What's On: The Second Half of 2011, Electronics and GM

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

--The start of the second half of 2011 for you and your money. We'll talk about the stocks and sectors that could be set to take off in the next six months. We're also talking about the greatest American stocks on this day before the Fourth of July weekend. We didn't want to insult any of the thousands of great American companies out there so we won't list them here ... but we will talk about several during the show.

--Stocks are also the focus of the Street Poll: Are you optimistic or pessimistic on the S&P in the next half of 2011? Tell us where you think the S&P will end the year.

--We'll also take a special look at the electronics sector. That means stocks like Apple, Nvidia and Plantronics. Then the new Hewlett-Packard tablet. What's it mean for Apple?

--And, General Motors releases monthly sales numbers along with the rest of the auto sector. We'll have that for you around 10:45 a.m., the minute the release comes out.

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Squawk on the Street comes to you live from the New York Stock Exchange each weekday morning at 9 a.m. ET.