It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. 

We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.

Patrick Moorhead of Moor Insights discusses Intel’s report. 

We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group’s Tom Forte, plus T. Rowe Price portfolio manager Tony Wang. 

Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.

What is riding on Apple results in Overtime? We discuss with Malcolm Ethridge from Capital Area Planning Group and Bryn Talkington of Requisite Capital. Top financial advisor Rich Saperstein from Treasury Partners tells us the one sector he is betting on in the wake of the Deepseek drama. And, we drill down on the big move in Caterpillar’s stock today. 

It might be the most important hour of earnings season: Meta, Microsoft and Tesla all report their latest numbers — and set the tone for what comes next in the market. Adam Crisafulli of Vital Knowledge and our Michael Santoli kicks things off before we hear from the companies. 

Key earnings on deck include Microsoft, Meta, Tesla, IBM, and ServiceNow, with exclusive CEO commentary from Jon. Dan Ives of Wedbush joins to break down Microsoft, Meta, and Tesla results. Later, Gil Luria of D.A. Davidson offers deeper analysis on the tech giants' earnings.

The Fed kept rates steady and Cecilia Rouse, President of the Brookings Institution, and Apollo’s Chief Economist, Torsten Slok, providing crucial insight on what investors need to know from Fed Chair Jerome Powell's latest.

Jon shares exclusive sound from VF Corp. CEO Bracken Darrel on the company's turnaround efforts and Morgan checks in on the transports with an exclusive interview with Norfolk Southern CEO Mark George. 

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. 

What does the future of investing in AI look like and has the game truly changed? We discuss with Big Technology’s Alex Kantrowitz and Alger’s Dan Chung. Plus, some are calling the Deepseek development a boon to startups looking for cash. Rich Heitzmann from FirstMark gives his take. And, we discuss some big moves in the Bitcoin miners – and what’s at stake for that group. 

The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein’s Stacy Rasgon. Plus, Fundstrat’s Tom Lee tells us the names he would be buying on today’s dip. And, Nvidia shareholder Doug Clinton reacts to the stock’s worst single-day market cap loss in history. 

Bob Elliott of Unlimited and Steve Sosnick of Interactive Brokers discussing key market moves. Tech takes center stage as Dan Niles previews next week’s major earnings. Aspen Strategy Group Executive Director Anja Manuel joins to explore Trump’s impact on China and trade.

Speaks with Dr. Dajun Yang, CEO of Ascentage Pharma, about the first healthcare IPO of 2025. Hugh Son wraps up with insights on American Express and the strength of affluent consumers.

Stephanie Guild from Robinhood, NewEdge’s Cameron Dawson and Ayako Yoshioka of the Wealth Enhancement Group break down their predictions for the market this year. Plus, star investor Benchmark’s Bill Gurley weighs in on the drama between Elon Musk and Sam Altman. And, shares of Novo Nordisk jumped in today’s session on some critical obesity drug data. We explain all the details and what it could mean for the rest of the GL-P1 space. 

Barbara Doran of BD8 Capital Partners and Crossmark Global Investments’ Bob Doll give their playbook for the market as earnings ramp up. Earnings from CSX and Texas Instruments. Susquehanna's Christopher Rolland joins to dissect TXN earnings and the chip sector, while Sheila Kahyaoglu from Jefferies on Boeing Q4 preannouncement.

Jon Fortt sits down exclusively with Twilio CEO Khozema Shipchandler on the company's new growth targets. Keith Rabois of Khosla Ventures on the Trump economy, Musk vs. Altman, and the future of Stargate.