SOTS 2nd Hour: Chips Rip, Hantavirus concerns, & The Latest Iran Developments + Market Implications 5/11/26
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 Hantavirus concerns are warranted here; a look at one commodity riding the AI frenzy; and more on…
The skinny
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