Squawk on the Street

Eamon Javers, CNBC correspondent reporting from Beijing, offers on-the-ground coverage of President Trump’s delegation and summit developments. He discusses Jensen Huang joining the trip and logistics of CEO participation. He outlines possible U.S.-China trade deliverables and talks about summit expectations and limits in short, focused updates.

Markets react to a hotter-than-expected April PPI print and the ripple effects on yields and inflation expectations. High-stakes Beijing talks highlight CEOs flying with a presidential visit and potential trade or tech announcements. Semiconductors and AI names dominate market leadership while IPOs, oil price moves and tech earnings add extra drama.

Gil Luria, tech analyst at D.A. Davidson covering Apple, NVIDIA and semiconductor geopolitics. Eunice Yun, CNBC Beijing correspondent on U.S.-China business and policy. Mark Zandi, Moody's chief economist on inflation and Fed dynamics. They discuss hotter-than-expected CPI, China trip implications for big tech, semiconductor leadership, software earnings shocks, and retail options fervor.

A lively breakdown of a DuPont spinoff that has surged nearly 97% year-to-date. Discussion covers an earnings beat, a raised full-year outlook, and why materials integration matters for next‑gen chip design. They also note limited analyst coverage amid strong buying interest and explain why patience rewarded investors in this transformation.

They dig into a surprise CPI jump driven by gasoline and the market pullback that followed. Discussion of oil prices spiking amid US‑Iran tensions and the impact on stocks. A field report from FedEx connects shipping and fuel costs to the economy. A rejected $56B takeover offer for eBay by GameStop and the fallout in parabolic tech names are highlighted.

A lively market preview focused on a materials stock that surged this year and whether trimming positions makes sense after big gains. Discussion covers analyst upgrades, a major tech partnership, and the momentum behind data-center and tech-related names. Everyday investing club access and profit-taking strategies are highlighted.

Herb-Bjorn Hansen, CEO of Nordic American Tankers, shares on-the-water perspective about tanker ops and Strait of Hormuz disruptions. Julian Emanuel, Evercore markets veteran, discusses whether the rally can hold amid earnings and oil risks. Dr. Vin Gupta, pulmonologist and public health expert, weighs in on Hantavirus concerns and preparedness. They cover shipping strains, chip-driven market moves, and contagion vigilance.

A lively morning look at markets, from a concentrated AI-led chip rally to frantic semiconductor movers like Intel and Micron. Deep dives on GPU, CPU and memory supply constraints and data-center plays. Tentpole legal drama around Microsoft and the Musk v. OpenAI trial gets previewed. Retail, consumer credit trends and BNPL strategies round out the trading-day setup.

Discussion of cheap healthcare stocks and a plan to keep buying specific names. Breakdown of the April payrolls report and signs that complicate the Fed’s path. Contrast between a housing-led whirlpool economy and a more agentic economy. Retail momentum, surprise earnings movers, and a look at brand turnarounds and downgrades.

Keith Sonderling, Acting U.S. Labor Secretary, speaks on hiring trends, apprenticeships and early AI effects on work. Jan Hatzius, Goldman Sachs chief economist, provides macro context on jobs, wage trends and growth risks. They discuss the April jobs beat, AI-driven layoffs and a surging memory-sector ETF, plus what options flow implies about the rally.