T-Mobile and Verizon are in talks to carve up U.S. Cellular. @WaltLightshed says it will be more complicated than that.
“It doesn’t mean that the current administration, no matter how small it is, approves any deals,” he said.

'Very damaging.'
Pat Toomey (US Sen. ret.), former Republican Senator from Pennsylvania, weighs in on Pres. Biden's threat to withhold certain weapons from Israel if it invades Rafah.

'This is going to be a very expensive, burdensome investigation for Boeing regardless of whether they've actually done anything wrong,' says former U.S. Securities and Exchange Commission Sr. Trial Counsel Joshua Mayes on a new report that the SEC is probing $BA

Welcome to the era of BYOAI...'Bring Your Own AI' to work.
It's happening among employees, but it comes with risks.

THL Partners' Scott Sperling says today's interest rates aren't 'ridiculously high.'
Still, he lays out several significant economic concerns.

'We're seeing a transition from AI being horizontal platforms, to now more vertical AI which creates an opportunity all around the country,' says Revolution CEO Steve Case.

Commercial real estate reckoning? 'There are opportunities at the right price,' says NYC real estate developer Bill Rudin.

CFRA Chief Investment Strategist Sam Stovall shares his market expectations and where the S&P 500 may be headed by the end of the year.

Private equity groups might soon have the opportunity to acquire up to 30% ownership stakes in NFL teams. @Axios Business Editor @DanPrimack outlines the growing influence of private equity:

'A lot of the cycles I look at suggest that yields are going to pull back pretty dramatically between now and August,' says Mark Newton CMT. 'I suspect yields could get down well under 4%.'

'Absent a reduction in inflation, you should not expect to see the Fed cut rates,' says North Island Ventures Chairman Glenn Hutchins.

Analyst Rich Greenfield, LightShed 🔦 talks $DIS, $WBD bundle and NBA TV rights.

BofA Consumer Checkpoint is out, and it shows consumer momentum continued in April.

.Speaker Mike Johnson on the upcoming elections and the right to vote.
'By some polls, 86% of the American people want only U.S. Citizens to vote in U.S. Elections. What a concept.'

.Speaker Mike Johnson on holding back weapons for Israel. 'What the President is doing is not only defying the will of Congress, but he's also trying to dictate and micromanage the war,' he says

'This country needs a functioning Congress, and if you remove a Speaker of the House, the House closes down,' says Speaker Mike Johnson discussing yesterday's vote to vacate the Speaker seat.

LISTEN NOW: Rivian reported a quarterly revenue beat and a cut to its capital spending forecast. CEO RJ Scaringe explains his vision for the future of EVs. Listen and follow the Squawk Box podcast here: link.chtbl.com/squawk_pod

.@Lyft's view of business and the economy:
CEO @DavidRisher says according to his 1.2 million drivers, things are not getting worse.
In fact, aside from commuting being up, weekend party times are up, and premium rides are up as well

.@ArthurBrooks on university life today: there's more activism, less intellectual inquiry.
'You go to college to learn things and to be challenged, not to be told that one side is right and the other side is evil,' he says

Emily Roland of John Hancock Investment Mgmt. explains why this market is like a moody teenager right now.