Squawk on the Street
@SquawkStreet
CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer
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"Earnings are just too powerful for now… If that remains robust, the stock market will continue to impress everybody," says @elerianm:
BREAKING: U.S. 10-year treasury yield hits 5% for first time since 2023 - @bespokeinvest's Paul Hickey says when you see oil, the dollar and the 10-year yield all rising in unison - "you start to see headwinds for equities."
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The AI industry is adopting the critical terminology of 'pacing,' says @BessemerVP's @bdeeter - which is "very different from the extreme notions of pause and criminalize and halt."
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"These open-source models caught up over the last two or three months – we're now seeing the frontier readvance."
Heath Terry, @Citi Research global head of tech and communications, shares the top themes he's watching right now:
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A 'political hiccup' is the new big risk to the AI trade, says @3F_Research co-founder @WarrenPies:
"If there were a problem in the bond market, Sara, then people would be selling U.S. bonds and buying other countries' bonds. But we are the best-performing market."
@SecScottBessent joins our @SaraEisen from the G20 Finance Meeting:
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"The north star for us on all of this is how much enterprise demand is there."
Heath Terry, @Citi Research global head of tech and communications, addresses whether OpenAI and Anthropic might be getting too big to fail:
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"Fundamentally, we have a race going on between the promise and the earnings that come with AI and the cost of funding all of that," says Allianz’s @elerianm:
"I think broadly - it's positive for bitcoin ... it generally benefits when the administration is focused on making crypto a hospitable place."
@Bitwise CIO @Matt_Hougan on crypto markets as Pres. Trump reportedly gets set for a meeting with top crypto execs
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"The market's not appreciating the odds that the Fed could get pushed into a hike here."
@3F_Research Founder @WarrenPies delivers his latest outlook:
As Nvidia partners with Wall Street to turn chips into an asset class, @BessemerVP's @bdeeter breaks down why the deal is a "great maturation of the ecosystem."
@economics_ma Chief Economist @Markzandi says the Fed should keep rates steady through year-end. His case:
"I don't think we've seen the kind of negative reaction that changes behavior here yet."
Heath Terry, @Citi Research global head of tech and communications, reacts to the chip pullback and why he sees a buying opportunity:
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FIRST ON CNBC: The IPO market is responding to a shift in regulatory tone and the fundamentals of the economy under the Trump administration, says @SECGov Chairman @SECPaulSAtkins
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CNBC EXCLUSIVE: @PaloAltoNtwks CEO @nikesharora joins us to talk cybersecurity demand as enterprises adopt AI.
Need to see pricing for AI come down, he told us:
"I think team Michael Saylor wasn't focused on the right stuff, and that has hurt the overall market."
@Ripple CEO @bgarlinghouse pulls no punches laying blame for the recent volatility in crypto:
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Cerebras set to go public tomorrow: Here's what to expect, with @KristinaParts
