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Welcome to the Risk Reversal podcast. I am Dan Nathan. That is Guy Adami. This is the Monday edition guy.

I love Monday editions. Monday start the week. Fresh start, get it going, fire it up, the whole thing.

Yeah, me and my mates went out over the week. I know you did. You had a few bruskees. It is a stormy Monday. We're recording this, I want to say midday on Friday. So we've had an interesting day despite the fact the major indices are unchanged. We're going to talk about what's going on in the AI stocks. We're going to talk about the CME Fedwatch tool, which has been a bit of a yo-yo guy over the last few days

or so. Expectations for a rate cut. They're back on for December. We've got a bunch of earnings next

week. We'll kind of weave that into the consumer conversation and obviously the AI. But where do you want to start here? Because there's two, I think, market moving things, despite the fact the market, you know, if you just kind of woke up and you came in here and you looked at the S&P on change, you say, not a lot is going on here. Yeah. Well, you know, people will say that I am a hater. You know, I'm pointing the finger at myself, as they say.

But I think there are two places to go.

The first place I think we should start with is what we've seen in Invidian.

Now, obviously, November 19th was a day that a lot of people waiting for.

That's obviously the day they reported earnings.

If memory serves, which it typically does, you saw the knee-jerk

reaction higher in the stock in the aftermath of their earnings released. I think we got up to about

197 or so. And as we're sitting here on a Friday afternoon, we're looking at a stock that is now

175. So obviously a pretty dramatic reversal of fortune. Now, it's not an indictment on

...