Investment Insights: AI Boom and Economic Shifts

Stocks taking a leg lower after Friday’s big rally: Carl Quintanilla, Michael Santoli, and David Faber broke down fresh housing data top of the hour – and whether Powell’s given an “all clear” for stocks to rally with veteran investor Dan Niles, before getting former Federal Reserve governor Randy Kroszner’s take. Plus: a make-or-break report ahead out of Nvidia… How to play it with an analyst who’s got one of the highest price targets on the street, along with the implications for Intel shares of this new Trump Administration stake in the name.

Also in focus: new tariff concerns hitting shares of furniture makers – the latest out of Washington and what it could mean for consumer prices… Cryptocurrencies under pressure – what’s driving declines… And a deep-dive on Keurig Dr Pepper’s new $18 billion deal for the owner of Peet’s coffee.

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