11AM Hour: Self-Driving Through Texas, Schneider CEO on Diesel at Record Highs & Chip Stocks Surge 9/21/26
Summary
Squawk on the Street covers a strong start to the trading week driven by Meta’s new Muse AI agent, which boosted chip stocks like AMD and Intel. The show highlights a historic autonomous trucking run by Aurora Innovation and discusses the impact of record diesel prices on the industry with Schneider’s CEO. Additionally, anchors address Google’s disclosure of a Gemini AI security breach, the suspension of White House TV pool coverage due to media bans, and upcoming US-China trade talks.
Topics discussed
Sponsor: EY Parthenon on Neurosymbolic AI
Intro: Diesel prices and Schneider CEO preview
Markets: AMD hits $100B market cap
US-China trade talks and AI dialog
White House media ban and pool coverage
Market analysis: Oil, yields, and AI capex
Sponsors: Venture Global and CDW
Live: Aurora autonomous trucking demo
Interview: Schneider on fuel costs and EVs
Preview: Google Gemini hacks and McDonald's
Google Gemini autonomous hacking incident
Chip stocks: Intel, AMD, and Meta Muse AI
McDonald's Investor Day and stock outlook
Novo Nordisk growth plan and GLP-1 competition
Market wrap: Energy, yields, and grocery prices
Disclaimer and Schwab Market Update promo
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