Market bounce back has to do with spending hyperscalers are planning: Yardeni Research's Ed Yardeni

Let's bring in Ed Yardi of Yardeni Research. It's great to have you here. Really appreciate it.First top level thoughts about the market today. What do you think is going on. >> Happy days are here again.I mean across the board, everybody's buying buying buying not just stocks but Bitcoin, gold, and uh so the asset a lot of asset classes are doing extremely well. And I I think a lot of that has to do with all this spending that these uh hyperscalers are are planning to do. $650 billion this year is going to ...