SOTS 10AM: Palantir Pulls Back, Kostin’s Red Flag Warning, Ted Leonsis on the Enduring Power of Sports 11/4/25

Stocks pulled back in early trading but came off the lows during the hour, as Palantir fell and volatility rose. Goldman Sachs Chief US Equity Strategist David Kostin joins with a red flag for the market that he’s seeing from earnings season. Seema Mody gives an update on Wall Street’s reaction to Palantir’s quarter, and harsh comments from CEO Alex Karp towards investors who are shorting his stock. Meantime the CEO of air taxi company and new IPO Beta Technologies joins ahead of the stock’s first trade. Plus Washington Capitals owner Ted Leonsis on the enduring power of sports ratings, and new developments in the bidding war for biotech company Metsera.

Om Podcasten

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential Chief Executive Officers and greatest market minds.