This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran &amp; China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an 'evolutionary risk' for the big banks, and how Nike shares could fall further - according to options traders.&nbsp;<a href="https://www.cnbc.com/squawk-on-the-street-disclaimer/" target="_blank" rel="noopener noreferrer">Squawk on the Street Disclaimer</a>&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran & China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an 'evolutionary risk' for the big banks, and how Nike shares could fall further - according to options traders. 

Squawk on the Street Disclaimer 

10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26

Description