Another down day to finish a down week for the major averages. Wells Fargo’s Darrell Cronk and Newton Investment Management’s John Porter break down the market action. Our Phil LeBeau is live from the UAW picket line and brings you the latest on the strikes. RBC’s Helima Croft on the surge in oil prices and if a return to $100 oil is near. Jon sat down with Super Micro CEO Charlies Liang, one of the shovel builders in the AI gold rush, to talk how much longer the rush can go on. Morgan interviewed Wes Edens on the day his Brightline project opened up its Orlando-Miami leg. Plus, Lockheed CFO on the impact a government shutdown would have and Oppenheimer’s Brian Nagel on Nike’s bad week. 

Are stocks close to completing a standard seasonal pullback or is there more payback to come as higher rates test the economy’s resilience? Greg Branch from Veritas Financial, Hightower’s Stephanie Link and Invesco’s Brian Levitt debate their forecasts. Plus, BMO’s Simeon Siegel breaks down retail’s rough week. And, Ed Clissold of Ned Davis Research is flagging some technical turbulence. He explains how he’s navigating the uncertainty. 

Stocks tumbled the day after the Fed’s decision. Goldman Sachs’ Candice Tse breaks down the market action and what’s next. Atlas Merchant Capital’s Bob Diamond talks the Fed’s odds of a soft landing and responds to a recent report his firm may be involved in bidding for SVB VC’s arm. Mobileye CEO Amnon Shashua on expansion in China, the autonomous driving race and the strong stock performance since last fall’s IPO. Hawaiian Airlines CEO Peter Ingram on the rise in oil prices, travel and demand and impact from Maui fires. Benefit Street President Richard Byrne on “the best investing opportunity we’ve seen.”  

Did the Fed just upend hopes that the rally in stocks might soon resume? Cameron Dawson of NewEdge and Virtus’ Joe Terranova give their forecasts for stocks. Plus, Plexo Capital’s Lo Toney weighs in on how he’s navigating the IPO landscape. And, Diana Olick breaks down why the housing stocks are suffering today. 

Stocks slid into the close, ending near session lows after Fed Chair Powell’s press conference. Jefferies’ David Zervos and BD8 Capital’s Barbara Doran break down the market retreat. Former CEA Chair Jason Furman and Evercore Vice Chairman Krishna Guha on the Fed’s decision and what it means for the rest of the year. Broughton Capital’s Donald Broughton reacts to FedEx earnings after the stock moved higher on strong EPS guidance. ServiceNow CEO Bill McDermott on its AI announcement. Seaport’s Kenneth Zener on KB Home’s earnings.