Ed Ludlow

First, we check in on these markets that bounce back for a second day.

What a Friday close for the Nasdaq 100.

And we build on that 2.5% higher with another 0.6% rebound as we really try to digest where the risks are in the tech markets.

And, of course, as we look ahead to some of that jobs data later in the week.

I'm looking at crypto, though.

Roller coaster if you were trading it this weekend.

We're back below 70,000, having a clip step for a moment on the weekend trading end.

We'll dig into that a little bit later, but you're looking at the equity side of the equation, aren't you?

and a lot more bond sales probably to be digesting.

Let's do it all with Robert Schiffman from Bloomberg Intelligence.

We knew they had to finance the extraordinary amounts of AI capital expenditure.

Is there enough demand to support these mega bond sales?

I want to go to whatever math camp you were going to where you're talking about Swiss yen sterling denominated corporate debt.

But look, the demand's there.

We've seen in other parts of the AI sector, Infineon in Europe tapping the market.

It's a chip maker.

We've seen IBM come to the market.

There's $400 billion that could get done in corporate bonds, just the investment grade sector alone, J.P.

Morgan forecast for this year.

How do you think steady will be for the year?