EPISODE · Aug 19, 2025 · 41 MIN
SOTS 2nd Hour: Intel’s Lifeline, The Retail Wrap-up, & LIVE: Palo Alto CEO 8/19/25
from Squawk on the Street · host CNBC
Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street’s top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company. Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street’s top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company. Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.
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SOTS 2nd Hour: Intel’s Lifeline, The Retail Wrap-up, & LIVE: Palo Alto CEO 8/19/25
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