11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26

AI is reshaping bank margins, health care delivery, and tech dealmaking simultaneously, per guests across banking, medicine, and media.

• Bank earnings preview: Q3 reports start tomorrow; KBW flags NIM pressure, sales/trading revenue set for its weakest quarter of the year, and global IB proxy revenues down 8% YoY, 21% QoQ.
• AI deposit-flight debate: CNBC's Leslie Picker raises the risk that chatbots like Meta's Muse could prompt depositors to move idle cash into higher-yielding accounts, pressuring bank margins.

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