Nvidia (NVDA) saw the most substantial earnings move in several quarters. Jenny Horne says the positivity may come from the company's transparency in how China tariffs will affect the top line. She talks about the challenges a strained U.S. and China relationship will have on Nvidia long-term. As for Salesforce (CRM), she dives into the company's report and talks about how its Informatica acquisition will support Agentforce.