Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMorgan's Head of AI Infrastructure financing gave his take on where the industry is headed (despite growing data center backlash) - and more on billionaire investor Stanley Druckenmiller's new warning for the Treasury: let the bond market speak. Squawk on the Street Disclaimer