Michael Kantrowitz of Piper Sandler and Marta Norton of Empower assess the broader market setup and how investors should position as volatility picks up. In tech Microsoft faces growing scrutiny after underperforming its megacap peers. Tal Liani of Bank of America explains why he is turning more constructive despite recent concerns around AI execution. Alan Ratner of Zelman breaks down the state of housing after earnings from KB Home. Dan Rasmussen of Verdad Advisers examines ongoing stress in credit markets and where risks may still be building. Our Mackenzie Sigalos previews the start of a closely watched trial between Anthropic and the U.S. government and what it could mean for AI and regulation. The show also explores fresh developments in OpenAI and private markets before closing with final thoughts on what to watch next.
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