CNBC’s “Money Movers”

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.