After Nvidia (NVDA) brought a new wave of confidence in the AI trade, markets are cooling ahead of Friday's trading session. Tom White points to the Fed's Jackson Hole symposium as the culprit, as Wall Street waits for any information regarding the direction of interest rates. Marvell (MRVL) posted an earnings beat backed by a strong revenue surge, though as Tom points out, shares are down likely due to uncertainty on dilution centered on its Alphabet (GOOGL) partnership. Tom also talks about key metrics in Workday (WDAY) and Affirm (AFRM) earnings.