Semis closing out their best quarter ever - and the Nasdaq&#x27;s best in years: Carl Quintanilla, Leslie Picker, and David Faber broke down what comes next for the group with Citi&#x27;s top equity strategist and talked regulation with Alex Stamos, former security chief at Facebook. Plus: details on more key decisions out of the Supreme Court on campaign finances and birthright citizenship... along with a live interview you don&#x27;t want to miss spanning inflation, rates, and more - with FOMC voting member and Cleveland Fed president Beth Hammack.<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: Tech's Historic Quarter (& What Comes Next), SCOTUS Birthright Decision, & LIVE: Fed's Beth Hammack 6/30/26

Squawk on the Street

[SPEAKER_A] At Venture Global, we think about what can be done, not what's usually done. Through innovation, Venture Global is not only building some of the largest energy facilities in the world right here in the United States, but delivering American energy at a fraction of the cost in a fraction of the time. So while others are busy talking, we're busy building.

[SPEAKER_C] That's Venture Global.

[SPEAKER_A] That's unstoppable energy.

[SPEAKER_D] This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Join host Keith Lansford for this information-packed daily market preview delivered in 10 minutes or less, including projected stock updates, monetary policy decisions, and key results and statistics that may impact your trading. Download the latest episode and subscribe at schwab.com/MarketUpdatePodcast or find Schwab Market Update wherever you where you get your podcasts.

[SPEAKER_C] Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Quintanilla with David Faber, Leslie Picker here at post-9 of the New York Stock Exchange. Sarah Eisen's on assignment today at the ECB forum in Sintra, Portugal, where she's got a great lineup today, including a can't-miss interview with Cleveland Fed President and voting member Beth Hammack, conversation with BOE Governor Andrew Bailey. And also ahead this hour, it is the final trading day of the first half of the year. We're going to talk to Citi's Scott Cronert about why he's turning more cautious on tech. And former Facebook chief security officer Alex Stamos is with to talk about the cyber risks around the latest AI models from the US and China.

[SPEAKER_F] First, so let's get consumer employment data. It just crossed and Rick Santelli has it for us.

[SPEAKER_G] Rick?

10AM Hour: Tech's Historic Quarter (& What Comes Next), SCOTUS Birthright Decision, & LIVE: Fed's Beth Hammack 6/30/26

Read the full transcript

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

10AM Hour: Tech's Historic Quarter (& What Comes Next), SCOTUS Birthright Decision, & LIVE: Fed's Beth Hammack 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.