Benchmark’s Bill Gurley, CoreWeave Strikes Deal with Anthropic, New Treatment for Pancreatic Cancer 4/10/26

Concerns grow over AI’s cyber security risks with the Fed Chair and Treasury Secretary meeting with bank executives. Legendary investor Bill Gurley lays out his thoughts on the rapidly changing landscape. Then CoreWeave inking yet another deal with a major AI player, this time Anthropic. We look at the bull and bear cases for the stock. And a new treatment from Revolution Medicines targets one of the deadliest forms of cancer, pancreatic.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: Israel Prime Minister Netanyahu instructing his officials to start direct talks with Lebanon as soon as possible. Then, IMF chief Kristalina Georgieva details why the Iran war is holding back the agency from upgrading global growth. Plus, Amazon with a massive data center investment in Mississippi, at the same time the Maine legislator votes to become the first state to ban all new data center construction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retired General Mark Kimmett lays out the diplomatic and military options left for the U.S. in Iran, after a ceasefire that he says gives Iran the upper hand. Then former Energy Secretary in the Obama administration, Ernest Moniz, on potentially seizing Iran’s nuclear materials and the plunge in oil. Plus, why Anthropic says its latest AI model is too powerful to release to the general public. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The New York Fed out with new inflation expectation numbers, showing consumers inflation worries are growing. Then, the CEO of AWS on the company’s investment in OpenAI and how the Iran war is impacting business, after several data centers were targeted. Plus, a look at what could be behind the big move lower in shares of Apple. 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.

NEC Director Kevin Hassett detailing the impact of the Iran war on gas prices, making the case that the spike in prices will be short term even as the President threatens increased military action. Then CNBC reporting OpenAI still on track to go public at the end of this year even as other publications says there are some internal disagreements in the c-suite. And the CEO of Anaplan. Explaining why not all software companies are the same.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New reports about potential protocol to oversee the Strait of Hormuz helps lift stocks off the lows. TD Bank U.S. Vice Chair Jeff Solomon lays out what it means for investors. Then, Goldman lays out the outlook for oil after the commodity jumped double digits on the back of remarks from the President. Plus, an early SpaceX investor joins the show as that company prepares to go public in what’s expected to be the biggest IPO in history. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour… Eli Lilly’s oral weight-loss pill approved by the FDA. What the company’s CEO told CNBC about the growth story. Then new reports say SpaceX has confidentially filed for an IPO. Plus, which companies could be the next target of an activist investor? Barclays with a new report looking at just that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new Reuters report says Iran’s IRGC is issuing a warning against 18 U.S. companies including Microsoft, Apple and Google. The Latest from Washington. Then the World Bank Group’s Managing Director on the impact of the Iran war on countries and economies around the globe. Plus one Wall Street firm cutting its Tesla price target by $100. He joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed chair takes questions on the job market and the economy while speaking at a Harvard event. How AI is impacting the workforce, plus the ripple effect of the Iran war on inflation. Then with the President threatening new strikes against Iran, Doubleline’s Jeff Sherman breaks down the impact for stocks and bonds. And aluminum the latest commodity to surge. More on what the potential supply chain disruption could look like.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A federal judge handing Anthropic an early win in its court battle against the Department of Defense. We talk with an investor about the implications for the business. Then, the CEO of AI drone company ‘Shield AI’ on increased demand for the technology around the globe. Plus, Citi with some new calls about stock allocation based on the impact of the War in Iran. Its Head of U.S. Equity Strategy joins the show to explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.