'You're just going to see some profits taken. It's nothing I'm overly worried about, about a larger correction. At least not at this point in time,' says Courtney (Dominguez) Garcia, CFP®️ to Frank Holland

'The question of how much complexity do we continue to add to the markets is a good one,' says Former SEC Chairman Jay Clayton to Frank Holland on yesterday's #NYSE trading glitch

$PGOYX has been outperforming the $SPX and $NDX over the last year by betting on 'AI-enablers.' Putnam Investments's Richard Bodzy dives into the top holdings of the fund with Frank Holland.

'The base case is that we are blowing out the deficit no matter what happens in the next election. $2 trillion is basically the most that lawmakers will wake up for to take votes,' says Henrietta Treyz to Frank Holland

'We think that there's a little bit of that Goldilocks scenario here, where inflation is starting to abate on the margin, and that might set up a backdrop for the Fed to begin the easing path,' says Clough Capital's Vince Lorusso to Frank Holland

On today's show with Frank Holland:

Markets: Vince Lorusso
Taxes: Henrietta Treyz
AI: Richard Bodzy
Meme Stocks: Jay Clayton
Trading: Courtney (Dominguez) Garcia, CFP®️

Reporting: Silvana Henao, SilviaAmaro, Dan Murphy, Megan Cassella, and Mangalam Maloo

See you at 5am ET on CNBC!

LISTEN NOW: Nvidia and AMD are rolling out new AI chips, as industry competition heats up. Cleo Capital's Sarah Kunst explains. Listen and follow the Worldwide Exchange podcast here: link.chtbl.com/worldwide_exch…

'Homebuilders have had such a good run-up since 2022, and they're looking really pricey, particularly as we see consumers re-evaluate where they're going to have their spend,' says Erin Gibbs to Frank Holland $LOW $BECN $MAS

$CHKP CEO Gil Shwed says he's seeing 'very good reception' for AI-powered cyber security tools. He explains why to Frank Holland.

'Yes, $NVDA continues to innovate, and that is great. They are very, very good at that. The problem is their competitors are catching up fast,' says Sarah Kunst to Frank Holland

'We have a market that is well-supplied. We are not in deficit at the moment. We are going into summer driving season, so we have to see what type of draws we start to get,' says Helima to Frank Holland

'There still concern in the [oil] market about the growth trajectory for this year, and we see that in the [OPEC+] numbers,' says Amena Bakr to Frank Holland

'There's still plenty of time to get in, to add to chip stocks,' says Baird's Ross Mayfield to Frank Holland. 'There's going to be big, volatile movements in this sector, even as the AI trade proves sticky.'

#WEXWrapUp w/ Frank Holland: Stories you may have missed from today's show.

- Roaring Kitty $GME position
- $ARAMCO stock offer sells out
- SHEIN eyes UK IPO
- India polls predict Modi victory
- Strong airline demand estimated

On today's show with Frank Holland:

Markets: Ross Mayfield
Oil: Amena Bakr and Helima
Semis: Sarah Kunst
Cyber: Gil Shwed
Trading: Erin Gibbs

Reporting: Arabile Gumede, Silvana Henao, Shereen Bhan, and Emily Chan Tan

See you at 5am ET on CNBC!

Great conversation with the always insightful Robert Greifeld with Dominic Chu on Worldwide Exchange on the AI Revolution Frank Holland 🔥🏆🐂🍿📺👇

LISTEN NOW: A New York jury has found former President Donald Trump guilty on all 34 felony charges of falsifying business records. Fordham Global Foresight's Tina Fordham gives the latest. Listen and follow the Worldwide Exchange podcast here: link.chtbl.com/worldwide_exch…

'We're looking at some of value plays outside of the usual growth suspects,' says Tiffany McGhee to Dominic Chu

'I think the hype [around AI] is actually underdone right now,' says Former Nasdaq Chairman and CEO Robert Greifeld to Dominic Chu

'So long as service sector inflation stays around 4%, the Fed's not going to be anywhere near willing to take down rates,' says William Lee to Dominic Chu