Trade It of Fade It: JPM, GEV, IBM, CRWD, NDAQ

Trade it or trade it. All right, so we've got JP Morgan, GE Vernova, IBM, NASDAQ, and Crowd Strike. Just some of the names hitting records in today's session.So, let's start off with JP Morgan. I'll go to you Tim for that. Well, I I love Money Center banks here for the combination that is the tailwinds on regulation, but we've got a steeping yield curve at this point.Net interest margins. I think we have an uptick in M&A and and investment banking revenue. I think you've got a dynamic here where their capit ...