The challenge of an extra large size February.

I'm David Brancaccio. First, there's news today.

The government has revised economic growth down a tick in the fall to winter quarter.

Gross domestic product is now labeled as 3.2% annualized growth versus 3.3.

But last year is last year, and the focus now is on where inflation and interest rates go from here.

Susan Schmidt analyzes companies and stocks at the State of Wisconsin Investment Board.

Susan, GDP equals NBD. It's old. markets are not looking at that. That's last

three months of a year gone by. They ended seven weeks ago. So the investors

have really moved past this. Anyway, you're riding or at least people in your business seem to be riding this wave of, I guess, euphoria about the potential for artificial intelligence.

Some of that continues?

Absolutely.

And Vidia is still fresh on everybody's mind having reported earnings last week.

Investors are really focused on what AI can bring to the table and excited about the growth this means for businesses going forward.

We're in the heat of earnings still. It's starting to taper, but so far overall news has been positive.

And we're back to just listening to the Fed

governors come out and make comments about what they think is going to happen with

interest rates or how they feel about the economy. Big news hits tomorrow

with that PCE personal consumption expenditure. big news the Dow down 194 points half a percent the S&P down 3 tenths percent

NASDAQ is down 7 tenths percent but stock in the plant-based protein company

Beyond Meat is up 42 percent right now. This after the company reported sales that were

better than expected but outside of the United States US sales were weighed down.

The company is also promising to cut costs and has a new patty on the way with less saturated fat and salt

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