Strait of Hormuz blockade, Goldman Sachs earnings, AI cybersecurity and more in Morning Squawk

here's the thing: geopolitics and financial markets are always messy. the strait of hormuz stuff is a distraction, but it highlights how fragile global logistics remain, which directly impacts the cost of compute and data transfer for AI. it's not about the blockade itself; it's about systemic risk.

goldman sachs earnings will tell us how much panic trading is bleeding into the AI security sector. ai is a massive vector for cyber risk, and when global shipping gets volatile, the supply chain for specialized chips and energy becomes a prime target for state actors. it's a distraction from the core problem: operational security.

we're pouring billions into AI, but we still haven't figured out how to secure the underlying physical and digital infrastructure. the cybersecurity plays are going to become more critical than the model accuracy itself because the stakes are so high.