Brian Stewart. Welcome back to Wall Street breakfast. Great to be talking to you again as we head into the weekend.

Yeah, lovely to talk to you again. So what are you digesting this week? What are you, what are you seeing? What are you feeling? What are you

feeling like is the most important thing to share with investors? So I think if I was going to

sum up market activity in the last couple weeks as briefly as possible, I'd say it's a drift

higher, punctuated by a few dramatic

tech earning stories that have done enough to sort of stoke the larger AI fire enough

to keep the upward momentum churning. So specifically Marvel came out.

They've risen 31% in the past week.

This is after a strong earnings for the semiconductor company,

boosted largely by AI.

As an example of that, their data center sales rose almost,

it almost doubled from last year.

Similarly, an interesting story along this front would be Salesforce, which had kind of a

mixed earnings results, actually.

It missed on earnings, it beat on revenue, and then had soft guidance as it related to

the estimates going into the results.

However, investors took it all in stride that drove

the stock higher by about 11% the day after earnings report. And this was largely because of

momentum and its AI platform agent force. So that was a real glass half full situation where

investors had decided that any hint of AI momentum, AI progress is

going to drive a stock higher, even if the overall results are a little questionable.

Anything else to point to in terms of the tech sector or things that may give more color to

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