Why AI Capex Benefits NVDA & What Lower Mortgage Rates Mean

Hey, Kevin Hanks, pre-bell playbook joining us. Of course, everybody's getting ready for Nvidia. Since last week, we've been speaking about this.This can really determine things one way or another. The capex spending, um, how much people believe in AI and so on. What are you watching.>> Good morning, Nicole. You know, you can make the case that everything we worried about in terms of capex spending from Microsoft, Google Alphabet, Amazon, Meta Platforms, all that capex spending, where's it all going to end ...