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Speaker 1: Bloomberg Audio Studios, podcasts, radio news.

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Speaker 2: The single best idea. We'll be quick here. The news

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Speaker 2: flow this morning is absolutely extraordinary. With mister Trump embtting

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Speaker 2: tariffs in for the State of the Union on March fourth,

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Speaker 2: that really has moved the markets. Some real gyrations don't

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Speaker 2: know what to make of it other than a selloff.

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Speaker 2: Just in the last ten minutes, I'm watching the ten

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Speaker 2: year inflation adjusted yield. It's been two point zero zero

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Speaker 2: to two point two zero percent, and it's come down

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Speaker 2: now and broken through two percent. We're even down to

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Speaker 2: one point eight nine percent. A lot of our guests,

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Speaker 2: Ian Lincoln, I'll mention with demo capital markets looking for

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Speaker 2: that to really give way. Of course, the news yesterday

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Speaker 2: it was all technology AI if you will, Gil Lurias

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Speaker 2: with Da Davidson of the Midwest with a really holistic look,

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Speaker 2: a nice mix of buys and neutrals. Giloria on the

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Speaker 2: state of Nvidia.

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Speaker 3: There's better things to do, so if we're to look,

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Speaker 3: last night was a great view of what the AI

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Speaker 3: trade is right and video was the AI trade a

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Speaker 3: couple of years ago. In last year, salesforce is not

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Speaker 3: quite ready for AI. Snowflake was a fantastic report. Infrastructure

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Speaker 3: software is incredibly important for companies to be able to

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Speaker 3: run AI applications. They need to get their data ready,

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Speaker 3: and Snowflake is leading the way in terms of doing that.

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Speaker 3: They have the main analytical database, the leading product, and

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Speaker 3: so companies are using them to put all the data

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Speaker 3: in one place so they can even start building AI applications.

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Speaker 3: That's why Snowflake did well. That's why we like infrastructure

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Speaker 3: software companies like Snowflake, Data Dog, Dina Trace, JFrog. We

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Speaker 3: like half the companies. We just prefer them over the

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Speaker 3: other half.

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Speaker 2: Guileria Da Davidson is well. Speaking of a conversation on

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Speaker 2: technology in our studios today, Amazon's leadership, mister Jesse in

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Speaker 2: a conversation with Caroline Hide of Bloomberg Technology. We talked

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Speaker 2: to Caroline Hide and had to migrate to the press

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Speaker 2: conference today of the President and the Prime Minister. Here

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Speaker 2: Caroline Hide on Prime Minister Starmer, I.

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Speaker 4: Wonder if anything will be said about Elo Musk. You've

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Speaker 4: got to remember the absolute chaos that the focus of

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Speaker 4: Elon Musk on Kistalmer and his government has driven across

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Speaker 4: the entire nation. They are not buying his cars they have,

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Speaker 4: like they're starting to see this real pushback, and I

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Speaker 4: wonder whether Kistam will start to speak to If we're

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Speaker 4: going to have US UK relations, please let them be

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Speaker 4: between Trump and Starmer rather than Elon and Starmer.

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Speaker 2: And we'll have coverage again today for those of you

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Speaker 2: get in this podcast early and your commute across the nation.

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Speaker 2: Don't forget tomorrow. Key inflation numbers at eight thirty. We're

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Speaker 2: out on YouTube. Thanks to our podcast team for a

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Speaker 2: terrific article on YouTube. I learned a lot and Neil

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Speaker 2: McMahon and all looking at billions of I don't believe it,

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Speaker 2: Like billions of people are doing YouTube podcasts, which is

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Speaker 2: very cool. Subscribe to YouTube, you subscribe to Bloomberg podcasts,

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Speaker 2: and we're out on YouTube podcasts at single best idea