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

This maker break out begins with the day after. So what is the biggest takeaway from Nvidia's earnings report?

We'll ask super analyst Stacey Raskon when he joins us with his first reaction to that print.

That's coming up in just a little bit. In the meantime, here's the scorecard with 60 to go in regulation.

Invidia not given the majors a ton of lift today.

They're doing okay on their own, even with Nvidia down just a smidge.

We're going to get a record high.

We're right there on the S&P again, tracking one for the Dow as well.

So we'll watch all that closely broadcom micron

amd getting a boost apple shares are higher today along with meta and microsoft amazon and

alphabet elsewhere crowd strike is shaking off a post-earning slide and reversing higher this hour

continue to watch that name there it is up near up near 4%. How about Snowflake?

New high for that stock, too, to say the least, up more than 20% after its own earnings.

It does take us to our talk of the tape.

Where does this market go from here following the NVIDIA clearing event?

Let's ask Ed Yardinney, the president of Yardini Research, and Gabri of JPMorgan asset management, both, as you see, very clearly, are with me at Post-9. It's nice to see you both. All right, Ed, so we've gotten it all out of the way, right? We've got all the mega-caps, and now we got Invidia. What do you make of the way the market's now sort of reacting, digesting, and feeling?

Well, it's feeling like a slow motion meltup, right?

I mean, it just keeps going higher and higher, making new eyes.

And the earnings story has been great.

I mean, in the first quarter, we had a much better beat than was expected. and the same thing happened in the second quarter,

which is remarkable when you think about all the uncertainty, all the turmoil from tariffs,

and yet earnings have been great.

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