PepsiCo CEO Ramon Laguarta joins Squawk on the Street to break down the company&#x27;s latest earnings and outlook for consumer demand. Plus, KBW CEO Tom Michaud discusses how multi-decade highs in bond yields are impacting banks and the broader market. And in an exclusive interview, Skydance&#x27;s new management team lays out its financial outlook and content strategy.<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: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26

Squawk on the Street

[SPEAKER_11] The reason why we went through everything that we did is because with the combination and the completion of this transaction, we are positioned to win in every single vertical that we operate in. By combining Paramount and Warner Brothers, we have the greatest content engine. With marquee intellectual property, you're uniting Lord of the Rings, Harry Potter, the DC Universe, under the same house as Mission Impossible, Top Gun Maverick, G.I. Joe Transformers.

[SPEAKER_08] That was David Ellison speaking exclusively with our David Faber this morning about the mega media deal that reshaped Hollywood. We've got much more from that interview for you straight ahead. Good Thursday morning, everyone. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl Quintanilla and David Faber. We are live, as always, from Post 9 of the New York Stock Exchange. Stocks are under some pressure here this morning, but well off the lows as a big spike for oil puts upward pressure on Treasury yields. Familiar story. We're going to talk about those moves in a moment.

[SPEAKER_08] Plus, the CEO of PepsiCo is with us after just reporting results this morning. We'll get his read on consumer spending and much more. And those chip stocks are under some pressure as well. But we'll speak with one analyst who just raised his target on Micron all the way to $3,000 a share, even after a 250 percent rally this year.

[SPEAKER_08] But I think, guys, we have to start on oil prices, because that's the center of the action, this spike that we're seeing across the energy complex on, you know, renewed tensions in Iran and that part of the world.

10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26

Read the full transcript

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

10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26

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.