Welcome to closing bell. I'm Courtney Reagan. And today for Scott Wapner, we are live from Post 9 at the New York Stock Exchange. Well, this make-or-break hour begins with fresh record highs as we kick off a critical week for your money. Here's a scorecard with 60 minutes left in the trading session today. The NASDAQ clock in a new all-time high thanks in part to another big move and shares of broadcom.

As for the sectors outside of tech discretionary and industrialists are showing some

strength while rate-sensitive sectors like real estate utilities are doing the worst, which

brings us to our talk of the tape. Should you continue to lean into this record-setting rally,

let's ask Morgan Stanley's Sherry Paul. Sherry, so good to have you

here joining us on post nine. I mean, a big week, a big month always for the markets in September.

We've got maybe some seasonality at play, maybe not. We continue to set record highs. Can we keep doing

it? Is there anything that gives you a little pause? It feels like it's a choose your own adventure in the

market. You could choose to see things with a glass half full or half empty. What's your view?

Well, I love that way you just phrase that, choose your own adventure. So it's a great question.

It's important, especially for individual investors, because just because the market hits new highs

doesn't mean that we're not going to hit more new highs.

And I think we had 56 new highs, I think, in the last year, 18 months in terms of this market

climb. It is impressive. And the backdrop for those new highs is sitting inside of a really

important moment in terms of tech innovation and what has now been, I think, more broadly branded as this

industrial revolution being driven by AI. And that's something that we've been thematically

investing in now for, you know, almost four years. And so there are plenty of opportunities in

the market for investors who might have a little bit of FOMO here. But money placement's going to

be key and crucial going forward.

So there's been so much or had been, maybe it's past tense, so much emphasis on the magnificent seven.

Still big player, still important?

Or as you talk about AI, is it all AI, whether you're a mag seven player or not?

...