Stocks rose in early trading with AI-exposed names like Nvidia and Oracle getting a lift. Meera Pandit from J.P. Morgan Asset Management joins with her market take following new consumer sentiment and housing data. Apollo’s Torsten Slok talks about new headlines around the search for the next Fed chair, and new doubts around this week’s surprise inflation data. Plus, why one analyst says to buy the Nike dip, and The Wall Street Journal’s Joanna Stern talks about an AI experiment in her newsroom that devolved into chaos.

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