. >>> later on, earnings with twilio ceo jeff lawson, a gut check on a.i. and the cloud sector. >>> currently a positive day for the broader index. the s&p up 0.3%. the dow up 59 points the nasdaq in the green as the ten-year pulls back a little bit. ten-year yield. >>> topping the tape was last week's relief rally a reliable row? the gains are a lot more muted as yields once again dominate the narrative. is the market at risk of rolling over again let's bring in our senior markets commentator mike santoli, who has not been really unnerved by yesterday's action, right? >> no. a little too early to say it was a complete head fake last week le weak parts of the market going in have rolled a bit and they still look weak we talk about small caps you look at the regional banks haven't necessarily said this is a trend change but point to point this week, you're flat on the s&p 500 done enough to digest the gains. there was the squeeze that hasn't yet been the chase. that's sometimes the sequence of these things going to withhold judgment we see the sensitivity of

. >>> later on, earnings with twilio ceo jeff lawson, a gut check on a.i.

there's one that talks about it that you thought, well, okay, maybe they're real twillio last night, jeff lawsonow a.i. mixed with their messages is very, very real. i agree with you, david, when you start hearing about companies that have a lot of business and therefore have a lot of data and then say that a.i. is real, these are the ones -- i mean, carl, i think these are the ones where you just say, wait a second. is it a.i. and inference, meaning, you can figure out if you bought this, you'll buy that, or is it people just saying, look at that trend let's run some a.i or is it what i have been using it for which is to summarize research reports give me five key points, and it's real good at that >> yeah. or as catsenberg said, it's going to change the way animated films are done the implications are huge and broad. >> you get more time in your life if you say, listen, i just got a 42-page report on coinbase, give me the salient points, please >> lot of sales in health care lilly, of course, fda news yesterday. azn saying they're working on next-gen oral weight loss. >> so am i i'm working on