All right, guys, thanks so much. Welcome to closing bell. I'm Scott Wobner live from Post 9 here at the New York Stock Exchange.

This makes the breakout begins with what else. The countdown to alphabet and Tesla earnings in overtime. Big questions about both stocks, which have underperformed many of their Mag 7 peers.

I'll take you to the scorecard here with 60 to go in regulation. It's a strong day across the board. We're basically

at the highs of the day. Majors are on pace today for some big gains again because of some

positive trade headlines. Good for the Russell too, which is catching a nice bid in its own

right, better than 1%. And we're going to ask the Wharton School's Jeremy Siegel today just how far this record-setting rally can go.

He'll join us in just a little bit. In terms of the sectors, industrial, health care, and energy among the strongest today.

Rough day, though, for Texas Instruments after its earnings. And now several other chip names like microchip and analog devices are lower in sympathy with that.

But TXN, Texan, not a good day.

They're down more than 13%.

FI.Serve hitting a new 52-week low after its own numbers.

And there's GEVernova ripping today after its strong guidance.

That is a 14%.

Gainer in the green.

It takes us to our talk of the tape.

All that lies ahead is Alphabet and Tesla get ready to report in overtime in less than one hour. Let's bring in star analyst Dan Ives of Wedbush and Jason Snipe of Odyssey Capital Advisors. Jason is CNBC contributor, of course. And it's great to have you both with us, Dan Ives, to you first. Are you optimistic? I mean, look, we're very bullish in terms of what you're going to see tonight.

I think Tassett's really around AI. first. Are you optimistic? I mean, look, we're very bullish in terms of what you're going to see

tonight. I think Tesla's really around AI, Robotaxi. Really, it's the start of the AI future

for Musk and Tesla. And I think this, and I've talked about it, it's going to be worth a trillion

dollars alone to the valuation of Tesla. So, I mean, you didn't even address alphabet. Does that mean you're less excited about that? Even as you say, there's an attractive setup for it. I think the market kind of questions, is it really? Is it really an attractive setup? I think Alphabet, in my opinion, from a large-cap perspective, it's one of the most, probably the best risk-reward names out there.

Because of you, I get the DOJ issues and the worry that AI is going to cannibalize search.

We up our digital advertising growth numbers, our YouTube numbers, we think it's strong.

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