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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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