Mike Santoli sets the market theme as Big Tech faces a pivotal week, with bond market reactions from Rick Santelli and market outlook from Courtney Garcia of Payne Capital Management. Plexo's Lo Toney breaks down the high-stakes Big Tech developments. Plus, more on the government's Intel stake and Trump's emerging activist investor strategy with Axios' Dan Primack. BCA Research's Peter Berezin delivers a reality check on AI as more of a stock market phenomenon than economic driver. Collectibles reach new heights with a Jordan/Kobe card selling for $12.9 million, and Eunice Yoon reports on China's blind box craze from Beijing.

What’s next for markets after Chair Powell led markets to believe cuts are coming – potentially in September? We discuss with Solus’ Dan Greenhaus, Charles Schwab’s Kevin Gordon and Truist’s Keith Lerner. Plus, we debate the Fed’s next move with David Zervos – who is said to be on the shortlist of Contenders for the Fed Chair spot. And, Jeff DeGraaf from Renaissance Macro tells us what he is expecting from the big earnings this week.

Navigate the Federal Reserve’s market impact with Vince Reinhart and Carole Schleif from BNY Investments analyzing implications from Powell’s speech. T. Rowe Price’s Tony Wang examines the ongoing tech rotation. UBS’s John Lovallo breaks down the housing trade opportunities, while RBC’s Gerard Cassidy provides insights on the banking sector outlook. Adam Crisafulli from Vital Knowledge sets up next week’s key market catalysts as consumer discretionary faces pressure and chips rally.

What exactly did chair Powell mean to convey in Jackson Hole this morning and is the market interpreting his message correctly? We discuss with the Wharton School’s Jeremy Siegel, Neuberger Berman’s Shannon Saccocia and Metlife Investment Management’s Drew Matus. Plus, Randy Kroszner – a former Fed Governor – tells us what Powell’s speech might mean for the upcoming September meeting. And, HSBC’s Max Kettner helps us break down the final crucial moments of this busy trading day.

SPACs, or Special Purpose Acquisition Companies, are back – with aerospace & defense tech startups embracing the moment. Merlin, a startup focused on deploying AI into cockpits, is the latest to do so. The company announced a reverse merge with a SPAC led by Inflection Point Asset Management, valuing the company at $800 million pre-money and raise hundred of millions of dollars in proceeds. CEO Matt George joins Morgan Brennan to discuss the prospects of going public.

Wells Fargo Senior Economist Sarah House leads "The Jackson 5" analysis of key economic indicators ahead of the Fed symposium. Wedbush's Matt Bryson explains his Nvidia price target hike this week ahead of earnings. Brooke May from Evans May Wealth charts the market's next move. Plus, an exclusive look inside one of America's largest biologic drug manufacturing plants as Fujifilm's North Carolina facility prepares to produce drugs for Johnson & Johnson and Regeneron. Tom Rogers, former NBC Cable President and Versant Board senior advisor, breaks down the streaming wars as ESPN launches its new standalone app.

Armada is a startup focused on movable data center systems in AI computing in remote locations. It all started with a close collaboration with SpaceX, using the Starlink broadband network for connectivity. Co-founder & CEO Dan Wright joins Morgan Brennan to discuss edge computing, partnerships with energy producers and the AI arms race.

Is this bout of seasonal choppiness a helpful reset to refresh the bull market or signs of a more fragile tape emerging? We discuss with CIO of Merrill and Bank of America Private Bank Chris Hyzy, Payne Capital Courtney Garcia and Morgan Stanley’s Jim Caron. Plus, John Kernan from TD Cowen tells us how he is playing the retail space this earnings season. And, Disney launched ESPN’s new flagship streaming app. Julia Boorstin breaks down all the details