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From the heart of where innovation, money, and power collide,

in Silicon Valley and beyond,

this is Bloomberg Technology with Caroline Hyde and Ed Ludlow.

Thank you. Bloomberg Technology with Caroline Hyde and Ed Ludlow. Live from New York, I'm Caroline Hyde.

And I'm Jackie Davalas in Washington. This is Bloomberg Technology.

We get straight to the markets because we currently see a market that braces for possible changes, Jackie, to the tariffs on Canada and Mexico.

All of this being suggested by Commerce Secretary Howard Lutnik in a Bloomberg interview with Bloomberg Television. We are basically

being bounced around by the latest headlines. We have got so much to debate when it comes

to the market and indeed the earnings with CrowdStrike looking worse than the market had

braced for and CrowdStrike currently trading off significantly by some 8% off as much

as 12% at one point as once again that hit to the entire

global breakdown in software that we saw back in last summer, shares still having an effect

as we saw worse than expected earnings outlook for this company.

Let's dig into all of this with Bloomberg's Isabel Lee, because we have whiplash on our hands,

whether or not it's about the latest announcement for semiconductor support here in the United States,

whether it's whiplash ultimately, and whether we will have tariffs remain in force or not.

How does the market digest this moment?

I think that's why they're confused.

Markets have been seawing between gains and losses.

Before I came here, I had a script on my head that stocks rallied because of the ISM beat, but

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