b'Vital Knowledge\\u2019s Adam Crisafulli and Macquarie\\u2019s Thierry Wizman break down the market action. Earnings from Urban Outfitters and Toll Brothers. VMware CEO Raghu Raghuram on his company\\u2019s recent partnerships, including with Nvidia. Wedbush\\u2019s Scott Devitt on naming Amazon to the best ideas list. 3Fourteen Research\\u2019s Fernando Vidal calls Nvidia \\u201cuninvestable.\\u201d Will he convince you?'