Transcript
A (0:00)
Hello, I'm Ben Rizzuto, wealth strategist at Janice Henderson Investors. We've worked to help clients achieve superior financial outcomes and fulfill our purpose of investing in a brighter future together. To learn more, go to Janice henderson.com sniffle season happens.
B (0:15)
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Hi, I'm Andrew Sorkin, co host of Squawk Box. Today I'm with Joe Kernan and this is five things to know before today's opening bell. U.S. customs says it's going to stop collecting President Trump's reciprocal tariffs early this morning and the Supreme Court ruled that those tariffs are illegal. In response, the President now says he's going to impose a 15% global tax and he can do that for the next 150 days before having to look for other ways to implement tariffs. Meantime, the TSA says that pre check airport screening lanes are operational in the United States. That's a change after the Department of Homeland Security had said early yesterday that faster security checkpoints were paused amid the ongoing partial government shutdown. And Axios is reporting that Defense Secretary Pete Hegseth was We'll meet with Anthropic CEO Dario Amodei at the Pentagon tomorrow. Sources telling Axios that meeting likely to focus on the terms for the military's use of anthropics. Claude AI saying it will likely not be a friendly sit down and Goldman Sachs raising its end of year projections for the price of Brent crude and WTI by $6 a barrel in the fourth quarter of this year. The bank sees Brent at $60 and and WTI at $56. But the forecast assumes no supply disruptions related to Iran. And dark comedy. One battle after another taking high honors at Britain's Great Britain's top movie awards. It won for best Film and Best Director. The baftas are seen as a good indicator of what could happen at the Academy Awards next month. I want to say this meeting with Dario and Pete Hegseth is a super important meeting because the Pentagon is currently using Claude AI. And one of the things that's so interesting about Anthropic, which is different than Open Air and some of the other models Joe is is just this idea that they wanted to preserve certain rights over how their models are used. That that even though they have a contract with the Pentagon, they can't be used in certain ways if in fact they continue down the path of just of trying to either create a board or some kind of model, which I assume Pete Hegseth is going to say, hey, if it's legal, if you're contracting us, we can do whatever we want. It'd be very interesting to see whether the Pentagon is going to threaten to either break that deal with Claude. Interestingly, Claude is the best model currently out there. So if you wanted the government to have access to the best model, that's the one across the board. Not just for certain things. I think for what the Pentagon is trying to do right now for the Pentagon and probably even more looking for this moment. I'm looking for this is going to change. I'm looking for a new jackpot. Look again, it may be that Gemini or OpenAI becomes better in the next month or two and they are going to keep going back and forth, back and forth. But it also means that maybe they'd be able to break their contracts. Also. Interestingly, Claude is used in Microsoft. So. So for example, Microsoft is now using it in certain ways. I mean, it could break the whole sort of ecosystem. By the way, Microsoft has a contract with the Pentagon to other tech companies. So the sort of the role that anthropic plays in this is going to be super important in terms of how this technology ultimately gets used to be very interesting to see what happens after all this. We're going to be back later today with an all new Squawk Pod, our daily podcast featuring the Best of Squawk Box. Check it out wherever you get your podcast and listen anytime.