"The markets have become somewhat numb" to tariff headlines, says Charles Schwab's Collin Martin on the Trump administration signing off on another 90-day China tariff pause. While it adds uncertainty, Collin explains that it also aids with the inflation picture. Joe Mazzola sticks with the international discussion and says Nvidia (NVDA) and AMD Inc. (AMD) "did what they had to do" by paying the U.S. 15% of China chip revenue.