Talks between the U.S. and Iran are reportedly back on the table, sending crude oil prices plummeting to start a new trading week. Kevin Hincks discusses more on the "very positive" macro set-up. He then turns to his takeaways for Microsoft (MSFT), Meta Platforms (META), Amazon (AMZN) and Apple (AAPL) earnings after Alphabet (GOOGL) and Tesla (TSLA) set early expectations for investors. Don't forget the Fed, either, as Kevin highlights expectations for Kevin Warsh and the FOMC's interest rate decision.