Cristina Lindblad, Global Economics Editor, analyzes how Trump's presidency could reshape economic and foreign policies. Fran Katsoudas from Cisco discusses the company's strategic responses to changing U.S. government policies. Mark Gurman shares insights on Apple's innovative satellite connectivity for its smartwatch. Rob Thummel provides a deep dive into the evolving electric vehicle market landscape. Lastly, Melissa Otto evaluates the influence of tech stocks on the S&P 500's performance, especially highlighting NVIDIA's impact.

Quincy Krosby, Chief Global Strategist at LPL Financial, shares insights on the recent market selloff and questions if the Fed is falling behind. Anjee Solanki, National Director of Retail at Colliers, discusses how weakening consumer behavior might influence future retail sales and potential rate cuts. Melissa Otto, Head of TMT Research at S&P Global, analyzes the tech selloff's impact on the NASDAQ and the possibility of a rebound. Together, they unpack the current market dynamics, unemployment trends, and the economic implications ahead.

Neil Grossman discusses rate outlook and inflation expectations, Melissa Otto talks tech bubble vs big tech, Steve Hanke examines dollar strength and inflation path, Anjee Solanki previews retail sales and consumer health

Melissa Otto, Head of TMT Research at S&P Global, joins Mark Gurman, Bloomberg's Chief Tech Correspondent, along with reporters Spencer Soper and Mark Matthews. They dive into the mixed earnings reports from tech giants like Apple and Amazon, discussing the implications of AI investments and the advertising landscape. Intel struggles with a major stock drop while Apple faces challenges in China. Amazon showcases strong AWS growth but grapples with e-commerce competition, revealing the complexities of balancing investment and profitability.

Mark Zandi from Moody's Analytics discusses the Federal Reserve's likely September rate cut. Melissa Otto and Sarah Kunst analyze Meta's impressive 22% revenue growth and its significance in the tech sector. Krishna Guha explores the economic implications of a potential second Trump presidency, highlighting how political scenarios could affect monetary policy and overall stability. The conversation also touches on investor optimism in the stock market amid fluctuating interest rates.