Welcome to closing bell. I'm Scott Wapner live from One Market out in San Francisco today. This make a break hour begins with this big day in the markets. Let's take it right to the scorecard here with 60 minutes to go in regulation. Dow up more than 500 at its high and it is up nearly 550 right now. The Russell's ripping as well. Nasdaq also higher even as NVIDIA taking a bit of a breather today following its earnings report.

It may still close positive, though, and we will keep a close eye on it as it is now green.

We're watching Uber as well today.

Altimeter Capitals Brad Gersner revealing on halftime earlier that he sold that stock on concerns over Tesla's Robotaxy.

It's an interesting move.

Stock was down. It's reversed as well.

Snowflake. No reversal needed. It is soaring after its own earnings. We'll watch that stock today.

One of the best days for it in years. Bitcoin surging two towards $100,000. Word now that

SEC Chair Gary Gensler will leave come January. We'll watch that into the close today.

See if we get $100,000.

It does take us to our talk of the tape.

The post-election rally and where these markets might go from here.

Let's ask Sarah Malick, she's the head of equities and fixed income, the CIO as well at Newveen.

Welcome.

Good to see out here.

Good to see you. So how do these markets feel to you? You know, we had this burst post-election, then we took a little bit of a breather, and now maybe

we're in the midst of something else. What do you see? I think markets are finally finding

their footing for two reasons. One is recovery from that post-election hangover after the first

week and reaction to NVIDIA's earnings. Now, NVIDIA's guidance wasn't as much as investors had hoped for, but it is continuing this underlying trend of a shift to software stocks. So those are what's outperforming from here. I think, first of all, because budgets that have been spent so much on AI are starting to be pulled back and shifting back to spending on software and expectations for lower interest rates are good for software stocks. You're back to the

election, taxes, tariffs, and regulations and how those are going to impact the markets going forward

is what we're looking at. Do you like Nvidia here? I mean, if anything, this just shows how high

the expectations are, right? I mean, when you're doing, you know, your revenue growth is so enormous

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