Basham: Microsoft is the name to own in the AI revolution

What do you make of this reaction in the markets right now. At least in the futures right now. So maybe it's kind of like a jinx situation, but just yesterday the president mentioned that the market seems to be adjusting to the tariffs pretty well.We were hitting new highs this morning. A big reaction. Yeah, I I would say the market's somewhat confused here.So the tariff headlines been brushed off as you mentioned, but the Canada tariff is pretty significant, one of our major trading partners. So, uh, this ...