Joe Mazzola of Charles Schwab takes investors through two key dynamics moving markets on Tuesday: October's hot CPI print and Nvidia (NVDA) dragging down the tech sector. As for CoreWeave (CRWV) earnings ahead, he says a strong report from the neocloud provider will set a new foundation for confidence in the AI trade. Michelle Gibley analyzes the effects of an AI slowdown in Europe, along with how it can decrease energy costs while increasing efficiency. She then offers her takeaways on what to expect from President Trump and Chinese president Xi Jinping's upcoming meeting.