It’s All One Trade: Steve Eisman’s AI Market Play 7/27/26

Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech’s big capital expenditures, the moats around tech and AI companies, and how he’s hedging his own portfolio. CNBC’s Dan Murphy reports on the current pause in fighting between the U.S. and Iran, and RBC Capital Markets’ Helima Croft discusses the conflict’s impact on the energy markets. Plus, PharmatrophiX co-founder and Stanford Professor Dr. Frank Longo explains Compound 31, a new FDA-approved drug to treat Alzheimer’s. He shares his personal journey toward medical innovation in the field, and shares the differentiators between Compound 31 and the Alzheimer’s treatments that have come before it. 

 

Dan Murphy - 07:50

Helima Croft - 12:43

Steve Eisman - 22:36

Dr. Frank Longo - 34:43

 

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Dan Murphy, @dan_murphy

Katie Kramer, @Kramer_Katie

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