Will tariff uncertainty hit the economy and the stock market? We discuss with Fundstrat’s Tom Lee,  New York Life’s Lauren Goodwin and Charles Schwab’s Kevin Gordon. Plus, Rick Heitzmann from FirstMark Capital weighs in on the big thaw in the IPO market. And, American Century CEO Jonathan Thomas breaks down his second half playbook. 

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Brenda Vingiello of Sand Hill and 3Fourteen’s Warren Pies join the market panel to talk the week ahead. Secretary of the Interior Doug Burgum discusses domestic energy strategy and the changes to the country’s energy agenda. Former Walmart U.S. CEO Bill Simon weighs in on retail’s outlook. Plus, Roth Capital’s Craig Irwin on whether Elon Musk’s political ambitions are distracting for Tesla shareholders.

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Are stocks primed for a second half surge or a disappointing six months ahead? We discuss with Trivariate’s Adam Parker, NewEdge’s Cameron Dawson and Payne Capital’s Courtney Garcia. Plus, we break down the latest in President Trump and Elon Musk’s reignited feud. And, Mohamed El-Erian from Allianz breaks down his second half playbook.

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AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt threatens markets, hinders economic growth, and fractures international relations. From trillion-dollar annual interest payments to bond-market tremors to geopolitical vulnerability, CNBC explores the tipping point that the U.S. may be approaching – and whether it’s still possible to change course. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Axiom Space recently launched its fourth private crew mission to the International Space Station. AX-4-- sponsored by India, Poland and Hungary-- lifted off from Florida in a SpaceX capsule last week and is currently completing a two-week tour on the ISS. It was the first mission under CEO Tejpaul Bhatia, a serial entrepreneur with experience from Google, who took the helm at Axiom Space earlier this year. He joins Morgan Brennan to discuss the mission, alongside the company's development of its own commercial space station and lunar space suits for Prada.

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This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat’s Tom Lee, Truist’s Keith Lerner and Wealth Enhancement Group’s Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed’s next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding opportunity in the second half of the year. 

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S&P 500 closed at a record high today. Our Kristina Partsinevelos tracks key stock movers, while Rick Santelli breaks down action in the bond market. Scott Wren of Wells Fargo and Adam Crisafulli of Vital Knowledge weigh in on where the second half of the year could be headed. Big Technology’s Alex Kantrowitz reacts to Microsoft’s plan to cut 9,000 jobs and what is says about broader tech labor landscape. Affirm CEO Max Levchin joins to discuss what he’s seeing from consumers and payment trends Tim Seymour makes the case for getting bullish on health care.

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What’s next for stocks? Solus’ Dan Greenhaus, Hightower’s Stephanie Link and Invesco’s Brian Levitt. Plus, Plexo Capital’s Lo Toney tells us how he is playing the tech space right now. And, we get some top plays for your portfolio as we kick off the second half with Michael Bapis from Vios Advisors at Rockefeller Global. 

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Washington wrestles with the latest budget bill. Our Emily Wilkins breaks down the latest, followed by reaction to the Senate passing its version of it from OMB Director Russell Vought. Paul Hickey of Bespoke and Jose Rasco from HSBC weigh in on the market setup heading into the second half. Banks begin unveiling capital return plans—Leslie Picker tracks the headlines. Booking Holdings CEO Glenn Fogel joins on the travel boom ahead of July 4th and what he is seeing for summer. 

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What will drive the market for the remainder of the year? We discuss with Trivarite’s Adam Parker, Schwab’s Kevin Gordon and Robinhood’s Stephanie Guild. Plus, we break down the latest in the ongoing drama between President Trump and Elon Musk – and what it could mean for Tesla’s stock. And, Abby Yoder from JP Morgan Private Bank breaks out her playbook for the second half. 

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