Venu Krishna, Barclays Head of U.S. Equity Strategy, discusses how tariffs are expected to impact the market later this quarter. William Lansing, CEO of FICO, defends his company's practices amid claims of monopoly while highlighting the role of AI in credit scoring. Costas Biloris, BMO Capital Markets Analyst, delves into recent developments affecting Sarepta's gene therapy, underscoring regulatory challenges and safety implications. The conversation also touches on resilient restaurant stocks and the latest earnings from major companies.