(1:35) - Chuck and Paul start the show reviewing Microsoft and Google's disappointing earnings for Q2.
(14:36) - Previewing today's Fed decision where Jay Powell is expected to raise interest rates by 0.75bp.
(27:33) - Touching on Shopify's decision to cut 10% of its workforce, which amounts to nearly 1k workers.
(33:20) - Discussing the Senate's advancement of a $280B package that would boost U.S. competitiveness in chip manufacturing.