Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

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**Kelly** (1:03)
Thank you very much, Mike. The Dow is up, but the NASDAQ is down again as the AI Swim continues.
Shares of Sherwin-Williams and Coca-Cola soaring today, leading the blue chips as the market continues to rotate. It does up 668 this hour. We'll talk to Gabelli's co-CIO Chris Marangi about that in just a moment. Plus, a busy day in Washington with Ukraine's Zelenskyy and Israel's Benjamin Netanyahu, both at the White House. Jonathan Panikoff is here with his takeaways for the market. And Apple, the stock that sat out of the AI splurge at record highs, overtaking NVIDIA in size and crossing 5 trillion in market cap today for the first time. Should other big tech names now use their playbook, that's all coming up ahead. Let's begin in Washington, though, where President Trump met with Ukraine's President Zelenskyy and Israel's Prime Minister Netanyahu today, as the Ukraine and Iran wars, as we talked about yesterday, are starting to collide. Eamon Javers has a recap and the highlights. Eamon?

**Eamon Javers** (2:03)
Yeah, Kelly, that's right. Vladimir Zelenskyy's meeting with President Trump ended just over an hour after it began. Here's what we saw of his arrival using an out-of-public-view side entrance to the West Wing today for both the Zelenskyy and the Netanyahu arrival. The Ukrainian president said after the meeting that he offered his condolences to President Trump on the death of Senator Lindsey Graham and that the two discussed licenses for Patriot Interceptor production, which could fast-track missile manufacturing in Ukraine. Prime Minister Netanyahu used that same West Wing side door for his meeting with President Trump. A short time later for Netanyahu, this is the first in-person meeting he's had since he and President Trump started the war against Iran back in February. It comes at a time when the president has been increasingly vocal with his criticism of the Israeli leader's decision-making in the war, and it comes on the day that that war, which the president said would last four to six weeks, now enters its sixth month. President Trump is trying to find a way to end it without leaving Iran permanently in control of the Strait of Hormuz, Kelly. So a lot of diplomacy today. We've got some statements after the fact from some of the parties here, but we don't really know if any core decisions were made in any of those meetings. And I'm sure reporters are going to spend the rest of the day trying to find out.

**Kelly** (3:18)
Although perhaps again, most striking for what appears to not have been the case, which, Eamon, you and I both remember when we, this exact same time, Zelenskyy's visit to the White House was the, I don't know what other word to use than disaster than it was. I mean, it was, it was an uprating, frankly. This, it's unbelievable how much the vibes, the tone, the policy making has changed. They appear, do they not, to now have a little bit of the upper hand with the president?

**Eamon Javers** (3:45)
Well, they appear to have a hand with the president anyway. I mean, I think we'll see whether it's upper or not in the days to come. But both men were able to come here, have meetings, and leave without, you know, a blow up, which, you know, I think in diplomacy, it counts as a success. Both men have been yelled at by the president in the past. The president's expressed displeasure with both of them. More recently, Netanyahu, the president's been sharply critical of Netanyahu over the Iran War.
And yet, by all accounts, we had a productive meeting here today. You know, we'll see, you know, if we get some more reporting on what happened inside the room. But it was notable, of course, that the president did not, as he typically does, allow cameras to come in and record at least the top part of the meeting. In both cases, those meetings were closed doors, and the only pictures we have from them are released by some of the participants themselves. So, you know, state media, so to speak, releasing the video and audio that we have so far to do these things, and no independent journalist is allowed in the room.