Ron Kirk, former U.S. Trade Representative, shares his insights on how recent tariffs might affect Amazon's Prime Day sales and broader trade relations. Deirdre Bosa, CNBC's tech reporter, discusses Meta's strategic poaching of talent from Apple, particularly an AI researcher, signaling fierce competition in the tech sector. They dive into the impact of these dynamics on market perceptions and the banking sector, especially following downgrades of major banks ahead of earning reports. This lively conversation reveals critical intersections between trade, technology, and market behaviors.