That bell marks the end of regulation, Discover Boating New York Boat Show, ringing the closing bell at the New York Stock Exchange.

Council of Institutional Investors doing the honors at the NASDAQ and the S&P 500 hitting an intraday record, flirting with a record close.

Looks like we probably didn't get there, but we'll see where it settles.

After a big pop for tech and communication services led by Netflix and AI stocks.

That's the score caught on Wall Street, but winner stay late.

Welcome to closing bell overtime. I'm John Fort with Morgan Brennan.

Well, it's another big afternoon of earnings that's coming with reports ahead from Alcoa, Discover Financial, Night Swift, and more.

We're going to bring you the numbers and an exclusive interview with Alcoa's CEO before he talks to Wall Street on the call.

And there's a new Bitcoin ETF hitting the market today that offers 100% downside protection.

There is a catch on the upside. We'll talk to the CEO of Calamos about his just launched product. But let's get to

today's market action with Vital Knowledge founder, Adam Krista Fulie, and Truist Wealth, CIO, Keith

Lerner guys. Welcome, Adam. Big tech rally here. Netflix at the top of the stack up nearly

10%, but a lot of other AI related names in here, too, including Oracle.

We saw Larry Ellison with the president yesterday just after overtime talking about this big

infrastructure announcement.

How much of that infrastructure AI excitement is what you think powered the market today?

I think there's definitely a huge part of it.

You did see, like you mentioned, a lot of the names that are very levered to AI infrastructure

did particularly well today.

But in addition to that, you also had some pretty healthy earnings, not just from Netflix,

but some smaller names like Amphanol and TE Electronics and Seagate were all received very

well.

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