Your guest says worst case scenarios for the market still are not priced in. Huh. Young is PNC Asset Management's chief investment strategist.Young uh thanks for coming on. So what is the And I'm not trying to be dire up here, okay, but we're kind of trying to look at all the scenarios. What are the scenarios as you and your team see them.>> Uh thanks first. It's great to be here. I would say that uh worst case scenarios as we talked about relating to the VIX and even oil futures curves are not priced in he ...

Dan Niles, Niles Investment Management, joins 'Closing Bell Overtime' to talk the state of the AI trade, the lull in semiconductor stocks, the state of the Big Tech trade, and more. ...

Brent is now negative. Let's now bring in the professor at the Wharton School. He's Jeremy Seagull, also Wisdom Trees chief economist.Welcome back. It's nice to have you. >> Good to see you, Scott.>> This this is everything obviously, right. >> Yeah. I mean, the war is it.Uh and that that news about the Pakistani deal came out about 20 minutes ago. We had a 250 point rally on the DAO. Um I I see four scenarios.Uh I'll give them to you from best to worst. The best, of course, is in the next three and a half ...

AS WE APPROACH TONIGHT'S 8 P. M. EASTERN TIME DEADLINE THAT TRUMP HAS IMPOSED ON IRAN.ALL RIGHT. IN THE MEANTIME, LET'S TALK ABOUT ALL THINGS FLYING AND TRANSPORT RELATED AND GET RIGHT DOWN TO PHIL LEBEAU, WHO'S WITH TRANSPORTATION SECRETARY SEAN DUFFY IN AN EXCLUSIVE. PHIL.>> THANK YOU, BRIAN. MR. SECRETARY, GOOD TO HAVE YOU HERE.WHAT A BACKDROP TOO. >> YEAH. THIS IS FANTASTIC.>> RIGHT. >> THIS NO. >> WE'LL TALK ABOUT THIS IN A BIT.BUT LET ME FIRST START WITH WE'RE A COUPLE OF WEEKS REMOVED FROM THE CRASH ...

TO STRONG SERVER CPU DEMAND, AND THOSE SHARES ARE POPPING ABOUT 3%. OUR NEXT GUEST BULLISH ON SEMIS, HAS A FEW NAMES IN PARTICULAR HE'S BUYING. WHAT ARE HIS THOUGHTS ON THE OVERALL MARKET HERE.LET'S BRING IN JEFF KILBURG, THE FOUNDER AND CEO OF K-I-M FINANCIAL AND A CNBC CONTRIBUTOR. JEFF, I'LL START WITH YOU. WE ALWAYS WATCH THE CHIPS FOR TWO REASONS RIGHT NOW, BECAUSE THE AI TRADE HAS BEEN ONE OF THE MORE SURE THINGS IN A TOUGH MARKET.ALSO, IT'S TYPICALLY A LEADING INDICATOR. AND IF WE'RE RUNNING INTO SOM ...

We need to talk about Apple uh today uh for obvious reasons. When I show you the chart, if you haven't seen it yet, it's going to make you certainly sit back and look up. Uh stock was actually down 5%.That's the worst day in about 2 months, and you just don't see it that often. Would be the worst day since April of 25 if it in fact is down at least 5% or more. There was a story out of Japan that the foldable iPhone hits engineering snags and delays uh shipments.It was expected in the second half of the year ...

Welcome back. Broadcom shares jump today as the company confirms a deal to develop and supply Google's in-house chips for the next five years. What's the long-term impact for Alphabet.Our Mackenzie Sagalas is looking into that in today's Tech Check. Good morning, Mac. >> Hey, Carl.So, Broadcom shares getting a much bigger bounce than Alphabet this morning. But longer term, Google may be the real winner from this chip deal. For years, TPUs were Google's internal secret weapon.These customuilt chips designed ...

Welcome back to the exchange. In a deal that could reshape the AI market, shares of Broadcom are moving higher on a deal to develop and supply Google's in-house chips for the next 5 years. Mackenzie Sagalos brings us more in today's tech check.Hi, Mackenzie. Hey, Kelly. So, Broadcom may be getting the bounce today, up around 5% right now as it becomes this new arms dealer for this AI custom chip era, but Google is the one turning that demand into a full stack mode.now monetizing nearly every layer of its AI ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on the squawk pod deadline approaching, President Trump says Iran has until today to reopen the Strait of Hormuz.>> Every power plant in Iran will be out of business, burning, exploding, and never to be used again. >> An agreement may be unlikely. It's hard to say, "God bless the people of Iran," and then say, "You're going to bomb the civilization." >> Tension from investors around the world is high.>> The countdown is on. President ...

Our next guest says the oil shock from the Iran war is different from previous disruptions. Let's bring in Rier Sharmmer, the chairman of Rockefeller International and the founder and chief investment officer at Breakout Capital has a new oped in the FT today. Rashier, good to see you again.Thanks for the joining us. >> Thanks Kyle for having me back. >> We do have the IAA saying that this crisis is worse than 73, 79, and 22 put together.How do you think it's different. Well, I think it's different from a u ...