AI agents' disruption and hits to SaaS names

The CEO of Pepsi joins the show, first on CNBC. Reacting to earnings and giving his outlook for the consumer. Also weighing in on how immigration enforcement is impacting sales. Plus, PayPal stock getting crushed after disappointing earnings and the announcement of a new CEO. More on that turn-around effort. Then, many names in the private credit sector under pressure, we’ll tell you why and the reason it’s potentially spooking the entire market.

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