Charles Schwab’s Liz Ann Sonders, Hightower’s Stephanie Link and New York Life Investments’ Lauren Goodwin reveal how they view today’s big market move … and what they’re forecasting for the months ahead. Plus Yung-Yu Ma from BMO Wealth Management breaks down how he is viewing the tech trade amid today’s big slide in the mega caps. And, AT&T was a bright spot in a down tape today. Julia Boorstin explains what sent that name higher.

Earnings from Norfolk Southern, Boston Beer, Deckers, Dexcom and more. Melius’s Ben Reitzes breaks down OpenAI’s SearchGPT news and what it means for Google, plus how he is thinking about the software sector right now and what could be the next catalyst for AI stocks. Morgan Stanley Global Chief Economist on the macro environment and next week’s Fed decision. Anu Duggal is the founding partner of Female Founders Fund; she walks us through what she is telling founders in the current market and why only 2% of VC dollars went to women founders in 2023. Plus, Jefferies analyst Sheila Kahyaoglu on the move higher in defense stocks.

The rocket industry is racing towards full reusability. It’s not just SpaceX’s Starship exploring the space. Stoke Space, founded by Blue Origin alumni, is developing Nova, a fully reusable medium-lift rocket. The startup also hopes to fly Nova as soon as late 2025. CEO Andy Lapsa joins Morgan Brennan to discuss the economics of fully and rapidly reusable rockets.

Is today’s bounce the real deal or just fleeting relief in a still-stressed tape? Liz Young Thomas from Sofi, Virtus’ Joe Terranova and Jack Manley from JP Morgan Asset Management weigh in on today’s market action. Plus, Google’s stock slipped on a big search announcement from OpenAI. A Google shareholder tells us how he thinks this could impact the stock. And, we drill down on all of the biggest earnings movers from today – and the names to watch tonight in Overtime.

A very busy day of earnings with Ford, IBM, Chipotle, ServiceNow and KLA reporting. Jon speaks with both ServiceNow CEO Bill McDermott and IBM CEO Arvind Krishna about the latest quarter. Plus, Chipotle CEO Brian Niccol on the consumer and OneStream CEO Tom Shea talks the company’s IPO, growth strategy and AI offerings after its first day of trading sent the stock 34% higher.

Tesla and Alphabet reported earnings and the stocks moved in opposite directions. We have you covered from every angle for these critical stocks, from instant analyst reaction to a Tesla former board member. Plus, reports from Texas Instruments, Visa, Mattel, Seagate and Capital One.

Will this earnings season serve as a support or a stumbling block to a fully valued market? Solus’ Dan Greenhaus, Merrill and Bank of America Private Bank Marci McGregor and Crossmark’s Victoria Fernandez break down what they’re expecting. Shareholder Ayako Yoshioka and Big Technology’s Alex Kantrowitz explain what is at stake for Alphabet’s report and for the broader tech space. And, top analyst Dan Ives tells us what he is watching from Tesla’s numbers.

Tech stocks staged a turnaround to start the week, helping lead the market higher. Vital Knowledge’s Adam Crisafulli and Richard Bernstein Advisors’ Dan Suzuki break down the market action and what’s ahead. Earnings from NXP Semi, Cadence Design, Cleveland-Cliffs, Zions and Nucor. Stifel’s Tore Svanberg on what NXP numbers mean for the rest of the industry. Mark Mobius on his top plays in emerging markets. Bessemer’s Byron Deeter on Silicon Valley and Kamala Harris, plus what’s next for AI and cloud companies. Bitwise Asset Management founder & CEO Hunter Horsley on his spot ether ETF on the eve of its first trading day.