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PodcastSquawk PodSeptember 22, 2026

Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26

Ken Langone predicts Eli Lilly reaches $2,000/share within four years and now favors it over Home Depot in his portfolio.

  • Meta and AI stocks surge: Meta jumped 11.4% on its new Vibes/Meta AI agent overtaking ChatGPT as the top free App Store app; Intel (+12%), Qualcomm (+9%), ARM (+17%) and AMD (+10%, joining the $1T market cap club) also rallied.
  • Dimon flags inflation risk: JPMorgan's Jamie Dimon told CNBC TV18 he isn't convinced inflation has peaked, citing AI infrastructure spending (hyperscalers could exceed $1 trillion next year) and deficits as upside risks.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.