China pushes back against U.S. accusations that it violated parts of the Geneva trade agreement. Sources tell CNBC talks between the two countries’ leaders could take place as soon as this week. Then CEO of Marriott breaks down the outlook for travel as demand concerns grow amid a global trade war. Plus Jamie Dimon warns about cracks in the bond market. Doubleline’s Deputy CIO lays out how investors should be positioned.

The President takes to social media saying China “Totally violated its agreement” with the U.S. when it comes to a trade deal. We break down the impact for the market. Then Apple the only Mag 7 name in the red for the month of May. A look at how to play the stock as the company continues to battle with the White House over future production plans. And then two Wall Street firms with massive price target hikes for Netflix. Why the company’s live event strategy has the street growing increasingly bullish.

After a court blocks the President’s sweeping tariffs, what’s the impact on future trade deals? We discuss. Then Nvidia results spark a move higher in the chips. How export restrictions and a global trade war are impacting demand. Plus new details emerge about Elon Musk’s efforts to derail OpenAI and Sam Altman’s recently announced Middle East data center deal. An inside look at that story.