CNBC’s “Money Movers”

Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addresses whether he’s worried there could be a significant impact for inflation. Then a new labor market paper from Anthropic explores the impact of AI on the workforce. Particularly those just entering the labor market. 

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Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit are not systemic. Then TD Cowen breaks down Broadcom results and whether the stock has more room to run. And the CEO of Okta on results and why the competition in AI isn’t a winner take all equation. 

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Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s growing revenue numbers amid a standoff with the Pentagon. And are Microsoft’s outside AI investments coming back to hurt its own business? All that on Money Movers.

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Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz’s Ben Horowitz on his firm’s investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught up in fears about software, falling even more after releasing results. His outlook, this hour.

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The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes next in the conflict. Plus, a live report outside Anthropic’s San Francisco HQ, after the Pentagon blacklisted the company and signed a deal with rival OpenAI.

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