# SOTS 2nd Hour: AI optimism, Iran latest (+Fmr. Defense Sec. Esper), and LIVE: Celsius CEO, Chime CEO 5/7/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/sots-2nd-hour-ai-optimism-iran-latest-fmr-defense-sec-esper-and-live-celsius-ceo-chime-ceo-5-7-26
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Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-05-07T15:11:41+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/6a258222-33f2-431c-927f-f1b84ad0cb5c/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=6a258222-33f2-431c-927f-f1b84ad0cb5c&feed=GcylmXl7
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Duration seconds: 2597

## Resource

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 view from the C-Suite when it comes to the health of the economy... according to the CEOs of two earnings names - fintech company Chime, and energy drink maker Celsius Squawk on the Street Disclaimer

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## Transcript

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