Despite a housing slump, Lowe’s CEO Marvin Ellison says that the home improvement business is going strong. In an interview after the company’s earnings beat, Ellison highlights the key demographic heating up its home-buying: millennials. For Royal Caribbean, demand is strong, too; CEO Jason Liberty recalls the rough seas during the height of the pandemic, but underlines the travel and cruise resurgence. Plus, former President Trump has officially announced his bid for the White House in 2024, and NASA’s Artemis 1 mission heads to the moon!

In this episode:

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick @BeckyQuick

Katie Kramer, @Kramer_Katie