With the Beige Book out and fresh commentary from Treasury Secretary Scott Bessent and Fed officials, our Steve Liesman breaks down what the latest signals say about the economy. Alan McKnight of Regions Wealth Management and Michael Farr of Farr, Miller & Washington discuss stretched valuations, inflation risks, and whether earnings can keep stocks supported. Then, a look at why Salesforce may be getting left behind in the AI race with DA Davidson’s Gil Luria, and how Entrepreneurs First CEO Alice Bentinck is rethinking startup funding and focusing on talent over ideas. Finally, RBC’s Gerard Cassidy previews key regional bank earnings to watch.

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