All right, guys, thanks so much. Welcome to closing bell. I'm Scott Wobner, live from Post 9,

right here at the New York Stock Exchange. We begin today with stocks at record highs. Here's the scorecard with 60 to go in regulation. We have been positive, as you know, all day long. Following the release of this morning's jobs report, there is your picture. It's the Russell. That's been the story of the week. It's outpacing the other major averages and really reminds us about this rally, one that's been driven by everything

other than Mega Cap Tech. We'll have a report on that coming up. We're also going to ask

Professor Jeremy Siegel of the Wharton School whether it's a sign of even bigger things to come.

He'll join us momentarily.

Elsewhere, chip stocks like Micron and Broadcom, well, they are very strong today.

Vistra and Aklow surging on that power deal with Meta.

Lockheed upgraded and that stock is on the move today as well.

There it is 5%. Our talk of the tape, the market at record highs in what's been a very

strong first week. For a closer look, let's bring in our experts. Courtney Reagan on discretionary.

Sima Modi on industrials, Leslie Picker on the banks. Court, we start with you.

Thanks, Scott. While the University of Michigan Consumer Sentiment Survey improved it,

still near historically low levels, but investors in consumer discretionary stocks are not deterred. In fact,

the consumer discretionary sector is up 4 percent so far this year. The XRT retail ETF more

specifically up and even stronger, 5.6 percent versus the broader S&P 500. That's up, but just

around 2 percent year to date. Now, among the

biggest winners indiscretionary this year related to home, home builders like Lanar and Pulte,

along with William Sonoma and Lowe's likely because mortgage rates are expected to continue to

fall and President Trump delayed those furniture and cabinet tariffs to 2027 in the early days of this year.

Now, casinos that are among the biggest losers here today in the discretionary sector,

Las Vegas Sands, NGM resorts, and Wynn all down between 9 and 2 percent so far in 2026.

Scott?

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