Brian Stewart, our director of news at Seeking Alpha, always great to talk to you on a Friday.

Welcome back to Wall Street Roundup. Great to be here. It's great to have you. Talk to us about what

you're looking at in the market most of all these days.

So the market's gotten a little mercurial lately. It's still hovering near its highs,

but seems pretty jittery. We had optimism coming out of the end of the shutdown earlier this

week, but then we saw a decline yesterday. It's been a mixed bag, I guess

you'd say. There's not really a particular catalyst that's been driving stocks. It's kind of a

day-to-day thing. So just as an example of kind of the split that's going on, we had Cisco rise

about 5% after its earnings earlier this week.

It was up 3% the previous days.

There was already optimism going into that.

It beat expectations, raise guidance, revenue was up about 8%.

This included a 15% rise in its networking sector, which is its biggest sector.

The main driver there was the company also touted a $1.3 billion in AI infrastructure

orders from hyperscaler clients. So you see another company that is making a lot on these

other companies that are building out their AI infrastructure. On the other side of the

spectrum, you have Oracle, which was down about 10% in the past

five days.

SAC is down 55% from its peak in September.

It was up 97% year-to-date at that peak, and now it's up 33%.

So it's still showing a pretty strong gain for 2025, but has come down dramatically lately. There's no major catalyst for Oracle,

but there is growing worry about the spending at these hyperscalor companies. What has become known as

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