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 ...

Let's bring in Amy Woo Silverman, head of derivative strategy at RBC Capital Markets. And as we always talk about it, Amy, that maybe derivatives and options, you wouldn't really say it's the tail wagging the dog, but you can certainly look at the tail and and maybe find out like how the dog is feeling, I think. Right.If it's w Okay, so that that that's way >> you you have put uh you have mentioned there's a lot of calm uh in the market. the VIX has gone to 30 a couple times, but in general, given the backd ...

Joining us right now is Walter Isacson. He's a Pirella Weinberg advisory partner. He's Tulain University professor and a CNBC contributor.And Walter, good morning. It's good to see you. >> Good morning, Becky.>> Let's talk a little bit about this. Maybe we start with the article yesterday from the New Yorker that Ronan Pharaoh put out. Um, it was long. There was a lot in it.What did you think. Well, first of all, there usually uh when you have a big disputes like you have between Open AI and Elon Musk, you ...

Okay, Bitcoin trading a little above $68,000 right now. Joining us is Anthony Pompiano. He's the chairman and CEO of Procap Financial.This morning, the company announcing a new agentic AI financial product called Pro Cap Insights, which I want to talk about. But before we even do that, I want to understand how you think about the price of Bitcoin in relation to what's happening in Iran and whether we think it's some kind of it's gold and it's a hedge, it's something else. What where are we.What is what is h ...