after it's packed with open AI, much more on that deal and its impact coming up.

And it helped boost all of tech today, one of the best sectors along with consumer discretionary.

Consumer staples, one of the worst groups.

Healthcare also pulling back after a strong week.

Treasury yields continuing to rise as the government shutdown drags on.

It is day six, and there doesn't seem to be much progress on negotiations. Well, that's a scorecard on the Wall Street, but winter stay late. Welcome to close about over time. I'm John Fork. Morgan Brennan is off today and we've got all-time highs just about everywhere you look, including Bitcoin, where again the question is, aren't we getting too frothly? Mike Santoli is going to take a look at some speculative

areas of the market. Gold, on the other hand, hitting a record two. It's 42nd this year, near

$4,000 an ounce. We're going to talk to Tim Seymour about the run for precious metals.

And is App Lovin a sign? Things have gotten too hot. The company's got a market cap in the

neighborhood of Goldman Sachs and Caterpillar, even with last hour's big drop. We're going to ask

an analyst whether the love in with App Lovin can continue or if this drop is a harmonier of

things to come. But let's start with this huge deal between Open AI and AMD, which is sending AMD soaring

in the neighborhood above 20%. Christina Partsenevo is looking at that side of the story. Christina.

Yeah, 23% gain. It was actually its best day since 2016, the top performer in the S&P 500

by a wide margin today. Like you said, after opening opening I just agreed to buy six gigawatts worth of AMD chips,

resulting in potentially, or potential tens of billions and new revenue for AMD.

But the fact that Open AI will use the chips for inference computing was really seen as a vote of confidence in AMD's AI capabilities and added

to that boost you saw today. The ripple effects were immediate. Samina, IMD's data center

infrastructure manufacturer, that closed up about 23, almost 23 percent. Taiwan Semi, who makes

AMD chips, rose about 3.5 percent. A software connectivity firm astera labs jump 10 high

speed connectivity from cretotech close one and a half percent i should say the list just continues

but invidia and broadcums muted reaction really tells you everything this isn't a zero sum game

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