Cisco (CSCO) jumps higher after a strong 2Q earnings report, its 11th straight earnings beat. The company points to accelerating demand for the Cisco's A.I. infrastructure technology. Meanwhile, Deere & Co. (DE) 1Q profit is sliced in half on declining sales. The company points to tariffs as a potential pain point ahead. Kevin Green examines the earnings movers and provides his macro outlook ahead of the opening bell.