Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a reversal rally.
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