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SOTS 2nd Hour: Dan Niles' Tech Trades, Evercore Vice Chair, & Regional Bank CEO Talks Credit Concerns 10/17/25

Squawk on the Street

00:00

Growth-labor divergence driven by AI capex and policy uncertainty

Sara asks about the odd mix of strong growth and weak hiring; Guha attributes it to AI-led growth and margin pressure from tariffs causing cautious hiring.

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