A record closed for the NASDAQ at the S&P 500 settling just below the flat line though.

The dowel snapping a four day winning streak that is the scorecard on Wall Street.

The action though is just getting started.

Welcome to closing bell overtime.

I'm Morgan Brennan at John Fort is off today.

Communication services and tech driving the NASDAQ's gains.

While real estate and financials were the biggest losers in today's session.

Lulu Lemon and Nike sinking the consumer discretionary sector as well following those

disappointing outlooks. But coming up we will discuss whether that's a warning sign for retail stocks

whether we're seeing some cracks in the consumer. Plus what a wild weekend has

been for Bitcoin we will get the outlook for cryptocurrencies, when we are joined by the CEO

of one of the largest miners, Marathon Digital.

But let's get to today's market action

with our market panel, Tom Lea Fundstrat and Jose Rasko of

HSBC Global Private Banking and Wealth.

Good afternoon to you both.

I mean, it was a really, literally it was a record week

for the S&P, the Dow and the NASAC, even though we slipped here in

trading for the Dow and the S&P, just the fact that we did reach new highs this week.

Tom, I will start with you.

How much of this is fed?

How much of this is ongoing AI enthusiasm?

...