US equity futures waver after stocks hit another record high, posting their best month since 2020. Apple delivers a surprisingly strong revenue forecast, despite a shortage of MacBooks. President Trump vows to maintain a naval blockade on Iran. Seema Shah of Principal Asset Management discusses this earnings season. Jason Gabelman of TD Cowen looks ahead to Exxon and Chevron results. Chapters: 00:00:00 - Bloomberg Brief 00:00:53 - Global Market Check 00:04:05 - First Look Movers 00:08:43 -