Squawk on the Street
SOTS 2nd Hour: Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25
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Show notes
Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush’s Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.
Plus: Could President Trump’s policies dent the dollar’s dominance? Former Goldman Asset Management Chairman Jim O’Neill arguing yes – hear his defense, this hour… Along with Jefferies’ top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump’s promises to take Fannie Mae and Freddie Mac public.
Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.
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