Amazon is a tactical winner of potential back-half rate cut, says Wells Fargo's Ken Gawrelski

But does a rate cut really change the narrative in the tech trade or is this just an overreaction. Joining me now is Ken Gilleski, senior internet analyst at Wells Fargo. Ken, it's great to have you on.We'll start right there. What does a rate cut do for tech. >> Yeah, so thank you so much for having me on.So it's an interesting place. We we had a really strong second quarter with advertising. you take us back, right.April, we were staring down the barrel of of of tariffs and a lot of fear and then what we ...