Eli Lilly, exploring revenue potential linked to new drug approvals amidst the challenges of product development. It's an insightful take on the pharmaceutical market dynamics and investment strategies.