Good Friday morning. Welcome to Swap on the Street. I'm Sarah Eisen and McCall. Continia

and David Faber. We are live, as always, from post nine of the New York Stock Exchange. Today,

Dell shares surging, driven by demand for its invidia power servers, plus a new contract with the Pentagon.

It all comes after the president said earlier this month, go out and buy a Dell. We'll break down the move with Ben Wright's who has raised his price target several times on this name this year. Plus the latest test for the software trade, the CEO of MongoDB, with us here at Post 9 on the back of a rise, a beat and raise on its earnings.

We're going to break down the quarter.

And then they're the lead investor in the Anthropic $65 billion series A Trown, now valued at $965 billion.

That's official.

Altimeter partner, Pauline Yang, will be with us as the street awaits what's expected

to be one of the biggest IPOs of all time.

But guys, today figured we'd look at the month that was, since it is the last trading day of

the month of May, and guess what? It was a great one for stocks. You know, overall, there's been

this narrative in the market that because the war has dragged on and we have not had a resolution, high oil prices

would weigh on consumer, would weigh on stocks. And guess what? Another strong month of five and a

half percent gains for the S&P 500. Now since the war began, the S&P 500 is up 10 percent, basically.

And then on the oil trade, it's actually been an unraveling of the spike in

oil prices that we saw early on in the war, at least for the month, where we saw really sharp

declines. Even overnight, WTI traded as low as 87, which is the lowest we've seen since April

on hopes of a deal, on the fact that, you know, similarly to kind of how the,

remember when tariffs were traded, liberation was traded, it was like worst case scenario

all up front and then things improved over time. That's kind of been how it's been.

We're not back down on oil prices to pre-war levels, but we have come substantially down.

We have to talk about tech because that's been the leadership in this market.

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