We’re watching the markets today as the S&P 500 pulls back after getting oh-so-close to the 5,000 level for the first time yesterday. Plus, Google CEO Sundar Pichai is ramping up the company’s AI ambitions. We’ll take a look at some of the companies benefitting from Big Tech’s spending on AI. And that includes Arm Holdings, which is flexing it’s muscles today, up more than 50%.