Sara Eisen
@SaraEisen
@CNBC @Squawkstreet 10am-noon
"As we believe that growth will continue into the second half, we're going to lean in and continue to invest." @CocaCola CEO James Quincey tells our @SaraEisen that consumer demand isn't going flat across the United States: cnbc.com/video/2025/07/…
Good read on the consumer from Coke CEO
"The overall picture is broad-based consumer resilience" says Coca-Cola CEO James Quincey during a discussion on the company's latest earnings report with @davidfaber, @SaraEisen and @carlquintanilla. cnb.cx/3UnVugf
I went on @CNBC with @SaraEisen and @carlquintanilla to discuss why Donald Trump is the Crypto President
JUST IN: $10 trillion Charles Schwab CEO says they will launch Bitcoin trading "sometime soon" and will be competing with Coinbase 👀
“Amazingly resilient” - American Express CFO on consumers
This is a problem. First impact of ai on the workforce?
"Kids are coming out of schools right now with degrees the market doesn't really need" Ed Yardeni today on CNBC with @SaraEisen
Goldman Sachs CEO David Solomon on Mamdani’s rent freeze idea to fix NYC affordable housing: “The concept of freezing rents or rent controls, this is not new. This has been around for 100 years, and you can go back over 100 years and look at lots of times when that policy has…
Goldman CEO David Solomon on why the growth outlook is getting better: “I feel a little bit of a re-acceleration. I'm a little bit more constructive on the growth trajectory based on where we are at a moment. And look, some of this is confidence. I mean, it's hard to say that…
"I think central bank independence – not just here in the United States, but around the world – has served us incredibly well." @GoldmanSachs CEO David Solomon weighs in as President Trump ramps up pressure on Federal Reserve Chair Jerome Powell: cnbc.com/video/2025/07/…
Very bullish on m&a
"I expect a pretty robust M&A environment the second half of the year into early '26." @GoldmanSachs CEO David Solomon talks client sentiment and offers a business update after reporting an earnings beat in Q2: cnbc.com/video/2025/07/…
This is the opposite of what I heard about his meeting with CEOs yesterday. He did not win them over. He dug in on policies and positions they disagree with.
New York’s Mamdani wins over some of the city’s business elite on.ft.com/44L8bqk
A few facts about the Fed’s $2.5b building renovation… This is the 7th year of a 9 year renovation of 2 historic buildings. If they demolished it, would have been cheaper. Historic preservations take longer and cost more. The Fed consulted with congressional oversight committee…
“Not planning on doing anything” President Trump on firing Powell Phew
Thank you @DavidSacks for addressing the Trump Musk feud and @elonmusk’s efforts to form a new party
"I work for the president and Elon's a good friend, and I hope that one day there'll be a reconciliation." @WhiteHouse AI & Crypto Czar @DavidSacks discusses the rift between the Trump administration and its biggest donor in the 2024 elections: cnbc.com/video/2025/07/…
On why we’re allowing China to buy Nvidia’s H20 chips…
"I think it's pretty important that we actually compete and take market share away from Huawei." @WhiteHouse AI & Crypto Czar @DavidSacks explains why the Trump administration is allowing $NVDA to resume AI chip sales to China: cnbc.com/video/2025/07/…
According to a source, Fed Chair Powell has requested a more formal review of the costs of the renovation of the Fed from Michael Horowitz, the Fed’s new Inspector General.
As Nike tries to turn around the biz, some good exposure today in the 2 big sports showcases, Wimbledon and the Club World Cup: @carlosalcaraz vs. @janniksin both in Nike and @PSG_inside vs @ChelseaFC, both in Nike at the Club World Cup $nke
This was good. Tips for spotting bubbles and cautionary tales of optimism… Jeremy Grantham with @WilfredFrost
Sage investment advice from Jeremy Grantham: “Humans are hugely titled to wanting good news & they extrapolate today’s conditions into the future. Just step back & look at the data & don’t be conned into being super optimistic by the professionals.”Full ep podfollow.com/1817704682
Would be big if true…. Apple bids for Formula 1 rights in US after success of Brad Pitt film ft.com/content/ef6bbb…
