SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25

SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25

  • Af
  • Episode
      2291
  • Published
      22. sep. 2025
  • Forlag
0 Anmeldelser
0
Episode
2291 of 2310
Længde
44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here.

Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs.

Squawk on the Street Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


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
Cover for SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25

Other podcasts you might like ...