# 10AM Hour: The Market’s Reliance on the AI Trade, A Netflix Buying Opportunity? SpaceX Scrap Launch 7/17/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-the-market-s-reliance-on-the-ai-trade-a-netflix-buying-opportunity-spacex-scrap-launch-7-17-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-the-market-s-reliance-on-the-ai-trade-a-netflix-buying-opportunity-spacex-scrap-launch-7-17-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-07-17T15:11:37+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/33102716-04b0-48bd-a15d-633aefde10a3/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=33102716-04b0-48bd-a15d-633aefde10a3&feed=GcylmXl7
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/10am-hour-the-market-s-reliance-on-the-ai-trade-a-netflix-buying-opportunity-spacex-scrap-launch-7-17-26
Duration seconds: 2573

## Resource

Tech stocks come under renewed pressure as the Nasdaq heads for its first weekly loss in three weeks. On today’s Squawk on the Street, Apollo Chief Economist Torsten Slok explains how much of the economy’s outlook now depends on the AI trade. Plus, Netflix tumbles after disappointing guidance, but one Wall Street analyst says the selloff is a buying opportunity. And with SpaceX trading below its $135 IPO price, we examine what the options market is signaling about where the stock could go next. Squawk on the Street Disclaimer

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/10am-hour-the-market-s-reliance-on-the-ai-trade-a-netflix-buying-opportunity-spacex-scrap-launch-7-17-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/squawk-on-the-street-731896/10am-hour-the-market-s-reliance-on-the-ai-trade-a-netflix-buying-opportunity-spacex-scrap-launch-7-17-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.