Nora Melinda

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.

Of course, Trump talking about this on Truth Social.

So we are seeing a reaction across the markets.

I'm looking at the S&P 500 down for its third straight day.

We see it currently sliding by about 0.5%.

But what's also interesting is that I'm seeing consumer staples and consumer discretionary as some of the best performing areas in the S&P 500.