That bell marks the end of regulation. Riskified, ringing the closing bell to New York Stock Exchange.

Deloitte Bay Area Fast 500 winners doing the honors at the NASDAG and a mixed session today as rising bond yields and Invidia worries put pressure on BigTac while the Dow gets a boost from United Health.

Attention now turns to KB home earnings out in just moments.

That's the scorecard on Wall Street, but winners stay late.

Welcome to close about overtime.

I'm John Ford at CNBC headquarters.

And I'm Morgan Brennan.

Coming to you today from the ICR conference here in Orlando,

where I'll be joined exclusively by three CEOs with a pulse

on the consumer. Abercrombie CEO Fran Horowitz, as that stock tanks on updated sales guidance,

along with the CEOs of ShakeShack and Dutch Bros. So we have a packed show, John.

Looking forward to that, but now let's break down today's market action with High Tower

Advisors' chief investment strategist and CNBC contributor, Stephanie Link, and Innovator

ETF's chief investment strategist, Tim Urbanoitz.

Guys, good to see you.

Stephanie, some volatile assets had trouble today.

AI names like Palantir and In, Dell, FinTech, too.

The Dow was higher, though. Meanwhile, S&P hanging out around 5,800 still. So how are you investing here?

Yeah, it's a lot to digest. I think you just have to put it into context that the last four

out of the last six years, John, the markets, the S&P 500 up north of 20%. That is huge. Long-term total

return average for the S&P 500 is 7.7%. So we're well extended over the last several years.

We all feel pretty good about that. Fast forward to this year is

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