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

morning meeting.

We're kind of an interesting market today.

We've got rates are unchanged kind of after this PC number that the Fed thinks is really important.

In line.

In line.

Oscillator, still too high that I don't want to put money in to the market.

I'm uncomfortable doing that.

But we're seeing like a second day thing that's happening.

Meta is really good.

Very strong.

And it's almost like, well, Apple, which is better, is giving a glow to a lot of tech.

And I think there's a lot of people who are short tech

and short Apple, and that didn't work,

and they're covering, and that explains this.

Yeah, and we've essentially erased the losses

from Monday after that miserable open.

We closed a little bit higher than,

we moved off the lows off on Monday, but it's obviously been a wild week, still digesting everything with DeepSeek, trying to figure out exactly what it means for AI spending and everything around that.

Well, you know, can we go there for one second?

Well, no, let's go to Apple.

I think Apple's seminal, because I speak to Tim Cook. Pretty big company. People should know. I speak to Tim Cook along with Steve Kovacs. I have a private interview with him from 3.30 to about quarter of four. And I know that doesn't sound like a lot of time, but you really get a lot done when you talk to Tim.

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