Squawk on the Street

Discussion of a major coffee chain’s surprising comp sales beat and stronger store traffic. Conversation about a rollout called Green Apron and its cost savings potential. Focus on faster service, reduced wait times, and how throughput can boost visits. Preview of an investor day and why skeptics keep selling despite rallies.

Markets hit a major S&P milestone as AI-driven chip optimism lifts semiconductors and big tech. Data center demand and storage needs spike alongside a potential massive OpenAI funding round. Fed rate decision and dollar movement frame the macro outlook. Major corporate moves include Amazon job cuts and Starbucks’ retail rebound.

A lively breakdown of a massive fiber-optic plant deal that has traders buzzing. A clear contrast between copper and fiber for data centers and why the switch matters. Promotion of a daily market service and how listeners can get deeper access.

Sarah James, an equity analyst focused on health insurers, and Torsten Slok, Apollo’s global chief economist, join the conversation. They discuss a new Medicare proposal pressuring insurer stocks and why some see a buying opportunity. Torsten breaks down growth drivers, AI capex, inflation stickiness, and Fed rate risks. The hour also touches on big AI headlines and supply-chain moves in tech.

Kelly Ortberg, CEO of Boeing, a longtime aerospace executive leading production and delivery recovery. She discusses Q4 revenue and delivery gains. She talks about rising 737 and 787 production rates, certification milestones, and a brighter cash-flow outlook for 2026. The conversation also covers a one-time tanker charge and how markets reacted to Boeing's results.

Steve Sosnick, Chief Strategist at Interactive Brokers, offers market strategy commentary and analysis. He discusses yen moves and possible U.S.-Japan coordination. He highlights mega-cap versus cyclicals, retail dip-buying and silver mania. He also covers flows into emerging markets and M&A tailwinds amid strong earnings and AI-driven investment.

Discussion about whether recent selloffs in top tech names are overdone. Talk about CPU shortages speeding enterprise moves to cloud providers. Details on a major AI infrastructure partnership and a multi-billion dollar investment to build AI 'factories'. A strong case made for buying a leading AI chipmaker before potential earnings upside.

Jensen Huang, NVIDIA founder and CEO, leading the company’s GPUs and AI infrastructure efforts. He discusses NVIDIA’s $2B investment in CoreWeave and how that expands AI compute capacity. Short takes cover supply bottlenecks like energy and memory, the company’s broader AI ecosystem strategy, and previews of upcoming tech like Vera CPU and agentic AI advances.

Byron Dieter, Bessemer Ventures partner and veteran tech investor, highlights how AI reshapes software and fuels M&A. Jeremy Siegel, Wharton professor emeritus and WisdomTree economist, offers a long‑term market and interest‑rate perspective. They dive into Intel's post‑results slump, software sector scrutiny, AI’s impact on vertical software, and how an East Coast winter storm could ripple through energy and travel.

Discussion centers on a financial stock with potential for dramatic upside. Deep dive into Capital One's $5.15B Brex acquisition and why it reshapes corporate card and banking strategy. Conversation about buybacks, an earnings miss, higher expenses, and management's growth vision. Analysis of short-term regulatory and credit overhang versus chances for a rebound.