All right, guys, thanks. Welcome to closing bell. I'm Scott Wapner, live from Post 9 here at the New York Stock Exchange. This maker breakout begins with the amazing tech trade. Yet another new high for the NASDAQ. There it is. Almost 1%. 21%. We'll call it that. Apple and Micron leading that charge. We'll have reports on both coming up. In the meantime, let's show you the scorecard here with 60 to go in regulation. We've been mixed throughout the day. The S&P, by the way, also hitting a new high of its own. Good for about one half of 1%. The chip names, other than Micron moving higher. Invidia, not so much today. But we'll watch all of that. Oil and yields are falling,

and that's been good for the market and good for small caps, especially. In fact, the Russell

Ripping again, now the best performing index year to date, up near 18%. It takes us to our talk of the

tape. Tech's continued takeoff. Let's zero in on two big stories there today. Apple's record run and Micron's

market cap momentum. And we'll begin there. And Christina, parts and nevoloz. Hi there.

Hi. Well, you mentioned the NASDAQ. It's been on a tear up about 27% since the March 30th low

making or marking its best 40 day stretch since mid 2020. And if you zoom in on the NASDAQ 100, it's knocking on all-time

highs as well to start this short and weak. A lot of that strength, of course, is tied to

easing geopolitical tensions, optimism. But more importantly, the AI trade is still very, very much

alive. And you can see that most clearly in semiconductors. Broadbase strength here.

Marvell, on semi, Texas Instruments, all AMD, all pushing towards or hitting 52-week highs today.

Memory leading the move. Micron getting a lift from retail demand not only in the new DRAM

ETF that just launched lots of moving in there, but also a huge price target from UBS, tripling to

$1,625 bucks.

They're pointing to more stable, long-term pricing, which is definitely a notable shift from

what's usually a very cyclical business.

And then Scott, you pointed out one name that's maybe not keeping up as much, though,

Invidia.

It's been lagging

the broader semi-group over the past week with that post-earnings sell the news dynamics, still

hanging over the stock.

Christina, thank you. Christina Parts and Neveless. Meantime, Apple on pace for its longest

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