It’s been reported that Microsoft (MSFT) is to announce a custom A.I. chip to compete with Nvidia (NVDA). Dan Ives discusses this as MSFT shares hit an all-time high today. He talks about how A.I. monetization impacts tech stocks. He then goes over his top stock pick, Apple (AAPL) whose shares are up 45% year-to-date. He also previews Palo Alto’s (PANW) earnings which will be released today, postmarket. Finally, he highlights Tesla (TSLA) and notes that its demand should stabilize and that the stock will continue to move higher from here. Tune in to find out more about the stock market today.