Nvidia shares are surging following another blockbuster quarter, as demand for its AI chips shows no signs of slowing down. Clockwise Capital's James Cakmak and Stifel's Ruben Roy discuss. Plus, Nvidia's stock pop is lifting the broader markets. Hennessy Funds' Josh Wein and Defiance ETFs' Sylvia Jablonski explain. And, JPMorgan CEO Jamie Dimon is once again warning that a bumpy landing may be coming for the economy. Evans May Wealth's Lizzie Evans digs into the outlook.

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.

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.