Nvidia (NVDA) is back to acting as the stock market leader. Tom White discusses the Mag 7 giant's earnings beat bolstered by more than $96 billion in quarterly revenue and commentary from CEO Jensen Huang that the AI infrastructure buildout is "at full steam." Salesforce (CRM) rallied as well thanks to its own earnings beat and a partnership with Anthropic to integrate Claude with Agentforce. CrowdStrike (CRWD) added muscle to the cybersecurity space.