 semiconductor companies, does it continue to help the utilities? If we get any weakness in there, I think it drags down the broader market. Then separately, we're finally getting some life in the small caps, in the equal weighted indices. Do we get just enough earnings from there maybe to keep them good or even better? Then the Federal Reserve, I mean, it seems to be set for the Fed to maybe cut as soon as September here. How important is that to this market?