Nvidia is "the most important earnings report for the stock markets this year" according to Dan Ives. Here's what he's watching for in tonight's report:

Salesforce $CRM set to report Q2 earnings after the bell. Dan Ives says he's expecting the results to be the "start of an AI era" for the company:

The Dow rising to a record high today while $NVDA's post-earnings slump weighs on the S&P 500. Cameron Dawson gives her outlook:

$AAPL is reportedly in talks to invest in OpenAI. The stock is up over 5% over the last month. Here's why Deepwater's @DougClinton says the firm doesn't own the name

"This reaction was about as good as you probably could've hoped for as an Nvidia shareholder," says @DougClinton on the stock's post-earnings performance. "The story of AI is still intact."

"The other 493 will be able to deliver enough to satisfy markets," says @Invesco's Kristina Hooper on S&P 500 earnings outside the Magnificent 7. "I think we're going to see a rotation and I think that's OK..."

How should you be playing stocks as summer wraps up and we head into year-end? Courtney (Dominguez) Garcia, CFP®️ and Malcolm Ethridge |Blue Check| weigh in:

Shares of $INTC popping on reports the company is looking at strategic alternatives, including possible sales of parts of the company. Shareholder BakerAvenue Wealth Management's King Lip weighs in:

"I don't know how you could have, overall, a more favorable macroeconomic environment given where we were three years ago," says @evercoreisi's Roger Altman

What might the ugly beginning to September trading mean for where stocks can go from here? Trivariate's Adam Parker weighs in:

"It makes sense to be a little bit more defensive tactically in a slowdown, but I actually would suggest that we're starting to move towards better policy clarity than we've had in quite a while," says Invesco US' Brian Levitt. "We're now on the cusp of the easing cycle."

"Things are fine," says Merrill and BofA Private Bank's Chris Hyzy. "You're seeing participation broaden out, earnings are going back up, and financial conditions are easing. It's not that simple, but I think people push that off to the side when you get days like this."

Is the market heading for another stretch of volatility? Liz Young Thomas and Anastasia Amoroso weigh in:

"We're in a market now where we just have a very high degree of uncertainty," says BMO's Yung-Yu Ma. "The mixed data that we have is going to be taken in a glass-half-empty manner until the data starts turning more consistently positive."

Investors looking ahead to Friday's August jobs report as a key indicator of the first rate cut, expected to happen at the Fed's meeting in two weeks. Wells Fargo's Chris Harvey gives his playbook:

"We've been in the camp that the Fed probably should've cut last time...but we think this is more of a mid-cycle slowdown, not the beginning of a recession," says Ryan Detrick, CMT

How much does tomorrow's jobs report matter to this bull market? Liz Ann Sonders weighs in:

CNBC's inaugural NFL valuations list is out today. The Dallas Cowboys taking the top spot, valued at $11 billion, followed by Los Angeles Rams, valued at $8 billion. Rams President Kevin Demoff joined Scott Wapner to the business of the team:

Are these sell-offs in Nvidia a buying opportunity? @Fundstrat's Tom Lee makes the case $NVDA

How is Capital Wealth Planning’s Kevin Simpson (Kevin Simpson) trading Broadcom and Nvidia now? He explains $AVGO $NVDA