Stocks are cutting their losses after opening sharply lower, following news of a temporary tariff deal between the U.S. and Mexico. We have the impact to the economy and supply chain. Plus, one CEO is warning of a lumber supply shock as homebuilders depend on Canadian lumber to construct houses. And Nvidia is coming off its worst week in more than two years after the DeepSeek-induced sell-off. Wall Street’s #1 analyst joins us with a look at the tariff risk facing the space.