Micron relieves some pressure on the AI trade: Michael Santoli

I'll turn to you Mike. What's on your mind as you watch how this market has traded. A nice bounce for tech which really needed it.>> Yeah, we sort of got to exhale a little bit. U so the big pressure has been on the AI trade. Micron gives you a reason to have some of that pressure relieved.And then I don't think there was really a bearish case surrounding CPI, but a downside surprise. You know, however many grains of salt you take it with is still net positive. The the bond markets had a sort of measured bu ...