Good Monday morning. Welcome to Squawk in the Street. I'm Carl Kintanee, along with Sarah Eisen, live at Post 9 of the New York Stock Exchange. And yes, we are proud to extend the Squawk on the Street brand to a third hour starting today.

Of course, we will keep bringing you the most important news,

biggest names in business this hour,

including some big names today.

FCC chair.

Brendan Carr joins us exclusively with SpaceX and focus

as we await the potential drop of its IPO perspectives

in the coming days.

This after the FCC just greenlit,

Echo Stars, $40 billion spectrum sale to SpaceX, and

Elon Musk urges of the agency to kill a multi-billion dollar major rural internet subsidy program.

We'll talk about all of that, plus ABC and Disney.

Former Treasury Secretary Jack Luz with us amid renewed mid-Ease concerns for the global

economy. The president

warning the clock is ticking for Iran, fueling fears of an extension to the largest oil disruption

in history. And after three weeks of courtroom drama, high-stakes legal fighting between

AI rivals, Sam Altman and Elon Musk today, the jury gets a say. We're going to dig into

what's

really at stake here. As for markets, a split market at the moment, Dow's up 121. There has been some

sense of the indices getting buffeted by various headlines regarding Iran, counter proposals,

would-be truces, the VIX's about 18 and a half. Oil was lower and now higher once again, Brent back to 110 plus and WTI above a 106. Let's kick off the hour and get the market set up with TD Bank, U.S. Vice Chair, Jeff Solomon, who joins us here at Post-9. Happy Monday, Jay. Good to see you. Hey, good to see you too. Are we still just going to wait in this morass of would-be counterproposals and

would-be negotiations? Yeah. I mean, listen, the number one thing that's driving markets is what's

...