It's the busiest week of earnings season, with a third of the Dow and S&P 500 set to report. KKM Financial's Jeff Kilburg tees up results from Microsoft. Plus, investors will be on the lookout for any mentions of AI within those reports. Morningstar CEO Kunal Kapoor discusses what his business is seeing. And, the Bank of Japan and Federal Reserve kick off a flurry of central bank decisions. Goldman Sachs' Tomohiro Ota explains.

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