SOTS 2nd Hour: Big Tech on Deck, RFK Jr. Confirmation Hearing, and Fed Expectations 1/29/25

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft *and* Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names higher. Plus, another downgrade for Apple, this time out of Oppenheimer – the analyst behind that call joined the broadcast to tell us why. Also in focus: Robert F. Kennedy Jr’s confirmation hearing on Capitol Hill; Trump’s Funding Freeze confusion; and why markets expect a pause from the Fed today. 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.