Charles Schwab CEO, Amex CFO on the Consumer, Crypto Legislation to be Signed into Law 7/18/25

Shares of Charles Schwab hit an all-time high on the back of second quarter results. CEO Rick Wurster breaks down the quarter and some potential growth drivers after revenue jumped 25% year-over-year. Then the CFO of American Express speaking with CNBC, fresh off the call, those comments about the consumer. Plus The first of three crypto bills heading to President Trump’s desk to be signed into law. A breakdown of the remaining legislation.

The CEOs of Pepsi, Novartis and Citizens Financial join the show to break down quarterly results. Pepsi working to navigate the “Make America Healthy Again” movement. Novartis’ CEO warnings about the expansion of Chinese drug innovation. And Citizens laying out future growth drivers, including a robust M&A pipeline. All that on Money Movers.

Markets react to President Trump saying he is not planning to fire Fed Chair Powell, after a senior White House official said he was considering it. Then Goldman Sachs CEO David Solomon joins the show, fresh of the company’s second quarter earnings call. Profits jumping 22% year-over-year on the back of better than expected trading volumes. Plus gold and copper miner Aura Minerals makes its public debut on the Nasdaq. With operations in Brazil, Honduras and Mexico, its CEO breaks down how its navigating tariff headwinds. 

The CEO of BlackRock, Larry Fink, reacts to the company’s Q2 earnings report as the firm’s assets under management swelled to a new record. Plus how his company is investing to help power the AI boom. Then the CFO of Wells Fargo breaks down the quarter and why the company lowered its outlook for net interest income. And White House AI and Crypto Czar David Sacks joins the show, live from the Pennsylvania Energy and AI Summit in Pittsburgh, breaking down how the U.S. plans to win the global AI race. That’s on the heels of a decision allowing Nvidia to resume chip sales to China.

The stock is up 500% since its June 5th IPO. The CEO of stablecoin issuer Circle breaks down the next catalysts for the industry as the house gets ready to vote on the ‘GENIUS Act” this week. Then Google spending $2.5B at the direct expense of OpenAI. A look at the company’s latest deal to acquire top AI talent. Plus Meta announcing plans for several multi-gigawatt data centers, first planning to come online by 2026.

The list has outperformed the S&P 500 by an average of 3% every year since its inception 13 years ago. Goldman Sachs publishing 25 tactical earnings trades. Those names, this hour. Plus, Bitcoin hitting an all-time high, along with shares of Robinhood. But could regulatory headwinds lead to a decoupling? We discuss. Then, copper outperforming gold and silver on the year. How the President’s tariff threats are impacting the metals market.

It’s proving to be one of the biggest decisions for mega cap tach companies… build or buy their AI? A closer look at the strategies taking shape and the billions of dollars on the line. Then one Wall Street firm calling for Apple to replace CEO Tim Cook amid a lackluster AI rollout and lagging iPhone sales. That debate and a look at Tim Cook’s tenure. Plus Evercore ISI putting out five tactical trades ahead of earnings season. The names they say to buy and sell.

With President Trump’s tariffs threats lingering over the retail sector, the CEO of the National Retail Federation shares the warnings signs he’s watching for when it comes to the broader economy. Then X CEO Linda Yaccarino announces her departure from Elon Musk’s social media company. The impact on the company’s AI and adverting strategy. Plus Nvidia’s run to a four trillion dollar market cap proves it’s more than just a chip company. A breakdown of some of its other growth drivers. All that on Money Movers.

Could a shifting tariff deadline create a further divide between the president and the Fed Chair? And delay what Trump says is a must: rate cuts. Goldman Sachs Vice Chair and former Dallas Fed President Robert Kaplan weighs in. Plus, Boeing reports June orders and deliveries. Then with Uber sitting at an all-time high, how new legislation in Washington could provide a further boost for companies employing gig workers. All that on Money Movers.

Tesla shares fall as Elon Musk says he wants to create a third major political party in the U.S. What’s it mean for the stock? We discuss. Then the One Big Beautiful Bill Act cutting back tax credits for the renewable energy sector. A closer look at how that could negatively impact U.S. AI growth. Plus the CEO of Howard Hughes joins the show with why he thinks the recent weakness in the housing market is only temporary.