Microsoft Copilot EVP Jacob Andreou joins to discuss the AI agent race as they release a new Copilot update today. Then, Guardant Health CEO Helmy Eltoukhy joins after the company received FDA approval for a blood test for breast cancer treatment guidance. Plus, we break down Costco's latest earnings, which have the stock heading higher today.

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Goldman Sachs CEO David Solomon joins exclusively from the G20 to discuss his outlook for the economy, AI, the bond market and much more. Then, Eli Lilly CEO David Ricks also joins from the G20 to discuss the company's new acquisition and the weight loss drug space at large. We also speak to Former CEA Chair Jason Furman about his expectations for the economy and the Fed.

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Global bond yields are on the rise again, putting rates back at the center of the market conversation. Plus, new trial data from Novartis shows promise for its experimental multiple sclerosis drug. And Pennsylvania Governor Josh Shapiro and Chobani CEO Hamdi Ulukaya join Squawk on the Street following the company’s more than $1 billion investment in the state, as Shapiro also discusses his push to rein in the rapid expansion of data centers.

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