SOTS 2nd Hour: Alphabet Earnings Concerns, A Read on Regionals, LIVE: Oklo & Liberty Energy CEOs 7/23/25

  • Af
  • Episode
      2184
  • Published
      23. jul. 2025
  • Forlag
0 Anmeldelser
0
Episode
2184 of 2236
Længde
45M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

One of the most important days of earnings season with reports this afternoon from Alphabet, Tesla, IBM, Chipotle, and more: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with one Alphabet shareholder who says the company’s “intrinsic value” has fallen due to the rise of ChatGPT – and broke down his bull case for financial stocks like Capital One… Plus: the CEO of regional bank Keycorp brought his read on the consumer, as he says tariffs are less of a drag than feared, and could even boost the market in the 2nd half.

Also in focus: the growing demand for energy, after prices from the biggest U.S. power auction jumped above the record high levels seen just last year. The CEOs of OKLO and Liberty Energy joined the team fresh off a new partnership for a deep-dive spanning demand tied to AI, the future of regulation, and more… and at the end of the interview, President Trump just releasing his administration’s AI action plan: the team broke down key details.

Squawk on the Street Disclaimer


Lyt når som helst, hvor som helst

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

  • Lyt og læs så meget du har lyst til
  • Opdag et kæmpe bibliotek fyldt med fortællinger
  • Eksklusive titler + Mofibo Originals
  • Opsig når som helst
Prøv nu
DK - Details page - Device banner - 894x1036

Other podcasts you might like ...