# SOTS 2nd Hour: Iran Tensions Rise, Chip Stocks Gain - Plus: On Semi CEO, FDA Commissioner Commentary 5/5/26

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Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-05-05T16:03:42+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/14a61cce-8d8b-4a34-9245-f90d8115e449/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=14a61cce-8d8b-4a34-9245-f90d8115e449&feed=GcylmXl7
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Duration seconds: 2632

## Resource

Escalating tensions in the Strait of Hormuz moving yields and markets... Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour with a contrarian take from investors at the Milken Global Conference - before the team got the latest out from Washington and more on how to navigate the tech trade with one of the street's best, following new numbers from Palantir. Plus: chip stocks in focus after a few key results and a report Apple's contemplating new suppliers... Hear the CEO of On Semi breakdown the demand picture, along with more on some huge moves in the options market. Elsewhere this hour: a deep-dive with the current Commissioner of the FDA - as he pushes back on growing criticism tied to drug approvals. Squawk on the Street Disclaimer

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## Transcript

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