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The single best idea. We'll be quick here. The news flow this morning is absolutely extraordinary. With mister Trump embtting tariffs in for the State of the Union on March fourth, that really has moved the markets. Some real gyrations don't know what to make of it other than a selloff. Just in the last ten minutes, I'm watching the ten year inflation adjusted yield. It's been two point zero zero to two point two zero percent, and it's come down
now and broken through two percent. We're even down to one point eight nine percent. A lot of our guests, Ian Lincoln, I'll mention with demo capital markets looking for that to really give way. Of course, the news yesterday it was all technology AI if you will, Gil Lurias with Da Davidson of the Midwest with a really holistic look, a nice mix of buys and neutrals. Giloria on the state of Nvidia.
There's better things to do, so if we're to look, last night was a great view of what the AI trade is right and video was the AI trade a couple of years ago. In last year, salesforce is not quite ready for AI. Snowflake was a fantastic report. Infrastructure software is incredibly important for companies to be able to run AI applications. They need to get their data ready, and Snowflake is leading the way in terms of doing that.
They have the main analytical database, the leading product, and so companies are using them to put all the data in one place so they can even start building AI applications. That's why Snowflake did well. That's why we like infrastructure software companies like Snowflake, Data Dog, Dina Trace, JFrog. We like half the companies. We just prefer them over the other half.
Guileria Da Davidson is well. Speaking of a conversation on technology in our studios today, Amazon's leadership, mister Jesse in a conversation with Caroline Hide of Bloomberg Technology. We talked to Caroline Hide and had to migrate to the press conference today of the President and the Prime Minister. Here Caroline Hide on Prime Minister Starmer, I.
Wonder if anything will be said about Elo Musk. You've got to remember the absolute chaos that the focus of Elon Musk on Kistalmer and his government has driven across the entire nation. They are not buying his cars they have, like they're starting to see this real pushback, and I wonder whether Kistam will start to speak to If we're going to have US UK relations, please let them be between Trump and Starmer rather than Elon and Starmer.
And we'll have coverage again today for those of you get in this podcast early and your commute across the nation. Don't forget tomorrow. Key inflation numbers at eight thirty. We're out on YouTube. Thanks to our podcast team for a terrific article on YouTube. I learned a lot and Neil McMahon and all looking at billions of I don't believe it, Like billions of people are doing YouTube podcasts, which is
very cool. Subscribe to YouTube, you subscribe to Bloomberg podcasts, and we're out on YouTube podcasts at single best idea