Well, we're in the green on the Dow, the S&P and even the Russell, only the Nesdack

sitting out the games.

That's the scorecard on Wall Street but winter stay late another big day for

stock with the Dow and S&P as I said both closing at record highs again

invidious market cap touching two trillion dollars intraday welcome to closing Closing Bell Overtime. I'm John Fort with

Morgan Brennan. We're going to talk about the AI-Halo effect for stocks but we

will also go beyond NVIDIA when we talk to Goldman's internet analyst about some of his contrarian bets.

Plus, Commerce Secretary Gina Raimundo on the Chip Sact and why she has national security concerns

about some electric vehicles right now.

Well, let's start with our market panel now.

Joining us now is David Zervos from Jeffries and Brooke May from Evans May.

Well, guys, happy Friday.

Brooke, I feel like maybe there was a narrative shift this week. If you were

defensive, if you thought things were imminently broadening out, you were

disappointed. But some people might think surely now the big gains are done. You say they're not so what takes us higher?

We think that earnings take us higher when we look at the S&P we put a 5200 to 5400 price target on it between now and year end.

We've had that price target for a few months, so we got some pushback initially, but now we're

2 to 6 percent from that target.

We're not opposed to revising it though if we see earnings come in better than expected.

And so as we look at not only Q4, but Q3,

they were earnings weren't the debacle that a lot of people were expecting and

now that we've seen most companies report, earnings beats were in line with the 10-year

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