9am Hour: SanDisk CEO, SpaceX Climb Continues, Bond Market Signals 8/14/26
Squawk on the Street
- Published
- August 14, 2026
- Duration
- 45:45
- Summary source
- description
- Last updated
- Aug 14, 2026
Discusses ai, investing.
Summary
Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30…
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Show notes
Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest borrowing costs in 25 years. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz compa
Themes
- ai
- investing