CNBC’s “Money Movers”

Meredith Whitney lays out why the midterm elections could be the biggest risk to the market. As the Iran war pressures the consumer, especially at the pump. Then Google looks to take advantage of the battle between Anthropic and the Pentagon, even as its own employees side with Anthropic. Plus, the CEO of a fertilizer startup on how his company is trying to alleviate roadblocks in the supply chain caused by the Iran war.

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The President addresses the latest developments in the Iran war while hosting the Japan Prime Minister at the White House. Oil spiking after new attacks on key energy infrastructure in the Middle East. Then private equity’s software exposure. Where Apollo is looking for opportunity after a market pullback. Its Co-head of Private Equity breaks it down.

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A new report says the hyperscalers are more productive than any nation on earth and now “Too big to fail.” The author behind that report explains. Then the CEO of nuclear company Oklo on the path to profitability, fresh of full-year results. And securing AI agents. The CEO of IT security company Sailpoint, on earnings and fears in the software sector.

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Former NEC Director Gary Cohn on the Iran War, the U.S. economy and what it could me for inflation and the Fed. Plus the impact on investment here at home. Then while oil prices grab the headlines, the long-term impact of the Iran War on natural gas could be much more severe. And Nvidia CEO Jensen Huang provides more details about the company’s future revenues in an exclusive with Jim Cramer. The street reaction, this hour.

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In an exclusive interview with CNBC, Treasury Sec. Scott Bessent detailing what the passage of ships in the Strait of Hormuz means for global energy prices. Then Morgan Stanley Wealth Management detailing what high oil prices could mean for the upcoming midterm elections. And Benchmark’s Bill Gurley. On how AI is disrupting the workforce.

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