BROADCASTS.com

b'The Dow topped 40,000 for the first time ever before turning lower at the close. Cummins CEO Jennifer Rumsey on raising the company\\u2019s long-term financial targets, plus the demand picture for its power generators amid the AI boom. The Bahnsen Group\\u2019s David Bahnsen and RBC\\u2019s Lori Calvasina break down where markets go from here. Earnings from Applied Materials and Take-Two. Bernstein\\u2019s Stacy Rasgon on where we are in the semiconductor cycle. Our Melissa Repko on what Walmart\\u2019s earnings mean about the state of the consumer.'