In today's episode, Jermal Chandler and Josh Fabian discuss NVIDIA's (NVDA) significant financial sacrifice to maintain business ties with China amid ongoing tariff negotiations. They analyze upcoming inflation reports and their potential impact on market reactions, as well as the expected move for the S&P 500. The conversation also touches on the evolving landscape of streaming services, particularly with Disney bundling its offerings to compete in the sports arena. Jermal and Josh both emphasize the need for caution as they navigate the market in light of these developments.