$GXO podcast mentions
Timestamped GXO ($GXO) mentions across our podcast corpus.
Private businesses are never going to spend the money to protect against these things. Absolutely. And that's the issue. I mean, earlier this week, I asked the CEO of— right after the TomTom episode where we talked about drone warfare, he brought it up. And it's the reason it's sort of been top of mind this week for me. Is we had the CEO of GXO on, great interview, by the way. And I asked point blank, have they done anything? Have they thought about this potential, this risk? And the answer was no, because, and why would you? If you're a private business, you're not going to spend the money because it's sort of like the preppers. And during a couple of years ago, I went and bought a bunch of food, like MREs.
Craig Fuller · Freight Expectations · Are U.S. Supply Chains Ready for Drone Warfare? · 2026-08-14And the CEO of GXO is with us. We'll talk about how the logistics company is positioning itself as an AI infrastructure play. It's Talk on the Street. We'll be right back after a quick break.
Sarah Eisen · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Yes, Gianni worked very hard, invests a lot of time in the relationship with, with President Trump and his team. Thank you, Sima. Up next, the CEO of GXO Logistics with us after ringing the opening bell here at the NYSE, trying to take advantage of the data center buildout to attract new business. Stock seeing a sharp sell-off last week after margin pressure weighed on results. We'll talk about all of that when we come right back. Welcome back. Supply chain logistics firm GXO ringing the opening bell this morning to mark the 5th anniversary of their listing here at the NYSE. The company officially completed the spinoff from former parent XPO Logistics back in 2021. And joining us now is Patrick Kelleher, who's nearing his first anniversary as GXO Logistics CEO. Welcome, Patrick. It's good to have you.
Sarah Eisen · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Yeah, I think, I think it's supply chain business. We're tracking very closely with the economy. We see firsthand how our customers are filling warehouses, retracting on inventory, those types of movements. We have great visibility to demand. I think what's really unique about the visibility that we have as GXO is that we work across a diverse set of industries. We service the retail, e-commerce, CPG industries. But on the industrial side, we're in aerospace, defense, we're in technology, especially data centers, we're in life sciences, and we're in the industrial sector. So we get a great cross-section view of what's happening in the economy across the 26 countries we operate in.
Patrick Kelleher · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Yes. I love that we're on all parts of the AI equation. We're on the data center build, helping build the capacity to run AI. AI, and we are a big, big adopter of AI. We launched the tool GXO IQ last year, which is the medium for us to deploy AI to our 1,200 operations around the world. We're seeing great results from AI. Good example, we implemented an AI bot to improve picking productivity for a consumer manufacturer. We saw 50% improvement in productivity just on that. So when you think about the scale of improvement that what that can bring to our business for our customers, it's an incredible opportunity.
Patrick Kelleher · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Sure. The big story came out in May and everybody acknowledged when Amazon announced that they were getting in supply chain, that had a big impact on us in terms of the perception that that could have on GXO. The fact is we're in a very different business. We are bespoke solutions for customers. We don't provide the cookie-cutter solution that we're trying to throw a lot of customers into. We have— we don't see Amazon in the competitive landscape on the deals we're winning or the deals that we're competing in. I think Amazon is going to be very competitive in parcel. I think they're going to be very competitive on last-mile delivery. They simply don't play in our space. We are the market leader on robotics and automation, and we're the market leader on applying that in a bespoke way for customers in helping them create a competitive weapon in their supply chain.
Patrick Kelleher · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Congrats on the anniversary. That's Patrick Kelleher, the CEO of GXO.
Sarah Eisen · Squawk on the Street · 10AM Hour: Nvidia’s $500B Deal with Wall Street, GXO Logistics CEO, The Next Test for the AI Trade 8/11/26 · 2026-08-11Let's get the opening bell this morning at the big board on Wall Street today. It is supply supply chain company GXO, celebrating the company's 5-year anniversary since its founding. We're going to talk to the CEO in the next hour at the Nasdaq in Times Square. Inc. 5000 doing the honors, commemorating the launch of its 2026 Inc.
Carl Quintanilla · Squawk on the Street · 9am Hour: Nvidia’s $500B Partnership, The Fate of Hormuz, Intel Upsizes Stock Offering 8/11/26 · 2026-08-11