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pay off for Meta details to come and arm slumps as the chip company holds

off boosting its outlook we speak to the CEO, Renee Haas. Plus,

Invidia Shatters records adding 329 billion dollars to its market cap in a single session full coverage ahead. I want to start on

that meta story. This is what the stock looks like. You know it's basically

trading as it stands on track for its biggest jump since February.

We know all about the capital expenditures commitment,

slightly boosting the bottom end of the range,

but it looks like this whole AI thing

is helping the top line, at least if you look

at the sales outlook for the current period

throughout the show we're going to get a lot more on Meta now one stock that's going

in the other direction is the chip design firm arm I think we're down around

15% is it stands. They smashed it in the

quarter gone relative to street expectations, but the story around Arm as

...