Let's take a look at the chip sector. Uh green arrows across the board at least right now pre-market joining us. Chris Quesa, wolf for search senior analyst.Chris, great to have you with us. >> Good morning. >> What happened. What happened with Oracle with the OpenAI delays with Broadcom.Has that changed at all the way investors should look at the sector. >> We don't think so. And the Broadcom report from last week was was was really quite good.Uh the they're you know still upside to the numbers. are lookin ...

With Alphabet's record-breaking rally taking a pause and Nvidia bouncing, the two going head-to-head for AI chip partnerships with Nvidia customer Meta reportedly looking to strike a deal with Google. Joining me with his take on the entire AI space, CQG partners portfolio manager Brian Kershman. And Brian, it's great to to have you uh to check in on this take of yours where, you know, I think you've you've guys have believed that pe the market was over excited about the AI opportunity for a while.Now, the m ...

Technology Infrastructure - The company is setting up a large number of TPUs (Tensor Processing Units) [1] - The company is warming up the TPUs [1] Product Development - The company is preparing to allow users to try Veo 3 in Gemini App [1]