Squawk Box

Don't miss Treasury Secretary Scott Bessent LIVE on Squawk Box Tomorrow @ 7:30A ET:

Robinhood’s @SteveQuirk_ on customers who participated in the SpaceX IPO: “They’re holders. They’re believers in these companies.” cnb.cx/44q6Oxv

The FDA wants to accelerate the early stages of clinical trials and get action the country is losing to China and Australia back on U.S. shores. Former FDA Commissioner @ScottGottliebMD weighs in. cnb.cx/4uYnozr

Former National Economic Council Director @Gary_D_Cohn questions whether AI leaders are building more infrastructure than they'll ever use. cnb.cx/4gBHLPl

.@RandPaul says the U.S. may be able to get some key wins in Iran in exchange for removing sanctions. "Sanctions are of absolutely no value until you trade them," he says. cnb.cx/4oHBeVv

.@EconClubNY Outgoing Chair Bob Steel & Incoming Chair @dambisamoyo discuss the future of the organization, the overall state of the global economy & how AI is shaping the future: cnb.cx/4eXvzai

Super successful tech investor Philippe Laffont of Coatue shares his plan on SpaceX, and what he learned from Nvidia and Tesla. @plaffont cnb.cx/4xLio3N

Extremely successful tech investor Philippe Laffont of Coatue makes the case that AI is a great opportunity now, and explains how it is changing the world of investing. @plaffont

“I don’t think they’re expensive, but they’re crowded,” says Morgan Stanley’s Andrew Slimmon of AI stocks. “When that happens, you’re going to have sharp sell-offs. I’d argue it’s healthy.” cnb.cx/4xLotNs

Elon Musk biographer @WalterIsaacson on SpaceX: "In this era in which so much is happening with AI - we don't know what the future is - this is something that's pretty real." cnb.cx/3SChE0I

"We're not working on getting you to barf a rainbow on an app or to get your quesadilla delivered to you two minutes faster," says Dynamic Funds' Noah Blackstein, instead highlighting potentially world-changing drivers in tech like data centers. cnb.cx/3Qfv6Hh

NEC Director Kevin Hassett reflects on Alan Greenspan's legacy following his passing at 100:

"This is a Fed that needs reforms," says @elerianm following Kevin Warsh's first policy meeting as chairman. cnb.cx/4vVsLAm

Senator @RogerMarshallMD gives his take on negotiations between the U.S. & Iran and what a final deal could look like: cnb.cx/4xCRH13

Constellation Research’s @rwang0 identifies the hottest area of the AI trade: cnb.cx/4gzcnku

Washington University's @PatrickRishe discusses the weekend's big sports news, including Wyndham Clark winning the U.S. Open: cnb.cx/4acrT1P

"We think earnings momentum is going to continue into the end of the year," says JPMorgan's Stephen Parker on why he thinks 8,900 on the S&P 500 is "achievable". cnb.cx/4epElOc

.@SenatorTimScott predicts President Trump will be able to sign a major affordable housing bill in the next two to three weeks. cnb.cx/4uMMbGK

Will markets be as obsessed with trying to divine what the Fed will do month-to-month under new Chairman Kevin Warsh? Morgan Stanley Global Chief Economist Seth Carpenter weighs in. cnb.cx/4vP4zj4