EPISODE · Mar 5, 2025 · 46 MIN
SOTS 2nd Hour: Trump Tariffs Latest, Chipping Away At The Semis, Battered Banks 03/05/25
from Squawk on the Street · host CNBC
Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab. Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports. 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.
What this episode covers
Another morning of red on the S&P and Nasdaq - Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab. Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports. Squawk on the Street Disclaimer
NOW PLAYING
SOTS 2nd Hour: Trump Tariffs Latest, Chipping Away At The Semis, Battered Banks 03/05/25
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m