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Squawk Pod: It’s all one trade: Steve Eisman’s AI market play- 07/27/26 | Audio Only
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July 27, 2026
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41:35Now PlayingNvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech’s big capital expenditures, the moats around tech and AI companies, and how he’s hedging his own portfolio. CNBC’s Dan Murphy reports on the current pause in fighting between the U.S. and Iran, and RBC Capital Markets’ Helima Croft discusses the conflict’s impact on the energy markets. Plus, PharmatrophiX co-founder and Stanford Professor Dr. Frank Longo explains Compound 31, a new FDA-approved drug to treat Alzheimer’s. He shares his personal journey toward medical innovation in the field, and shares the differentiators between Compound 31 and the Alzheimer’s treatments that have come before it.
In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Dan Murphy, @dan_murphy
Katie Kramer, @Kramer_Katie
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