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

And this make-a-break hour begins with today's tech bounce following that brutal deep-seek sell-off.

NASDAQ is up sharply today, and it is led by NVIDIA, the stock rebounding after suffering its largest market cap loss ever one day ago.

And other market caps, mega-ca caps, are on the move as well.

Just as many will report earnings this week.

We'll ask our experts over this final stretch what's now at stake for those companies

and investors too.

Apple, Meta, Microsoft, Amazon, Alphabet.

They're also higher today.

As for it, well, there's Chipotle.

It's negative.

As for the broader market, it's aotle. It's negative. As for the broader market,

it's a fairly muted day ahead of tomorrow's Fed decision. No move expected, but the commentary will be closely watched for clues on what lies ahead. It does take us to our talk of the tape,

seeking answers, what the future of investing in AI will look like and whether the game has truly changed.

Let's first bring in our dear Jibosa with the very latest on the ground out in Silicon Valley.

What are you hearing today? I can only imagine D.

So, Scott, I think consensus is that, yes, the game has changed, but does that change?

The investment thesis, maybe, maybe not, Wall Street and Silicon

Valley alike, are still trying to digest with this new phase in building AI foundational

models, AI software companies, applications, what this means going forward. Consensus seems

to be that more AI equals more AI. This is going to be a good thing. It's just like,

you know, when we got electricity, we didn't use less light bulbs. So more is going to be get more.

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