SOTS 2nd Hour: Tech Investor Dan Niles, Truist Wealth's Chief Investment Officer, & Today's Big Tech Trade 9/15/25

Squawk on the Street

CNBC

Investing, Business, News

4.1 • 567 Ratings

🗓️ 15 September 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

S&P and Nasdaq kicking off a big week with more record highs: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest as big tech names from Apple to Tesla lead the charge in early trading. Google reaching a $3T market cap for the first time ever - while Tesla gains on new share purchases from CEO Musk, and investors get bullish on demand for Apple's newest iPhones. Veteran tech investor Dan Niles - and Truist Wealth Chief Investment Officer Keith Lerner - joined the team with their takes on all the action. Plus: vaccine stocks in focus ahead of a key CDC meeting this week - former FDA Commissioner Scott Gottlieb gave his predictions for regulation ahead.

Transcript

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0:00.0	Good Monday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl
0:12.1	Kintanilla David Faber. We are live at post nine of the New York Stock Exchange. Stock's
0:16.6	kicking off the week higher. Their record highs. We've got a big macro week ahead with the Fed meeting,
0:21.6	retail sales tomorrow. We're up half a percent on the SMP. Tech is having a nice start. Alphabet,
0:27.1	higher, some of the semi-cap companies higher, NASDAQ up three-quarters of 1%. As for treasuries,
0:32.6	a little bit firmer today. Actually, yeah, firmer with the yields a little bit lower. The 10-year yield
0:39.4	just above that 4% level. I had this hour, two big movers in tech. Tesla surging, as Elon Musk
0:45.3	discloses a billion-dollar share purchase, while NVIDIA pulls back on a China investigation.
0:51.1	We'll talk to noted tech investor Dan Niles about what to do with both of these names right now. Plus, vaccine stocks coming off a rough session after report said the
0:58.7	Trump administration may link COVID vaccine to some pediatric deaths. Former FDA commissioner
1:04.6	Dr. Scott Gottlie will be with us to discuss that news and a big CDC meeting. What you need to
1:09.6	know about that this week.
1:11.3	And then much more on these TikTok headlines and how close the U.S. might be to a deal with
1:15.8	China.
1:16.8	But guys, it is Fed week.
1:19.1	And we have a major Fed meeting coming up on Wednesday.
1:21.7	Meeting kicks off tomorrow.
1:22.7	We might not know who exactly is going to be at that meeting.
1:24.9	A lot rests on whether Stephen Myron gets confirmed tonight, what happens with Lisa Cook.
1:29.8	But what we do know is that the market is gearing up for the first interest rate cut in nine months.
1:36.1	First cut of the year.
1:38.2	Here's what the Fed is dealing with basically since the last time it met.
	...

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