SOTS 2nd Hour: Retail Sales Fall, Fed Day 1, and Live: OKLO CEO 6/17/25

Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning’s headlines and data – and discussed the market implications alongside any Fed impact. Fidelity’s Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC’s latest Fed Survey, with key details this hour.  Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.  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.