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Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...

Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...

Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...

Half. The subcommittee will come to order and i ask for unanimous consent to share be authorized to declare a recess at any time. Without objection so ordered. I want to briefly review the three commandments of the subcommittee. One is that we shall start on time which we just did so thats good. We will enforce the five minute rule that if time allows we will entertain a second round of questions, and it often does. But i bring this up i want to stress the third which is shall not use acronyms or jargon that is particularly important in this discussion because the discussion about ai can quick...

They have fared pretty well during september. But earlier in the year when we saw that huge rally in tech, they performed quite badly. Going back to the micro and macro factors, when earnings are important, Balance Sheets are important, they should be the perfect time . Of course, for the last month, we have seen macro factors coming in strong. We have seen the higher for longer narrative. We have seen political developments. So, now that those micro factors are fading in, it can matter again soon. Guy abigail, talk about dispersions in the market. What are correlations at the moment . I look ...