Welcome to OK Computer. I am Dan Nathan. I am here with Deirdre Posa. She's the host of CNBC's Tech Check.

Dee, welcome back.

I missed you these past few weeks. I missed OK Computer. The audience, I'm thrilled to be back.

All right. It's been a while. Just a couple weeks, though. Let's not overdo it here.

I missed you. No, you've been busy. And it's interesting because, listen, on CNBC, it seems like, you know, we go from one really bubble situation to another, but this one is inflating. This one feels like periods that I just can't remember because the scale in which it is happening in some of the largest companies in the NASDAQ,

we've seen little mini bubbles find their way here and there over the last 10 years as it relates to technology,

but none have been to the extent of this. And really just to put a very fine point in this,

we have 10 stocks that have powered the NASDAQ and the S&P to a degree that I just can't

recall. And so when you think of a NASDAQ 100 that's up 36%, you think of 10 stocks D that make up

50% of the weight of that. The same 10 stocks make up 26% of the weight of the S&P 500. And on

average, they're up more than 40% or so, $8 trillion in

market cap. Talk to me about this. Put this in some context from you and you're reporting,

some of the things that you're hearing from the companies, some investors who are starting

to scratch their heads a little bit because it all seems fairly well tied to this kind of newfound enthusiasm about AI working itself

into almost every major tech company, every major vertical that exists out there.

Yeah, and we've spent a good amount of time looking into the idea, is this another bubble?

So many people are so excited about this generative AI shift and say that

that's going to be bigger than the mobile computing shift, the internet, the industrial

revolution, depending on who you ask, can it be bubbly? You say 10, Dan, we have a new name for this

group. I'm going to narrow it a little further. The Magnificent Seven, I think we've been using

it because no one's come up with anything better, although I am open, if anyone out there in the audience, has a better name for this, or an acronym

all years. I think they're called AI stocks, but aside from Nvidia, maybe Microsoft, maybe Google,

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