Squawk on the Street
@SquawkStreet
CNBC's Squawk on the Street, 9a to 11a ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social
"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
"Investors are not convinced of Domino's long-term story" says Evercore's David Palmer during a conversation about the company's latest earnings with @carlquintanilla and @SaraEisen. cnb.cx/3Uo0rpq
"This will be the first quarter to show a material impact from tariffs" says Barclays' Venu Krishna during a discussion on Q2 earnings season with @carlquintanilla and @SaraEisen. cnb.cx/4o46e1e
"We're encouraged by earnings season so far" says Wolfe Research's Chris Senyek during a discussion with @carlquintanilla and @SaraEisen. cnb.cx/411UK49
"Netflix's earnings beat and raise are only the beginning" says Guggenheim's Michael Morris during a conversation on the company's latest quarterly results with @carlquintanilla and @SaraEisen. cnb.cx/44YN2cl
Chevron CEO Mike Wirth says "we're very pleased the Hess transaction has now closed" during a discussion about the company's latest acquisition with @carlquintanilla and @SaraEisen. cnb.cx/46hmANx
Fifth Third Bancorp CEO Tim Spence says "we're seeing continued loan growth and revenue acceleration" during a conversation on the company's latest earnings with @carlquintanilla and @SaraEisen. cnb.cx/44TVcme
"Any threat to Fed independence is terrible for America's status as a capital safe haven" says Ashmore Group CEO Mark Coombs during a discussion with @carlquintanilla and @SaraEisen. cnb.cx/40rgu9A
"The latest batch of data suggests stakes aren't high for rate cuts" says Goldman Sachs' David Mericle during a conversation with @SaraEisen and @carlquintanilla. cnb.cx/4lZQtGC
PepsiCo CEO @ramonlaguarta says "we're exploring removing artificial coloring from some products" during a discussion on the company's latest earnings with @jimcramer, @carlquintanilla and @SaraEisen. cnb.cx/3GvHNc9
"The Fed should be cutting this month, but I don't expect them to" says Allianz Chief Economic Advisor @elerianm during a discussion with @carlquintanilla and @SaraEisen. cnb.cx/40oKRgR
"The resiliency of consumer credit quality prevails" says RBC Capital Markets' Gerard Cassidy during a discussion on bank earnings with @carlquintanilla and @SaraEisen. cnb.cx/4eWJZGf
Melius Research's Ben Reitzes says "Nvidia's clearance to resume China sales is good news for AMD as well" during a conversation with @carlquintanilla and @SaraEisen. cnb.cx/4ePtHii
Billionaire investor @MarioGabelli calls Textron and National Fuel Gas "very attractive buys" during a conversation with @carlquintanilla and @SaraEisen about his top stock picks. cnb.cx/4eQCgt3
Wells Fargo's drop following earnings is "not all that surprising" says UBS’ Erika Najarian during a discussion with @SaraEisen and @carlquintanilla. cnb.cx/4kFDl8y
"AI mania is offsetting the impact of tariffs," says Rockefeller International Chairman Ruchir Sharma during a discussion with @carlquintanilla and @SaraEisen. cnb.cx/40k87fP
RBC Global Autos analyst Tom Narayan says "it's going to take a lot longer for EVs to catch on in the U.S. than in China" during a conversation on the global EV market with @carlquintanilla and @SaraEisen. cnb.cx/4lua7uA
Citigroup's Scott Chronert says "we want to be looking to buy pullbacks in the S&P 500" during a discussion with @carlquintanilla and @SaraEisen. cnb.cx/4eL6oWN