The stock market\u2019s remarkable run extends with retail sales data fueling hopes around a healthy consumer. Trivariate\u2019s Adam Parker, Virtus\u2019 Joe Terranova, and BNY Wealth\u2019s Alicia Levine navigate what lies ahead for the Fed and investors. And, Bernstein Research\u2019s Stacy Rasgon breaks down what\u2019s fueling the move in chip stocks including market darling Nvidia. Plus, activist investors setting their sights on Apple and Nike among other widely held names. 13D Monitor\u2019s Ken Squire brings us highlights from this week\u2019s filings.