# 10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-jobs-report-analysis-an-ai-bull-bear-debate-chip-volatility-7-2-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-jobs-report-analysis-an-ai-bull-bear-debate-chip-volatility-7-2-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-07-02T16:07:01+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/e5302bce-859f-4e68-b6a5-367ec7d5a7ef/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=e5302bce-859f-4e68-b6a5-367ec7d5a7ef&feed=GcylmXl7
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Duration seconds: 2574

## Resource

Hear key analysis on this morning's Jobs Report - and what it means for the Fed, rates, and markets - with CNBC's own Carl Quintanilla, Leslie Picker, and Michael Santoli alongside Rick Santelli, Goldman's Chief Economist, and JPMorgan Asset Management's Chief Strategist this hour. Plus: AI demand concerns growing - and taking down chip stocks in Asia... hear one industry analyst make the case for OpenAI and Anthropic to NOT join public markets. Elsewhere this hour: details on one BBQ item seeing record prices, and why Blue Owl shares are gaining in the early trade despite more redemptions from 2 private credit funds. Squawk on the Street Disclaimer

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## Transcript

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