Brian, thanks so much. Welcome to Closing Bell. I'm Scott Wobner live from Post 9 here at the New York Stock Exchange.

This make a breakout begins with the selloff to start September. The rise in bond yields making investors a bit cautious today.

Let's show you the scorecard here with 60 to go. And regulation, NASDAQ is seeing the worst of it.

As many of the big names in that index are much weaker today. Invidias down again.

Other chip names are red along with the AI trade really more broadly. There's some of your chip

makers here. Financials and industrials, two sectors that have done quite well of late. They are under

some pressure too. So it's a fairly broad-based sell-off. It does take us to our talk of the tape.

Will the weakest month of the year historically live up to its billing? Or is there still too much

momentum behind this bull market? Let's ask our panel, Adam Parker, CEO and founder of Trivariate

research. Also a CNBC contributor, Cameron Dawson, is New Edge with New Edge Wealth. Our own senior

markets commentator is Mike

Santoli. Ladies first, Cameron Dawson. Bon yields, is that what the story kind of is today?

I think that we are just digesting this normal seasonality. We got overbought in mid-August,

and so it's not surprising to see a little bit of volatility

kick up.

I think that bond markets are certainly giving a little bit of a jitter, and really it's the longest

duration in 30-year yields, 10-year yields still remain at the low end of recent ranges.

But we'd come back to the point that earnings estimates are still going up. GDP forecasts are still going up.

That's typically an environment that risk assets do well. So if there's weakness, we would see it as

viable into the year end. That's what, you know, some of the notes I've read today have said.

Like, okay, I get that September's historically bad, but it's usually not bad when you have such a nice rally into September,

and Cameron makes probably the most important point of all.

...