New overnight: a federal court blocking most of President Trump’s tariffs, arguing he overstepped his emergency powers… Markets rallying on the news. Carl Quintanilla, Sara Eisen, and David Faber discussed the latest from DC – including the street’s newest acronym: TACO (Trump Always Chickens Out). Plus: a deep-dive on this morning’s negative GDP read… And more on Elon Musk’s new promise he’s leaving the White House/DOGE. 

 

Also in focus: Wharton Professor Jeremy Siegel arguing there’s still opportunity in the AI trade, particularly Nvidia… Hear his take – along with a breakdown of results from the name with one T. Rowe portfolio manager who calls the stock an easy buy here; Boeing shares rallying as their CEO makes bullish comments around production at a Bernstein conference, we’ve got the headlines; and don’t miss a fresh read from the frontlines when it comes to housing trends with the CEO of Compass. 

 

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