That's the end of regulations.

I'll am ringing the closing bell at the New York Stock Exchange.

Microsoft doing the honors at the NASDAQ.

And stocks closing at the highs after a calmer tone on tariffs from President Trump helped pull stocks off their lows mid-session.

The Dow, the S&P 500, and the NASDAQ, all finishing with gains for the week.

That's the scorecard on Wall Street for the actions just getting started.

Welcome to closing bell overtime. I'm Morgan Brennan with John Ford.

Coming up this hour, the bull case for Nvidia. We're going to hear from one analyst who says

the company's developer conference has convinced him to be even more bullish on the company

for the long term, even as that stock turns in another losing week.

Plus, details on the fighter jet contract dogfight that sent Boeing and Lockheed Martin in opposite directions today.

And energy trader Bill Perkins tells us why he says natural gas is currently at a crossroads

and how to play it.

Well, let's get straight to the market action with City Research Director Drew Pettit and Aerial Investments Vice Chairman Charlie Babryansko. It's great to play it. Well, let's get straight to the market action with city research

director Drew Petit and Ariel Investments Vice Chairman Charlie Babrynsko. It's great to have you

both on here today. And Drew, I'll start with you because I'm looking at your notes and you seem

pretty constructive on stocks here given the drawdown we've seen in recent weeks.

Yeah, look, I think the message we're trying to send is stay the course.

When we were talking about the first half of this year in December, it was about first half

volatility.

And then all of a sudden, when you get it in policy uncertainty, which a lot of people were

talking about, then do you really need to freak out or not? Look, we understand there's

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