Kevin Green and Diane King Hall kickstart the week with a look back at Fed Chair Jerome Powell's commentary on Friday. Kevin says the small cap rally was particularly impressive, showing early cycle behavior. He notes that with small caps, it's all about the follow-through, and if the rally continues, it could be a sign that the market is willing to take on more risk. KG provides his perspective on Nvidia (NVDA) ahead of its highly anticipated earnings report and touches on Intel (INTC) after the U.S. government takes a 10% stake in the company.