In this discussion, Josh Brown, a CNBC speaker renowned for his stock expertise, and Malcolm Etheridge, a market trend analyst on CNBC, dive into the future of the stock market and the Federal Reserve's influence. They analyze major moves in companies like Netflix, Uber, and AT&T. The potential AI ambitions of Apple and its impact on tech stocks are also explored. Additionally, they dissect trends in the restaurant industry and highlight Ulta Beauty ahead of earnings, with insights into the latest investments in cybersecurity.