In this discussion, KR Sridhar, CEO of Bloom Energy, shares insights on the recent fuel cell supply deal with AEP, emphasizing the efficiency gains for energy solutions. Lindsay Dutch, Senior Analyst in Consumer Hardlines, analyzes the contrasting earnings results from Best Buy and Dick's Sporting Goods, highlighting Dick's growth while Best Buy faces demand challenges. The conversation also explores implications of regulatory changes for big tech and Citigroup's bonus strategies aimed at talent retention in their banking sector.

Vincent Piazza discusses Diamondback Energy's agreement to buy Endeavor Energy. Lindsay Dutch talks Hasbro earnings. Geetha Ranganathan joins to discuss Paramount's job cuts. Woo Jin Ho breaks down Cisco's earnings. Jennifer Bartashus discusses Kraft earnings. Christopher Ciolino discusses Deere earnings.