It's no secret: Nvidia's (NVDA) earnings will lead the market this week. Kevin Hincks talks about the critical report and how it's connected to many other names across the SPX and NDX. The RUT also saw a significant rally last week off bullish expectations on interest rate cuts, as Kevin weighs the likelihood of that continuing. He also touches on the U.S. buying stakes in companies like Intel (INTC) and how it signals a shift in business mentality.