10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
Squawk on the Street
- Published
- July 31, 2026
- Duration
- 43:31
- Summary source
- description
- Last updated
- Jul 31, 2026
Discusses ai, investing.
Summary
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed President Lorie Logan explains her dissent from the Federal Reserve’s latest p…
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Show notes
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed President Lorie Logan explains her dissent from the Federal Reserve’s latest policy decision, offering insight into the debate over the path of interest rates. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsW
Themes
- ai
- investing