CNBC’s “Money Movers”

A look at the impact for the energy and equity markets with the President saying an extension of the current ceasefire is unlikely to be extended. Then QXO CEO Brad Jacobs on the company’s $17B deal for TopBuild, a company in the building and construction sector. And an early investor and Anthropic breaks down the company’s recent push for diplomacy in Washington.

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Stocks surge and oil drops as investors react to news about a reopening of the Strait of Hormuz during an Israel/Lebanon ceasefire. But IRGC affiliated media says Iranian armed forces will oversee ship movement in the Strait of Hormuz, adding if a U.S. naval blockade continues, the Strait will be closed. Then, CNBC reporting Cerebras could file an S1 as soon as today, moving forward with its plans to go public. Plus, how investors should think about Netflix results as that stock drops.

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Breaking this hour: President Trump says Israel and Lebanon will begin a 10-day ceasefire today at 5pm ET. Then, the CEO of Charles Schwab with his first reaction to results. The company also announcing it will get into crypto trading. And new reports say the Pentagon’s in discussion with companies to be its next AI partner, after a fallout with Anthropic.

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What’s behind the rebound in many software names this week? Jefferies’ Brent Thill breaks down some potential drivers. Then What Meta’s deal with Broadcom signals about Mark Zuckerberg’s larger AI ambitions and strategy. Plus, the U.K.’s Rachel Reeves, Chancellor of the Exchequer, with a warning about the Iran War’s impact on growth for the country.

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The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the CEO of Carlyle on whether he thinks the private credit fallout is systemic after the firm’s fund saw redemption requests top 15%. And Boeing reporting March orders and deliveries. We break then numbers, this hour.

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