daniel newman joins me now.you to explain this but i want you to tell us in laymans terms what's the significance of this new meta for microsoft? >> yeah, the quantum explosion over this year created a lot of excitement in the market. i think microsoft being able to deliver a more stable to help companies get to quantum more quickly. it's all about how quantum can work with traditional computing that we know and so what the team were able to announce is what they think is going to be a faster, smaller, more performance that is able to get to a scale that can start to derive value because we hear about quantum, stuart, in theory a lot. people want practical applications. they want to know if they are an investor how quantum can make them money, so microsoft is in on the game and doing some good innovation but there's a lot still needs to be qualified about these claims. stuart: it is a significant winner, on otherwise down day for literally all of technology. let's move on to apple, unveiling their knee cheaper i

daniel newman joins me now.ell us about deep seek and the fear of that things spreading but a couple weeks ago people thought of this was not the end of nvidia's rain, what do you say? >> we had these sunday selloffs where it feels like the world is ending and nvidia's run is over and nobody is going to be spending big on ai and then everybody takes a breath, digest and realize it's possible for two things to be true at once. we need to create a scale with ai, lower the cost and lower the energy usage which is something we did learn despite the fact a lot of the metrics and costs communicated to us were not accurate. the continued build out to lead the world's technology innovation and make sure the west does so in a i and build out and deliver ai that scales more graft beyond a handful of companies that benefit is important so i think the moment was a good reflection opportunity for the market but i think those that understand what's really going on will see that nvidia and many other companies have a long way

points which i want to show you pal and tear, boosting the nasdaq big time, it is up $23, 22%, daniel newman with me this morning, china is investigating google in response to trump's tariffs. what does this investigation mean for google? report after the bill this afternoon. >> we know there's going to be some back-and-forth, some micro-aggression, we've seen it with this ai trade war that has been going on and it will continue. google services aren't available in china. investigating monopolistic behaviors for google in china is sort of an interesting inflection but they have, they know the market is looking for something, what is china going to do? attack america's greatest most successful growth companies and see if we can gain positioning here because the us hold the cards. blue when it doesn't seem to affect google or apple that i should say, 1.5% in advance of the numbers. >> doesn't have a business impact, feels to me they went after micro and amd. those can matter but going after google seems like up your positioning activity. stuart: what is your position on the movers today, advan

i'm new life stream and we have one of those questions that we can bring up sent to us by daniel newman, who's asking, cool, oh, cool. happen in germany like we're seeing in america, and what god, rails are in place to prevent that. not would you like to take that on? yeah, it's a big, wide cool. in germany, of course, around the world. people are asking themselves all the nazis back and you know, what does it take for a democracy in europe to collapse one that caused terrible, terrible, and hit rick cost. terrific, terrific. consequences around the world. and this is a big, wide, bought it. we do have some golf browse in place. you saw that i think best when there was an attempt to storm parliament. and that was a couple of years ago. and it was, you know, the coven parent. it was difficult for society. and uh, you know, that was a big debase about the infringement of privacy laws and you know, limitation people's freedom, etc. and some groups actually did try to storm haldeman. and i think that rang and alarm bells. so, you know, security has been and tightened some watts around feder