Squawk on the Street

As Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today’s market enthusiasm and the era that gave rise to Greenspan’s famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President Jim Zelter joins the show to discuss the massive financing needs behind the AI boom and where private capital sees the biggest opportunities in the next phase of artificial intelligence growth.

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Carl Quintanilla and Sara Eisen kicked off the hour with fresh news out of SpaceX before turning to a sell-off in Alphabet shares with veteran tech investor Dan Niles. Plus: energy prices also falling as the U.S.-Iran deal talks make progress... What could come next - with one former diplomat that played a key role in Obama's Iran nuclear deal. 

Elsewhere this hour: a read on airline stocks - and whether higher airfares are here to stay; plus: one former Fed member's remembrance of his time working alongside Alan Greenspan - and what he thinks Greenspan would have thought about current market exuberance. 

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Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and national security, Microsoft CEO Satya Nadella's message for companies leading the AI boom, SpaceX shares on track for a three-day losing streak, AbbVie agrees to buy immunology drugmaker Apogee Therapeutics for $10.9 billion in cash.

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Michael Santoli and Sara Eisen kicked off the hour with the state of stocks following Fed Chairman Warsh's hawkish press conference - and more on the key tech stories of the day, from Apple's price hike warning to a new partnership sending Intel shares surging. Plus: oil prices falling as the U.S. and Iran sign a preliminary cease-fire deal, hear one energy market veteran break down the move and what could come next... along with more on how the Knick's win could be a big opportunity for MSG shareholders as the team's blockbuster celebration parade shuts down lower Manhattan. 

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