11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26
Summary
Squawk on the Street covers a busy earnings week, highlighting mixed results from major banks like Wells Fargo and J.P. Morgan, alongside UnitedHealth’s strong performance and raised outlook. The segment features an exclusive interview with Dell CEO Michael Dell, who discusses the AI infrastructure build-out, data center concerns, and the future of compute demand. Additionally, analysts weigh in on market sentiment, noting a bifurcated economy driven by AI adoption and the impact of rising interest rates on small-cap and emerging market equities.
Topics discussed
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Show intro and market overview
Bank earnings: JPMorgan, Goldman, Citi, Wells Fargo
Market outlook with Holly Newman-Croft of Neuberger
Boeing orders and backlog update
Preview of upcoming segments
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UnitedHealth Group earnings and midterm election risks
Preview of Dell interview
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News update: Six Flags incident and Mars rover record
Market analysis: AI divergence and fiscal deficit concerns
Exclusive interview with Michael Dell on AI and business
Interview with JPMorgan CEO on earnings and consumer trends
Legal disclaimer
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