Just a Monday morning roundup of what is moving markets. While markets are moving on to the secondary names in the AI race (AMD over NVDA), the reality has not changed. Oil is still at a standstill in the middle east, and while investors look through the chaos and bid up semiconductor stocks, we will need the oil to eventually move or it's going to be tough for many companies to keep earnings robust. The good news? The American consumer is spending more and as strong as ever.