This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran &amp; China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an &#x27;evolutionary risk&#x27; for the big banks, and how Nike shares could fall further - according to options traders.<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: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26

Squawk on the Street

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[SPEAKER_C] Good Friday morning. Welcome to Squawk on the Street.

[SPEAKER_D] I'm Carl Quintanilla with Leslie Picker and Mike Santoli, live at Post 9 of the New York Stock Exchange. Sarah Eisen, David Faber out today.

[SPEAKER_C] Some green on the screen in some early trade.

[SPEAKER_D] The Dow still pacing, though, for its 4th losing week in a row as these rising yields remain front and center. We'll talk to a former Bridgewater chief investment strategist about where things head next. China's president back at the White House this hour on the 3rd day of his state visit. We'll talk to one expert who says the trip has had a lot of pomp, not much substance. Also ahead, the debut of Meta's Muse is hitting a number of stocks in the financial services sector this week. We'll talk about whether that weakness is warranted.

10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26

Read the full transcript

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

10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26

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.