Nora Melinda

We really haven't seen a resolution as we think about the back and forth between Democrats and Republicans as it already relates to funding.

So it's actually a bit unclear as to whether or not...

President Donald Trump actually has the unilateral authority to make this happen, especially because it would be essentially bypassing or circumventing Congress.

And so we'll have to see because they typically are the ones, of course, that weigh in on any sort of federal spending.

Last week was quite the week.

I mean, we're looking at this week, we're seeing the NASDAQ 100 rebounding for a second day in a row.

We're also seeing a lot of those software stocks rebounding.

I'm taking a look at Applovin.

We've got Palantir in focus, Microsoft rebounding.

As I'm speaking to my sources, we're hearing that people are really trying to buy the dip.

They're really trying to figure out where the risks are in this market and figure out where to best position themselves now.

So we are seeing App 11 in particular.

We did see that Citi did mention that their e-commerce clients are up about 3% from the prior week.

So that, of course, is also buoying the shares in particular.

But we really are seeing these stocks trying to...

map out chart a turnaround story here as a lot of people are trying to figure out which stocks maybe perhaps have the least exposure to some of these risks that we've really been seeing laid out last week and people are really seeing microsoft for instance if we think about them as a potential bellwether in this space it really shows that this rally isn't necessarily just exclusive to software stocks but really just a broad-based rebound for all of tech

You talk tech, but you also talk what other risk assets are up to today.

Absolutely.

So we really are seeing a reaction in the market today, Caroline, especially as people are really trying to digest.

what's going on after we are seeing that Kevin Warsh will potentially be the Fed chair.