This hour: how to navigate the morning&#x27;s biggest market moving headlines - including the latest out of Iran, new consumer data on inflation and sentiment, and the renewed AI concerns hitting software stocks. David Faber, Carl Quintanilla, and Seema Mody broke down the action with market veterans including hedge funder Dan Greenhaus, Goldman&#x27;s Chief U.S. Economist, and more. Elsewhere in the hour: the bank stocks to bet on ahead of earnings next week, details on the President&#x27;s promotion of one defense name, and a deep-dive on what&#x27;s driving Coreweave shares higher in the early trade. 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.

SOTS 2nd Hour: Goldman's Chief U.S. Economist Talks Stocks, Software's Hard Fall, & Financials To Bank On 4/10/26

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kickoff on Monday with Goldman just as top Washington officials meet with some bank CEOs about the risks from these new AI models. We've got some new reporting ahead. And software, once again, sitting out this week's rally. We'll take a closer look at the fears weighing on that sector with Salesforce, the biggest Dow laggard. First, though, some eco-data crossing. Let's get some UMission more with Rick Santelli. Hey, Rick.

SOTS 2nd Hour: Goldman's Chief U.S. Economist Talks Stocks, Software's Hard Fall, & Financials To Bank On 4/10/26

Read the full transcript

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

SOTS 2nd Hour: Goldman's Chief U.S. Economist Talks Stocks, Software's Hard Fall, & Financials To Bank On 4/10/26

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.