Christina Ruffini

That's sort of what they're seeing is, you know, the thing that might be still concerning people.

So obviously, NVIDIA continues to beat and raise.

And Jensen even said, you know, they think the hyperscalers are going to continue to spend.

But investors are worried about that.

They're worried that that's going to stop at some point and that then NVIDIA will be impacted.

Yeah, so obviously NVIDIA is the big one, but we're also looking at other chip makers, so shares of Broadcom, Micron.

We're also down today.

You know, they spiked with NVIDIA sort of in after hours and then followed them lower.

The other thing that's really interesting today is that software names are getting a little bit of buying here.

So we saw Salesforce up.

That's a reverse from where they were after hours after their own earnings report.

And then we're also seeing things like ServiceNow higher.

So that's interesting.

We've obviously been seeing a lot of weakness in software and maybe a

little bit more strength on, you know, in the Nvidia side, although shares have been in range for quite some time.

So seeing a switch there today is really interesting.

For sure.

I think people still are looking at those sort of second derivative picks and shovels, kind of the other place where CapEx is going to be directed and saying, okay, we still think that there is strength here.

They're still building data centers.

That's going to continue.