Squawk Pod David Tepper, A State Banquet, Nvidia Invests in Intel 9/18/25
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Sep 18, 2025 
David Tepper, hedge fund mogul and owner of the Carolina Panthers, shares his insights on market positioning and the impact of AI on investments, including bold moves in Chinese equities. Senator Elizabeth Warren discusses the implications of the Fed's recent rate cut on consumer finances and economic strategies. Walter Isaacson, a tech biographer, delves into the intersection of technology and geopolitics, reflecting on the dynamics of a state banquet attended by key tech CEOs and political leaders. Plus, Nvidia's $5B investment in Intel shakes up the tech landscape!
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NVIDIA Invests In Intel Without Foundry Deal
- NVIDIA's $5B investment in Intel signals collaboration without a foundry manufacturing pact.
- The deal focuses on integrating CPUs and AI chips across PCs and data centers rather than shifting NVIDIA production to Intel.
Economic Diplomacy Blurs Business And State
- State visits now combine diplomacy with corporate investment rounds led by major CEOs.
- Walter Isaacson warns this economic diplomacy blurs markets and state influence, creating a form of state capitalism.
Royal Hosting Signals Anglo‑US Economic Continuity
- King Charles plays a stabilizing diplomatic role amid UK political instability.
- The state visit shows Britain-US business ties remain central to post-Brexit strategy.