SOTS 2nd Hour: End of An Era At Berkshire, Top Tech Picks, and Milken: Day 1 with Blackstone’s Jon Gray 5/5/25
Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit. Squawk on the Street Disclaimer
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Show Notes
Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit.
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