Averages closed lower today after more hotter-than-expected inflation data. Ariel’s Charlie Bobrinskoy on small-caps and G Squared’s Victoria Greene on broader markets. Earnings from Ulta Beauty, Pagerduty and Adobe. Adobe CEO Shantanu Narayen talks the latest quarter, AI adoption and OpenAI’s Sora tool. Lux Capital co-founder Josh Wolfe on the many moving parts around a possible TikTok ban and what could be next. Plus, our Leslie Picker on why some rundown New York City apartments are turning into another headache for regional banks.  

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.