And welcome to closing bell. I'm Mike Santoli in for Scott Wopner.

This make-a-break hour begins with Wall Street shaking off a one-day setback

as stock stage abroad, a somewhat moderate rally, pretty orderly out there,

on earnings enthusiasm of retreat in Treasury yields and

plentiful belief that the economy is in a sort of sweet spot. Here's a look at the

scorecard with 60 minutes to go in regulation. S&P 500 grinding higher from some early losses up about half a

percent as we speak right now. You see mega cap losers from yesterday bounce that

would include NVIDIA in United Health. A more mixed picture at this point for the NASDAQ,

a lot of movement below the surface and some of those other big names

up about not quite a third of a percent.

The Russell 2000 has been whistling higher all day actually up about 1.6%. Bank stocks have been

strong. They're continuing to trade up on some pretty clean reassuring earnings reports.

Financials often move higher with small caps Morgan Stanley,

today's standout name in that regard.

The stock up 6%.

Invidia, rebounding, making another run at its all-time intraday high.

That was said in June and it's above 140 a share,

though the semis more broadly are mixed. We'll go deep on that group in just a bit,

but first our talk of the tape have markets fully sidestep, the seasonal pre-election

weakness we were promised. Has the tenacious rally made investors a bit too

optimistic by now or other bull market fundamentals just that good. Here to discuss all of it are Gabriella Santos

JP Morgan global market strategist and encore Crawford portfolio manager at

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