On the heels of a headline filled economic panel at the ECB&#x27;s monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta&#x27;s move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a read from the ground on the cost of the AI buildout with the CEO of Martin Marietta... fresh off a huge deal to buy limestone supplier LHoist.<br><br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26

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[SPEAKER_07] That is Warsh with Macklem, Bailey, and Lagarde talking to our Sara Eisen in Central Portugal at the ECB Forum on Monetary Policy. Some of the headlines from Warsh at least. No forward guidance, of course. That became a bit of the running joke, but they are going to have, in his words, a good family fight.

[SPEAKER_07] When we meet in a few weeks, he says we're in the first or second inning of this AI revolution. Independence, we will be an independent central bank. No changes there. Some news to come next week on those new task forces. And then dots will be present, he said, for a short period of time. I'm Carl Quintanilla with Leslie Picker, David Faber here at Post 9 of the New York Stock Exchange. Jim has stuck around for a few moments because you're working on some stuff.

10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.