SOTS 2nd Hour: Goldman’s Chief U.S. Equity Strategist, Palantir’s Blowout Quarter, and The Healthcare Playbook 8/5/25

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  • Episode
      2207
  • Published
      5. aug. 2025
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Episode
2207 of 2228
Længde
53M
Sprog
Engelsk
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Kategori
Økonomi & Business

Stocks taking a leg lower after new manufacturing data top of the hour:

David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors in focus today – tech stocks, as Communication Services hits a new high alongside Palantir (on the heels of a blowout quarter), and Healthcare on the heels of double digit swings in multiple earnings names.

Also in focus: the financials. Hear the CEO of Apollo Global’s take on allowing 401(k) funds access to private markets (calling it “common sense”) – and JPMorgan’s response after the President called out the firm alongside Bank of America for so-called “de-banking” of conservatives this hour.


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