Mark Tepper joined Varney & Co to talk about how Nvidia’s earnings report can either rattle the market or reinforce the entire AI story the market is betting on. He explains why investors are “walking on eggshells” around Nvidia, how software can be a more defensive way to stay invested in AI, and why ServiceNow stands out as one of the strongest examples of monetizing generative AI. Mark also breaks down the trillions that have been committed to the United States, why commitments are not guarantees, and how areas like AI, data centers, energy, and defense could benefit most from that capital.