10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26
Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street, tech investor Byron Deeter breaks down what the deal means for capital markets and the future of AI investment. Plus, we preview two closely watched earnings reports from CoreWeave and Super Micro that could shape sentiment across the tech sector. And GXO Logistics CEO Malcolm Wilson joins the show to discuss how the company is positioning itself to benefit from the rise of artificial intelligence.
Squawk on the Street Disclaimer…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.