The outlook for semiconductor capital is incredibly positive, says Goldman’s Dane
Brook Dane, Goldman Sachs portfolio manager, joins ‘TechCheck’ to discuss where to find value in software and semiconductor stocks, how comfortable Dane is with the demand environment, and more.
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We’re really stuck at an impasse in the Elon Musk, Twitter saga, says Wells Fargo’s Fitzgerald
Brian Fitzgerald, Wells Fargo senior equity research analyst, joins ‘Squawk on the Street’ to discuss Elon Musk’s quest to purchase Twitter, how Twitter is pivoting its company, and more.
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I believe NFL media rights will be moving to a streaming service, says NFL’s Goodell
NFL Commissioner Roger Goodell joins ‘Squawk on the Street’ to discuss the ongoing bids for NFL media rights, why the NFL could switch to a streaming service, and what the switch could do to linear television ratings and ad dollars.
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The ESG movement will not be long-term, says former U.S. Energy Secretary Rick Perry
Former U.S. Energy Secretary Rick Perry joins CNBC’s ‘Squawk Box’ to weigh in on the Biden administration’s energy policy, rising gas prices, and more.
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If the Fed’s too aggressive, they’ll regret it later on, says JP Morgan’s Kelly
David Kelly, JP Morgan Asset Management chief global strategist, joins ‘Squawk on the Street’ to discuss how the jobs number fits Kelly’s economic expectations, if the Fed’s trying to decelerate the tightening process, and more.
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June jobs report reflects strong U.S. labor market despite headwinds, says White House economist
Cecilia Rouse, chair of the president’s Council of Economic Advisers, joins CNBC’s ‘Squawk Box’ to react to June’s better-than-expected jobs report, which showed the U.S. economy added 372,000 jobs in June.
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Apple’s earnings power will not deteriorate as much as feared, says BofA’s Wamsi Mohan
Wamsi Mohan, Bank of America senior IT analyst, joins CNBC’s ‘Squawk Box’ to break down shares of Apple, which have rebounded 10% from mid-June lows.
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The Fed can move 75 basis points at the next meeting, says Atlanta Fed President Bostic
Raphael Bostic, Atlanta Federal Reserve president, sits down with CNBC’s Steve Liesman to react to June’s hotter-than-expected jobs report.
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