An Illinois toymaker fights against the Trump administrations tariffs. One of the lead plaintiffs in the Supreme Court case challenging the tariffs’ legality. Then the former CFO of Goldman Sachs is now running a firm that’s one of the largest single-family homeowners in the country. He’s pushing back against the President’s call to ban institutional investors from the market. And nuclear stocks are surging after Meta announced a deal for nuclear power. More on those moves.

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Shares of defense contractors jumping after President Trump says he wants to increase defense spending by 50% to $1.5 trillion in 2027. The President also adding he wants defense companies to cut dividends and share buyback programs. Then, the U.S. Federal Housing Director Bill Pulte responds to the President’s plan to try and ban large investors from buying single family homes. And Google announcing it will use Gmail users’ full email history as part of some new AI tools unless you manually opt out. That story, this hour.

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New this morning: CNBC breaking the news that the sales of sanctioned Venezuelan oil to the U.S. will continue indefinitely. Now more details about oil executives meeting at the White House emerging. The President Trump takes aim at NATO saying other countries in the group don’t have America’s back. Plus, the CEO of Alaska Air Group on the airline’s record purchase of Boeing airplanes. More on the company’s growth strategy.

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