Tech Investors Prepare for Second Quarter Earnings

I go to you first about the optimism already baked in the market. We're at record highs again. How high is the bar for earnings this week.They are having me on the bars pretty high as we come in the queue, too. It seems like a lot of companies are really posting some or are expected to post some results that are relatively resilient, especially compared to where people thought tariffs were going to be in early April, that the thought that that was going to hit margins pretty materially. We're looking at Q2 ...