SOTS 10AM: Palantir Pulls Back, Kostin’s Red Flag Warning, Ted Leonsis on the Enduring Power of Sports 11/4/25
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 4 November 2025
⏱️ 42 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Good Tuesday morning and welcome back to Squawk on the Street. I'm Sarah Eisen with Carl Kintanilla and David Faber. |
| 0:05.3 | We are live at post nine of the New York Stock Exchange. |
| 0:08.4 | Stocks right now are under pressure. The S&P is down six-tenths of a percent. We've come back a little bit, but the NASDAQ is getting hit harder. It's down eight-tenths. two spots that are working, financials and real estate. |
| 0:19.6 | Everything else is lower. |
| 0:21.5 | We've got a lot of earnings to talk about, |
| 0:22.9 | but at the bottom of the pack today, you have energy, industrial. spots that are working financials and real estate everything else is lower |
| 0:21.4 | we've got a lot of earnings to talk about but at the bottom of the pack today |
| 0:24.1 | you have energy industrials and information technologies as for treasuries right |
| 0:29.5 | now we'll show you what's going on again we're data light here in the middle |
| 0:32.9 | of the shutdown but there's buying of safe haven treasuries and that's |
| 0:35.8 | pushing yields lower we've got the tenure now back below 4.1. That's where it ran up to after Powell last week. So that's reversing. |
| 0:43.8 | Today, Goldman Sachs, Chief U.S. equity strategist, David Koston will join us with his take on this |
| 0:48.5 | renewed volatility and the one potential red flag for the market from earnings season so far. |
| 0:59.0 | And then speaking of earnings, Palantir getting slammed this morning, despite strong results across the board. We'll take a look at what's driving the move. It's down almost 7%. |
| 1:02.0 | And then a titan in the sports world, we will be joined by Ted Leonzes, the owner of the Washington Capitals, Wizards, Mystics, |
| 1:09.0 | says team valuations keep rising, |
| 1:11.8 | and ratings hold strong. |
| 1:13.9 | But guys, since we don't have the official data, |
| 1:16.2 | what we do have, we are blessed with a ton of earnings |
| 1:19.8 | and from all different kinds of sectors. |
| 1:21.5 | So I pulled out some key quotes about what companies and CEOs |
| 1:24.9 | are telling us about the consumer right now, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

