Jay Woods joins Diane King Hall at the NYSE to make sense of this week's market performance as investors await Nvidia (NVDA) earnings. He's admittedly confused about IBM's (IBM) selloff yesterday saying: What's changed about the AI narrative? He's looking to Snowflake (SNOW) and Salesforce (CRM) earnings events to provide clarity on the AI adoption front. For AMD, he points to CEO Lisa Su's leadership as a key driver for the company's growth. Jay later tries to make sense of the swirling uncertainty surrounding tariffs and how potential refunds could impact companies.