- Rep. Haley Stevens, (D) Michigan
- Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist
- Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist

Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan and Steven Ricchiuto of Mizuho unpack today's CPI data.