Dan Ives, a Senior Equity Analyst at Wedbush Securities, shares insights on Nvidia's earnings and the bullish sentiment around tech and AI. Blerina Urici, Chief US Economist at T. Rowe Price, discusses the complexities of the US labor market and upcoming PCE data, while Sarah House from Wells Fargo analyzes jobless claims and their implications for market trends. The trio delves into the challenges facing lower-income consumers amid rising inflation and highlights the transformative potential of AI in reshaping industries beyond expectations.