Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:

Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind". 

 

Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds. 

 

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.