The Exchange

The soft-landing narrative is getting stronger with the Fed’s preferred inflation gauge coming in as expected. It could be smooth sailing for investors from here, but our market guest has one major concern. Plus, we’ll check in with one company that’s leveraging AI to keep the lights on, literally. And Abercrombie & Fitch is getting some love on Wall Street today, thanks in part to its inroads with Gen Z.

The Dow is hitting a record high on the back of Nvidia’s solid report, so what’s the next catalyst or concern for the market? We’ll debate. Plus, Citi’s analyst double-upgraded Best Buy from a sell rating to buy ahead of its blockbuster report. He’ll join us with where else he’s seeing opportunity in retail. And Tanger is uniquely positioned to monitor foot traffic with its 40 shopping centers across the country. The CEO joins us with the trends they’re seeing.

Nvidia is set to report after the bell today. We’ll look at why it’s so important to the market and what Wall Street will be watching for in the results. Plus, Box shares are having their best day in 3 years on an earnings beat and guidance hike. Founder & CEO Aaron Levie joins us exclusively to discuss the results and future of AI regulation. And it’s not just Nvidia. Affirm, Crowdstrike, and Dollar General are on deck to report, and we’ll look at how to position ahead of the print in Earnings Exchange.

How fast and how far will the Fed go with interest rate cuts? Fed Chair Powell didn’t say, but he did signal a September start. One economist says he wishes Powell hadn’t boxed himself in and joins us to explain. Plus, billionaire investor Greg Flynn is putting $40M into the San Francisco office-property market, saying now is the right time to get in. And we’ll look ahead to Box, SentinelOne, and Nordstrom’s reports in Earnings Exchange.

Fed Chair Powell delivered what the market wanted, but will Nvidia keep up its end of the bargain when it reports earnings this week? We’ll debate the high-flying AI tech stock. Plus, the consumer continues to seek value, and new data from Mizuho suggests an under-the-radar food name is poised to outperform. And one fitness stock is trading at a 15-month high as Baird names it its new bullish, fresh pick.

Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confident it’ll be by 50 basis points. Plus, Our strategist is bullish on what he calls AI 2.0 companies and brings us the names he says are in a sweet spot. And hopes of a turnaround helped Peloton rally toward its best day ever yesterday. Today, we’re looking at the turnaround trade in 3 Buys and a Bail.

Our market guest is shifting gears to small-cap tech to find opportunity and joins us with the names she is watching. Plus,  retailers are trying to offer consumers more value deals, but one in particular is doing it better, according to Bank of America. And Peloton is surging after posting its first sales increase in nine quarters, but will it be enough to turn things around?

The Dow could top 47,000 in the next 12-18 months, according to our strategist. He’s bullish in the long-term, but has three dividend darlings to weather the near-term volatility in the market. Plus, VP Harris’ running mate Gov. Walz is speaking tonight at the DNC. We’ll get a live report ahead of those remarks and look at one key area that the Democrats’ economic agenda doesn’t address. And payroll growth is being revised lower by the Labor Dept. We’ll tell you what it means for the economy, and why it could matter to the Fed.

Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician says the moves in stocks and bonds are becoming increasingly correlated, signaling one group is due for a pullback. And the so-called “conscience of capitalism” John Hope Bryant joins us to make the case for the 40-year mortgage as a way of making home ownership more accessible.

Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year and joins us with his read on the economy. Plus, the Democratic National Convention kicks off in Chicago today, and we have a live report from Chicago with what’s at stake and what a Harris presidency means for your money. And UBS sees the foundations for a homebuilder rally forming, despite the recent negative data. Their analyst will join us with the name he sees rallying 16% from here.