SOTS 2nd Hour: Insured Losses, Apollo's Chief Economist, & An AI CEO's New Warning 1/27/26
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here. Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Corning sending those shares surging, and investors eye Chinese competition (on the 1-year anniversary of the DeepSeek related sell-off). A.I. expert X. Eyeé joined the team with a deep-dive on all of it. Squawk on the Street Disclaimer
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Show Notes
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here.
Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Corning sending those shares surging, and investors eye Chinese competition (on the 1-year anniversary of the DeepSeek related sell-off). A.I. expert X. Eyeé joined the team with a deep-dive on all of it.
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