Discussion on Deckers Outdoor and Super Micro Computer joining the S&P 500. Insights on growth drivers for Deckers Outdoor, including the success of Uggs. Analysis of an EV blunder possibly leading to Hertz's CEO departure. The Futurum Group CEO explains key factors to watch for in the Magnificent Seven tech companies.

Daniel Newman, CEO of Futurum Group, shares his insights on NVIDIA's upcoming earnings and the volatile AI market. He discusses the company's strong demand despite supply chain challenges. Michael Green, Chief Strategist at Simplify Asset Management, dives into how tariffs could reshape corporate earnings and the ripple effects of U.S.-China trade tensions on global markets. Both guests provide a critical lens on the strategic moves of major tech players and the implications for investment professionals.