Squawk on the Street

A lively take on buying opportunities when markets feel darkest. Discussion of snapping up quality names like major banks, semiconductors and consumer staples. Conversation about market panic, rebounds and when to buy back sold positions. A look at bank stress, private credit flows and corporate lending fund dynamics.

Vlad Tenev, Robinhood CEO, on a new platinum credit card and a fund giving retail access to late-stage private deals. Kevin Hassett, White House NEC director, on the surprise jobs drop, productivity trends, and energy policy amid oil spikes. They discuss market moves, AI’s hiring effects, geopolitics and policy responses in short, punchy conversations.

Discussion of a semiconductor company's big earnings beat and booming AI revenue. Breakdown of the company’s long-term AI revenue guide and analyst reaction. Debate over whether the stock is still oversold despite strong business trends. Examination of large buybacks and what management’s actions signal. Brief note on macro risks that could affect the stock.

David Ellison, Paramount Skydance Chairman and CEO, discusses the Warner Brothers Discovery deal, synergies, debt strategy, and streaming plans. Mark Benioff, Salesforce Chairman and CEO, talks AI adoption, the agent economy, model strategy, and buybacks and M&A. Multiple lively conversations cover content, streaming scale, and how AI shapes software and workforce needs.

Markets pull back as oil rallies amid the Iran conflict and higher yields. Broadcom rallies on an AI chip forecast and XPU strategy. Tensions surface between Anthropic and the Pentagon after a controversial CEO memo. Discussion of Nvidia's OpenAI investments, Berkshire Hathaway buyback signals, private credit write-downs, and retail and labor trends.

Morning market swings and geopolitical headlines set the tone. A deep dive into CrowdStrike’s latest quarter and why now might be a buy. Discussion of ARR, net new ARR, and how AI is shaping cybersecurity. Notes on company guidance and investor expectations.

Senator John Fetterman, U.S. Senator from Pennsylvania known for his blunt, progressive style, explains why he supports strikes and opposed the War Powers resolution. The conversation covers the political fallout, party dynamics, and international reactions. Short, direct takes on Europe, Palestine, and putting country over party.

Markets reel from geopolitical shocks as Asian indexes suffer historic losses and frantic margin selling. Energy prices spike with gasoline and diesel surging amid tanker and crude supply worries. Private credit and BDC liquidity stir concern alongside big moves in cybersecurity and AI-related stocks. Retail earnings and insider buying add tactical angles to a volatile trading day.

John Gray, Blackstone president and COO, tackles private credit, record redemptions, and liquidity questions. Michael Fiddelke, Target CEO, outlines his turnaround plan, merchandising resets, tech experiments, and investor guidance. They discuss market volatility, geopolitics, and how long-term strategies shape responses to redemptions and retail recovery.

A candid rundown of a recent trade into a defensive growth stock and the thinking behind adding more. Discussion of trimming a big holding to fund the new position and tactical reallocation strategies. Brief look at member-only morning meeting access and how decisions are made in real time.