Squawk on the Street

Johnny Fine, Goldman Sachs head of investment grade credit who advises corporates on bond markets, and Byron Dieter, Bessemer partner and AI-focused software investor, join the conversation. They tackle the rise of alternative inflation measures, how hyperscalers may finance massive AI buildouts, and whether software valuations have been oversold. Expect debate on private credit risks, long-tenor corporate debt, and which software models can survive the shakeout.

Traders dissect sector rotation and how AI fears are reshaping markets. A deep look at Cisco’s guidance shock tied to rising memory costs. Discussion of McDonald’s push on value meals and traffic gains. Coverage of the House vote on tariffs and its market ripple effects. Talk of software sell-offs, a major Schroders-Nuveen deal, and FedEx’s outlook ahead of investor day.

Vlad Tenev, Robinhood CEO, on crypto headwinds, quarterly results, product moves, and regulation. John Zito, Apollo co-president, on AI-driven software disruption and private credit opportunities. Jan Hatzius, Goldman Sachs chief economist, on payrolls, inflation, and Fed policy implications. Joe LaVornia, Treasury counselor, on the administration’s take on the strong jobs print and economic policy.

Harley Finkelstein, President of Shopify, talks Shopify results and a concise mini bio: a leader steering Shopify’s commerce products. He discusses AI commerce strategy and product initiatives like Sidekick and the Universal Commerce Protocol. Short takes cover AI’s role in shopping, agentic storefronts, and growth metrics.

Julian Emanuel, Evercore head of equity strategy, offers quick market and tech vs macro perspective. Tony Capulliano, Marriott CEO, discusses travel trends, RevPAR and loyalty moves. James Quincy, outgoing Coca‑Cola CEO, covers revenue mix, product innovation and AI in marketing. They talk earnings takeaways, consumer behavior, travel demand patterns, and where markets may head next.

Jerry Cardinal, founder and CIO of RedBird Capital and partner in Paramount’s bid for Warner Bros. Discovery, explains the enhanced offer and shareholder mechanics. Brian Moynihan, chairman and CEO of Bank of America, discusses the bank’s tech and AI investments, consumer spending trends, and regulatory shifts. Multiple short interviews cover deal structure, antitrust steps, and banking policy.

Ruchir Sharma, Rockefeller International chair, on why foreigners keep buying U.S. assets. Bob Diamond, former Barclays CEO and Hyperliquid founder, on Bitcoin volatility and tokenized trading. Kate Rooney, CNBC reporter, on Sam Altman’s internal rallying and OpenAI’s fundraising race. Scott Cronert, Citi equity strategist, on AI’s valuation effects and shifting sector leadership.

Contessa Brewer, CNBC reporter who tracks Super Bowl betting and sportsbook volumes, breaks down record wager numbers and what they mean for gaming stocks. The conversation also covers the Dow topping 50,000, Big Tech’s massive AI capex plans, and recent bitcoin volatility above $65k. Short, data-driven market color and sector rotation takeaways.

A lively dive into why a megacap tech stock looks buy-worthy right now. Comparison of monetization trends across major cloud and ad players. A look at massive capex moves and what they mean for earnings. Spotlight on infrastructure winners powering data centers and chip demand.

Blake Moret, CEO of Rockwell Automation, a leader in industrial automation, talks company results and customer capital spending trends. He discusses practical industrial AI and how applied models are being used on the factory floor. He also addresses hiring outlook and cautious capex signals from manufacturing customers.