Bring in show music, please. >> This is SquawkPod and I'm CNBC producer Cameron Costa. On today's episode, a new phase of the Iran War. CNBC's Dan Murphy reports on Israel's strike on the world's largest natural gas field in Iran and Iran's retaliatory strikes at Qatar, the UAE, and Saudi Arabia. Analysts telling me today that even if the war stops right now, the damage to these facilities could take months to repair, likely keeping prices higher for longer. The war has brought our ally relationships to the ...

The implications of events in the Middle East for the US economy are uncertain. In the near term, higher energy prices will push up overall inflation, but it is too soon to know the scope and duration of the potential effects on the economy. >> That was the Fed chair at yesterday's news conference talking about the impact of the war on inflation.Those comments followed the decision to pause cuts for the second consecutive time as the war complicates the outlook for rates. Fed funds futures now implying that ...

Private equity firms are under some pressure amid concerns over private credit and just the general performance of the asset class. But could their pain be commercial real estate's gain. Diana Olick has more in this week's property play.I hadn't thought about this one, Diana. Welcome. Thanks.Yeah, Kelly. It's hard to believe it's only been four years since investors fled commercial real estate funds due to fast rising interest rates. And now some are piling back in as they rotate out of that once hot privat ...

The media market is interesting right now for sports. Uh sports has been on a 20 to 30 year run uh I still believe in it. It's the strongest content out there.But because of the changes in media, because of the pressures uh on the media business, because of consolidation, and ultimately because my old employer of the NFL is going to go out and and do a new deal, there's there's a little bit of uncertainty on the future of sports rights. The issue is is the US sports market which is the biggest market on ear ...

difference between what we did uh you know July 20th 1969 through 1972 during the Apollo program we landed we retrieved rock samples we planted the flag it was you know one of the greatest engineering accomplishments in human history but we didn't go back under President Trump's national space policy we're going back to the moon this time to stay we are targeting the South Pole because that's where we believe there's going to be ice to work with as well as the crater ridges give us near continuous access to ...

a huge miss on January. New home sales 587,000 seasonally adjusted annualized rate. Street was looking for 719,000.The month before it was 745,000. This again is January because the data is still delayed one month. Inventory jumped to a 9.7% month supply from a 7.6% month supply.The home price was $400,500 down 4% year-over-year. Now, it's important to note that these contracts were signed in January. That's how the count is done.So, it's people out shopping when mortgage rates were actually lower than they ...

Jensen Huang just used GTC to reposition Nvidia from a chip company to an open-source AI platform. NemoClaw, open frontier models, Nemotron —he's doing more for open-source AI than any CEO in America. It sounds generous, but it's strategic. Nvidia gives away the software and monetizes what it runs on. Zuckerberg spent years and billions trying to escape his dependence on Apple and Google's platforms. Huang is making sure Nvidia never ends up in that position. Hugging Face CEO Clement Delangue joins live. Hu ...

Japan's Prime Minister Sonai Takayishi visits the White House later today. Nikke reporting the second round of Japan's $550 billion investment and loan pledge in the US will come. That's expected to be worth around $63 billion.Nuclear energy, natural gas plants, critical minerals are all expected to be on tap after administration officials held talks in Tokyo just last weekend. Now for Japan, experts say a weak economy impacted by the Iran war, poor public finances, and pressure on the country's bond and cu ...

Welcome back. Micron shares up more than 300% in the last 12 months with this most recent report showing revenue tripled year-on-year, but might the stock be at an inflection point. Our Christina parts looks at that in today's tech.Morning, Christina. >> Good morning, Carl. Like you said, Micron just delivered one of the strongest reports of this AI cycle.Revenue and earnings miles ahead of already high expectations and they're even guiding to 81% gross margins next quarter. And yet look at shares down 4% d ...

The reasons why we have such long long lines is when we have uh you know more TSA agents that call out uh than uh previous you know it takes longer to get through TSA. So which what that means is they're doing their job right they're they're screening all the necessary people but it's just taking a longer period of time. So yes it's safe but uh when you're going to travel by yourself is one thing but if you're traveling with kids it just becomes very laborious.Right now on average we're rolling about uh 10% ...