Aaron Jagdfeld, CEO of Generac, shares insights on the booming demand for backup power solutions amidst rising power outages. Kate Gulliver, CFO of Wayfair, discusses the company's recent revenue growth and the impact of consumer spending trends along with tariffs. Joyce Mullen, CEO of Insight Enterprises, explores changing customer preferences in tech solutions, especially towards AI investments, and the hesitance in larger projects. Together, they analyze the precarious state of the market and the implications for various sectors.
