Intro

Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector.

Coreweave and Cisco report. Evercore’s Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital’s Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave’s first report as a public company. We also take a look at eToro’s IPO and what it means for other companies considering going public.  

Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies.