Markets gear up for a critical week with trade, the Fed, and key earnings all on the table. Our Eamon Javers reports the latest from U.S.–China tariff talks in Stockholm, and Sameer Samana of Wells Fargo sets the big-picture scene. Longview Global’s Dewardric McNeal joins on how to make sense of trade headlines, while JPMorgan’s Matt Boss says it’s time to “Just Buy It” on Nike. T. Rowe’s Dom Rizzo previews a pivotal stretch for tech.

What’s priced into the markets at the start of a week featuring the heaviest slate of tech earnings reports, a Fed meeting, a tariff deadline and a crucial jobs report? We discuss with our all-star panel of Solus’ Dan Greenhaus, JPMorgan’s Stephanie Aliaga and Strategas’ Chris Verrone. Plus, Bill Miller IV tells us how he is playing the crypto space right now. And, we break down big move in Nike today – and the analyst call that’s driving that action.

The S&P 500 notched a record high every day this week – the first time since November 2021. Our Kristina Partsinevelos breaks down the biggest movers, with Rick Santelli on the bond tape and Malcolm Ethridge of Capital Area Planning Group on the setup. Brent Bracelin of Piper Sandler weighs in on Palantir and his Street high price target. Meme stocks pop back up—Steve Sosnick of Interactive Brokers is on that. Plus, Katie Stockton sets up the charts ahead of Big Tech earnings.

ULA is preparing for its next Vulcan launch in what will be the first official national security mission for the new rocket. A joint venture between Boeing & Lockheed Martin, ULA will conduct several launches for the government and then turn back to its commercial customer Amazon in the fall. ULA CEO joins Morgan Brennan to discuss the latest launch forecast for the company, Amazon Kuiper, and the need for national security in space.

President Trump toured the Fed’s renovation alongside Chair Jerome Powell before taking questions from reporters. We break down all the angles with our Steve Liesman and Eamon Javers, as well as former Federal Reserve Vice Chairman Roger Ferguson on what it means. Plus, the market breakdown from Vital Knowledge’s Adam Crisfulli and Citi’s Scott Chronert. Intel earnings reaction with Bernstein’s Stacy Rasgon. CSX CEO Joe Hinrichs on earnings and consolidation rumors in the industry.

President Trump expected to head to the Fed this afternoon. We discuss what’s at stake with our Senior Economics Correspondent Steve Liesman. Plus, we discuss how to play the market right now with Trivariate’s Adam Parker, JP Morgan’s Meera Pandit and Wealth Enhancement’s Ayako Yoshioka. And, Alger’s Ankur Crawford maps out how she is navigating the big tech space right now.

A huge earnings day, headlined by Tesla and Alphabet. Nuveen CIO Saira Malik breaks down these key results and what they mean for the broader market. T-Mobile CEO Mike Sievert in an exclusive interview before the earnings call. Chipotle CEO Scott Boatwright also joins before his company’s earnings call on the latest quarter and the state of the consumer. Analyst takes include Angelo Zino of CFRA on Alphabet and Craig Irwin of Roth Capital on Tesla. Other earnings include: IBM, ServiceNow, CSX, Las Vegas Sands.

What lies ahead as Alphabet and Tesla get ready to report in Overtime? We discuss with Wedbush’s Dan Ives and Odyssey Capital’s Jason Snipe. Plus, the Wharton School’s Jeremy Siegel says things will be better for the Fed if Chair Powell steps down. He explains why. And we tell you what to watch when Chipotle and IBM report after the bell.