Welcome to Closing Bell. I'm John Ford in for Scott Wapner. And this, make-a-break hour starts with the markets.

Trying maybe to keep its longest win streak of the year alive. Doesn't look good so far.

Though, here's your scorecard with 60 minutes left in the trading week.

The S&P is a little below the flat line now. The NASDAQ is the one that's still in the green, thanks to strength in

big tech. The Dow is lagging down about 250 some odd points as some defensive names are weighing

on the index. If the S&P 500 can kind of crawl its way across the finish line in the green,

that would make it eight straight up days, longest streak since May, it's a key hour helping the lead the way today.

Semiconductor. Software is not helping at all. More specifically, names like

Broadcom, AMD, Western Digital are all moving higher into the clothes. On the flip side,

healthcare, consumer staples are under pressure,

which brings us to on top of the tape.

Is the worst of the sell-off now in the rearview mirror?

Let us ask our panel.

Joining me now is CNBC contributor Adam Parker of Trivariate Research,

Northwestern Mutuals Matt Stuckey,

and 314 researchers, Northwestern Mutuals, Matt Stuckey, and 314 researches,

Warren Pyes.

Guys, good to see you.

Happy Friday.

So, Matt, you don't look at stocks on valuation.

You do it on forward EPS revisions mainly.

So given the economic headwings that we've been seeing with the Iran war, possible ripple effects

...