Some market tailwinds include softer than expected economic data and the A.I. theme led by Nvidia (NVDA) and other A.I. plays, notes Quint Tatro. He discusses expectations for the second half of 2023. He goes over his stocks to watch including Occidental Petroleum (OXY), Lululemon (LULU), and Alphabet (GOOGL). He highlights that LULU’s growth in China may continue fueling EPS. He outlines how GOOGL is their top A.I. pick outside of NVDA. He also suggests some market headwinds such as how oil may push the headline CPI print higher. Tune in to find out more about the stock market today.