Dan Skelly of Morgan Stanley Wealth Management joins on set to assess the market setup and what investors should watch next.
In tech Nvidia takes center stage as CEO Jensen Huang delivers a major keynote. Patrick Moorhead of Moor Insights and Dylan Patel of SemiAnalysis analyze the announcements and discuss what they mean for AI infrastructure, memory demand and the semiconductor ecosystem.
Mark Mahaney of Evercore explains why there investors are looking for signals for spending discipline across big tech.
Finally Steve Liesman breaks down a key question in Washington: whether the Federal Reserve Board could vote Jerome Powell back into the chair role if Kevin Warsh is not confirmed in time.
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