News over the weekend that the U.S. and Iran have reached a peace agreement make Kevin Warsh's job "a lot easier" on moving interest rates, says Ted Thacther. He explains how the deal eases inflation fears as stocks move higher into the start of Monday's trading session. Ted also likes Nvidia (NVDA) as forward P/E hovers near a 10-year low. Microsoft (MSFT) is another Mag 7 name he sees having substantial upside after getting beaten down in the SaaS-pocalypse.