SOTS 2nd Hour: 2024 Market Recap, 2025 Top Picks, & Apple’s China Headwinds 12/31/24

David Faber, Leslie Picker, and Mike Santoli discussed the latest for stocks on the last trading day of 2024. The S&P notching 57 record closes in that time, and on pace for its best 2-year performance since ‘97-98. Within the hour: why one fund manager says to bet on financials and energy here, 2025 picks from the street’s top analysts across retail and restaurants, plus a look at some of the year’s biggest winners (soft commodities) and losers (gaming stocks). Also in focus: Apple headwinds when it comes to China, after the stock’s big run off November lows. Squawk on the Street Disclaimer

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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.