Mike, thank you very much. Welcome everybody to overtime. I'm Scott Walker. You just heard the bells. We're just getting started here for post nine at the New York Stock Exchange. A very big hour is ahead. Earnings from Salesforce, Snowflake, and Invidia, they are imminent. Our reporters are standing by to bring you all you need to know as usual and so is the number one rank chip analyst

Stacy Raskin. The Wall Street journals Nick Timmeros dropped the story today.

It seemed to send Bond yields higher.

He is with us as well, just as that all-important Fed summit

gets set to begin out in Jackson Hole.

We begin, though, with our talk of the tape, how critical these tech earnings are tonight

just as that sector starts to teeter after its big bounce back.

Let's ask Riddholz Wealth Management's Josh Brown, also a C. M.C. contributor a member of the

halftime Investment Committee. It's good to see as always. I know you own NVIDIA.

I know you have big thoughts all around, but how important is this now for a tech trade that

seems to be a little bit wobbly?

Well I think invidia is an important stock because they touch so many areas within

tech. This is not like it's a memory chipmaker or it's a

PC chipmaker. It's really heavily involved everywhere. So the good news for

NVIDIA Longs is that this company has already given guidance and the

guidance was not great. But that happened back on I think August 5th or August 8th

so if you were trading I think based on this particular quarter, you probably already have.

So I would say like that's the good news.

The bad news is there's probably not a recovery between now and the end of the year in some of the markets where

invidious says things are softening and those include video games just generally

cryptocurrency which is small part of the business and of course

PCs but I don't think the investment thesis hinges on a crypto recovery and

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