Circle CEO Jeremy Allaire joins to discuss the company&#x27;s recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX and the threat from Moonshot AI&#x27;s new Kimi model. Plus, Archer Aviation CEO Adam Goldstein joins from the Farnborough Air Show as the company unveils a new aircraft in partnership with Anduril.<br><br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26

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[SPEAKER_03] Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kington here with Sarah Eisen live at Post 9 of the New York Stock Exchange. Today, chip stocks fueling a tech rebound this morning as investors look to shrug off some of these AI bubble anxieties. We're joined this morning by veteran tech investor Gavin Baker. Why he thinks the risk-reward trade is proving attractive once again.

[SPEAKER_08] Plus, a landmark crypto market bill. The Clarity Act remains stuck in the Senate. Circle CEO Jimmy Allaire will join us to discuss the future of crypto and stablecoin regulation and a lot more.

11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.