Welcome to closing bell.

Scott Wobner, live from Post 9 here at the New York Stock Exchange today.

This Baker breakout begins with a bounce back for stocks, and whether it can keep going as a pivotal week is about to get pretty spicy.

We do have four mega caps reporting this week.

The jobs report at the end of the week.

We'll get you set up for everything this hour.

In the meantime, we'll show you the scorecard.

You're going to look at it now with 60 to go in regulation. Not a ton of direction today. Nasdaq, the underperformer, both Tesla and

Vindia are dragging that index lower. Utilities really the only sector with much of anything going

today, and even that, as you see, is not very much. It's a bit defensive yet again. Bond yields are

lower today, too, as we continue

to watch the Treasury market. Takes us to our talk of the tape today. Big tech's big moment with

meta, Microsoft, Apple and Amazon, all reporting this week. We have our expert reporters at the ready,

Steve Kovac on Apple and Microsoft, Julia Borsden on meta and Kate Rooney on

Amazon. Big Technologies, Alex Kanchowitz, is here as well for his own insights. We'll lean on that

in a moment. Steve, we begin with you. Yeah, Scott, so we got Microsoft reporting on Wednesday,

Apple on Thursday, the two biggest companies the world. Let's start with what to expect from

Microsoft, though. I got two things for you to watch here. First of all, the AI Data Center buildout.

There have been loads of reports recently that Microsoft has been pulling some of its

plans spending in those buildouts. So we're going to be looking for comments on how much of that

is related to tariffs or less demand now that Microsoft is no longer the exclusive cloud

provider for Open AI. Remember, the $80 billion cap-x figure that goes through the fiscal

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