. >>> holly newman kroft will join us says the market is overly dovish on a fed pivot. >>> house financial services committee ranking member maxine waters on where we stand in the debt ceiling negotiations as congress gets ready for a break and as treasury secretary janet yellen's june deadline inches closer. >>> market story being largely driven by nvidia after those blowout earnings results last night driven by the significant ai demand that's taking the nasdaq and other ai exposed names with it. interesting note out of the morgan stanley desk that says intel is lower and all these other players, micron, marvel, are tricky because there is the possibility that even though hypergrowth spending gets a boost in the ai migration, they might sacrifice some networking spend or dram spend. >> in other words, it's eating all the capex. >> so you don't end up with the halo you do with some of these tech stores. >> the only sectors higher in the market right now are information technology, thank you, nvidia, microsoft, amd, and communication services as well and otherwise it's a tough day just in

. >>> holly newman kroft will join us says the market is overly dovish on a fed pivot. >>> house financialwaters on where we stand in the debt ceiling negotiations as congress gets ready for a break and as treasury secretary janet yellen's june deadline inches closer. >>> market story being largely driven by nvidia after those blowout earnings results last night driven by the significant ai demand that's taking the nasdaq and other ai exposed names with it. interesting note out of the morgan