Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club

morning meeting.

Let's use this moment to talk about how the markets had a really good move, and there's

just general selling and not for any particular reason other than what a run.

Yeah, sure.

We're also seeing some tech stocks fall, another sell the news of an AI beneficiary Adobe,

even though the quarter looked fine.

You know, Adobe ran from, if we go back to the previous quarter, Adobe ran too much, then

it spent some time in the wilderness, and then you had to buy it.

Now we are not, we don't

own Adobe, right. We do own Broadcom, which is viewed as a similar stuff. And obviously

we have Nvidia. I didn't see anything in Adobe that just says that it's the P.K.I.

The opposite actually. AI's doing well. Well, if you look at also Oracle this week,

right, Oracle, Falls Tuesday was trading around an all-time high into earnings.

Which we didn't want.

And now, it's climbed back. It's got about a quarter of the losses.

Well, what did you think of that partnership?

Yeah, well, look, so they announced a partnership today with Microsoft.

Everyone's calling it a win-win. It's a new partnership. It brings the Oracle database

services on Oracle Cloud

infrastructure to Azure.

I wonder whether the site is coming to Oracle Cloud World.

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