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What's On: Discretionaries, and the Argument for Big Caps

Here's what's up on Thursday's Squawk on the Street:

-- Are discretionary stocks making a comeback? We're talking about stocks like Tiffany, it's up 12 percent in the last month. Also this morning, earnings from Williams-Sonoma. America is back into cooking, big time, this morning we'll find out if the stock's getting a pop, it's up 16 percent in the last month.

-- Plus, Hewlett-Packard versus Dell. Both companies' leaders are under fire, for different reason. If you had a million dollars, which stock is a better bet? Find out this morning.

-- Speaking of bets, we'll hear arguments for treasuries, commodities and big caps like GE, ExxonMobil and Microsoft.

-- Also this morning, the cast of "The Expendables." It all starts at 9 a.m. ET.

Contact Squawk on the Street

  • Carl Quintanilla

    Carl Quintanilla is an Emmy-winning reporter and co-anchor of CNBC's "Squawk on the Street," broadcast live from the NYSE.

  • Simon Hobbs

    Simon Hobbs co-anchors the 10 a.m. hour of CNBC's "Squawk on the Street" live from the New York Stock Exchange.

  • Jim Cramer

    Jim Cramer is host of CNBC's "Mad Money" and co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street."

  • David Faber

    “Squawk on the Street” Co-Anchor

  • Rick Santelli

    Rick Santelli joined CNBC Business News as an on-air editor in 1999, reporting live from the floor of the Chicago Board of Trade.