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Cameron Dawson, Chief Investment Officer at NewEdge Wealth, says markets keep rising despite risks, driven by strong earnings and momentum, but warns stretched valuations could trigger volatility.
Brendan Ahern, CIO at KraneShares, and John Blank, Chief Equity Strategist at Zacks Investment Research, debate Chinese tech stocks. Ahern sees long-term potential; Blank warns of short-term volatility and risks.
Scott Siefers, Piper Sandler senior research analyst, joins 'Squawk Box' to discuss the state of the regional banks sector, what to make of last week's credit concerns, and more.

Top White House economic advisor Kevin Hassett predicted that the government shutdown is "likely to end sometime this week."

It's a prime time to pick stocks right now, says Morgan Stanley, they have some ideas.

Pre-market: All's well ahead of the bell Wall Street began the week with a spring in its step, as investors shifted focus from last week's market jitters to a heavy slate of earnings and inflation data. Futures pointed higher on Monday, with the Dow up 0.3%, the S&P 500 gaining 0.5% and the Nasdaq showing similar strength.

Tsvetta Kaleynska joins Diane King Hall to discuss tariff concerns facing consumers headed into the holiday shopping season. She says almost 40% of all social media mentions of tariffs are negative.

U.S. stock markets are looking to shed some of last week's credit concerns, which overshadowed a solid start to the third quarter earnings season, and focus on a busy slate of profit updates and data releases that could underpin performance over the final stretch of the year.

tephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to expect from earnings season, where investors can find opportunity in the markets, and more.

Stocks face a pivotal week ahead with a packed earnings docket and ongoing U.S. government shutdown concerns. Kevin Green explains why the focus remains on China-U.S. trade talks and relations.
CNBC's Joe Kernen reports on the 5 things to know on October 20, 2025.

The S&P 500 continued bouncing around on headlines related to the U.S. and China's trade actions against each other. Federal Reserve officials gave stronger indications they will act to cut the Federal Funds Rate at the end of the month.

Wall Street is on the hunt for signs of risk in the banking sector following a series of bad loans. A major Amazon Web Services outage took down several prominent websites.

Could an "AI bubble" be damaging parts of the U.S. economy by starving capital investment from other industrial sectors?
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Dow futures surged over 120 points on Monday, indicating a positive start to the week ahead of key earnings and inflation data releases. The futures tied to other Wall Street indices like the S&P 500 and Nasdaq 100 also gained 0.3% and 0.4%, respectively.
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.

The headline CPI is expected to reach the highest level since June 2024 at 3.1%, driven by tariff-related goods inflation. The market rents are falling, mostly in Texas and southern states, pointing to a deflationary push from the strict immigration policy and likely economic weakness ahead.
UK's blue-chip FTSE 100 index rose on Monday, led by gains in defence and mining stocks as easing trade tensions lifted risk appetite, while homebuilder shares slid following a survey indicating stagnant housing prices.

The Fed heads into its October meeting with less clarity than usual, Tesla shareholders told to reject CEO Musk's $1 trillion pay, and more news to start your day.