Intro

San Francisco Fed President Mary Daly talks inflation, policy, and the path of the economy. Schwab’s Kevin Gordon weighs in on this week’s market action. Dan Ives of Wedbush breaks down Tesla’s Robotaxi momentum and IBM’s recent breakout. Meta CTO Andrew Bosworth talks the company’s AI push, competition with defense contractors, and joining the U.S. Army Reserve. Our Pippa Stevens reports on the high-stakes competition between states to land data centers—and what it’s costing taxpayers.