SOTS 2nd Hour: Top Tech Picks, A Billionaire Spending Spar, and Davos Deep Dives w/the CEO of Pinterest & SHEIN’s Exec Chairman 1/23/25

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo.  Also making headlines: a spending spar between billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour.  Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum in Davos during the hour. 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.