Abigail Doolittle

Guests Abigail Doolittle and Michael MacKenzie discuss Jerome Powell's policy shift and its impact on markets. Maria Korsnick talks about nuclear power combatting climate change. Joel Weber and Stephen Stapczynski discuss how traders made a fortune switching off a nation's gas supply.

Mari Shor from Columbia Threadneedle Investments discusses surprising U.S. retail sales growth and consumer resilience. Mandeep Singh highlights TSMC's impact on AI and the tech sector. David Kudla shares an optimistic market outlook, while Paul Gulberg analyzes Blackstone's success in alternative assets. Josh Zegen and Abigail Doolittle explore commercial real estate recovery post-crisis. Finally, James Thornton reveals trends in corporate travel, emphasizing sustainability and the shift toward immersive travel experiences.

Cheryl Pate, a Senior Portfolio Manager at Angel Oak Capital, discusses insights from major Wall Street bank earnings and trends in consumer credit. Amy Price, President at BGO, examines challenges in the commercial real estate market. Mackenzie Hawkins and Ian King analyze discussions around potential U.S. restrictions on Nvidia AI chip sales, while Jayson Bronchetti, CIO of Lincoln Financial, shares insights on the market's outlook as the elections approach, adding depth to the conversation about financial strategies and consumer behavior.

Ian King, a top semiconductor sector correspondent, and Liana Baker, Managing Editor for the Deals Team, dive into Apollo Global Management's multibillion-dollar offer to Intel. They discuss how this move signals confidence in Intel's turnaround strategy amidst Qualcomm's looming presence. Additionally, Abigail Doolittle shares insights on the luxury real estate surge in South Florida, triggered by a recent influx of wealthy buyers, complicating the market dynamics significantly.

In this discussion, Jennifer Bartashus, a Senior Analyst specializing in retail staples, analyzes Dollar General's falling stock and its struggle to cater to low-income shoppers. Dan Morgan, a Senior Portfolio Manager, dives into Nvidia's earnings, revealing a shift towards data centers amid fierce competition. Scott Kelley and Abigail Doolittle provide insights into the complexities of U.S. commercial real estate post-pandemic, while Gene Munster elaborates on Nvidia's pivotal role in the AI chip market and its market challenges.