Nightly Business Report

Nvidia’s Q2 results after the bell could be messy, but Raymond James sees hope in the second half. Why it’s not too late to get into the international trade. Plus, CNBC’s Megan Cassella gets President Trump’s response to Wall Street’s newest trade acronym: TACO (Trump Always Chickens Out). 

Stocks surge after President Trump delays EU tariffs until July, but Citi warns the GOP’s reconciliation bill could have big implications for stock valuations. Plus, could Trump’s trade war actually be deflationary?

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’s “Big, Beautiful Bill” just hit a major hurdle. The Chair of the Freedom Caucus now saying he doesn’t see the bill happening this week. We discuss. Plus, Target just cut their full-year sales outlook on weak consumer sentiment. We dive into what’s got that name, and others, under pressure. 

Retail investors have been far more optimistic about tariffs than professional investors...did they get it right?  Google I/O kicks off as questions over the future of search remain. Plus, CNBC is live at Tesla HQ as Elon Musk takes Transportation Secretary Sean Duffy for a ride. 

Investors squarely focused on the bond market after Moody’s downgraded the U.S. credit rating. We’ll look at what it means for your money and the outlook for stocks. Plus, the House Budget Committee advanced President Trump’s tax bill late Sunday, but infighting among the GOP continues to be an obstacle for legislation. And the White House is blasting Walmart over tariffs, but one analyst says she expects all retailers will have no choice but to raise prices, and that’ll benefit one group the most.

One of the biggest media mergers in years just dropped, but will it make it past federal regulators? Plus, eToro is wrapping up its first week as a public company as several other companies lay out their IPO plans. Is it a positive sign for the IPO pipeline? And UnitedHealth has been hammered since Monday, for its worst week since 2009, but could now be the buying opportunity of a lifetime? We’ll debate.

The ongoing budget battle could be a bond bummer. Box’s big bet on AI agents. Plus, why Dick’s Sporting Goods’ deal for Foot Locker could be a good fit. 

eToro is soaring in its public debut. The trading site opening at $69.69 after pricing at $52/share. We speak with one company who changed their IPO plans in the wake of President Trump’s tariffs. Plus, the House and Ways committee advances the Republican’s sweeping tax package. We get the latest on where President Trump’s “Big, Beautiful Bill” goes next. 

President Trump making waves – and deals – on his first official trip overseas. Saudi Arabia announcing they’ll invest at least $600B in the U.S. with agreements to boost defense and tech ties. So what’s to come on the next leg of the trip? We discuss.   

Stocks rally after the U.S. and China agree to pause tariffs for 90-days ahead of further trade talks. Chips have their best day since early April, but there are still risks out there, according to Bernstein. Plus, the Trump administration’s plans for the FAA just days after more tech outages at Newark Airport. 

Markets taking a breather after rallying on yesterday’s UK trade deal. We’ll dive into the concerns that are now cropping up. Plus, Cargurus is warning tariffs could add an average of $2,500 to the cost of a new car. The CEO joins us exclusively. And health care is the worst-performing sector this week, but our trader sees opportunities in the space.

In the hour before the Federal Reserve’s decision on interest rates, our panels of economists and investors weigh in on what to expect from Powell and what it means for your money. Plus, Congressmen from both sides of the aisle weigh in on the budget reconciliation bill. 

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

What Berkshire’s future will look like as Warren Buffett passing the torch to Greg Abel. The four countries one DC strategist says are poised for a trade deal with the US. Plus, the AI hiring vibe shift is underway. 

The labor market stronger than expected in April, but can the momentum last? Epic Games CEO Tim Sweeney takes a victory lap in his battle against Apple. Plus, your artificial Christmas tree could cost $3,000 this year. 

More signs of labor market weakness ahead of the April jobs report. Tesla reiterating its confidence in Elon Musk. Plus, a federal judge says an Apple executive “outright lied” about fees. 

Today’s negative GDP print casting a shadow over President Trump’s first 100 days. We have the headlines from his cabinet meeting. Plus, the busiest week of earnings season rolls on with Microsoft and Meta on deck to report after the bell today. And XPO’s CEO joins us to weigh in on the tariff turmoil and its impact on the transport sector.

The President is expected to sign an executive order providing some tariff relief for autos, but is it enough? We look at what is changing and how to position in the auto trade from here.Plus, the White House is blasting Amazon over reportedly planning to show tariff costs on products. Amazon shooting down that report...sort of. We have the details and whether it signals an emerging rift.And Commerce Secretary Howard Lutnick on U.S. manufacturing, and one trade deal that's done and waiting for approval.