SOTS 2nd Hour: AI optimism, Iran latest (+Fmr. Defense Sec. Esper), and LIVE: Celsius CEO, Chime CEO 5/7/26
AI optimism, consumer cracks, and Iran headlines driving the stocks today:
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a breakdown of new commentary when it comes to consumer earnings - spanning Whirlpool, McDonald's, DoorDash and more - before discussing where to put money to work here with Partners Group's Anastasia Amoroso. Plus: is an end to the Iran War really in sight? Hear former Defense Secretary Mark Esper's take on what comes next.
Elsewhere this hour: details on the day's biggest AI high-flyers and some bullish signals out of the options market; plus the…
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