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

Page: https://stenobird.com/podcast/the-exchange-431205/iran-deadline-looms-under-priced-oil-risk-and-opportunities-in-semis-4-7-26
Text version: https://stenobird.com/podcast/the-exchange-431205/iran-deadline-looms-under-priced-oil-risk-and-opportunities-in-semis-4-7-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-04-07T18:33:27+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/d2e932d9-f1a4-4153-8da8-37a16dc6ac2b/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=d2e932d9-f1a4-4153-8da8-37a16dc6ac2b&feed=tc4zxWgX
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Duration seconds: 2623

## Resource

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.

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## Transcript

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