10AM Hour: Is Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26

Is Wall Street underestimating China's AI ambitions? Anthropic investor Byron Deeter explains why he believes investors are getting the competitive landscape wrong and what it means for the next phase of the AI race. Plus, Google shares rise on reports the company is developing a new chip to improve the efficiency of its AI models. And Atlantic Council CEO Fred Kempe joins the show to discuss the latest escalation in the Middle East after Iran-backed Houthis announced a maritime embargo against Saudi Arabia and the broader geopolitical implications. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.