Both the S&P 500 and Nasdaq hitting record highs to close out a bullish week on Wall Street. Those gains thanks in part to the AI trade. Our trader tells us how he’s playing the tech resurgence. Plus, President Trump putting pressure on lawmakers to push through his “Big, Beautiful Bill” before the July 4th holiday. We break down the latest developments.

Mohamed El-Erian says it’s getting harder to believe the Fed is apolitical. President Trump’s mega bill hits a snag in the Senate. Plus, what Zohran Mamdani’s NYC primary win means for regional banks.

Have stocks run too far too fast since the April tariff sell-off? How much further could Nvidia run after hitting a fresh intraday high? And what does Zohran Mamdani’s Democratic primary upset mean for NYC real estate?

Fed Chair Jay Powell standing pat on interest rates during his House testimony today. What the Israel-Iran conflict means for Trump’s mega bill. Plus, Hims’ compounding conflicts.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

The housing names one value investor says present big opportunities. Netflix is in (Mr.) Beast mode, according to Wells Fargo. Plus, Former Energy Secretary Rick Perry weighs in on the Israel-Iran conflict.

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses.

The Senate’s version of the budget bill sparking swift criticism from some GOP House members putting President Trump’s July 4th deadline in jeopardy. Why the Fed will stay behind the curve when it comes to rates. Plus, are tariffs actually deflationary?