Sara Eisen, David Faber, and Carl Quintanilla broke down fresh tariff clarity top of the hour as tech stocks like Nvidia and Tesla drag… Why one investing head at Wells Fargo says the U.S. is still the place to be when it comes to equities, plus Fmr. Fed Vice Chair Alan Blinder – fresh off an op-ed at the journal warning President Trump is playing recession roulette with the American economy. Additionally, the team got new numbers out of the Congressional Budget Office, forecasting the government could hit the debt ceiling as soon as August. 

Also in focus: big tech, as communication services lags and concerns grow around Nvidia’s China business – CNBC broke down key outperformers year-to-date; a deep dive on what some are calling retail’s “worst deal of the year” (Dollar Tree/Family Dollar); a look at Hyundai’s new robot-filled factory in Georgia; and more on Gamestop’s potential move into crypto. 

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