10AM Hour: The Great Rates Debate, NextEra-Dominion Deal Details, & A Read From The Ground On AI 5/18/26

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at the growing debate over rising stocks AND rising bonds - before getting to the latest out of Washington when it comes to fading hopes around Iran, and breaking it all down with RBC's Head of U.S. Equity Strategy and Rockefeller's Ruchir Sharma. Plus: details on key movers you should watch here - from developments in Lululemon's battle with its activist Founder Chip Wilson to key details out of a new tie-up that would create the world's largest electric utility company... and a read from the ground when it comes to AI's use cases within biotech, according to one longtime expert. Squawk on the Street Disclaimer