How much of the market’s next move is centered around a considerable cut from the Fed? We discuss with Yardeni Research’s Ed Yardeni. Plus, Paramount Skydance could make a bid for Warner Bros. Discovery. CNBC’s David Faber breaks down all the details. Marathon Asset Management’s Bruce Richards tells us what he is expecting from the credit market – with a Fed cut looking more likely. And Sofi’s Liz Thomas tells us where she is finding opportunity with stocks at record highs. 

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