9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Squawk on the Street
- Published
- September 1, 2026
- Duration
- 42:22
- Summary source
- description
- Last updated
- Sep 1, 2026
Discusses anthropic, investing.
Summary
After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. T…
Cramer, Faber, and Quintanilla tackle rising bond yields, surging oil prices, Nvidia's $35B Anthropic deal, Apple's new CEO John Ternus, and Elon Musk's bold AI productivity predictions at the G20.
Key takeaways
- Nvidia is leveraging its balance sheet as a service—financing compute infrastructure through deals like the $35B Anthropic-Lambda-Hut8 arrangement—to accelerate AI adoption beyond hyperscalers.
- Rising bond yields (10-year near 4.8%), surging oil prices (Brent above $92), and record diesel prices are converging to create a historically weak September market backdrop.
- AI productivity gains are accelerating faster than labor markets can adapt, with Elon Musk projecting AI will be 'Stockfish-level' dominant in software engineering within 12–18 months, adding $20–30T to the global economy.
Why this matters
For B2B leaders, the convergence of Nvidia's balance-sheet-as-a-service model, soaring energy and capital costs, and near-term AI capability inflection points is fundamentally reshaping infrastructure investment decisions, competitive moats, and workforce strategy across every sector.
Entities
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9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Squawk on the Street
September 1, 2026
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Show notes
After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Al
Themes
- anthropic
- investing