CoreWeave (CRWV) earnings added confidence not just to neoclouds, but the entire AI sector, as Kevin Hincks highlights the report and its impact. However, he makes the case that Nvidia (NVDA) needs to add to the momentum with its own rally and reclaim stock market leadership. Kevin turns to Fed commentary from Bank of Chicago president Austan Goolsbee, who called the October CPI "borderline disturbing."