All right, guys, thanks so much. Welcome to closing bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange.

This make a break hour begins with stocks on the move as President Trump spends his first full day back in the White House.

Let's show you the majors with 60 to go in regulation. Green everywhere, as you see here, as no announcement comes of any tariffs just yet.

And that's been welcomed by both the bond and the equity markets.

Yields were down. Stocks have been up all day long.

Take a look there at the 10 years specifically, 457.

Individual stories today.

Oracle shares are jumping on news.

It's planning a joint venture on AI infrastructure.

That announcement, according to our own, Amin Javers, coming 4 p.m. Eastern at the White House.

We are also counting down to Netflix earnings after the bell in OT.

That stock's been on a huge run lately, so we'll ask our experts, including a shareholder,

how much more it can actually run from here.

It does take us to our talk of the tape.

The road ahead for

stocks in a new Trump administration. Let's bring in our panel to discuss. Liz Young Thomas is head

of investment strategy at SOFI, Anastasia Amaroso, chief investment strategist with I Capital,

both here as you see at Post 9 with me. Ladies welcome. Good to see you. Liz, you surprised by this reaction in any way?

I mean, what do you think it means about where stocks are heading from here? I wouldn't say I'm

surprised. I think the timing of it was beneficial, right? We had inauguration. This is the first day

of new administration on the heels of the 10-year down back closer to four and a half,

which we know was sort of that friction point where stocks stopped liking it.

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