Squawk on the Street SOTS 2nd Hour: Qualcomm News, A Possible Trade Truce, & The Case Against AI Super-Intelligence 10/27/25
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Oct 27, 2025 
Stuart Russell, a UC Berkeley professor and director at the Center for Human Compatible AI, raises critical concerns about the dangers of superintelligent AI. He discusses the risks associated with security threats and human extinction, emphasizing the opacity of AI models and potential self-preservation behaviors. Russell advocates for urgent regulations and an international body to oversee AI development, aiming to mitigate existential risks. The conversation highlights the importance of addressing these issues before it’s too late.
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Qualcomm's Big Inference Pivot
- Qualcomm is pivoting from phones to data-center AI inference with hexagon NPUs and server systems launching in 2026.
- The company targets inference not training and claims higher memory per card and better power efficiency as advantages.
Trade Optimism Fuels Market Momentum
- Markets are rallying on optimism about a potential U.S.-China trade truce and tariffs being averted.
- Traders interpret any positive trade signal as a major catalyst for broad market momentum.
Balance Momentum With Quality
- Consider leaning into momentum for short-term trades while recognizing latent demand for quality names for longer-term positions.
- Use low-volatility, dividend-paying stocks as a defensive tilt when momentum seems frothy.