Welcome to closing bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange.

This maker breakout begins with the remarkable run for tech. The NASDAQ hitting another record high today.

It's up better than 1% on the day. We'll show you the full scorecard here with 60 to go in regulation.

That hot PPI print upending the chance for a broader move today that was pretty clear from the outset

Dow's not even down that much though it just gives you an idea of how the momentum is behind this

market yeah rising rates are part of the inflation story today we're watching that there's the 10 year

447 the 30 year remains above 5%. It's been really, though,

otherwise, all about tech today. Apple and NVIDIA hitting new highs of their own, both

Tim Cook, Jensen Wong, traveling with the president over to China and those other tech CEOs

who are there as well. We'll have live reports coming up on both fronts in just a bit. It does take us to our talk of

the tape. Bubble trouble or don't fight the tape? Key questions. As tech continues, this remarkable run,

as we said, let's ask Anker Crawford what to do. She's with Alger and she's here with me once again

on set. It's good to have you back. How would you answer that? Don't fight the tape or bubble trouble? What do you think I'm going to say? Don't fight the tape.

You got it. You're not worried at all about possible bubble? No. No, it's just too early, Scott.

I mean, numbers are going up for all of these, all of the AI-related stocks.

The numbers are still too low.

They will be low.

I think they'll probably be low for the next two to three years.

Wow.

And I had said, I remember coming on here in 24 and saying CAPX is going up in 25, 26, 27, and 28.

And we're only in 26. CapEx is going up. 27. We know CAPX is going up in 25, 26, 27, and 28. And we're only in 26. CapExx is going up. 27. We know

CAPX is going up. I believe 28 is also going to go up because we are simply short compute.

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