$NVDA $META — AI Earnings, Retail Resilience and a Brewing Macro Disconnect: Nvidia, Lowe’s, Meta and the Market’s Pulse

$NVDA $META $CRM — Nvidia’s earnings and guidance loom largest — market consensus points to an unprecedented AI data‑center ramp — even as retail results (Lowe’s) clash with consumer stress signals and Meta’s broad layoffs sharpen near‑term uncertainty. Event volatility (Salesforce) and activist moves (Wendy’s) round out a day of divergent market narratives.