The stocks trading in a pretty tight range ahead of a number of key inflation reads and earnings reports on the horizon.

That is the scorecard on Wall Street, but winter's day late.

Welcome to Closing Bell overtime. I'm John Fort. Morgan Brennan is off today.

Coming up this hour, we are getting you set

for a major week of AI headlines including Open AI Spring update, Google IOs,

conference, and more TRO Prices's Tech portfolio manager joins us with the mega cap companies

he says are best positioned to cash in and the consumer takes center stage as big box

retailers home depot and Walmart get ready to report results.

We will break down what to watch with John San Marco who runs New Burger Berman's Connected

Consumer Fund.

We begin though of course with the market as the New Burger Berman's Connected Consumer Fund.

We begin, though, of course, with the market

as the major averages sit within striking distance

of record highs.

Our first guests have very different outlooks

on where stocks are headed in the next few months and joining me now are Ryan Dietrich from Carson Group and Eric Johnston from Canner Fitzgerald. I mean welcome guys gloves on and away but just to set things up Ryan

stocks are expensive on a valuation basis but just say the bull market is still young so which outweighs in your mind.

Yeah John thanks for having me and happy game stop day everybody out there right.

Listen there's a lot of ways to look at this, but this bull market's 19 months old, right?

Up over 40% since October, just recently when we had the bull market start October 22.

And you think about it, the average bull market lasts about five years. I get it.

Every time is different, yes. But look at what we just saw last week. New highs on

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