Earnings season is still in full effect ...
"I think that we really need to hear how much tariffs are hitting them and I think that's based on the trading environment that we're in right now and that's going to kind of overshadow a lot of the other commentary that's going to be offered by the company," Curran said.
Walmart reports earnings before the bell on Thursday, May 16.
"I mean a real quick takeaway on Cisco, I mean it's not really, you're not going to have too much of that tariff exposure. They're more of a U.S. company. They're not really based in China. I would say for the stock, it's actually been on a big run," Jeff Marks said.
Cisco reports earnings after the bell on Wednesday, May 15.
Zev Fima ended the show briefly touching on Nvidia earnings. "I don't think we're expecting too much on this quarter," he said.
Nvidia reports earnings after the bell on Thursday, May 16.