The bell is bringing in to the trading day at the NYSC. Goldman Sachs ringing the bell and at the NASDAQ. Isabella Bank doing the honors here. Welcome to closing bell overtime. We're live in studio be at the NASDAQ market site. I'm Melissa Lee along with Mike Santoli. Sox mostly higher the doubt finishing in the red, but the broader indices is all hitting record highs. NASAC powered by chips and memory again and the Russell 2000 of

1.5%. Those record highs in tech are driven, as we say, by the chip and memory space. We will look at

whether you should stick with what's working or look for opportunity outside of tech.

I would say, Mel, there was some strength outside of tech, but just not enough to really matter on the index level.

It just seems like you go up 20% for Micron.

It hits a trillion dollar market cap, drags a lot of the other names like, you know, AMD along the way.

And it sort of consumes a lot of the oxygen.

The other piece of it is, of course, these other kind of hot pieces of the tape like space.

The space ETS are 40% month to date.

So you have a lot of this kind of percolating action at the same time the overall market's

figuring out what it means that oil's down a little bit and treasuries are off a bit and we

have mixed messages on Iran.

But still, I would have thought that the pressure release on yields was just enough, along with

oil prices being where they are, which is levels we haven't seen for over a month, would

have been enough to put a little bit of a bit under retail, particularly Walmart, which

really got dragged through the mud after its earnings release, didn't have a bit at all today.

And I thought that was sort of very interesting. Maybe telltale sign about the concern still being there for discretionary.

It is interesting. Costco is also weak. Now, of course, Walmart Costco also in that kind of

defensive staples kind of quality basket and, you know, visa was down. So I do think there

was a sort of a kind of flip side to the momentum trade, which is anti-m momentum. And that's kind of big, boring quality stuff that nobody wants at the moment. Yeah. Well, as we mentioned, another record-setting day for the market's AI momentum names continuing to lead the way. Christina Parchs, now this got more on this. Christina. Well, today's strength was driven, of course, you guys mentioned it, easing geopolitical tensions,

with markets increasingly pricing in a deal getting done, a resumption of traffic through the Strait of Hormuz, and continued momentum in the AI trade. You sell that with oil. WTI fell to its lowest level on about a month, dragging down the energy sector, the worst performing sector on the S&P 500, led by Devin and Chevron.

Consumer Staples, you guys talked about it, lagged. dragging down the energy sector, the worst performing sector on the S&P 500, led by Devin and Chevron.

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