Calvin McDonald, CEO of Lululemon, shares insights on the brand's recent successes and strategic growth amid rising inflation concerns. Stacey Rask dives into the semiconductor industry, discussing government regulations and their impact on companies like NVIDIA. Peter Harrell, a former National Security Council Senior Director, analyzes the implications of potential TikTok restrictions in the U.S., covering national security concerns and the shifting media landscape. The conversation includes market reactions to recent economic data and JPMorgan’s leadership changes.

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.