SOTS 2nd Hour: Iran Tensions Rise, Chip Stocks Gain - Plus: On Semi CEO, FDA Commissioner Commentary 5/5/26
Squawk on the Street
- Published
- May 5, 2026
- Duration
- 43:52
- Summary source
- description
- Last updated
- May 5, 2026
Discusses investing.
Summary
Escalating tensions in the Strait of Hormuz moving yields and markets... Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour with a contrarian take from investors at the Milken Global Conference - before the team got the latest out from Washington and more on how to navigate the tech trade with one of the street's best, following new numbers…
Show notes
Escalating tensions in the Strait of Hormuz moving yields and markets... Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour with a contrarian take from investors at the Milken Global Conference - before the team got the latest out from Washington and more on how to navigate the tech trade with one of the street's best, following new numbers from Palantir. Plus: chip stocks in focus after a few key results and a report Apple's contemplating new suppliers... Hear the CEO of On Semi
Themes
- investing