Nvidia (NVDA) and everything else.

The markets are eagerly anticipating Nvidia’s earnings out after the close today. Make no mistake, the results and conference call have to go perfectly to sustain the broader market rally.

A perfect earnings day for Nvidia would include a bullish outlook on China sales while beating back concerns that AI demand is slowing in the US.

All this makes Yahoo Finance’s interview today with Nvidia CEO Jensen Huang at 6:40 p.m. ET a must-see. You can watch that here.

Cracker Barrel (CBRL) is still over a barrel.

The beleaguered restaurant chain will revert back to its old logo after right-wing outcry, social media uproar, and a Trump reprimand.

I was a sell-side analyst for 10 years covering retailers and restaurants. This Cracker Barrel debacle has reawakened the inner analyst inside of me.

So I wanted to put forth a condensed version of a research report.

First is a dose of company-specific analysis. My takeaway is that Cracker Barrel has been a challenged business well before this logo dust-up:

• Sales have barely grown the past two fiscal years.

• Operating margins that were once double-digit are now single digits.

• Earnings have dropped for three straight years.

• Biggest challenges: None of its stores are franchised; rising worker and ingredient costs; a low $14 average check; 83% stores are near interstate highways; only 20% of the business is off-premise; it’s hardly opening new stores; and healthier eating trends.

Then a few analytical intangibles that I don’t think are favorable:

• Embattled CEO Julie Felss Masino is only a marginal shareholder in the company. Former CEO Sandra Cochran is still the largest individual shareholder. Ideally, you want to see a CEO with more skin in the game.

• The company is aiming to spend a whopping 55% of its market cap — or $700 million — on its revival plan.

• Same-store sales are lagging behind the broader fast food industry. Yes, Cracker Barrel isn’t a pure play fast food player like Chipotle (CMG) — but it’s an important comparison to make. The company is also underperforming many sit-down restaurants, especially the resurgent Chili’s (EAT) brand.

“After a week+ of media coverage regarding Cracker Barrel’s planned brand refresh, which included a revamp of the logo, the company has backed off plans to retire the ‘Old Timer’ logo after listening to a swell of customer outcries against the move. While the lasting impact on the business is unclear, this late August hubbub has drawn attention,” Citi analyst Jon Tower wrote.