Major averages closed lower today after weak Chinese data overnight. Bespoke’s Paul Hickey and JPMorgan’s Phil Camporeale break down the market action. Cava reported its first numbers as a public company; Neuberger Berman’s John San Marco and Coresight Research CEO Deborah Weinswig break down the numbers and what it means for the rest of the consumer names this week. Esmark CEO James Bouchard on why his company’s bid for US Steel is better than Cleveland-Cliffs. CFPB Director Rohit Chopra on new consumer data rules for the AI-age. Plus, Sunrun CEO Mary Powell reflects on 1-year since the IRA passed and its impact on the solar industry.