Carl Quintanilla, Sara Eisen and David Faber broke down a big week ahead as another earnings season begins - and the street prepares for fresh inflation data later on. Barclays’ Head of US Equity Strategy laid out where he sees risk ahead, plus one bank CEO defended his bull case – and top picks – for the financials.
Also in focus: Tech & Tiktok. Nvidia shares falling on new AI-related export controls from the Biden Administration, while Apple shares fell into correction territory on a tough report around iPhone sales. Plus, Meta’s Mark Zuckerberg not mincing words about Apple with Joe Rogan – we bring you the highlights. Former FCC Chairman Ajit Pai joined the team to discuss it all, and the path ahead for TikTok given a possible ban.
Finally: the latest on those California wildfires, with a live read from the ground in Altadena – and one developer’s take on everything that could change in the rebuilding process, from permits to construction materials.
