Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead.

Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s seeing on the food inflation front. Plus, Beyond Meat’s CEO joins us for his first live TV interview since the depths of the pandemic. We’ll wrap up the company’s disappointing quarterly results and look ahead to what’s next. And Gen Z is increasingly choosing trade schools over traditional 4-year colleges. We’ll speak with the CEO of one publicly traded company that’s benefitting from that boom.

Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing historic levels, and the Empire State Building’s landlord says that’s creating a once-in-a-lifetime buying opportunity. And the likes of Stanley Druckenmiller are starting to trim Nvidia –should you? We’ll ask one of the biggest bulls on Wall Street.