David Tepper, A State Banquet, Nvidia Invests in Intel 9/18/25

Hedge fund billionaire David Tepper, founder of Appaloosa, discusses his bets on AI, his latest call on Chinese equities, and the lessons he’s learned after years of beating the market. Senator Elizabeth Warren (D-Massachusetts) discusses the Federal Reserve’s rate cut, and Eamon Javers reports on President Trump’s U.K. visit and the state banquet between American tech CEOs, the President and First Lady, and the royal family. Biographer Walter Isaacson discusses the cocktail of business and geopolitics served at that dinner. Plus, Nvidia is investing $5B in Intel.

 

Walter Isaacson - 24:22

Senator Elizabeth Warren - 32:10

 David Tepper - 44:24

 

In this episode: 

Elizabeth Warren, @SenWarren

Jon Fortt, @jonfortt

Eamon Javers, @eamonjavers

Mike Santoli, @michaelsantoli

Joe Kernen, @JoeSquawk 

Katie Kramer, @Kramer_Katie

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