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Max Kettner, chief multi-asset strategist at HSBC, says the strength of tech earnings "made us care a little less about higher yields." He speaks on "Bloomberg Surveillance."

Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, examines second-quarter earnings from Snowflake and the pressure he sees on Salesforce to monetize 15% to 20% of their customer base over the next "two, three, four quarters."

Edward Yardeni, president at Yardeni Research, says the basic thrust of the market is higher as he touts "FEMO" or the "fabulous earnings momentum" he sees driving a melt up in stocks.

Erica Brescia, Redpoint Ventures managing director, reacts to Nvidia's first-quarter earnings report and explains why she is still bullish on the stock. She speaks on "Bloomberg The Close."

Hasbro CEO Chris Cocks addresses investor concerns regarding the company's exposure to petroleum-intensive products, clarifying that such exposure is relatively light. He emphasizes that the majority of Hasbro's business and growth comes from games as well as licensing and digital products. He speaks on "Bloomberg Open Interest."

Target posted its best comparable sales growth in four years and boosted its outlook as the retailer's turnaround bid gains traction. The chain also raised its annual revenue guidance by 2 percentage points to about 4%. Jen Bartashus of Bloomberg Intelligence has more.

Home Depot missed sales expectations at locations open at least a year, rising 0.6% in the latest quarter, as muted housing demand and high borrowing costs limited consumer spending on improvement projects. Drew Reading of Bloomberg Intelligence has more.

Edward Yardeni, president at Yardeni Research, examines "extraordinary" first-quarter earnings results as he boosts his year-end target for the S&P 500 to 8,250. He discusses the role of the consumer in driving economic resilience and says he's "not getting freaked out" by the current level of bond yields.

Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, says investors don't want to miss out on "remarkable" earnings and sees bond yields as "relatively contained" in the United States.

CoreWeave CEO Michael Intrator characterizes the company's first-quarter earnings as transformational, highlighting strong performance across revenue and operating margins. Speaking on "Bloomberg Tech," Intrator emphasizes robust demand from existing AI-native and cloud customers, as well as new verticals such as trading and finance firms and robotics companies integrating AI at scale.