Enthusiasm retreated last week despite analysts raising price targets on Nvidia (NVDA) says Jenny Horne. She offers a big picture perspective around the A.I. giant ahead of its highly anticipated report. Jenny also touches on Nvidia's ability to navigate tariffs as it seeks to grow its already expansive network consisting of hardware and software. She later turns to other A.I. topics in Intel (INTC) and the U.S. government's 10% stake in the company.