EPISODE · Feb 25, 2026 · 43 MIN
SOTS 2nd Hour: State of the Union Takeaways, Countering AI Disruption Fears, and LIVE: Lucid CEO 2/25/26
from Squawk on the Street · host CNBC
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight. Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there. 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.
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SOTS 2nd Hour: State of the Union Takeaways, Countering AI Disruption Fears, and LIVE: Lucid CEO 2/25/26
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