The market is viewing this as an escalation and would impact Iran's exports which have continued to flow freely at about 1.5% million barrels per day. Over the weekend, an Iranian tanker bringing 2 million barrels of crude to India for the first time in 7 years. That's according to Tanker Tracker.Now, OPEC releasing its monthly report this morning showing a record 7.88% million barrels per day drop in production last month, led by Iraq, Saudi Arabia, the UAE, and Kuwait. A Ramco's east west pipeline that en ...

OpenAI executives praising the company's partnership with Amazon and this new internal memo over the weekend, but taking some swipes at Microsoft and Anthropic. Our Kate Rooney's been covering that all morning today on today's tech check. Hey Kate. >> Hey Carl.So this is all according to an internal memo that we viewed. It was sent out by a top OpenAI executive sent to employees on Sunday. It came from Denise Dresser, the chief revenue officer over there, who talks up OpenAI's new deal with Amazon in a way ...

us now with his insights on the energy markets as well as uh some insights from his portfolio in commercial real estate and the restaurant industry. >> Ray Washburn, chairman of SoCo LP, vice chairman of Gillan Capital. Good to have you here in person.>> Good. Thank you. >> For the first time, we were saying we obviously started this longunning conversation back in the pandemic to get a sense from you on the consumer, right.>> And let's start there uh as well. Ray, what are you seeing in terms of prices at ...

has not been a NATO operation. If there's going to be a NATO operation as it was in Afghanistan, then you need to consult with all the allies. You need to make decisions in NATO.And that has not been the case in this uh in when it comes to the war against Iran. All have skins in the in the game. Meaning that for instance, we now see that oil and energy prices are uh are surging.It matters for the United States, a big oil producer, but also for Norway. We are a net producer, a huge net producer of oil and ga ...

joining us in a CNBC exclusive. This rep's executive chairman and co-founder, Philip Ashley Spark. Of course, uh I guess we'll start start off.Nice to have you here, by the way. Tough day for you guys. Um what do you do now other than sort of speaking publicly about I guess what you felt was a an approval process that uh was what unfair.>> Yes. Um I should I start by explaining why we think it was unfair. >> Sure.Why don't I start with a question of >> why was this approval process you by the way we should ...

The Goldman call I think is underway. It is the biggest lagard on the S&P. I think we've cut a bit of sound of David Solomon.Take a listen. >> 2026 began with a degree of optimism. Markets hit record highs and confidence continued to build with most clients focused on growth, strategic activity, and capital deployment.As we've said, things were only moving a straight line. And as the quarter progressed, the macro environment started to weigh on sentiment. Volatility increased meaningfully amid concerns arou ...

Just over one year into the second Trump presidency, trillions of dollars have poured into American manufacturing, AI infrastructure, energy, and technology. Treasury Secretary Scott Bessent makes the case for how the administration's bold trade policy, deregulation, and America First economics are redefining the United States as the world's premier destination for capital. CNBC convenes investors, policymakers, and executives for a morning of high-impact conversations at the Invest in America Forum where C ...

Hey, Kelly. Yeah, shares are down on those results. Although Goldman Sachs beating on the top and bottom lines and delivering its second highest quarterly revenue and earnings.The firm's top line jumping about 14% year-over-year. That was led by a surge in investment banking fees as well as equities trading. Both of those businesses, guys, are housed in the firm's global banking and markets division, which posted record revenue.Completed mergers and acquisitions contributed to uh a billion and a half to the ...

Uh, join us now, Dan Skellyy, head of market research and strategy at Morgan Stanley Wealth Management. Kelly and Skellyy, you said it's like Kelly with uh with an S. That would be Kelly's. >> That's right.Depends on where you put it, John. Yeah, it always does. >> Dan Kelly, like Ruth, Chris.>> Did uh anything change. Let's start in the last week for you in terms of watching or how about in the last three months. I I think the market Joe is starting to get a sense that at times this White House escalates t ...

Roger Ultman is here. He's the founder and senior chairman of Evercore. It's great to have you here this morning.>> Thanks for having me. >> So many I mean just top level thoughts here. The seriousness of the blockade.Our last strategist was talking about are we going to have men on ships trying to you know stop the oil from going to China. I don't know. Um you've obviously seen a number of different conflicts like this.>> Four thoughts on Iraq. Yeah. >> First of all, no matter what your view of the origina ...