Dan Ives of Yorkville Ives & Co. breaks down the renewed tech rally and what could keep it going. John San Marco of Neuberger Berman previews retail earnings. Marta Norton, Chief Investment Strategist at Empower, assesses the broader rally and what investors should watch as stocks continue setting records. AeroVironment Chairman and CEO Wahid Nawabi discusses new drone tariffs and what they could mean for the defense industry and domestic manufacturing. Former White House Chief of Staff Mick Mulvaney examines mounting pressure on prediction markets and the regulatory risks facing the industry. Joe Mazzola of Charles Schwab breaks down retail investor behavior and reveals where individual investors are putting money to work and which major tech names they are selling.
Plus, our Robert Frank reports live from Pebble Beach on a dramatic generational shift in classic cars as younger collectors abandon traditional “boomer cars” for supercars from the 1990s and 2000s, raising new questions about a potential bubble.
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