Closing Bell Overtime: Navy Secretary Carlos Del Toro On Tensions With Iran & China, Global Trade and AI In The Military; Medtronic CEO Talks AI In Medical Devices 5/25/23

The Dow was lower for the fifth straight session but NVIDIA led the tech and the S&P 500 higher after blowout earnings. NZS Capital’s Brad Slingerlend and JPMorgan’s Mira Pandit broke down the market action along with earnings from Marvell, Autodesk, RH, Costco and Gap. The AI explosion is in full force; C3.AI CEO Tom Siebel talks what’s next for the industry. Telsey Advisory Group CEO Dana Telsey breaks down the retail scene right now as companies report stronger-than-expected margins. Virgin Galactic had its first successful space flight in nearly two years. Morgan spoke with Navy Secretary Carlos del Toro on the USS Wasp during Fleet Week in an exclusive interview talking global tensions, trade, AI in the Navy and more. Plus, Medtronic CEO Geoffrey Martha on AI in medical devices.