CFRA's Sam Stovall says his firm still has a "strong buy recommendation" on Nvidia (NVDA) ahead of earnings. Higher hyperscaler spending, paired with network revenue tailwinds, are key components to the firm's bullish thesis. Sam goes beyond the Wall Street leader and discusses how recent economic data suggest there's a "soft patch" forming for 2027's growth outlook. Midterms will act as another bump in the road for investors, though Sam expects the S&P 500 (SPX) to "rocket" higher in the 12 months after.