SOTS 2nd Hour: Big Tech on Deck, RFK Jr. Confirmation Hearing, and Fed Expectations 1/29/25

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft *and* Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names higher. Plus, another downgrade for Apple, this time out of Oppenheimer – the analyst behind that call joined the broadcast to tell us why. Also in focus: Robert F. Kennedy Jr’s confirmation hearing on Capitol Hill; Trump’s Funding Freeze confusion; and why markets expect a pause from the Fed today. 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.