11AM Hour: Intel Plunges After Earnings, CFTC Chairman on Utah Charging Kalshi & Twilio CEO on Earnings 10/30/26
Summary
This episode covers a significant tech sell-off driven by disappointing earnings from Intel, Amazon, and Twilio, with guests analyzing whether the pullback presents a buying opportunity. CFTC Chairman Michael Selig discusses the legal battle over prediction market regulation and the massive Binance hack, while DWS Group’s David Bianco argues the AI trade remains intact despite financing concerns. The segment concludes with Digital Realty’s CEO detailing robust data center demand and record backlogs.
Topics discussed
Sponsor: Charles Schwab Trading
Market overview: Tech selloff and sector rotation
Intel earnings: PC slowdown and foundry outlook
Memory chip supply and AMD vs Intel comparison
Intel foundry execution and competitive dynamics
Amazon earnings: AWS growth vs retail miss
Binance hack: $6B theft and security breach details
Sponsors: VantageScore and CNBC Changemakers
Twilio CEO interview: AI agents and voice infrastructure
Sponsor: Charles Schwab Trading
Market update and Prince Andrew investigation news
CFTC Chair on prediction markets and Utah lawsuit
CFTC on Binance hack and crypto regulation
Regulation of leveraged tech stock perpetual futures
DWS CIO on AI capex, rates, and Fed outlook
Digital Realty CEO on data center demand and AI
Closing remarks and upcoming events
Sponsor: Charles Schwab Trading
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