Toby Howell

Tesla's been teasing a new chip.

It seems like the software, you know, trade, AI trade that has been powering much of the stock market came roaring back these past couple of days.

So that three-headed monster is why we're seeing markets just rallying to the moon.

Not to rain on your parade with a little bit of a nuance, Neil, but two-thirds of the S&P 500 companies are actually still lower than they were before the war began.

So we are maybe seeing some of that concentration, some of that top heaviness, you know, the stalwarts of the market, NVIDIA, American Eagle.

I'm joking about that last one.

But we're maybe seeing more concentration in the top part of the market, again, while two-thirds of companies are still kind of lagging behind.

That's what they call me, Toby Nuance Howell.

All right, we're going to take a quick break and come back with our Dog of the Week right after this.

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My dog of the week is Live Golf because it appears to be dying.