Episode

Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

Podcast: The Exchange
Published: Apr 7, 2026
Duration seconds: 2623
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Canonical source: https://www.cnbc.com
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Summary

Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector.