Eamon Javers

Senator Dave McCormick, a former business executive and current U.S. Senator from Pennsylvania, tackles the critical issues of health care policy and the implications of a national AI regulatory framework. He warns about the approaching expiration of ACA subsidies and suggests urgent reforms to stabilize healthcare costs. Eamon Javers, CNBC's Washington correspondent, shares insights on the White House's latest executive order to streamline AI regulation, emphasizing its potential impact on state laws. Together, they discuss the balance of innovation and risk in the evolving AI landscape.

Eamon Javers, a Washington-based reporter, features prominently with insights on the president's recent social media post threatening tariffs, which sent markets into a tailspin. The conversation reveals the potential market implications and investor reactions. Additionally, the discussion dives into the plummeting chip stocks due to China antitrust issues and explores whether the market is overly concentrated in the AI trade. Javers and guests offer a spirited analysis of current economic conditions and pivotal bank earnings to watch.

Tom Lee, founder of Fundstrat and market analyst, shares insights on AI's potential to drive the S&P to new heights while addressing skepticism in the current rally. Eamon Javers reports on U.S. financial support for Argentina amidst economic uncertainties. Richard Fisher, former Dallas Fed president, discusses the implications of Fed policies on the stock market and the newly approved Texas exchange. Stephanie Link analyzes market dynamics and sector performance, emphasizing AI-led investment trends in this dynamic financial landscape.