Squawk on the Street

Discussion covers NVIDIA’s major investment in a neocloud startup and how that validates faster deployment of advanced systems. Conversation explores agentic AI risks and why one cybersecurity firm’s software can uniquely block dangerous access. A valuation debate argues this cybersecurity company deserves a higher price because of its protective edge.

Tyler Radke, Citi co-head of U.S. Software Equity Research, breaks down Oracle’s strong results and why he lifted his price target. He discusses data-center execution, Project Stargate capacity and long-term AI infrastructure contracts. The hour also covers the historic 400M-barrel IEA release, market positioning amid oil shock, and geopolitical risks around the Strait of Hormuz.

They dig into crude oil volatility after Iran-linked attacks and how strategic reserve moves could shake markets. They cover a fresh CPI print and odd components that complicate the inflation picture. Oracle's blowout quarter and raised guidance sparks talk about AI demand and the future of enterprise software. Other beats include private credit strains, big tech legal fights, and corporate winners and losers.

Discussion of NVIDIA’s new inference chip and how hyperscaler pricing could shake up the AI hardware race. A look at memory supply challenges and Taiwan Semi’s sales shift amid AI demand. Conversation about why cloud AI spending is boosting megacap cloud providers and a bullish stance on two major cloud stocks.

Ryan Petersen, CEO of Flexport, on real-time supply chain chaos from a closed Strait of Hormuz. Ben Reitzes, head of tech research at Melius, on why software faces structural pressure amid AI disruption. Krishna Guha, Evercore vice chairman and macro strategist, on plunging oil, Fed timing, and geopolitical risks. Multiple short takes on shipping snarls, oil scenarios, and software valuation stress.

Eamon Javers, Pentagon correspondent providing on-the-ground briefings from Washington. He discusses battlefield messaging and differing official timelines for the Iran conflict. The show also digs into oil and market volatility after recent comments. Conversation turns to the AI trade, Anthropic's legal move, and a preview of Oracle's upcoming results.

Discussion of Cisco’s mixed quarter and how DRAM dynamics played a role. Exploration of Korea’s market weakness tied to LNG exposure and DRAM-related moves. Coverage of analyst upgrades and a bullish outlook for GE Vernova with sold-out products and turbine opportunities. Closing thoughts on implications for data centers and turbine markets.

Gina Raimondo, former U.S. Commerce Secretary, offers policy views on AI-driven labor shifts. Ruchir Sharma, global markets expert and Rockefeller Intl. chair, analyzes war-driven market moves and China’s trade role. Laurie Calvacina, RBC U.S. Equity Strategy head, discusses stress tests and sector sensitivity. They cover oil’s surge, emerging markets, travel disruptions, and strategic positioning in volatile markets.

Tension in the Middle East sends crude above $100 a barrel and rattles markets. Discussion covers supply disruptions, Strait of Hormuz risks, and who gains or loses from oil shocks. Conversation touches on rising gasoline and diesel costs, credit concerns for big tech investors, and notable corporate moves like a pharma-related deal lifting a healthcare stock.

Leslie Picker, CNBC reporter on asset managers and private credit. Brian Sullivan, CNBC markets anchor focused on oil and geopolitics. Dominic Chu, CNBC correspondent delivering fast headlines. They discuss private credit redemptions, a cooling IPO market, soaring oil after Qatar warnings, Strait of Hormuz shipping risks, and how jobs and wage data shift market sentiment.