JPMorgan’s Chief U.S. Economist reacts to a hotter than expected consumer confidence number and lays out the case for why he’s pushing back his timeline for the resumption of Fed rate cuts. Then new data shows a surge in iPhone exports from India. But President Trump and Beijing won’t be making further grow easy. What does CEO Tim Cook do next? We discuss. Plus the CEO of nuclear company Oklo inking a new partnership to expand its global footprint. The stock already up more than 130% this year. The CEO joins us for more on the deal and how Trump’s nuclear executive order impacts the company.