Welcome to OK Computer. I'm Dan Nathan. That's Dear Jurbosa. She is the host of CNBC's tech check, and she's here. IRL. In the flesh. I am delighted. I know. This is amazing. It's been a long time since you and I have done this together. We do it remote quite frequently. I do like the view that you have there when you're sitting in front of the Bay Bridge at one market in CNBC, but it's much better right here. Yeah, and you guys have upgraded the studio. We have a little bit,

so I appreciate that. Appreciate you noticing that. We got a lot to talk about here because it's a big

earnings week. Tomorrow after the close, this is Tuesday. We're recording this Monday afternoon is Alphabet. AmD is going to be very interesting also, PayPal, and then

Wednesday we have Microsoft and Meta. And then on Thursday, Apple, Amazon, and Uber, all names

that you track very closely. All head of a little presidential election. I know. It's crazy.

The week before, just a little programming note, I had Brad Erickson. He is the internet analyst at

RBC Capital Markets. They are a fine sponsor of this program, but Brad's a guy that I've known

for a while. I've tracked his work. It's really good. We went into kind of the sentiment into a lot

of these names, what he's hearing from the by side and the sort of whispers that he's seeing.

So again, it's a really good price action by most of those

names, other than Alphabet, actually, for the most part.

No one likes Alphabet. Yeah, so stick around for that conversation. All right, let's get

into what you think the vibe is into this earning season because one thing that sticks out to me

is that the S&P is basically very near an all-time high. It's up about 22% in the year. The NASDAQ's up 21%, but is yet to make a new high from July. So what does that speak to? The market's broadening out a little bit. We have seen the 10-year treasury yields go from like 3.6 to 4.3 where it is today. So there's some headwinds to some of these mega-cap tech names I'm just curious, like, you talk to a lot of

folks, obviously in tech, but also public market investors. What do you think the vibe is going into

this bring? I feel like the vibe a little bit. Like you said, the mega caps have taken a bit of a

breather and the rally has broadened out. It feels like, you know, it's the election. We are getting

closer and investors are going to want to hold some defensives like utilities.

Financial's had a great earning season.

So that is probably a good thing for the health of the broader market.

But this week, of course, is so consequential, right?

You have the biggest names in the market.

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