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A lot of countries won't have a deal by tariff deadline, says fmr. U.S. Trade Rep. Wendy Cutler cnb.cx/4nwbEl8

Oppenheimer's Brian Schwartz sees more upside for Microsoft following today's record high. cnb.cx/3Ii4wJ7

Investors will be negatively surprised if companies start cost cutting, says RBC Capital Markets's Lori Calvasina cnb.cx/44SirOF

TOMORROW: Don't miss Jon Fortt's #CNBCExclusive with $MSFT Vice Chair and President Brad Smith on the global AI policy landscape, tech regulation and the Microsoft/OpenAI relationship 👇👇👇

I speak with Microsoft President Brad Smith about whether AI is playing a role in $MSFT's layoff and employee evaluation decisions; and Microsoft's $4 billion, five-year commitment to prepare schools and workers for the AI economy. x.com/i/broadcasts/1…

Premium AI valuations are justified by growth trajectories, says Citi's Drew Pettit cnb.cx/3IkzKPO

Hightower Advisors' Stephanie Link talks investing opportunities she is currently watching outside of technology. cnb.cx/3ImAK63

Ramaco Resources cut the ribbon on its new rare earth mine, the first one in the United States in over 70 years in Wyoming. CEO Randall Atkins joined us to talk how the mine will help the U.S. break its dependence on China for rare earths. cnb.cx/40fUApE

Rate cut expectations and strong earnings support the rally in Big Tech, says Plexo Capital's Lo Toney cnb.cx/4eIsppc

.IMAX CEO Richard Gelfond talks market share gains after strong first half of the year at the box office. cnb.cx/44JAYvo

Deutsche Bank's Deepak Puri and Morgan Stanley's Dan Skelly talk the day’s record market action. cnb.cx/4eSpDxR

Secondary sanctions on Russia will create 'great deal of backlash', says fmr. Secretary of Commerce Carlos Gutierrez cnb.cx/4lyG454

Don't yet know if IPO market is back to full health, says Raymond James' Sunaina Sinha Haldea cnb.cx/3ItXxgc

Risk-reward tradeoff better in regional banks, says Baird's David George cnb.cx/3TEJua0

.Carson Group chief market strategist Ryan Detrick, CMT lays out why he expects the summer rally to continue. cnb.cx/44xhsU3

.Bank of America's Vivek Arya talks Nvidia's push higher after news it will resume sales of its H20 chips to China. cnb.cx/46PLPqa

.RenMac: Renaissance Macro Research's Neil Dutta talks why the economy is at risk of a recession, despite the market shrugging off concerns. cnb.cx/4nMedzP

.CFRA Research's Alexander Yokum shares his bull case for Wells Fargo and looks ahead to this week's regional banks earnings. cnb.cx/40QavuT

.CoreWeave CEO Michael Intrator: $6 billion AI data center investment shows depth of demand for our services. cnb.cx/44OnApX

Story around Trump firing Powell threat was 'lack of market reaction', says Jefferies’ David Zervos David Zervos cnb.cx/4l1vceZ