Paul Hickey, Bespoke Investment Group Co-Founder helps break down the market action and a fresh wave of earnings across chips, EVs, and enterprise tech. Live from Las Vegas, Jon Fortt sits down with ServiceNow CEO Bill McDermott for a wide-ranging conversation on enterprise AI adoption, digital transformation, and business confidence.

Ruben Roy, Stifel Senior Analyst, joins to react to AMD and the broader Nvidia-driven AI rally. Rivian CEO R.J. Scaringe joins following the company’s latest results.

Kristin Peck, Zoetis CEO, joins to talk pet demand and the latest quarter. 

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