Why don't we start off with Microsoft. Microsoft trading very close to its all-time high. Uh cloud is often the driver of this company.The estimate is for 34% growth year-over-year. Is that good enough for investors, especially after Alphabet had much better than expected performance when it came to cloud. >> Exactly.And obviously they had a bit of a sales execution earlier. They they resolved that last quarter maybe faster than people expected. And I think we the market is expecting that further accelerati ...

Let's talk about the jobs report because we got a a pretty positive report at least on the headline number. Unemployment rate goes down to 4.1%.1%. You have been um flagging the wages for bluecollar workers.You know, a lot of people didn't expect to see that at this time in the cycle with the Fed being restrictive with the tariffs in place. What do you think is is leading to the resilience in the job market and do you have any concern about what's under the surface there as far as where those jobs were crea ...