Friday's rally on Powell's speech faded early today as investors braced for a key week of data and earnings including Nvidia and PCE. 'Buy the dip' helped fuel Friday's gains.

Nvidia earnings on Wednesday and PCE inflation on Friday could determine Wall Street's path in coming days, along with several Treasury auctions. Powell gave stocks a boost Friday.

Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.

International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.

Cooper Howard joins the show to discuss trends and opportunities in the muni bond market.

Fed Chair Powell laid the framework for a potential September rate cut during his Jackson Hole speech, and markets responded with an end of week rally that pushed them mostly in the green.

Precious metals are up between 22% and 44% for the year.

Walmart's earnings could be a good barometer of tariffs' impact after a solid day for staples stocks Wednesday. The Fed's Jackson Hole summit begins with Powell speaking Friday.

After tech stocks fell in what seemed to be sector rotation Tuesday, investors await Lowe's and Target results along with Fed minutes ahead of Powell's Jackson Hole speech Friday.