Squawk on the Street

@SquawkStreet

CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social

NYSE

sots.cnbc.com

Joined January 2010

Squawk on the Street
@SquawkStreet
13h
"We think revenue declines are behind us," says D.A. Davidson's Michael Baker on $TGT results:
Target's revenue declines are over, says D.A. Davidson's Michael Baker
From cnbc.com
Squawk on the Street
@SquawkStreet
14h
"It's a great result, but it's not entirely unexpected given the data we've seen." Simon Baker, Rothschild & Co. Redburn co-head of global biopharma research, discusses $MRNA and $MRK's positive trial results for their skin cancer vaccine:
Moderna Inc
MRNA
$174.38
+177%
Merck & Co Inc
MRK
$152.20
+12.60%
Moderna, Merck cancer vaccine data 'a great result, but not entirely unexpected', says Simon Baker
From cnbc.com
Squawk on the Street
@SquawkStreet
14h
"Ultimately, all this financial engineering just can't get you out of your problems." Fmr. CEA Chair @jasonfurman reacts to the Treasury Department doubling government debt buybacks in an attempt to steady the bond market:
Former CEA chair Jason Furman: Treasury can't change 'underlying fundamentals' of the curve
From cnbc.com
Squawk on the Street
@SquawkStreet
14h
"We see the market hitting 8,200 by next June, with a 9,000 bull case scenario." @CapMrkts, @UBS Global Wealth senior portfolio manager, outlines the opportunities he's watching across AI, power, resources and more:
The opportunity in bonds is in the two-to five-year range, says UBS’ Alan Rechtschaffen
From cnbc.com
Squawk on the Street
@SquawkStreet
15h
"The north star for us on all of this is how much enterprise demand is there." Heath Terry, @Citi Research global head of tech and communications, addresses whether OpenAI and Anthropic might be getting too big to fail:
OpenAI's forward-looking numbers are more encouraging, says Citi’s Heath Terry
From cnbc.com