Nvidia is surging after posting a 265% increase in revenue. Stifel's Ruben Roy discusses the quarter. Plus, it's been an incredible turnaround story for Carvana over the past year. RBC's Brad Erickson and Citizens JMP's Nicholas Jones debate the outlook. And, Palo Alto Networks is rebounding after dragging down the rest of the cyber space yesterday. Tenable CEO Amit Yoran describes what his company is seeing.

Nvidia's Blowout Quarter, Carvana: Bull vs. Bear, and Cyber Demand  02/22/24

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The market faces its biggest test yet as Nvidia prepares to report results. Synovus Trust's Dan Morgan previews the quarter. Plus, Target is also out with earnings this morning, just days after announcing thousands of price cuts. SW Retail Advisors' Stacey Widlitz lays out her expectations. And, Fed Governor Christopher Waller is taking a "wait and see" approach when it comes to rate cuts. Silvercrest Asset Management's Robert Teeter and Charles Schwab's Jeffrey Kleintop discuss.

Nvidia's Market Impact, Target Earnings, and Fed Rate Cut Timeline 05/22/24

Sanofi is partnering with OpenAI on artificial intelligence-driven drug development. Sanofi Chief Digital Officer Emmanuel Frenehard lays out the details. Plus, it's a big week for retail, with Lowe's among those reporting earnings today. R5 Capital's Scott Mushkin gives his expectations. And, ahead of Nvidia's results, Microsoft is out with a new AI-powered laptop. Visible Alpha's Melissa Otto explains.

Sanofi-OpenAI Partnership, Lowe's Earnings, and Microsoft's AI Laptop 05/21/24

The Dow has crossed the 40K for the first time ever. NorthStar Asset Management's Nimrit Kang discusses the stock playbook from here. Plus, it's not just stocks; copper prices are also hovering near all-time highs. Bank of America's Francisco Blanch explains. And, Einride is partnering with DP World to build the world's largest autonomous trucking network in Dubai. CEO Robert Falck lays out the details.

Dow 40K, Copper Conundrum, and Autonomous Trucking 5/17/24

Despite the slowdown in inflation during April, housing continues to drive prices higher. Camden Property Trust CEO Ric Campo discusses what his business is seeing. Plus, Walmart reports earnings this morning as consumers look for even more value. CFRA's Arun Sundaram lays out his expectations. And, Octopus Energy, number 11 on CNBC's annual Disruptor 50 list, is using AI to spark the global transition to renewable energy. CEO Greg Jackson explains.

Housing Inflation, Walmart Earnings, and the Global Energy Transition 05/16/24

Investors are awaiting the latest read on U.S. inflation and consumer prices. Citi's Veronica Clark previews the report. Plus, the 2024 CNBC Disruptor 50 list is out, with two-thirds of the companies calling AI critical to their business. Phononic's Tony Atti, number 35 on the list, discusses. And, the Nasdaq is coming off a fresh record high. Piper Sandler's Craig Johnson and G Squared Private Wealth's Victoria Greene tee up the trading day ahead.

Nvidia's Blowout Quarter, Carvana: Bull vs. Bear, and Cyber Demand 02/22/24

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