Squawk on the Street Nvidia Invests $5B In Intel, Fed’s Path Forward, Live: FCC’s Brendan Carr On Jimmy Kimmel’s Suspension 9/18/25
Sep 18, 2025
Brendan Carr, the Chairman of the FCC, dives into the heated controversy surrounding ABC's suspension of Jimmy Kimmel after his remarks about Charlie Kirk. He discusses the implications for local broadcasters' preemption rights and how this case might influence public interest in broadcasting. The conversation also touches on the broader spectrum sales and the significance of recent developments in the media landscape. Additionally, the hosts dissect Nvidia’s stunning $5 billion investment in Intel and the Fed's anticipated rate cuts.
AI Snips
Chapters
Books
Transcript
Episode notes
Capital Eases Intel's Balance Sheet Worries
- The Intel balance sheet concerns eased after multiple strategic investments, reducing fear of nonpayment to suppliers and foundry partners.
- Jim Cramer and David Faber say the new capital mix restores confidence in Intel's ability to execute manufacturing plans.
PCs And Servers Still Matter For AI Leaders
- Nvidia gains both PC and custom data center opportunities by integrating with Intel CPUs and the x86 ecosystem.
- The hosts stress that server, PC, and AI markets all matter to Nvidia's long-term dominance.
Fed Cut Framed As Risk Management
- The Fed's first 2025 rate cut was framed as risk management amid labor-market cooling, not a shift in growth outlook.
- Markets priced roughly 45 bps more cuts this year, leaving uncertainty about longer-term yields.
