IMF Chief on Iran War and Global Growth, Oaktree’s Howard Marks, Jamie Dimon and Anthropic CEO Speak 5/5/26

IMF Managing Director Kristalina Georgieva weighs in on the Iran war and how its effecting global growth and inflation. Then Oaktree’s Howard Marks on the impact of the war on stocks and whether he sees an AI bubble. Plus, the CEOs of Anthropic and JPMorgan speaking at an Anthropic event about the impact of AI on finance. We bring you those comments, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, the CFTC Chairman on regulating predictions markets. And Brookfield’s Bruce Flatt on how he plans to deploy his firm’s $128B in dry powder, especially in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk’s impact on the industry and much more. Then earnings from Chevron and Exxon help paint a picture of just how much the Iran war is impacting global oil markets. And Apple results showing strong demand, but how will memory prices impact outlook? All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of commercial real estate firm JLL on earnings and the opportunity in data centers. Then CNBC speaking with sources, confirming Meta plans to tap the bond market in an effort to raise $20-25B. The stock falling on concerns over its capex plans. And can consumers expect any relief at the pump with gas prices at 2022 highs? We discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon Musk’s lawsuit against OpenAI. Plus, how to value a SpaceX IPO. And the CEO of Teva Pharma after reporting an earnings beat and announcing its first acquisition in a decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Administration’s drug pricing strategy. Plus, reaction to quarterly results. And the CEO of Shell reacts to the UAE’s departure from OPEC as well as the company’s $16.4B deal for Canada’s ARC Resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a bubble popper and much more. Then a look ahead to a big week of tech earnings, including four names in the Mag 7. And calls to fund DHS grow from Capitol Hill after the attack at the White House Correspondent’s Dinner. That latest from D.C., this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Chair Jerome Powell, potentially paving the way for the confirmation of Fed Chair nominee Kevin Warsh. Then the CFO of OpenAI on an IPO timeline, the cost of compute and the risked posed by new AI cyber tools. And CrowdStrike CEO George Kurtz on why he says the AI models that identify cyber vulnerabilities, don’t pose an existential risk to his business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of IBM and ServiceNow drop while Texas Instruments surges on the back on earnings. A look at the dispersion in the tech trade. Then the CEO of CBRE on the opportunity in data centers. And the CEO or regional bank Pinnacle Financial on results and exposure to private credit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then the CEO of Philip Morris on the company’s smokeless products such as Zyn, which are leading growth. And ahead of its IPO, a look at SpaceX’s AI strategy and a potential $60B acquisition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.