It's July 18th. It's to his day, July 18th, 1 p.m. on the East Coast, Dan Nathan, Guyadami, check this out in just a few minutes, probably

less than that, Dan. Carter Braxton Worth from Worth chartings will be jumping on the line.

I am fired up. Today's market call brought to you by CME group, Dan, where risk meets opportunity.

Listen, I'm not Laird Hamilton, you know, doing that surfing shit because that's badass.

I wish I could.

Although I was one of the early people at Mavericks.

You want to Google that.

And also, of course, our data provider, Dennis, fact set.

Financial data and analytics powered by tomorrow.

So it's Tuesday.

The market's higher because, of course, it's open.

And here we are, Microsoft just off to the

races on yet another AI thing. I'm not going to bury the lead, but Doug Cass sent an email to us

both and illustrating how some of the absurdities it's going on, how the market's being driven

by a handful of stocks, and how AI names have accounted

for the lion's share, if not the entirety of this move. And he's right. But here we are at 5543 in the

S&P 500. Well, all right. Let's take a step back here. I'm stepping back. Yeah, let's talk about

what's what's going on in Microsoft. The headline today,

they have pricing of their Office 365, the co-pilot. This is this suite of tools that is based on

open AI. This is the company that they invested in, right, the chat GPT, you know, that they're

integrating into their productivity tools, into their search and Bing Bing and people are really excited about.

And I just want to make one point here.

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