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

CNBC Investing Club morning meeting.

I'm Jeff Marks joined by Jim Kramer, who's out in San Francisco.

I know you got Dreamforce coming up this week.

A pretty busy week for you out there, Jim.

Yeah, look, we're out here to find out whether AI is for

real for beyond just certain use cases I have Frank Sluteman tonight for

snowflake there's definitely for real mark is bit Mark Benioff is billing this

conference as the ultimate AI conference and you know Jeff I get

uncomfortable when everybody claims that they're big into AI.

Because what that says to me is that, even Slippman said that, look out, people get very tired of it if you can't make money off it.

I'm worried, Jeff. Can you really make money off it?

Well, I think that's what we're all trying to figure out right now.

You know, is it, can AI be used for something like MRI machine from GE

healthcare or are there other applications as well? I know Microsoft has a lot of conferences coming

up. That's one of the reasons why Citi put a 90-day positive catalyst watch on Microsoft today.

But just turning to the markets real quick, we are higher, starting

the week off higher. I think we've come off a little bit from the early market highs of the

session. This comes even with rates moving slightly up today. I know Nick Timrose of the Wall

Street Journal, he put out a story yesterday talking about how the Fed likely to pause rates at it's

September meeting but what happens after that still an open question I know CPI is uh this

this Wednesday that's going to offer clues into the into the trend I know but you you kind of

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