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Squawk Box
@SquawkCNBC
Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC and streaming on CNBC+.
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Former New York Governor @andrewcuomo, a board member at crypto exchange @okx, calls for Congress to pass the CLARITY Act focused on regulating cryptocurrency. "The world is passing us by," he says.
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“We've had very consistent and significant earnings growth which is propelling markets,” says Goldman Sachs President & COO John Waldron. “That's ultimately the most important fundamental driver.”
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"I think 2027 could be one of the best years for the stock market," says Tom Lee of @Fundstrat.
"I think the ball's in his hands," says Fmr. Dallas Fed Pres. Robert Kaplan of Kevin Warsh ahead of the central bank's rate decision. "The committee's not going to push him to raise rates."
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Coinbase makes its case for the Clarity Act, the first major legislation to regulate crypto. The crypto and banking industries both have a lot at stake and they're battling it out, while everyone waits to hear what will be in the Senate bill. @rvangrack
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"I think you're starting to see a little bit of the wheels come off," says @chamath of AI spending & profits.
“President Trump made it very clear to Xi Jinping that we’re not changing the American policy on Taiwan," says @USAmbChina. "We don’t support independence but we also don’t want to see coercion across the Strait. We want a peaceful solution to this thing.”
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.@Uber issuing upbeat bookings guidance. CEO @dkhos joins us:
"The idea of spinning off the two businesses is because now we get to focus on both independently," says @Flexintl CEO @RevathiAdvaithi. "That capacity that we're already booked out is going to require significant investment. And so we want the leadership team to focus on that."
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Haun Ventures CEO @katie_haun on the promise of stablecoins, crypto regulation & the future of agentic finance: