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.<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: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26

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[SPEAKER_16] Good Friday morning and welcome to Squawk on the Street. I'm David Faber with Seema Modi and Mike Santoli. We're live from Post 9 at the New York Stock Exchange. Carl and Sarah both off today. Let's give you a look at stocks, of course, trying to hold gains after that significant move higher yesterday. Of course, another big night of earnings. Apple shares, though, notably lower, down over 9% right now. We're going to talk about those results. And, of course, the results from Amazon, which have that stock up sharply in just a moment.

[SPEAKER_16] Plus, we'll have the latest on the saga at the hedge fund situation. More awareness. All of Wall Street still talking about that. And another AI hack, Anthropix, says its bought model gained unauthorized access to the systems of three other organizations.

10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26

Read the full transcript

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

10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26

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.