SOTS 2nd Hour: RBC's Market Take, a "Once-In-A-Generation" Opportunity, & Retail's Holiday Winners/Losers 12/1/25

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space. Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.  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.