The 11th Hour with Stephanie Ruhle 'One step away': Escalating hostilities test U.S.-Iran truce
16 snips
May 5, 2026 
Barbara McQuade, former U.S. attorney who breaks down the mifepristone legal fight. Garrett DeVynck, Washington Post tech reporter who covers the OpenAI trial and Silicon Valley tensions. They discuss Iran-U.S. brinkmanship and shipping risks. They explore oil market strain hitting California and the U.S. economy. They examine AI industry divide and regulatory pressure.
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SPR Drawdowns Keep U.S. Prices High
- Drawing down the Strategic Petroleum Reserve raises domestic price pressure.
- Ron Insana warns SPR withdrawals send more U.S. crude abroad, lifting domestic pump prices and adding inflationary pressure.
OPEC Boost Too Small To Fix Shortfall
- OPEC+ increases are too small to offset lost Hormuz flows and spare capacity is limited.
- Clayton Siegel calls the pledged 188,000 b/d a 'drop in the bucket' and warns spare capacity is largely inaccessible.
AI Is A Rare Bipartisan Concern
- AI is uniting bipartisan voter anxiety even as investors remain optimistic.
- Stephanie Ruhle cites New York Times reporting showing cross-party fear and investor enthusiasm at Milken.