Well off of session highs it looks like the S&P at 4504

closing right about there that's the scorecard on Wall Street, but the action is just

getting started. Welcome to closing bell overtime. I'm Morgan Brennan at

C. M. C. Headquarters. And I'm John Fort joining you today from Seattle where

Microsoft's holding its Ignite Conference, announcing two new in-house chips as the stock sits right near all-time

highs and just a moment we're going to bring you the highlights from my

exclusive conversation with Microsoft CEO Satya Nadella. Plus a deep dive on the consumer following targets spike.

Those shares end of the day up almost 18 percent.

We're going to talk to New Burger Berman's John San Marco, who manages the firm's Connected fund about his top picks in the sector

and we're awaiting earnings this hour from Cisco Palo Alto networks and Sonos

But as we await those numbers let's begin with the market more broadly.

Stocks closing mostly higher after another cooler than expected inflation report. Today it was

PPI. Consumer Staples near the top of the pack driven by Target's spike.

Joining us now is B. D.8 Capital Partners,

CIO Barbara Duran, and Aerial Investments Vice Chairman,

Charlie Vibrinsquay.

Great to have you both here.

Barbara, I'm going to start with you because you were on this show

I just a week and a half ago maybe and you said markets primed for for an end of

year rally here while you're getting it. Yeah, we sure are.

And you know, the question is after yesterday where I think there was a lot of short covering

but obviously it was in response to the CPI and the PPI or the PPI number today being better than expected.

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