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7 billion flowdan to Crypto Assets last week we will discuss that with the delta plot we will discuss them in so much more throughout the hour. Lets get to markets, a hotter than expected cpi print that drove the narrative. In the equity space it was a negative reaction at first. We havent changed her mind about the idea that if a rate cut is coming from the Federal Reserve is not coming until june. We are now up by a percentage point and a lot of the legwork coming from the earnings story. Semiconductors higher. Even as you see rates creep i. The 10 year yield was creeping up and bitcoin is down 1. 36 . Just above 71,000 u. S. Dollars per token. Talking about this upside and equities is probably oracle that accounts for that. The story, 20 5 topline growth in this cloud business. If you look at the analyst known there is an ai detail went. Lets get right to the conversation and bring forth brody, bloomberg oracle chief. The performance of the cloud unit, that was pretty good. They boo

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