# 10AM Hour: Morgan Stanley’s Adam Jonas on SpaceX, Former Defense Sec. Esper on Iran Ceasefire, RXR CEO 7/8/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-morgan-stanley-s-adam-jonas-on-spacex-former-defense-sec-esper-on-iran-ceasefire-rxr-ceo-7-8-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-morgan-stanley-s-adam-jonas-on-spacex-former-defense-sec-esper-on-iran-ceasefire-rxr-ceo-7-8-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-07-08T15:15:44+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/c0186041-d67b-4228-baa6-a94f5b650438/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=c0186041-d67b-4228-baa6-a94f5b650438&feed=GcylmXl7
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Duration seconds: 2649

## Resource

Morgan Stanley’s Adam Jonas joins Squawk on the Street to explain his initiation of SpaceX, including his $600 bull-case valuation and what could propel the company higher from here. Plus, former Defense Secretary Mark Esper reacts after President Trump says the ceasefire with Iran is over, examining the geopolitical and market implications. And RXR CEO Scott Rechler discusses the outlook for New York City real estate and how the industry is responding to the unstable Midtown Manhattan building, current being transformed from an office to residential property. Squawk on the Street Disclaimer

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