neuberger berman's holly craft is with us. >>> zaletis with strong revenue and cuts the outlook. >>> anheuser-busch selling off some craft beer brands the buyer? tilray, ceo irwin simon is coming up. having a nice double digit increase this morning. >>> markets giving back monday's gains and then some on some concerns about china weakness and the macro, moody's drawing attention to some banks, worst day for the kre since may. the vix back - >> we haven't talked about the vix. everything is selling off, except for health care, that's up 0.50% that's thanks to names we're seeing in names like eli lilly, potentially game-changing studies on heart disease from the obesity drugs. overall, carl, it's a selloff kind of day, it's broad. the focus continues to be on soft landing, no landing we'll get a key inflation report on thursday that will be definitive in trying to figure out what happens there on the policy front >> meantime, ten-year snuck back below 4% this morning. we're talking about growth now as opposed to inflation. we'll see what cpi does to that conversation breaking data out

all right, so i want to bring in now senior research analyst, also managing director at neuberger berman, daniel flax, daniel, i'm gonna ask you straight out is in video the next cisco charles. great to be with you in video is not the next cisco. in my view, there are two reasons why number one, the telecom and bubble back in the late nineties was really driven by a lot of fiber that was laid. there wasn't a business case there per se in videos, chips and solutions are going into use cases where there's an return on investment today, the second pieces at this wave of ai it's really permeating all aspects of the economy, healthcare, financial services education, so it's much bigger. remember those fibers. they cost so much money , and when the dust settled outside of my office, we had a big spoil of it. right it was. it was, like, you know, it was worth its weight in gold. and then all of sudden you couldn't give this stuff away. all right, but let's talk about the great expectations. foreign video revenues their streets looking for 64% earnings up 600% free cash flow of 370. anything les

neuberger berman's holly craft is with us. >>> zaletis with strong revenue and cuts the outlook. >>>t beer brands the buyer?