U.S. stocks closing out a blockbuster quarter: Carl Quintanilla and Leslie Picker kicked off the hour with a breakdown of what comes next with Wells Fargo&#x27;s top strategist, and Citi&#x27;s Head of Tech Research. Plus - Sara Eisen joined the team with another huge interview from the ECB&#x27;s annual monetary forum: Bank of England Governor Andrew Bailey... And elsewhere in the hour: details on BMW&#x27;s new U.S. expansion plans, Apple&#x27;s efforts to combat AI cybersecurity threats, and what a change to Medicare means for GLP-1 names. 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.

11AM Hour: Bank of England Chief, Q3 Tech Playbook, & Apple's AI Arms Race 6/30/26

Squawk on the Street

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[SPEAKER_C] Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Quintanilla with Leslie Picker here at Post 9 of the New York Stock Exchange. Today, Sara is on assignment in central Portugal, where she will bring us a first-on-CNBC interview with Bank of England Governor Andrew Bailey in just a few minutes.

[SPEAKER_D] Plus, U.S. stocks closing out a blockbuster quarter. Both the S&P and tech-heavy Nasdaq on pace for the biggest quarterly rallies in 6 years. We'll dig into the outlook for tech in the second half with Citi's Heath Terry, why he says the infrastructure buildout continues unabated.

[SPEAKER_C] Cybersecurity fears reportedly forced addressing a strategy shift at Apple. We will explain that as well as we wrap up the quarter, the month of June, and the first half of the year. Kind of a mixed bag sector-wise today.

11AM Hour: Bank of England Chief, Q3 Tech Playbook, & Apple's AI Arms Race 6/30/26

Read the full transcript

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

11AM Hour: Bank of England Chief, Q3 Tech Playbook, & Apple's AI Arms Race 6/30/26

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.