SOTS 2nd Hour: Coca-Cola CEO, Marriott CEO, & Evercore's S&P Bull Call 2/10/26
A busy morning of when it comes to earnings:
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy.
Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery.
Squawk on the Street…
The skinny
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