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  • Lockheed Martin beats on top and bottom lines
    CNBC's Morgan Brennan joins 'Squawk Box' to report on the company's quarterly earnings results.
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    Video at Youtube: https://www.youtube.com/watch?v=Eev4HxOiRqI
    3 min
  • Lerner: The word of the day is defense
    Keith Lerner, Co-CIO at Truist Wealth, says market upside is capped amid limited policy response. He remains cautious, favors defensive positioning, and sees utilities as a key sector.
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    Video at Youtube: https://www.youtube.com/watch?v=MB1C4dCm_eI
    4 min
  • Brown: Once trust in the Fed is gone, it's near impossible to rebuild
    Michael Brown, Senior Research Strategist at Pepperstone, warns that if Trump undermines the Fed, it could damage U.S. dollar trust globally and trigger similar moves in other central banks.
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    Video at Youtube: https://www.youtube.com/watch?v=a5Ba7kFkdd0
    5 min
  • Nelson: Tesla really needs to reassure investors on demand and product
    Garrett Nelson, Senior Analyst at CFRA, says Tesla must rebuild confidence after weak Q1 sales and market share losses, though he maintains a buy rating due to strong margins and future catalysts.
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    Video at Youtube: https://www.youtube.com/watch?v=kW-GZFVBO9U
    4 min
  • Mayfield: The threat to the Fed's independence is the story of the day
    Ross Mayfield, Investment Strategist at Baird, warns that threats to the Fed's independence outweigh tariffs and says tech stocks face challenges, but AI names remain long-term opportunities.
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    Video at Youtube: https://www.youtube.com/watch?v=kKGH3QeE68o
    5 min
  • McNeal: China's fear is being economically encircled and contained
    Dewardric McNeal, Managing Director at Longview Global, explains China's trade fears, the global pressure to pick sides, and how this shift may localize supply chains amid rising US-China tensions.
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    Video at Youtube: https://www.youtube.com/watch?v=Jh8Gxur3Hwg
    5 min

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