And welcome to closing bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange.

This maker breakout begins with stock searching for more new highs today, led by what else technology.

Here's the scorecard with 60 to go in regulation. The majors, they are all green today.

A big day for many of the chip names, more follow-through for AMD following its its deal with Open AI. Cyberstock's doing well. Palo Alto hitting its own new record high today. AI power names, whoop, they're jumping too. Constellation getting an upgrade, GE for Nova eaten. They're also in the green. As you see, Dell shares, they're ripping again. The company upping its outlook on Tuesday with Michael Dell

saying, no signs yet of an overbuild in data centers. That stock, a nice one up near 8%.

It does take us to our talk of the tape. All AI all the time. And whether it is still okay to buy

the names leading that revolution and this market higher, for that matter. Let's ask our panel,

Dan Greenhouse, chief strategist for Solacea Alternative Asset Management,

Anastasia Amaroso, Chief Strategist for Partners Group,

both happy to be sitting right here at Post-Nines.

Good to see you.

See you.

All right.

So this, I don't know, the whole market,

this whole week is all about AI deals.

Is that the... Shocking the diversions from previous weeks. I don't know. The whole market, this whole week, is all about AI deals.

Is that the- Shocking diversions from previous weeks.

That's all we need to just continue to move higher in the market?

I mean, clearly that's been what's working.

Now, obviously, you've got healthcare, Sevita upgraded the sector over at Bamal,

but you've got some of the healthcare names like Eli Lilly, Thermo Fisher, some of which Brian just mentioned at the end of the last hour. Yeah, the area's woken up. Yeah, the area's woken up a little bit. But tech's doing the heavy lifting. It's not just AI, it's it's Cyber Arc, it's CrowdStrike, it's a lot of those type. Palo Alto you just mentioned. So, yeah, the size of those companies and the deals that are being struck are obviously enough to drag the market higher. But it's also important to note, it's not as if nothing else is doing well. Look at United Rentals and Caterpillar, not really AI plays. A lot is a really big winner today, right? Look at tapestry on the retail side of things. There are other names, not as many as you would like, but there are other stories out there.

But the biggest story remains AI. And these deals that we seemingly are getting every single day, sometimes more than one in a day.

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