Welcome to Closing

closing bell, I'm Mike Santoli in for Scott Wopner. We begin this make or break

hour with stocks gliding toward their first winning week this month

and what would be a fifth straight monthly gain if it lasts through next week with all this month

if it lasts through next week with all the bull market drivers reengage.

You see the S&P 500 just around the flat line, but that sits on a 2.4% gain so far a week to date. Big Tech, reasserting leadership behind

NVIDIA, the S&P 500's largest upside contributor both today and this week

after its splashy developers conference, the stock up almost 3% today.

Healthy economic readings and heavy capital spending leading industrials to a record high.

They did click to a new high earlier this morning and a dovish message from the Fed helping to pull Treasury

yields down into a more comfortable zone for equity investors the 10-year note

back down to 4.22. So here's your scorecard with 60 minutes to go in regulation.

You see the NASDAQ up about a quarter of a percent,

modest gains, but certainly hanging on to a strong week.

The Russell 2000 giving back some of its outperformance

down almost 1% on the day. That all takes us to our talk of the tape with

investors squarely focused on the blessings of a soft economic landing, a benign Fed, and an exuberant AI build

out, are there any hazards being ignored? Let's ask Brent Talkington, requisite capital

management, managing partner, and a CMB contributor. So, Brenda, it's great to have you.

I mean, obviously good news can be good news. The market is fully embracing

what it sees in front of it. Do you think it can be that easy for a while longer or should we be on the lookout for a little more chop here?

You know, Bull Markets always feel is easy in hindsight.

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