Diana Olick

Gabriela Santos, Chief Market Strategist for J.P. Morgan, dives into market dynamics driven by monetary policy and the implications for stocks and bonds. Jonathan Ross, Founder and CEO of Groq, explains his company's innovative approach to AI chips, focusing on cost and energy efficiency. Diana Olick reports on surprising new home sales figures, highlighting a rise in prices despite mortgage rate challenges. Plus, insights on Alibaba's massive $53 billion AI spending and the economic impact of the upcoming Ryder Cup.

Scott Kroner, U.S. equity strategist at Citi, shares insights on the S&P 500 and the risks surrounding AI-driven stocks. Diana Olick, CNBC real estate correspondent, dives into the rising popularity of adjustable-rate mortgages amidst affordability challenges. The discussion also covers gold's historic rally as a reaction to declining trust in central banks, alongside tech's momentum with emerging AI products and partnerships that could reshape market strategies.

Mike Santoli, CNBC's Senior Markets Commentator, dives into the latest market trends influenced by the Fed and geopolitical tensions. Diana Olick breaks down the U.S. housing market, highlighting a slight uptick in pending home sales despite affordability challenges. They also discuss Nike's earnings report, revealing cautious optimism as the brand pivots its strategy, and touch on the emerging NYC wind farm project that promises sustainability. The conversation wraps up with insights on defense stocks and the impact of a weakening dollar.