Squawk Pod

5 Things to Know Ahead of the Opening Bell 3/4/2026

Mar 4, 2026
U.S. plans to insure Persian Gulf tankers to ease Strait of Hormuz shipping disruptions. Tech companies are taking steps to protect employees and operations in the Middle East. Off-price retailer Ross Stores reports stronger shopper traffic and upbeat results. Political discussions surface about potential changes to the U.S. meatpacking industry.
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INSIGHT

U.S. To Insure Tankers To Reopen Strait Of Hormuz

  • Geopolitical tensions are disrupting shipping and prompting U.S. policy responses to reopen chokepoints.
  • Joe Kernen reports President Trump pledged U.S. insurance for tankers to get traffic moving through the Strait of Hormuz.
INSIGHT

Tech Firms Close Offices And Move Staff Remote

  • Big tech is prioritizing employee safety amid Middle East unrest, affecting operations and travel.
  • Joe Kernen notes NVIDIA temporarily closed its Dubai office and employees are working remotely per an internal email.
INSIGHT

CrowdStrike Q4 Sales Jump 23 Percent

  • CrowdStrike beat Q4 expectations with strong growth, signaling resilience in cybersecurity demand.
  • Joe Kernen reports fourth quarter sales jumped 23% year over year, topping analyst estimates.
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