Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a debate on where the Fed stands when it comes to a possible rate cut this afternoon - before former Fed Vice Chair and current Wharton Professor Alan Blinder gave his take. Plus: hear a wide-ranging interview with Ares CEO Michael Arougheti, spanning markets to what he calls a strong outlook for M&A...

Also in focus: the team checked in with the CEO of one company that just partnered with the Department of Defense to stop growing AI cyber threats - and got the latest from Washington as GOP members sound the alarm on Nvidia's China sales.

And last in the hour: catch an interview with the CEO of Magnum Ice Cream, talking demand and growth ahead on the heels of a new listing at the New York Stock Exchange.

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