Well, minor moves for the major averages today, but a push higher earlier in the session

sent the Dow above 40,000 for the first time ever.

We had intraday records for the S&P and NASDAQ earlier in the session as well.

That's the scorecard on Wall Street, but the action is just getting started.

Welcome to Closing Bell overtime.

I'm Morgan Brennan with John Ford.

Yeah, and coming up this hour earnings from Chipmaker applied materials and game maker

take to interactive. We're going to bring you those results and

instant analyst reaction.

Plus the CEO of industrial firm Commons will join us as the company hosts

its investor day raises long-term guidance

after a solid run so far this year this is one of those stealth industrial AI plays

I might add.

All right but we're gonna start with this bull market and the Dow topping at least briefly 40,000 for the first time ever

The Nasdaq and S&P 500 touching intraday records as well on hopes that rate cuts are likely to come this year and

joining us now is David Bonson of the Bonson Group and Lori Kavasina of

RBC Capital Markets guys good afternoon so David the Dow

kissed 40 k and then ran away as some peace flat around 5300 if you're a long-term

investor looking to deploy capital, do you do it with an eye on the

Fed or do you wait until the market's not about watching the Fed anymore?

Well you have to do it with individual investors risk tolerance in mind

because of timing risk and entry risks. Statistically there's no question the

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