savita how do you feel about the ai trade at this point? >> look, i think. >> these. companies the hyperscalers are. damned if they. >> do and damned if they don't because. >> they have to. >> spend a lot to. >> remain competitive. but they. >> are cutting into. >> their cash flow. >> right. >> and more. >> and more. >> so what we found in. >> our, you know, our. numbers of. >> backtests that we've done on. >> everything. >> what you don't want to own are companies that. >> are. >> accelerating their spend. >> on capex. >> because they. >> tend to cut into their profitability. >> what you do. >> want. >> to. own are the. >> companies that are. >> getting the money. >> and right. >> now it. >> seems like. >> these ai. >> plays are missing. on expectations in terms of revenue and monetization. but they have. to spend, and that's not a great recipe. >> look, i don't think. >> it's game over for big cap tech. >> i think. >> these are big companies. >> with lots. >> of optionality. >> they can. you know, they can do. >> what they did. in 2023. >> cut costs. >> they can, yo

bank of america's savita subramanian writing that if the current tariff hit on mexico, canada and chinaerent moving pieces here again. we don't know if the tariffs will be put in or put in in full. you don't know exactly what's going to happen to the dollar as a result. but we've been watching the dollar this morning on the threat of this. and the canadian loonie down 1% against the dollar. the peso mexican peso now down by about 1.6%. the last time i checked on this. we'll continue checked on this. we'll continue to watch it. s at&t has a new guarantee. because most things in business are not guaranteed. like a distraction-free work environment. -yeah,i'll circle back around. -get those steps in, kevin. your coworkers keeping things confidential. [phone ringing] oh, she's spilling all the tea. ♪♪ or office etiquette. yeah, that's not guaranteed. i know you can see me! you know what at&t guarantees? connectivity you depend on, the deals you want, and the service you deserve. can i get that logo bigger? or we'll make it right. that's the at&t guarantee. with unexpected moments of inspira