This is Trading Spaces. I'm Dan Nathan. That's Guy Adami. We do these every Monday and Wednesday at 1 p.m. sponsored by CME Group. They're the sponsor of our podcast on the tape podcast, which drops every Friday morning in your favorite podcast stores. So please check it out. Last week, we had David Rosenberg, Rosenberg Research.

This week, we are going to be talking geopolitical risks for markets with Ian Bremmer of the Eurasia Group.

I'm really excited about that.

That'll drop Friday morning.

Here we are, guys at this conference, I have my screens open.

I'm staring at them.

We got a bit of a bounce here.

It's been a volatile few days in the stock market over the last week or so. We've seen up and down 2% moves, which we actually have not seen in a while.

Today's price action pretty interesting. I'm not sure why we bounced so hard. Maybe we were not

sure why we sold off so hard on yesterday, but this rally is not really sticking. We were down

2% at the lows yesterday, up 2% at the highs today. One of the things that really sticks out

to me is that high growth names that are largely

unprofitable for the most part you might call in the arc investment complex arc is down

three percent kathy wood just did a a pro talk with uh sarah isan from cnbc haven't listened to it yet

um but look at the the devastation in some of like crowd strikes down 5%.

They report after the closed data dog is down 5%.

Zoom is down nearly 6%.

Z-scaler, huge reversal today after their earnings, down 7%.

Salesforce down 9%.

Salesforce is not a small name.

Snowflake guy.

Some people call you a snowflake every once in a while. I don't even know what that means. That stock is down 5.5%. That is a $100 billion market cap company that we never talk about that is going to report after the close today. I think it's really bad. I think they're continually crowding into some of these mega cap names.

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