Dia Drabosa, a financial journalist, shares insights on Alphabet's latest earnings, highlighting strong performance in advertising and AI's role in growth. Gene Munster, a Deepwater analyst, discusses the competitive AI landscape and regulatory challenges. Seema Modi provides a rundown of AMD's earnings, tying it to broader tech trends. Kate Rogers offers an analysis of Chipotle's mixed results against the backdrop of rising interest rates. The conversation also touches on the upcoming presidential race and its potential impacts on markets.

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.