Squawk on the Street

Cyberattacks hit infrastructure at a scale "we've never imagined" — Circle CEO

3 takeaways: why Circle's CEO says the Binance breach is nothing like FTX, what tools stablecoins have that correspondent banking doesn't, and why…

55 mins ago • Scuttlebutt

"This year, 100% growth. Next year, over 100% growth": AMD CEO on compute demand

3 numbers: AMD data-center sales grew over 40% last quarter and are on pace to double again in 2027, with new racks already live at Anthropic, OpenAI…

2 hrs ago • Scuttlebutt

Cybersecurity, not AI models, is the real risk, says Thoma Bravo's founder

4 takeaways: Why he wants regulators to leave AI models alone, the $30B cybersecurity bet behind it, and why software has to own the "agentic layer" or…

2 hrs ago • Scuttlebutt

Voice AI is only 1% penetrated, Twilio's CEO finds, as shares drop 17% on a clean beat

5 takeaways: guidance that is conservative by design, infrastructure rather than AI apps, businesses that block AI calls, and a product that checks who…

Oct 31 • Scuttlebutt

"Now we're extending that into a 4-hour peak": Starbucks CEO on the morning rush

4 moments: why Brian says Q4 came from running the basics well, how pastries are riding along with drinks, the afternoon plan, and his answer on GLP-1…

Oct 31 • Scuttlebutt

14 business lines earn $100M a year each as crypto hits a relative winter — Robinhood CEO

5 insights: why a new adjusted EPS measure turned an earnings miss into a beat, how the SpaceX IPO filled Robinhood with new customers, and why it calls…

Oct 29 • Scuttlebutt

"Nobody is pulling back": JLL CEO on data centers, where power is the biggest limit

9 calls: why Generac sees 93% of US homes without backup power, why rates hit Sun Belt apartments hardest, and why D.A. Davidson now slightly prefers…

Oct 29 • Scuttlebutt

"The uncertainty in our financial performance is narrowing": Boeing CEO on cash flow

9 takeaways: Boeing's $745B backlog and first positive cash-flow year in several, the $63B deal to lease Broadcom chips to Anthropic, and why David…

Oct 28 • Scuttlebutt

Royal Caribbean CEO on Sandals: "We today get about 20 to 25% of our customers' wallet"

5 numbers: 180,000 guests spending more than planned, a fuel bill a bit over 60% hedged for 2026, and loyalty scores in the low to mid 70s across three…

Oct 28 • Scuttlebutt

CrowdStrike CEO: this PHP flaw is now critical because AI proved it's exploitable

3 takeaways: the bug touches tens of millions of servers, George says patch in hours not weeks, and AI lets low-skill groups hit nation-state scale for…

Oct 24 • Scuttlebutt

The six-month data is 58%, not the 12-month number markets reacted to — Merck CEO

4 takeaways: Merck's CEO calls it a personalized cancer vaccine built on Keytruda, not a conventional drug, and the Phase 2 data held up for five years

Oct 24 • Scuttlebutt

75% of neocloud GPU renters won't survive 3 years, Niles Investment Management finds

7 takeaways: Anthropic's IPO needs a cheaper valuation, Meta's own 10-K shows a tight financing environment, and Dan is buying dips in Microsoft, Google…

Oct 24 • Scuttlebutt

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