What To Watch

Stuart Kaiser, Citi Head of U.S. Equity Trading Strategy, discusses the semiconductor sector's sell-off due to exhaustion and high equity supply. He questions if elevated valuations make stock issuance more attractive for companies than borrowing.

Maria Bartiromo discusses the semiconductor stock sell-off, Big Tech gains, and the Federal Reserve's stance on inflation with Stuart Kaiser and Mark Tepper. They analyze AI investment and market valuations.

American Energy Institute CEO Jason Isaac discusses reports alleging foreign influence behind anti-AI data center protests, the race with China for AI dominance and why he says expanding infrastructure could help lower electricity costs.

Potomac Wealth Advisors President Mark Avallone advises against rotating out of tech, emphasizing staying invested in broad technology due to phenomenal returns and its economic driving force. He suggests potential underweighting in software.

Donald Trump tells DHS to reverse a policy change that halted ICE vehicle stops, emphasizing the agency's role in crime fighting.

Rep. Greg Steube, R-Fla., joins 'Mornings with Maria' to discuss the SAVE Act, the reconciliation bill, birthright citizenship legislation and why he says the Senate should eliminate the filibuster to advance the GOP agenda.

Florida Congressman Carlos Gimenez (R) labels Bernie Sanders and New York City Mayor Zohran Mamdani as 'communists,' comparing them to Fidel Castro.

President Donald Trump discusses the U.S .defense industry with Edward Lawrence, emphasizing the need for rapid weapon production.

New York gubernatorial candidate Bruce Blakeman discusses New York Gov. Kathy Hochul's high-tax policies on 'The Bottom Line.'

'The Bottom Line' panelists Jason Chaffetz and Stephen Moore respond to skepticism over data centers.

Larry Kudlow asks how America can end China's dominance over critical minerals. Peter Navarro explains China's strategy of predatory pricing and dumping across industries like steel, solar, and rare earths to gain geopolitical leverage.

Adam Kobeissi, editor-in-chief of The Kobeissi Letter, warns investors to "never get comfortable" in the AI era on 'Making Money.'

Sen. Jim Banks, R-Ind., discusses introducing the Citizenship Act of 2026, legislation that would end birthright citizenship for children of illegal immigrants, on ‘The Evening Edit.’

California gubernatorial candidate Steve Hilton discusses President Donald Trump's strategy in the Iran conflict on 'The Evening Edit.'

SlateStone Wealth chief market strategist Kenny Polcari discusses why markets remain resilient despite inflation concerns, while volatility driven by geopolitics continues to boost Wall Street banks' trading revenue, on 'The Claman Countdown.'

SpaceX stock, a top IPO of the year, dipped below its initial public offering price of $135 for the first time ever. Its valuation briefly overtook Microsoft and Amazon after its June 12 debut.

White House senior counselor for trade and manufacturing Peter Navarro explains how the Trump administration hopes to end dependence on China’s rare earth metals on ‘Kudlow.’

Larry Kudlow reacts to Kevin Warsh's testimony, emphasizing that the U.S. economy can have both low inflation and robust growth. He highlights falling gas prices and rising real wages in June.

'The Big Money Show' panel discusses 'Landmaxxing,' a new real estate trend where billionaires purchase entire blocks of neighboring homes to create massive private compounds.

National Economic Council director Kevin Hassett discusses the strength of the Trump economy, the administration's pro-growth agenda and the push for additional tax cuts on ‘Kudlow.’