Garamendi hopes for a negotiated settlement with Iran that returns to pre-war conditions, but warns Iran has learned it can control 20% of global oil transit. He opposes the $1.5 trillion defense budget without justification, citing deficit concerns. He also criticizes the FCC's actions against ABC as a threat to democracy.

Lawler supports the 60-day ceasefire framework, emphasizing the need to get enriched uranium out of Iran. He argues the economic pressure on Iran (losing billions from oil blockade) has forced negotiations. He opposes the war powers resolution, calling it political and unhelpful during active negotiations.

Dell reported 88% revenue growth and 214% EPS growth, raising its full-year revenue guide by $27 billion to $167 billion, with AI server sales now expected at $60 billion. The CFO emphasizes demand is broad-based across customers, verticals, and geographies, not concentrated in one hyperscaler. The $10 billion Pentagon contract is a small part of the outlook.