Results for "New Street Research"
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3 results
Episodes
StandardSummaries only10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
Squawk on the Street· Oct 27, 2026
A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Black…
anthropicinvesting- StandardSummaries only
11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26
Squawk on the Street· Sep 28, 2026
Renaissance Macro Head of Economic Research Neil Dutta shares his outlook for inflation, the Fed and yields. Then, D.A. Davidson analyst Gil Luria discusses Nvidia's new AI safety software as the stock jumps today. Plus,…
aiinvesting - StandardSummaries only
11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26
Squawk on the Street· Oct 6, 2026
Undersecretary of Defense for Research & Engineering Emil Michael joins after being added to President Trump's Super Intelligence Force. Then, Former White House Coordinator for the Middle East Brett McGurk discusses his…
openaianthropicai-regulationinvesting