• SOTS 2nd Hour: Eggflation, CNBC NBA Rankings, and DOGE’s Cybersecurity Tailwinds? 02/14/25

  • Feb 14 2025
  • Length: 43 mins
  • Podcast

SOTS 2nd Hour: Eggflation, CNBC NBA Rankings, and DOGE’s Cybersecurity Tailwinds? 02/14/25

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  • Summary

  • Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks after Trump’s announcement of reciprocal tariffs across the globe, and why Musk’s Department of Efficiency could be a boon for cybersecurity stocks in particular. Also a busy morning for movers within the hour: the team broke down Apple’s new product event announcement with an analyst who calls the stock a buy here. Plus, reports overnight that ARM is making its own chips – why it could upend the semiconductor industry.

    Also in focus: Morgan Stanley’s new pay package for CEO Ted Pick; why Coinbase CEO Brian Armstrong says crypto is entering a “new era”; Hermes beats a luxury slowdown; and CNBC’s exclusive NBA valuations for 2025

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