Diane King Hall discusses the biggest earnings movers this morning, including Novo Nordisk (NVO), which saw a 85% year-over-year increase in Wegovy sales but still trimmed guidance. Supermicro (SMCI) "missed across the board" in its earnings and trimmed guidance. Diane notes the company expects to rebound once Nvidia's (NVDA) Blackwell chip hits the market. Arista Networks (ANET) traded lower despite showing a beat in its earnings.