Sam Vadas and Diane King Hall kick off Thursday's coverage from the NYSE as investors react to two huge earnings beats from Microsoft (MSFT) and Meta (META). Microsoft's surge has the company on track to surpass a $4 trillion market cap valuation. Sam adds that ongoing trade deals taking shape, plus better-than-expected economic data and Jerome Powell's commentary after the FOMC decision to keep rates unchanged have investors weighing a lot this week.