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SOTS 2nd Hour: Chips Rip, Hantavirus concerns, & The Latest Iran Developments + Market Implications 5/11/26

Squawk on the Street

Published
May 11, 2026
Duration
43:47
Summary source
description
Last updated
May 12, 2026

Discusses investing.

Summary

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down whether the broader rally has legs here with Evercore's Julian Emmanuel, before diving into whether the wild gains seen in chips can hold with longtime tech investor Ben Reitzes of Melius Research. Plus: the latest developments in the Iran war from Washington along with a fresh read from …

Show notes

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down whether the broader rally has legs here with Evercore's Julian Emmanuel, before diving into whether the wild gains seen in chips can hold with longtime tech investor Ben Reitzes of Melius Research. Plus: the latest developments in the Iran war from Washington along with a fresh read from the head of one global tanker who has ships around the Strait of Hormuz... Elsewhere this hour: Dr. Vin Gupta breaking down whether growing Han

Themes

  • investing
SOTS 2nd Hour: Chips Rip, Hantavirus concerns, & The Latest Iran Developments + Market Implications 5/11/26 | Squawk on the Street