Tesla shareholder reaction to the fallout between Elon Musk and President Trump. NYC comptroller Brad Lander, who oversees the city’s pension fund and stake of more than three million Tesla shares lays out changes he would like to see take place at the company. Then legendary Silicon Valley investor Jim Breyer on the Tesla turmoil and what it means for an already growing political divide in the tech community. Plus his outlook for stablecoin issuer Circle, as the largest outside shareholder. The stock surging close to 170% in its public debut. And then Former Fed Vice Chair Richard Clarida gives his outlook for the Fed following the monthly jobs report.

President Trump addresses the press, discussing his call with Chinese President Xi while also welcoming the German Chancellor. Plus the CEO of stablecoin issuer Circle joins the show. His company making its public debut at the New York Stock Exchange after pricing above the expected range. And then BTIG says the S&P’s smallest sector is poised for a big breakout. Its chief technician breaks down why he’s turning bullish and the key levels to watch.

After 7 years Wells Fargo is once again allowed to grow deposits, after being penalized for its fake account scandal. What’s it mean for the rest of the sector, particularly the regionals? We discuss. Then the CEO of HPE joins the show. After reporting a beat across the board. The outlook for its AI server business and the impact of tariffs. Plus pipeline operator Williams looking to revive a controversial natural gas pipeline project based in New York State. Its CEO addresses the backlash and outlook for the nat gas sector.