Stephanie Aliaga, Global Market Strategist at JPMorgan Asset Management, joins to assess the market backdrop and explain how investors should position as rates move higher and the AI trade takes a breather.

Leslie Picker reports on new comments from Elon Musk during a SpaceX roadshow and the growing anticipation surrounding the company's future plans.

The jobs market takes center stage next. Apollo Chief Economist Torsten Slok reacts to the latest employment data and explains what it means for growth, inflation and the Federal Reserve. Howard Silverblatt examines why the S&P 500's rules could keep SpaceX out of the index despite investor enthusiasm. Seema Mody reports on efforts by brokerages to give retail investors more ways to gain exposure to SpaceX.

The episode also explores the sharp decline in crypto-related stocks and asks whether Bitcoin is finally finding a bottom or whether the crypto winter still has further to run.

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What does today’s weakness in tech say about the market’s potential next move? We discuss with Hightower’s Stephanie Link, Fundstrat’s Tom Lee and Wharton School Professor Jeremy Siegel. Plus, we break down what to watch from Apple’s upcoming Worldwide Developers Conference with Alex Kantrowitz from Big Technology and Wedbush’s Dan Ives. And, we tell you what’s behind crypto’s ugly week.

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Investors look beyond semiconductors and ask whether the rest of the market can carry the rally forward. Charles Kantor of Neuberger weighs whether leadership can broaden beyond AI and chips and identifies where investors may find the next opportunities.
Lululemon headlines earnings. Janine Stichter of BTIG reacts to the results. Other stories include Blackstone restricting withdrawals from a flagship fund, pressure on Netflix, and whether Bitcoin may finally be finding a bottom.
Our Pippa Stevens reports on the spread of flesh-eating parasites from Texas while Elanco Animal Health CEO Jeffrey Simmons discusses the risks to agriculture and livestock.
Our Leslie Picker examines Wall Street's growing obsession with SpaceX and what it means for private markets. The show also explores Coinbase's move into perpetual futures tied to pre-IPO companies.
John Kolovos, Head of Technical Strategy at Macro Risk Advisors, breaks down market internals and explains what the charts are saying about the rally's durability.

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