Well big selling for big tech the NASDAQ finishing at session lows down about a

percent the S&P 500 finishing at session lows as well. But the Dow eking out gains, we saw a

pullback for NVIDIA. That's the scorecard on a Wall Street, but the

action's just getting started. Welcome to Closing Bell overtime. I'm

Morgan Brennan with John Ford.

Yeah, coming up on today's show, the CEO of Chipmaker Arm Holdings, which has doubled this year.

He's going to join us for our first on C.N.C. interview as the company wraps up its first day of trading in the NASDAQ 100. CN Investor Day this afternoon. We will speak with Recursion CEO about news

from today's meeting and how the Bio company is using AI for drug discovery.

And TIAA's wealth management CIO says we're entering a new phase for equity.

She's going to join us to explain why investors need to be more risk aware in the second

half of the year, which is right around the corner.

Let's begin with today's action and this bifurcated market is the Dow

ends higher the Nasdak pulls back joining us now Emily Hill of Bowersock Capital Partners and Richard Bernstein of

Richard Bernstein Advisors. Good to have you both on this afternoon.

Richard I'm going to start with you today because yes we saw some profit taking particularly

in the mega cap tech space but we have also seen more breath in the market today case

and point the Russell finishing Russell 2000 finishing higher and the Dow

finishing higher as well with most of the sectors in the S&P actually in the green

is this the start of something meaningful as investors start to look to other parts of the market for the

second half of the year or is this knee jerk given the fact that we have had some softer

economic data and perhaps there is just this repositioning after strong start to the year.

Well Morgan it's good to good to be with you again. I think we should all hope that this market broadens

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