10AM Hour: Wells Fargo on Netflix Downgrade, Hollywood Super-Agent Ari Emanuel, Edison Internation CEO on Data Center Demand 9/21/26
Summary
Squawk on the Street opens with market analysis on tech leadership and small-cap value outperformance, featuring Ariel Investments' Charlie Bivens. The show then covers a potential settlement in the Paramount-WBD merger and a Wells Fargo analyst's downgrade of Netflix due to content concerns. Hollywood agent Ari Emanuel and TKO CEO Mark Shapiro discuss Emanuel's new memoir and UFC's White House event, while a live segment follows an autonomous truck in Texas. The episode concludes with Edison International's CEO addressing AI-driven energy demand and wildfire liability risks.
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