Oh, Kelly, thanks so much. Welcome to closing bell. I'm Scott Walker live from Post 9 here at the New York Stock Exchange. This make or break hour begins with the S&P and the NASDAQ at record highs. Yet again, this relentless AI trade continuing to run on chips, software, the mega caps all driving the NASDAQ higher yet again today.

We're going to have more on that in just a moment.

I do want to show you the broader scorecard with 60 to go in regulation, the Dow going

negative in the last few moments, but really the story's been the S&P and the NASDAQ.

It's really a tech story yet again today.

Elsewhere, staples and materials, they're in the green as well

as we get set to head for the weekend, some gains there. We do begin with our talk of the tape.

What else? Chips gone wild or better put chips going wild because they continue to do just that.

Micron shares go meme-like and surge again. So is that a sign of froth or just how powerful

and durable this AI rally truly is? Let's begin there with our Christina, parts of nevolo.

You watch these stocks every day, I'm sure, with the same amazement as everybody else.

If only we could invest in these individual names, we'd be winning.

But take your pick in these semiconductor names.

This has been a broad-based chip rally to your point, Scott, with every single name in the

SMH ETF up year-to-date.

And the move really accelerated off that March 30th low.

Micron, you mentioned, but also AMD, have more than doubled since then,

with Micro now on track for its best weekly gains since 2008,

and briefly actually pushing its market cap above $800 billion today.

And Qualcomm's 70% rally, too, for March lows were tied to its push into data center chips and with the

stock jumping on reports it's shipping custom silken to a major hyperscaler later this year.

But the standout story here is Intel. Shares are up nearly 200, 190% from that low, driven by a wave

...