logo
episode-header-image
Apr 2025
42m 32s

SOTS 2nd Hour: Tariff Updates, Earnings ...

CNBC
About this episode

Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and delaying their conference call to Coca-Cola’s strong consumer quarter – including a deep-dive with CEO James Quincey himself. Plus: what UPS, Honeywell, and other key bellwethers are saying about demand here – and what comes next for stocks with one former head of the Institute of International Finance… 

 

Also in focus: growing concerns about housing’s crucial spring selling season – the CEO of Compass joined Post 9 with more on what he’s seeing when it comes to prices… And details on a new controversy surrounding Nike’s latest advertising campaign

 

Squawk on the Street Disclaimer

Up next
Aug 22
SOTS 2nd Hour: Fed Chair Speaks At Jackson Hole – His Remarks & Investor Analysis 8/22/25
Today: the event Wall Street has been waiting for all week… A highly anticipated speech from Fed Chair Jerome Powell in Jackson Hole, Wyoming. Hear it in full this hour – along with the key takeaways for investors with an all-star cast of: Former PIMCO Chief Economist Paul McCull ... Show More
54m 47s
Aug 22
Powell's Jackson Hole Speech: What's At Stake for the Markets and Investors 8/22/25
On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed mark ... Show More
40m 11s
Aug 21
SOTS 2nd Hour: A Media Deep-Dive w/Disney’s CEO & ESPN’s Chairman, Plus Walmart Talks Tariffs 8/21/25
This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart’s CFO on prices, demand, and how the consumer’s holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow i ... Show More
52m 14s
Recommended Episodes
Jan 2025
Why Nasdaq's CEO sees IPO market growth ahead: FROM DAVOS
The IPO market was mixed at best in 2024 despite strong showings by Reddit (RDDT), Viking (VIK), and Rubrik (RBRK). IPOs raised about $123 billion last year compared to a peak of $594 billion in 2021, according to Dealogic data. A total of 150 companies went public last year, per ... Show More
25m 38s
Jan 2025
AI, vaccine distrust, and the future of healthcare: Novartis CEO
Can science prevail against this more turbulent backdrop of the Trump administration? Yahoo Finance executive editor Brian Sozzi talks at length with Novartis CEO Vas Narasimhan. Narasimhan has led the drug giant since 2018, doing deals that have expanded the company’s pipeline i ... Show More
25m 45s
Apr 2025
Tariff Fears Weigh on Tech Plans, Trumps Signals TikTok Deal Close
Bloomberg’s Caroline Hyde discusses why one of Wall Street’s most bearish Tesla analysts has further reduced estimates for the company’s earnings. Plus, Gil Luria, managing director of D.A. Davidson explains what levers Apple could use to cope with tariffs. And MikMak CEO Rachel ... Show More
22m 1s
Feb 2025
Ben & Jerry’s founders eye a second scoop
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56) Episode transcrip ... Show More
6m 28s
Feb 2022
Mattel CEO, Palo Alto CEO & Carrier Global CEO
The Dow closed down over 480 points amid continued Russia-Ukraine tensions and Jim Cramer is breaking down how investors should navigate the market's move lower. Then, the market's been no child's play as of late and Cramer is talking to Mattel CEO Ynon Kreiz to hear more about w ... Show More
43m 49s
Jul 22
Why are Consumer Co CEOs Losing Their Jobs?
It’s been a turbulent fortnight for corporate leadership, with sudden CEO exits at companies like HUL, Coca Cola bottler HCCB, L’Oréal, Diageo, Kenvue and WPP. In this episode of The Morning Brief, host Ratna Bhushan speaks to ET’s Associate Editor Arijit Barman and Vibhav Dhawan ... Show More
26m 53s
Jul 10
Delta Airlines Rises on Upbeat Outlook, Crowdstrike Drops, McDonald's Ticks Up
On this episode of Stock Movers:- Delta (DAL) reinstated a profit outlook for the year and said travelers are coming back, prompting its stock to surge amid a fresh sense of confidence in the beaten-down US consumer. The carrier expects an adjusted profit of $5.25 to $6.25 a shar ... Show More
5m 45s
Apr 2025
Musk Mulls Next Move as Stocks Swing Again
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Tesla Inc.’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.The shares plunged as much as 9.2% to $217.41 as of 9:41 a.m. in ... Show More
29m 48s
Dec 2024
Stellantis CEO in shock resignation
Stellantis CEO Carlos Tavares resigns with immediate effect while thousands of Volkswagen workers prepare to strike over lay-offs and wage disputes. Wall Street hits new records for November with the Dow and S&P 500 enjoying their best month of the year. In France, Marine Le Pen’ ... Show More
27m 5s
Jul 29
Stocks hit more records, the Fed meets, and tariffs pressure earnings
US stocks keep climbing, notching a sixth straight record close as investors focus on a wave of significant earnings, US-China trade talks, and the start of the Fed’s July meeting. Union Pacific (UNP) acquires Norfolk Southern (NSC) in an $85B deal, creating a transcontinental ra ... Show More
26m 9s