Episode

11AM Hour: Chip Stocks Bounce Back, The Two Sides of PepsiCo Earnings & The Top State for AI 7/9/26

Podcast
Squawk on the Street
Published
Jul 9, 2026
Duration seconds
2583
Processing state
not_requested
Canonical source
https://www.cnbc.com
Audio
https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/3aaec806-80ce-4fad-befe-3540168ef88d/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=3aaec806-80ce-4fad-befe-3540168ef88d&feed=GcylmXl7
JSON
/v1/public/podcasts/squawk-on-the-street-731896/episodes/11am-hour-chip-stocks-bounce-back-the-two-sides-of-pepsico-earnings-the-top-state-for-ai-7-9-26
Markdown
/podcast/squawk-on-the-street-731896/11am-hour-chip-stocks-bounce-back-the-two-sides-of-pepsico-earnings-the-top-state-for-ai-7-9-26.md

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Summary

Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stories in the U.S. and abroad. Plus, we reveal the top state for AI from CNBC's list of top states for business this year. Squawk on the Street Disclaimer