The conversation delves into the recent performance of major tech companies, particularly Google and Amazon, and the broader implications for the market. It highlights the ongoing challenges in US-China relations, including tariff discussions and the impact of a potential government shutdown on economic stability.

takeaways

• Two decent results from Google and Amazon.
• Heat started to come out of those chip stocks.
• We're no better off than we were in March.
• It's important for the US and China to have a relationship.
• Government will hit the 34-day mark.
• We've tar-coded out of another one of these deadlines.
• Essentially saying it was a great and amazing meeting.
• Ordinary results from the rest of them.
• Longest shutdown the US government ever.
• We're worse off than before.