Alphabet and Microsoft are lower following mixed quarterly results. YCG Enhanced Fund's Brian Yacktman explains. Plus, the latest Fed policy decision is out this afternoon. NatWest Markets' Michelle Girard gives her expectations. And, a Delaware judge has sided with an investor lawsuit against Tesla CEO Elon Musk. Cleo Capital's Sarah Kunst discusses.

Alphabet & Microsoft Earnings, the Latest Fed Decision, and Musk's Tesla Lawsuit  01/31/24

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The Dow has crossed the 40K for the first time ever. NorthStar Asset Management's Nimrit Kang discusses the stock playbook from here. Plus, it's not just stocks; copper prices are also hovering near all-time highs. Bank of America's Francisco Blanch explains. And, Einride is partnering with DP World to build the world's largest autonomous trucking network in Dubai. CEO Robert Falck lays out the details.

Dow 40K, Copper Conundrum, and Autonomous Trucking 5/17/24

Despite the slowdown in inflation during April, housing continues to drive prices higher. Camden Property Trust CEO Ric Campo discusses what his business is seeing. Plus, Walmart reports earnings this morning as consumers look for even more value. CFRA's Arun Sundaram lays out his expectations. And, Octopus Energy, number 11 on CNBC's annual Disruptor 50 list, is using AI to spark the global transition to renewable energy. CEO Greg Jackson explains.

Housing Inflation, Walmart Earnings, and the Global Energy Transition 05/16/24

Investors are awaiting the latest read on U.S. inflation and consumer prices. Citi's Veronica Clark previews the report. Plus, the 2024 CNBC Disruptor 50 list is out, with two-thirds of the companies calling AI critical to their business. Phononic's Tony Atti, number 35 on the list, discusses. And, the Nasdaq is coming off a fresh record high. Piper Sandler's Craig Johnson and G Squared Private Wealth's Victoria Greene tee up the trading day ahead.

April CPI, 2024 CNBC Disruptor 50, and the Nasdaq's New High 05/15/24

The meme stock frenzy is making its return in a big way. Inside Edge Capital's Todd Gordon explains. Plus, Home Depot reports earnings today, offering insight into the health of the housing market. D.A. Davidson's Michael Baker lays out his expectations. And, Caitlin Clark makes her regular season WNBA debut tonight. Washington University's Patrick Rishe discusses the streaming landscape for sports.

Meme Stock Frenzy, Home Depot Earnings, and Cailtin Clark's WNBA Debut 05/14/24

The market's record run could hit a snag as Wall Street faces a series of litmus tests around inflation and the consumer. Callan Family Office's RaeAnne Mitrione and Freedom Capital Markets' Jay Woods discuss how to position from here. Plus, Walmart and Home Depot will offer key insight into spending trends when they report earnings this week. Former Walmart CEO Bill Simon and Jane Hali & Associates' Jessica Ramirez explain. And, consumer prices in China rose in April, marking the third straight month of gains. Longview Global's Dewardric McNeal lays out the outlook.

Alphabet & Microsoft Earnings, the Latest Fed Decision, and Musk's Tesla Lawsuit 01/31/24

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