Rebecca Walser joins Diane King Hall at the NYSE site with several specific stocks to highlight. On her current list of names she likes: Novo Nordisk (NVO) and Lam Research (LRCX). One she is bearish on: McDonald's (MCD) as she discusses the recent weakness in consumer sentiment and consumer spending. Then, Rebecca explains why Nvidia (NVDA) is a hold as U.S. and China trade tensions continue to simmer.