# SOTS 2nd Hour: Bill Ackman LIVE, Another Semis Surge, & Today's Earnings To Watch 4/29/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/sots-2nd-hour-bill-ackman-live-another-semis-surge-today-s-earnings-to-watch-4-29-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/sots-2nd-hour-bill-ackman-live-another-semis-surge-today-s-earnings-to-watch-4-29-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-04-29T15:19:24+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/dec879c9-96a2-42d1-9b6a-61b54c425006/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=dec879c9-96a2-42d1-9b6a-61b54c425006&feed=GcylmXl7
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Duration seconds: 2617

## Resource

This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook... Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares. Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm. Squawk on the Street Disclaimer

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## Transcript

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