The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of commercial real estate firm JLL on earnings and the opportunity in data centers. Then CNBC speaking with sources, confirming Meta plans to tap the bond market in an effort to raise $20-25B. The stock falling on concerns over its capex plans. And can consumers expect any relief at the pump with gas prices at 2022 highs? We discuss.

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What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon Musk’s lawsuit against OpenAI. Plus, how to value a SpaceX IPO. And the CEO of Teva Pharma after reporting an earnings beat and announcing its first acquisition in a decade.

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A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Administration’s drug pricing strategy. Plus, reaction to quarterly results. And the CEO of Shell reacts to the UAE’s departure from OPEC as well as the company’s $16.4B deal for Canada’s ARC Resources.

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Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a bubble popper and much more. Then a look ahead to a big week of tech earnings, including four names in the Mag 7. And calls to fund DHS grow from Capitol Hill after the attack at the White House Correspondent’s Dinner. That latest from D.C., this hour.

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Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Chair Jerome Powell, potentially paving the way for the confirmation of Fed Chair nominee Kevin Warsh. Then the CFO of OpenAI on an IPO timeline, the cost of compute and the risked posed by new AI cyber tools. And CrowdStrike CEO George Kurtz on why he says the AI models that identify cyber vulnerabilities, don’t pose an existential risk to his business.

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Shares of IBM and ServiceNow drop while Texas Instruments surges on the back on earnings. A look at the dispersion in the tech trade. Then the CEO of CBRE on the opportunity in data centers. And the CEO or regional bank Pinnacle Financial on results and exposure to private credit.

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CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then the CEO of Philip Morris on the company’s smokeless products such as Zyn, which are leading growth. And ahead of its IPO, a look at SpaceX’s AI strategy and a potential $60B acquisition.

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President Trump’s nominee for Fed Chair, Kevin Warsh, takes questions from members of the Senate Banking Committee during his confirmation hearing.

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