The AI trade faces fresh scrutiny as new headlines around AMD, Anthropic, and Super Micro raise questions about whether the flood of investment into artificial intelligence can continue. Then we speak with a top analyst about the one key metric to watch in Alphabet’s earnings. Plus, we break down what’s driving Tesla ahead of its quarterly report and examine what the options market is signaling as investors brace for one of the biggest earnings events of the season.<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.

10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26

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[SPEAKER_B] Good Wednesday morning. Welcome to Squawk on the Street. I'm Sarah Izen with Carl Quintanilla and Mike Santoli. We are live from post-9 of the New York Stock Exchange. David Faber is off today. Major averages are reversing some early losses ahead of one of the most important afternoons of earnings season as Alphabet, Tesla, IBM, and Texas Instruments get set for results. We'll get you ready for all of it. Plus, Super Micro and AMD in the news today with new AI deals raising more questions about the amount of money flooding into the whole ecosystem. We'll talk about whether it's sustainable with AI expert Jack Hittery AMD. And we'll get to the fresh headlines around Iran sending oil prices higher this morning.

10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26

Read the full transcript

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

10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26

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.