Right now though, let's get a little more reaction to this latest economic data with Henry McVey. He's KKR's balance sheet CIO. And Henry, it's been a while since we've seen you.Thanks for coming in. >> It's great to be here. >> Let's talk.I know you're just coming back from Asia and I want to talk about that, but first let's focus on what's happening here in the United States. What did you think of these numbers. Um, better than anticipated on many levels.I >> I think they uh really justify what we've been ...

Joining us right now for his take on the markets is Mike Wilson. He's chief investment officer and chief US equity strategist for Morgan Stanley. And Mike, it's great to see you. Morning. Before we talk more broadly, can you just comment on on Nvidia, what that means maybe for tech for tech companies at large? Yeah, I think this is back to the the issue we've been dealing with is like what's going to be sanctioned, what's not going to be sanctioned. I mean the 232 like what's going to be carved out. So this ...

Joining me now, Goldman's co-head of public tech investing, Sun Cho. It's good to see you. Welcome back.You as well. What a day to have you. Um, no China, no problem.I mean, is that's is that what the market is saying here. Look, I think it's you have to take a little bit of a broader picture of what's been going on with the AI trade, right. And it singularly has to do with the perception around AI capex, right.Just a couple of months ago when all of these stocks were under lows, there was this perception t ...