Brian, thanks so much. Welcome to Closing Bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange.

This make-a-breakout begins with questions about this rally, whether it's increasingly vulnerable and what that might mean to your money.

We'll discuss that with our experts, including Tom Lee and Adam Parker. Can't wait for that.

Take a look at the scorecard. In the meantime, with 60 to go in regulation, we're lower across the board, have been all day.

AI-related trade under pressure again. That has been the trend this week, as you know. Yields,

they're higher again, and that's wait a bit on the NASDAQ and the Russell 2000. There's your move in yields.

The 30-year coming off the high, but the 5, the 10, two-year higher has been too.

Russell, of course, especially sensitive to higher interest rates.

The VIX, up again, above 17 at last check, dipped a little bit below that now, but still a mover to keep an eye on.

Banks are one of the few bright spots today, though private equity

names are lower again in what's been in the especially difficult week there. It does take us to

our talk of the tape. What has the AI mania? Has it gotten out of hand? Here's what the billionaire

investor Ken Griffin of Citadel said on CNBC earlier today in an exclusive interview.

There's obviously echoes of the dot-com bubble in this moment. All right, and let's take a step back.

The dot-com bubble, there was a huge amount of capital that flowed into what today we refer to as the

internet. Now, the true winners and losers were not readily identifiable at the start of that

of that whole bubble.

But move forward 10, 15, 20 years later, there's no doubt that the world was radically transformed

by that moment in time.

All right, that's Ken Griffin.

Now let's welcome in FundStrat's Tom Lee, a CNBC contributor.

It's good to have you back.

...