Nightly Business Report

Mohamed El-Erian says it’s getting harder to believe the Fed is apolitical. President Trump’s mega bill hits a snag in the Senate. Plus, what  Zohran Mamdani’s NYC primary win means for regional banks. 

Have stocks run too far too fast since the April tariff sell-off? How much further could Nvidia run after hitting a fresh intraday high? And what does Zohran Mamdani’s Democratic primary upset mean for NYC real estate?

Fed Chair Jay Powell standing pat on interest rates during his House testimony today. What the Israel-Iran conflict means for Trump’s mega bill. Plus, Hims’ compounding conflicts.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The housing names one value investor says present big opportunities. Netflix is in (Mr.) Beast mode, according to Wells Fargo. Plus, Former Energy Secretary Rick Perry weighs in on the Israel-Iran conflict. 

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses. 

The Senate’s version of the budget bill sparking swift criticism from some GOP House members putting President Trump’s July 4th deadline in jeopardy. Why the Fed will stay behind the curve when it comes to rates. Plus, are tariffs actually deflationary?  

Stocks are bouncing back from Friday’s drop amid reports of de-escalation. Oil prices paring their gains as well, but the threat of a price spike could have major implications for this week’s Fed meeting. And President Trump is in Canada for the G7 Summit. We’ll speak with PIMCO’s Head of Public Policy, Libby Cantrill, about what to expect and what it means for the GOP spending bill on Capitol Hill.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The US and China reaching an agreement on trade after two days of talks, but will they stick? Semis have their best 44-day period in more than 20 years. Plus, Tesla shares climb after a robotaxi announcement—and an apology. 

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

President Trump is calling on Fed Chair Powell to slash rates by a full point. We have Philadelphia Fed President Harker’s reaction and exit interview before he retires. The feud between Elon Musk and President Trump is making investors wonder what’s next for Tesla shares, on pace for their worst week in nearly two years. And Apple’s worldwide developers conference is set to kick off on Monday. We look ahead to what to expect in CEO Tim Cook’s keynote address.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Truist sees one exciting area of Alphabet’s business that’s getting zero attention or credit. He’ll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel’s CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump’s spending bill. We have the headlines from the White House.

Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump’s tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alaska for a closer look at the Trump Administration’s LNG pipeline there.

The White House and Beijing are trading salvos in the trade war over broken agreements and threats over semiconductor exports. Plus, JPMorgan Chase CEO Jamie Dimon has a dire warning for the bond market that all investors need to hear. And with Elon Musk wrapping up his time as a special government employee, we ask Wedbush’s Dan Ives about what it means for Tesla’s future.

A federal court has blocked some of Trump’s tariffs, including the ‘reciprocal’ levies, we tell you what’s next and what it means for the markets. The key word mentioned 27 times on Nvidia’s earnings call that experts say underscore the bull case of the chip giant. Plus, United and Jetblue team up.