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

  • Por
  • Episodio
      2291
  • Publicado
      22 sept 2025
  • Editorial
0 Calificaciones
0
Episodio
2291 of 2379
Duración
44min
Idioma
Inglés
Formato
Categoría
Economía y negocios

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.


Escucha y lee

Descubre un mundo infinito de historias

  • Lee y escucha todo lo que quieras
  • Más de 1 millón de títulos
  • Títulos exclusivos + Storytel Originals
  • Precio regular: CLP 7,990 al mes
  • Cancela cuando quieras
Suscríbete ahora
Copy of Device Banner Block 894x1036 3
Cover for SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25

Otros podcasts que te pueden gustar...