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SOTS 2nd Hour: Tesla Deliveries, Dan Niles' Top Tech Picks, & FICO's Big Changes 10/2/25

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Manage episode 510140228 series 2534991
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Record highs on the S&P and Nasdaq:

Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford.

Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading.

Squawk on the Street Disclaimer


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

2360 episodes

Artwork
iconShare
 
Manage episode 510140228 series 2534991
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Record highs on the S&P and Nasdaq:

Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford.

Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading.

Squawk on the Street Disclaimer


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  continue reading

2360 episodes

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