Squawk on the Street

Ryan Lance, CEO of ConocoPhillips, shares insights on the oil and gas industry, discussing production strategies amid tariff impacts and deflationary pressures. He highlights OPEC decisions and gasoline demand shifts, emphasizing the need for strong pricing signals. The podcast also tackles President Trump's controversial tariff proposal on semiconductors, the significant decline of Eli Lilly shares after disappointing weight loss data, and the evolving landscape of corporate strategies in response to market dynamics.

President Trump announced a bold 100% tariff on semiconductor imports, prompting excitement in the tech sector, especially for Taiwan Semiconductor and Apple. Apple's stock soared after Tim Cook's meeting with the president about U.S. investments. Meanwhile, Eli Lilly faced backlash as their weight-loss pill trial results disappointed despite positive earnings. The conversation extended to corporate leadership as Trump suggested Intel's CEO should resign, highlighting ongoing tensions between politics and the tech industry.

A media giant is presented as a fantastic buying opportunity, stirring excitement among investors. The discussion centers on the current earnings season, with a special highlight on Disney's impressive performance. Market insights flow as strategies for stock positioning are shared, backed by recent trends and analyst predictions. Listeners are encouraged to engage further for a deeper investment perspective.

Jim O'Neill, former U.K. Treasury Minister and ex-Goldman Sachs Asset Management Chairman, shares his insights on the new tariffs impacting U.S.-India relations and their market effects. The discussion dives into AMD's struggles with China, McDonald's surprisingly strong earnings, and Disney's new NFL partnership. O'Neill explores the challenges faced by multinational corporations in the ever-changing economic landscape. Additionally, the CEOs of Upstart and Lucid weigh in on the future of AI lending and the electric vehicle market amid financial uncertainties.

Lisa Su, CEO of AMD, discusses the semiconductor giant's latest earnings, addressing growth in AI and data centers despite sales apprehensions in China. Harley Finkelstein, President of Shopify, shares insights on robust quarterly results that boosted the company’s stock. The duo explores how AI is shaping revenue generation across industries and the significance of a $100 billion investment from Apple to enhance U.S. manufacturing. Their conversation touches on challenges in the tech landscape while highlighting optimistic market dynamics.

Discover why DuPont is seen as one of the most undervalued companies in the market today. Explore its impressive quarterly performance and promising growth prospects. Get insights into a low-risk investment strategy that could benefit savvy investors. Stay informed with candid discussions about the latest financial headlines and market dynamics.

David Kostin, Chief U.S. Equity Strategist at Goldman Sachs, discusses the resilience of market margins despite tariff pressures and teases insights on the earnings season. Brent Thill, a Jeffries analyst, reveals Palantir's standout quarter, surpassing $1 billion in revenue, driven by AI advancements. Mackenzie Sagal sheds light on Google's innovative AI initiatives aimed at pushing the boundaries of artificial general intelligence. The trio navigates through market dynamics, tech trends, and the intriguing performance of healthcare stocks.

President Trump stirred the pot with his CNBC appearance, discussing everything from trade to potential Fed Chair replacements. Meanwhile, Palantir shined as a stock star, soaring thanks to impressive AI-driven performance. Caterpillar, however, suffered a setback with a disappointing earnings report, hinting at hefty tariff costs ahead. The conversation also touched on the risks of SPACs and the need for caution in the market, alongside discussions of innovative advertising strategies and the evolving job landscape influenced by AI.

Jim Cramer believes Starbucks' stock has plummeted more than it should. The conversation dives into why this coffee giant remains a strong investment amid shifting market dynamics. There's also a fascinating look at how tech giants like Meta and Amazon are influencing investment trends. Expect candid discussions on the aggressive strategies shaping today's stock performance.

Roger Altman, Founder and Senior Chairman of Evercore ISI, shares keen insights on the current economic slowdown and its implications for the market. He discusses the surprising surge in stocks like Palantir and Opendoor amidst recent sell-offs. The podcast also dives into potential risks highlighted by disappointing guidance from chip company OnSemi. There’s a deep exploration of Berkshire Hathaway's financials and implications for the housing market in NYC, addressing how political changes affect economic data and affordability.