Market discussion with insight from JP Morgan’s David Kelly and Bahnsen Group’s David Bahnsen. Rick Santelli and Steve Liesman weigh in on rates and labor. Palantir earnings take center stage with analyst Brent Bracelin and exclusive insights from CEO Alex Karp. Other earnings: Hims & Hers, Lattice, Simon Property, and Vertex Pharma. Plus: A look ahead to key earnings from AMD, Disney, and McDonald’s, and final thoughts on Elon Musk’s pay package.

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