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Matt Bryson from Wedbush shares insights on the significant pressure facing global markets, particularly due to Intel's disappointing earnings. James Cakmak from Clockwise Capital analyzes the struggles of tech giants like Amazon and Apple, linking their performance to broader economic concerns. Steve Odland from the Conference Board discusses the implications of an upcoming jobs report amidst mixed economic signals. The conversation dives into investment strategies that could thrive despite the current volatility.

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.

The Fed is largely expected to keep rates steady at its meeting today. Apollo's Torsten Slok and Wall Street Journal's Gunjan Banerji preview the decision. Plus, shares of Microsoft are lower after the company reported its first miss on cloud revenue since 2022. Bernstein's Mark Moerdler explains. And, Starbucks shares are popping despite a decline in same-store sales. Wedbush's Nick Setyan digs into the results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's the busiest week of earnings season, with a third of the Dow and S&P 500 set to report. KKM Financial's Jeff Kilburg tees up results from Microsoft. Plus, investors will be on the lookout for any mentions of AI within those reports. Morningstar CEO Kunal Kapoor discusses what his business is seeing. And, the Bank of Japan and Federal Reserve kick off a flurry of central bank decisions. Goldman Sachs' Tomohiro Ota explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The recent rotation out of big tech faces its next test as four of the Magnificent 7 stocks get set to report earnings. Wedbush's Dan Ives gives his expectations. Plus, it's a critical week for the markets, with the Fed meeting and monthly jobs report on tap. Carson Group's Ryan Detrick and Clough Capital's Vince Lorusso discuss. And, McDonald's is also out with results today. Morgan Stanley's Brian Harbour tees up the numbers to watch. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roger Ferguson, a former Fed Vice Chairman, predicts inflation trends with insights on recent PCE data. Former President Barack Obama discusses his endorsement of Vice President Kamala Harris, sparking debates on her potential impact on energy markets. Helima Croft analyzes how a Harris presidency could affect oil prices amid global changes. Lastly, Marc Miller, CEO of Universal Health Services, shares the company's strong earnings and the evolving landscape of healthcare, reflecting positive growth and labor market improvements.

Financial analysts Peter Boockvar, Phillip Colmar, and Jay Hatfield discuss the recent stock market sell-off. Gina Sanchez shares tips on AI-proofing portfolios. Javier Gonzalez Lastra explains the luxury sector slowdown sweeping Europe.

Tesla shares are sinking after the EV maker missed earnings estimates for the fourth straight quarter. CFRA's Garrett Nelson explains. Plus, Alphabet is also under pressure as investors focus on the decline in YouTube ad sales. Wolfe Research's Shweta Khajuria dives into the report. And, the drag on Big Tech is weighing on the rest of the market. Delancey Wealth Management's Ivory Johnson and Pivotal Advisors' Tiffany McGhee discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's a busy day of earnings, with Alphabet, Tesla, and UPS all reporting today. NorthStar Asset Management's Nimrit Kang, GraniteShares' Will Rhind, and Bank of America's Ken Hoexter tee up the numbers to watch. Plus, the S&P 500 is coming off its best day in more than a month as tech stocks rebound from last week's sell-off. The Wealth Consulting Group's Jimmy Lee and Truist's Keith Lerner explain. And, what is the manufacturing sector signaling about the overall economy? Snap-on CEO Nick Pinchuk weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden has ended his re-election campaign and is now endorsing Vice President Kamala Harris as the Democratic nominee. Fordham Global Foresight's Tina Fordham and Stifel's Brian Gardner give the latest. Plus, companies around the world are still reeling from Friday's global IT outage. Tenable CEO Amit Yoran discusses what this means for the broader cyber security landscape. And, investors are awaiting a busy week of earnings and economic data. Citi's Steven Wieting explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.