This weekend feels like a market shaking off a hangover — the Fed's hike and Warsh's hawkish tone briefly spooked everyone before buyers stepped back in with real conviction by Thursday. Oil and geopolitics are the wildcard, with Houthi strikes near Riyadh keeping traders nervous even as reroutes ease near-term panic. Intel/SK Hynix remains the obsession of the tape, dragging the whole memory/AI complex higher on scarcity pricing even though nothing's actually signed. Underneath it all, the AI-slowdown scare has essentially evaporated, replaced by bullish supply-demand commentary from Huang and Broadcom, so despite the volatility the dominant mood heading into the weekend is cautiously risk-on.