Morgan Stanley’s Adam Jonas joins Squawk on the Street to explain his initiation of SpaceX, including his $600 bull-case valuation and what could propel the company higher from here. Plus, former Defense Secretary Mark Esper reacts after President Trump says the ceasefire with Iran is over, examining the geopolitical and market implications. And RXR CEO Scott Rechler discusses the outlook for New York City real estate and how the industry is responding to the unstable Midtown Manhattan building, current being transformed from an office to residential property.<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: Morgan Stanley’s Adam Jonas on SpaceX, Former Defense Sec. Esper on Iran Ceasefire, RXR CEO 7/8/26

Squawk on the Street

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[SPEAKER_E] Good Wednesday morning, welcome to Squawk on the Street. I'm Carl Quintanilla with David Faber, Leslie Picker, live at post 9 of the New York Stock Exchange. Sarah Izen is off today. Stocks getting hit here this morning. Oil is up after the president said the ceasefire with Iran, to him, is over. We're going to talk about the fallout for global markets, and we'll head to a NATO summit for the expected presidential news conference this hour. A rare interview this morning with Morgan Stanley's Adam Jonas, his first appearance in around 5 years after just initiating SpaceX with a big upside target.

10AM Hour: Morgan Stanley’s Adam Jonas on SpaceX, Former Defense Sec. Esper on Iran Ceasefire, RXR CEO 7/8/26

Read the full transcript

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

10AM Hour: Morgan Stanley’s Adam Jonas on SpaceX, Former Defense Sec. Esper on Iran Ceasefire, RXR CEO 7/8/26

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.