CNBC’s “Money Movers”

Stocks surge and oil drops as investors react to news about a reopening of the Strait of Hormuz during an Israel/Lebanon ceasefire. But IRGC affiliated media says Iranian armed forces will oversee ship movement in the Strait of Hormuz, adding if a U.S. naval blockade continues, the Strait will be closed. Then, CNBC reporting Cerebras could file an S1 as soon as today, moving forward with its plans to go public. Plus, how investors should think about Netflix results as that stock drops. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: President Trump says Israel and Lebanon will begin a 10-day ceasefire today at 5pm ET. Then, the CEO of Charles Schwab with his first reaction to results. The company also announcing it will get into crypto trading. And new reports say the Pentagon's in discussion with companies to be its next AI partner, after a fallout with Anthropic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's behind the rebound in many software names this week? Jefferies' Brent Thill breaks down some potential drivers. Then What Meta's deal with Broadcom signals about Mark Zuckerberg's larger AI ambitions and strategy. Plus, the U.K.'s Rachel Reeves, Chancellor of the Exchequer, with a warning about the Iran War's impact on growth for the country. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the CEO of Carlyle on whether he thinks the private credit fallout is systemic after the firm's fund saw redemption requests top 15%. And Boeing reporting March orders and deliveries. We break then numbers, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day's early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Concerns grow over AI's cyber security risks with the Fed Chair and Treasury Secretary meeting with bank executives. Legendary investor Bill Gurley lays out his thoughts on the rapidly changing landscape. Then CoreWeave inking yet another deal with a major AI player, this time Anthropic. We look at the bull and bear cases for the stock. And a new treatment from Revolution Medicines targets one of the deadliest forms of cancer, pancreatic.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: Israel Prime Minister Netanyahu instructing his officials to start direct talks with Lebanon as soon as possible. Then, IMF chief Kristalina Georgieva details why the Iran war is holding back the agency from upgrading global growth. Plus, Amazon with a massive data center investment in Mississippi, at the same time the Maine legislator votes to become the first state to ban all new data center construction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retired General Mark Kimmett lays out the diplomatic and military options left for the U.S. in Iran, after a ceasefire that he says gives Iran the upper hand. Then former Energy Secretary in the Obama administration, Ernest Moniz, on potentially seizing Iran's nuclear materials and the plunge in oil. Plus, why Anthropic says its latest AI model is too powerful to release to the general public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The New York Fed out with new inflation expectation numbers, showing consumers inflation worries are growing. Then, the CEO of AWS on the company's investment in OpenAI and how the Iran war is impacting business, after several data centers were targeted. Plus, a look at what could be behind the big move lower in shares of Apple. All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NEC Director Kevin Hassett detailing the impact of the Iran war on gas prices, making the case that the spike in prices will be short term even as the President threatens increased military action. Then CNBC reporting OpenAI still on track to go public at the end of this year even as other publications says there are some internal disagreements in the c-suite. And the CEO of Anaplan. Explaining why not all software companies are the same.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New reports about potential protocol to oversee the Strait of Hormuz helps lift stocks off the lows. TD Bank U.S. Vice Chair Jeff Solomon lays out what it means for investors. Then, Goldman lays out the outlook for oil after the commodity jumped double digits on the back of remarks from the President. Plus, an early SpaceX investor joins the show as that company prepares to go public in what's expected to be the biggest IPO in history. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour… Eli Lilly's oral weight-loss pill approved by the FDA. What the company's CEO told CNBC about the growth story. Then new reports say SpaceX has confidentially filed for an IPO. Plus, which companies could be the next target of an activist investor? Barclays with a new report looking at just that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new Reuters report says Iran's IRGC is issuing a warning against 18 U.S. companies including Microsoft, Apple and Google. The Latest from Washington. Then the World Bank Group's Managing Director on the impact of the Iran war on countries and economies around the globe. Plus one Wall Street firm cutting its Tesla price target by $100. He joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed chair takes questions on the job market and the economy while speaking at a Harvard event. How AI is impacting the workforce, plus the ripple effect of the Iran war on inflation. Then with the President threatening new strikes against Iran, Doubleline's Jeff Sherman breaks down the impact for stocks and bonds. And aluminum the latest commodity to surge. More on what the potential supply chain disruption could look like.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A federal judge handing Anthropic an early win in its court battle against the Department of Defense. We talk with an investor about the implications for the business. Then, the CEO of AI drone company ‘Shield AI' on increased demand for the technology around the globe. Plus, Citi with some new calls about stock allocation based on the impact of the War in Iran. Its Head of U.S. Equity Strategy joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While hosting a cabinet meeting at the White House the President revealing what was previously a secret, the “present” he said the Iranians gave the U.S. earlier this week. We bring you those remarks. Plus, with rising energy prices, how is the consumer reacting? We ask the CEO of Tanger. Then we get to new details about Apple's U.S. manufacturing push, just released this morning.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With back-and-forth headlines about a possible ceasefire, we talk to a Middle East and energy expert about how the market its viewing the possibility of a pause in fighting. He explains why things are likely to get worse before they get better. Then Arm unveiling its first in-house chip. Why investors are applauding the news and what it could mean for competition. Plus, the CEO of Chewy reacts to earnings after providing upbeat guidance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apollo and Ares the latest firms to limit withdrawals from their private credit funds. Guggenheim Partners Executive Chair and former Bear Stearns CEO Alan Schwartz breaks down what the ripple effect could be for the market. Plus why he thinks Kevin Warsh could be a stabilizing force for the Fed and stocks. Then why Asia could be facing an outsized disruption in the energy markets. And Anthropic taking the DoD to court, asking a federal judge to block the Pentagon's order to blacklist the company from the U.S. supply chain. A live report from outside the courthouse in San Francisco. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meredith Whitney lays out why the midterm elections could be the biggest risk to the market. As the Iran war pressures the consumer, especially at the pump. Then Google looks to take advantage of the battle between Anthropic and the Pentagon, even as its own employees side with Anthropic. Plus, the CEO of a fertilizer startup on how his company is trying to alleviate roadblocks in the supply chain caused by the Iran war. