Sara Eisen and Carl Quintanilla discussed the latest for stocks as tech leads the charge – with most of the morning’s gains coming from the chips after strong results out of key player Foxconn. The team broke down the investing outlook for Nvidia and the rest of big tech with an analyst from D.A. Davidson, and a Neuberger Berman CIO who manages more than $500B.

Also in focus: the latest in the battle over U.S. Steel on the heel of new lawsuits, the staggering totals lost by short sellers in last year’s tech rally, and a deep dive on the impact of NYC’s new congestion pricing with a commissioner from the TLC.

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