Stocks are on the rebound ahead of Alphabet (GOOGL) and AMD Inc. (AMD) earnings. Nasdaq's Christopher Dearborn discusses what to expect from these earnings and how Friday's non-farm payroll numbers could move the market. He also looks at what could be impacted by tariffs. Finally, he evaluates January's IPO activity. "We aren't going to see a SPAC attack like 2021," he says, but "SPACs are back."