Debt Ceiling Positioning, AI Market Share Momentum, and Bet On The Builders? 5/23/23

Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI products, Google’s CEO issues a new warning, and Bank of America says one name is well positioned. We’ll speak with the analyst. And Lowe’s is lowering its full-year sales guidance – what does that signal for the rest of the market? We look at two key consumer names in Earnings Exchange.