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Market cap year alone ed and while ways chip huaweis ship that used technology from two u. S. Manufacturers. Caroline a macro environment paints the picture of a Good Environment that is not so hot that the fed cannot pull back on rates. 6 10 percent higher on the nasdaq, a new record high for the nasdaq and s p 500. Yes, tech leads the charge and ai is the area of focus, but we cvs see the s p push higher. What else do we see it clips . The record we saw on bitcoin. We get a new number. 70,000 is where we managed to push up to, we are back down briefly, but this seems to have legs. Ed, what do you have going . Ed lets start with rivian a day two, feelgood vibe after it unveiled its are two. For me pausing plans for a new factory in georgia. Broadcom earnings, sales missed in the order, but their outlook for this fiscal year is saying that ai is going to contribute to growth early 5 . Theyd previously said 25 . These are the u. S. Chip makers that are implicated in this scoop from bloo

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