David Faber, Sara Eisen, and Carl Quintanilla broke down the latest for stocks ahead of a fresh inflation read later this week – and as a number of Wall Street firms raised their 2025 S&P targets (including Barclays, whose defense of that call is featured within the hour). A key focus? How the consumer’s holding up – and how tariffs could impact spending and the path for rates, with Moody’s Chief Economist arguing it could be a challenging year ahead. That said – another report says rising crypto prices could provide a big tailwind to retailers this holiday season, we’ll explain. 

 

Another key part of today’s broadcast: big tech and what to do with Nvidia shares, as the company faces new scrutiny from Chinese antitrust regulators. The team also caught up with the author of a new deep-dive on the company, “The Nvidia Way: Jensen Huang and the Making of a Tech Giant” to discuss how to spot the next trillion dollar opportunity. 

 

Also in focus: Hershey/Mondelez look at a potential deal, Trump’s “Golden Cabinet”, and a new call on Bank of America

 

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