10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26

Tech stocks come under renewed pressure as concerns grow over funding the AI buildout. The head of the DRAM ETF joins Squawk on the Street to discuss the selloff. Plus, former Treasury official Joe LaVorgna reacts to a hotter-than-expected inflation report, with PPI more than doubling estimates. And Bending Spoons CEO Luca Ferrari discusses Berkshire Hathaway’s increased stake in the company, while new revenue figures from Anthropic raise fresh questions ahead of its expected IPO next month.

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