Worldwide Exchange CNBC

All three major U.S. indexes are close to their record highs, with the S&P 500 on track to post its best growth rate in two years. KKM Financial's Jeff Kilburg and Inside Edge Capital's Todd Gordon lay out their top stock picks. Plus, airlines and hotels still expect strong bookings through the summer months. The Points Guy's Clint Henderson digs into the outlook. And, there's a rally sweeping across Europe as the Euro Stoxx 600 and FTSE 100 hit fresh all-time highs. Deutsche Bank's Maxmilian Uleer and Invesco's Kristina Hooper explain.

The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide Wealth's Douglas Boneparth discusses. Plus, the U.S. is exactly six months away from the presidential election. Generation Lab's Cyrus Beschloss dives into a new survey on key political issues. And, Disney is out with its second quarter results this morning after its kitchen sink report three months ago. Fairlead Strategies' Katie Stockton lays out the technicals for the stock.

Warren Buffett held court this weekend at Berkshire Hathaway's annual meeting, where he fielded questions from shareholders and unveiled new investment moves. R360's Barbara Goldstein recaps the event. Plus, Apple is coming off its best day since 2022 after announcing a record-breaking $110 billion buyback. The Maxim Group's Tom Forte discusses. And, April's weaker-than-expected jobs report is boosting hopes for an earlier rate cut by the Fed. Van Lanschot Kempen's Anneka Treon and Wall Street Journal's Gunjan Banerji explain.

Apple is set to add $162 billion to its market cap at the open after announcing a $110 billion buyback. Laffer Tengler Investments' Nancy Tengler discusses. Plus, investors are counting down to the release of the April jobs report. Citi's Steven Wieting lays out his expectations. And, Berkshire Hathaway kicks off its annual meeting this weekend, its first since the passing of Charlie Munger. Gabelli Funds' Chris Marangi tees up the event.

The Federal Reserve is holding interest rates steady for the six straight meeting as the path towards 2% inflation remains challenged. Former Fed Vice Chair Roger Ferguson explains. Plus, Apple reports earnings after the close today. Albion Financial Group's Jason Ware lays out the key metric to watch. And, Novo Nordisk is raising its outlook for the year after posting better-than-expected first quarter results. Tema ETFs' Yuri Khodjamirian discusses.

Amazon says profit more than tripled during its most recent quarter. RBC's Brad Erickson and GraniteShares' Paul Marino dive into the results. Plus, the Fed is set to announce its latest monetary policy decision today. The New York Times' Jeanna Smialek and The Conference Board's Steve Odland lay out their expectations. And, investors are preparing for the new trading month as the S&P 500 comes off its worst month since September. Cetera's Gene Goldman and Payne Capital Management's Courtney Garcia discuss.