Steve Leisman, a CNBC reporter, dives into the consequences of the Fed's recent quarter-point interest rate cut, impacting mortgages and loans. Michael Cantopoulos discusses bond market reactions, while RJ Scringe, CEO of Rivian, shares insights on the company's challenging earnings. Chris Benatti elaborates on how AI detected significant financial issues at Super Micro. Courtney Reagan analyzes the Capri Holdings and Tapestry merger, highlighting its broader industry implications. A thought-provoking conversation on finance and technology unfolds!

Courtney Reagan and the Investment Committee discuss the unexpected inflation read affecting the market's win streak. Nvidia receives a major price target hike, and the Committee debates the high-flying chip name. They also share their latest portfolio moves and strategies.