PodcastSquawk on the StreetSeptember 23, 2026
11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26
AI infrastructure (memory chips, agent security) and consumer spending both show resilient momentum even as policy and safety debates intensify.
- DRAM ETF momentum: Dave Mazza (Roundhill) notes DRAM ETF is up 13% in days, $27B AUM; CHAT ETF crossed $5B; memory/semis leading a broader AI-trade rotation.
- OpenAI/Anthropic IPO risk: Mazza says trillion-dollar market caps for OpenAI and Anthropic going public could 'suck the air out' of capital available for the rest of the market.
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