We kick off with Paul Hickey of Bespoke Investment Group and Charles Schwab's Kevin Gordon analyzing key market movements and economic trends.

Starbucks reports earnings as new CEO Brian Niccols changes come into sharper focus; Wedbush analyst Nick Setyan breaks down what's ahead. 

F5 CEO François Locoh-Donou on the latest quarter. Commvault CEO Sanjay Michandani on protecting AI data and the implications of DeepSeek. Josh Wolfe of Lux Capital joins to discuss U.S.-China competition, defense tech, and the future of critical investments.

Walter Isaacson shares insights into Elon Musk’s evolving influence in politics and business, bringing his perspective as Musk’s biographer.