ASML Holsing (ASML) plays a crucial role, often unsung role in the AI trade, and Diane King Hall says the company is seeing the demand for its products. She goes over the company's latest earnings. Nike (NKE) leadership signals better days ahead for the legacy sportswear company as CEO Elliott Hill and Apple (AAPL) CEO Tim Cook buy more shares. Diane then touches on Piper Sandler's upgrade in Cloudflare (NET).