The SPX, $DJI and RUT all hit new all-time highs to kick off a short holiday week, and did so while Nvidia (NVDA) lagged. Macy's (M) traded down after an accounting employee hid $154 million in corporate delivery expenses. Bath & Body Works (BBWI) bolstered a big rally thanks to an earnings beat and higher guidance. After hours, investors didn't have a definitive reaction to Zoom Video's (ZM) earnings. Oliver Renick discusses the day's biggest stories.