SOTS 2nd Hour: Stocks still digesting Friday’s sell-off and the President’s decision to fire the head of the BLS 8/4/25

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race. Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it’s a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair’s better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.

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.