Zaid Admani

So the vibes were good yesterday, and one of the best performing stocks was AMD, which jumped 9% after announcing a massive $100 billion chip deal with Meta.

I broke down that deal on yesterday's show, so go check that out if you missed it.

Now, software stocks also moved higher yesterday, this time thanks to Anthropic.

Anthropic held an event yesterday, and they said they plan to partner with existing software companies and, you know, not destroy them like everyone thought was gonna happen.

So it was nice to see an anthropic related headline help the stock market and not cause a crash.

And hopefully this will calm some of the AI panic that we've seen over the last few weeks.

Now, speaking of AI, today's a big day because Nvidia reports earnings after the bell.

You know, with the AI trade wobbling these days, investors are going to want to see blowout earning.

So expectations are going to be high.

You know, fun fact about Nvidia, their stock has only gone up 7% in the last six months.

So not a lot of movement there.

We'll see if Nvidia stock and the overall market gets a boost after the numbers drop.

I'm really curious to see what CEO Jensen Huang has to say on the earnings call.

We'll recap all that stuff on tomorrow's show.

So make sure you guys tune in for that.

Let's run through some headlines.

starting with PayPal.

PayPal is going through a rough stretch right now.

The stock has lost nearly half its value over the last year.

They just fired their CEO at their poor Q4 earnings.