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The President addresses the latest developments in the Iran war while hosting the Japan Prime Minister at the White House. Oil spiking after new attacks on key energy infrastructure in the Middle East. Then private equity's software exposure. Where Apollo is looking for opportunity after a market pullback. Its Co-head of Private Equity breaks it down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new report says the hyperscalers are more productive than any nation on earth and now “Too big to fail.” The author behind that report explains. Then the CEO of nuclear company Oklo on the path to profitability, fresh of full-year results. And securing AI agents. The CEO of IT security company Sailpoint, on earnings and fears in the software sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former NEC Director Gary Cohn on the Iran War, the U.S. economy and what it could me for inflation and the Fed. Plus the impact on investment here at home. Then while oil prices grab the headlines, the long-term impact of the Iran War on natural gas could be much more severe. And Nvidia CEO Jensen Huang provides more details about the company's future revenues in an exclusive with Jim Cramer. The street reaction, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In an exclusive interview with CNBC, Treasury Sec. Scott Bessent detailing what the passage of ships in the Strait of Hormuz means for global energy prices. Then Morgan Stanley Wealth Management detailing what high oil prices could mean for the upcoming midterm elections. And Benchmark's Bill Gurley. On how AI is disrupting the workforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Defense Secretary says he's not concerned about the closure of the Strait of Hormuz, but one energy and geopolitical analyst says the timeline for a resumption of safe passage could take far longer than the administration predicts. Then, Adobe announcing a leadership change. A look at how the next generation of software CEOs will have to adopt to fend off disruption fears. Plus, the CEO of Wheaton Precious Metals. On earnings and the impact to the industry from the Iran war. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reserve oil releases not enough to quell prices with Brent surging back above $100 per barrel. A top energy trader explains how he's playing the volatility. Then it's not just oil being impacted by the closure of the Strait of Hormuz. Fertilizer shipments also delayed. We explore the potential impact on food prices. And a change in the odds for future rate cuts. Why traders are changing their projections. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The IEA with a historic decision to release 400 million barrels of oil from its strategic reserves. The impact for the markets and energy prices. Plus, what's behind the massive move in Oracle shares as the street reacts to results and upbeat guidance. And Meta unveiling plans for its new in-house chips as it looks to expand on the data center buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special Envoy Steve Witkoff on the latest negotiations with Iran. Making headlines about how close Iran was the obtaining a nuclear weapon and why the U.S. decided to strike when it did. What he thinks peace in the Middle East could look like. Plus, the CEO of HPE with his first interview since reporting results. Predicting price pressures on memory to persist into next year. And could Nvidia be looking to get into software? That story, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman's co-head of global commodities breaks down the outlook for oil prices, with the war in Iran showing no end in sight. Plus, how a prolonged spike in jet fuel prices could impact the airline industry and production of planes. The Airbus North America CEO joins the show. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addresses whether he's worried there could be a significant impact for inflation. Then a new labor market paper from Anthropic explores the impact of AI on the workforce. Particularly those just entering the labor market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oaktree's Howard Marks lays out how he's thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit are not systemic. Then TD Cowen breaks down Broadcom results and whether the stock has more room to run. And the CEO of Okta on results and why the competition in AI isn't a winner take all equation.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic's growing revenue numbers amid a standoff with the Pentagon. And are Microsoft's outside AI investments coming back to hurt its own business? All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street's top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz's Ben Horowitz on his firm's investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught up in fears about software, falling even more after releasing results. His outlook, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes next in the conflict. Plus, a live report outside Anthropic's San Francisco HQ, after the Pentagon blacklisted the company and signed a deal with rival OpenAI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day's early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. Plus, one economic data point flashing a sign that could signal a change in market leadership. B of A breaks that down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first reaction to earnings. The stock up more than 20% after the company says they are bridging the K-shaped economy. And the Department of Defense pressing anthropic for full access to its AI tools. The company's response and why it may not be so straight forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Along with the coming legal battle over tariff refunds, investors try and understand how new tariffs will impact business. A breakdown of those new levies. Then the CEO of Amer Sports. Owner of Brands like Wilson, Salamon and Arc'teryx, with his reaction to earnings and outlook for the high-end consumer. Plus, long-time media investor Mario Gabelli, on how a new offer from Paramount Skydance, for Warner Brothers Discovery, could tip the scales away from Netflix. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day's early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the Supreme Court ruled the Trump administration's tariffs are illegal, we hear from two of the top players in the legal battle. The CEO of Learnings Resources, one of the lead challengers in the Supreme Court case. We also speak with the Counsel of Record for V.O.S. Selections, the wine and spirits company whose name is on one of the leading suits. Plus, how does the ruling impact individual sectors? The breakdown for housing, retail and the AI buildout. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman's Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he's standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that's impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company's financials. Why he says they have no merit.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of commercial real estate giant JLL breaks down the company's most recent results plus lays out the impact of AI on the sector amid potential fears of a pull-back in office leasing activity. Then Meta's Mark Zuckerberg arrives at the courthouse in L.A. ahead of his testimony over the harm of the company's algorithms on kids and teens. Plus, the President of FIFA on the impact of the 2026 World Cup for the U.S. economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.