Squawk on the Street

CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer

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[Squawk on the Street @SquawkStreet]

"I think what's going to happen now is the Rangers and Knicks are going to split apart."

LightShed Partners media and tech analyst @BrandoLightShed thinks the two biggest $MSGS sports franchises will go private in the next few years:
https://t.co/HuyYTcOxpK

[Squawk on the Street @SquawkStreet]

"To some extent, I'm waiting to see that they really are as good as $AMD."

@Wedbush managing director Matt Bryson remains neutral on $INTC as President Trump says the company will work with $AAPL to build chips in America:
https://t.co/7iWZ9gKUd7

[Squawk on the Street @SquawkStreet]

"You have a lot of pent-up demand that's going to come back into the market and push this market back up to higher levels."

Why @abaxx_exchange Executive Co-Chairman @CommodMkt thinks oil prices are overshooting to the downside:
https://t.co/apKqJejuxT

[Squawk on the Street @SquawkStreet]

The @nyknicks' historic postseason run gave the NYC economy a $380M boost, says @NYCEDC's Jeanny Pak:
https://t.co/WOgOxQq4lG

[Squawk on the Street @SquawkStreet]

"I think inflation is going to continue to come down for the next two months or so."

Ohsung Kwon, @WellsFargo chief equity strategist, explains why he raised his year-end S&P target to 7,950:
https://t.co/KZvLsB2zVU

[Squawk on the Street @SquawkStreet]

"If we can make it to mid-July, the earnings season for the next quarter will continue to bolster equities overall," says JPMorgan’s Meera Pandit:
https://t.co/ome9xx9AKT

[Squawk on the Street @SquawkStreet]

"The stock could even eclipse $200..."
Melius' Ben Reitzes on $INTC following Pres. Trump's announcement that Apple will partner with the chipmaker:
https://t.co/6YQ5DI5NPZ

[Squawk on the Street @SquawkStreet]

CNBC EXCLUSIVE: @Accenture posting a top-line miss for the third quarter - @JulieSweet joined us to break down the results. The company had a "$100M impact from the Middle East," she told us:
https://t.co/74MVKubtxV

[Squawk on the Street @SquawkStreet]

"I think, unlike currently priced into the markets, it's more likely that there's a rate cut by the end of the year than a rate hike."

@melloninvests chief economist Vincent Reinhart delivers his latest outlook:
https://t.co/tXdtXU2BCX

[Squawk on the Street @SquawkStreet]

"They were dominant in infrastructure, they can vertically integrate, and they can build businesses on top of that better than anyone."

@CGarrett_15 is a partner at 137 Ventures, an early SpaceX investor that hasn't sold a single share since 2010:
https://t.co/NJax8iizgj

[Squawk on the Street @SquawkStreet]

"They're not going to move rates."

Drew Matus, @MetLife Investment Management chief market strategist, doesn't think Kevin Warsh wants to make any news in his first Fed meeting as chairman:
https://t.co/25p8Uw4006

[Squawk on the Street @SquawkStreet]

"The U.S. will end up being a significant loser. Israel may be the biggest loser in its strategic position."

Council on Foreign Relations' @RichardHaass on the U.S.-Iran MOU, set to be signed Friday.
https://t.co/KRIAabN3LY

[Squawk on the Street @SquawkStreet]

I think there's an opportunity for a catch-up in cyclicals, says Partners Group's @AAmoroso_1:
https://t.co/rdkHGSX77c

[Squawk on the Street @SquawkStreet]

FIRST ON CNBC: @HPE CEO @AntonioNeri_HPE joins from the company's flagship customer event, hot off a slew of new announcements including new quantum partnerships and the expansion of its AI factory platform with $NVDA https://t.co/VWIm67PQKc

[Squawk on the Street @SquawkStreet]

"I don't see a reason for thinking why inflation would be running very high in the second half of 2027, not the second half of 2026."

Fmr. Fed Governor @SteveMiran cites monetary policy lags as reason for a rate cut this week:
https://t.co/Vs9dxsDkKg

[Squawk on the Street @SquawkStreet]

"If oil starts to flow through the Strait of Hormuz, the real...downside risk is off the table to an extended or hyperinflation run."

@TDBank_US Vice Chair Jeffrey Solomon delivers his economic base case:
https://t.co/hq7XvuUHpv

[Squawk on the Street @SquawkStreet]

CNBC EXCLUSIVE: @MorganLBrennan sits down with @coinbase CEO @brian_armstrong - the company announcing it will begin offering tokenized equity investing on the platform:
https://t.co/2l5ktgDB89

[Squawk on the Street @SquawkStreet]

Where does Israel fall in the U.S. & Iran's framework deal?
"Now we are facing a very unknown and potentially very hazardous situation," says Former Israeli ambassador to the U.S. @DrMichaelOren:
https://t.co/C1JyAMyttz