Welcome to Closing Bell. I'm Scott Wobner live from Post 9 right here at the New York Stock Exchange.

This make-a-break hour begins with the tech run, whether it has more room to run, and if so, for how long?

We'll ask a top T-row fund manager that very question in just a moment.

Here's your scorecard with 60 minutes to go in regulation stocks mostly in the red for much of

the day.

Investors obviously watching that debt duel and another move higher in interest

rates today. Key yields now at their highest level since March. Big tech

also pulling back slightly even as Microsoft briefly hits another new high.

It leads us to our talk of the tape,

the Tech Tear, why it's not done.

That is the take today from our first guest.

Dom Rizzo, he's portfolio manager of the T-Rope Price Global Technology Fun.

It's good to see you.

Welcome.

Great to see you, Scott.

Thanks for having me.

Yeah, you bet.

Great time to have you.

Why do you think this room, this run has room to run?

Yeah well you know Scott if we look out into the back half of the year we have a couple things going for us.

We have improving fundamentals so revenue revenue acceleration, operating margin expansion, and free cash flow conversion improvement for most of the stocks in the global technology universe.

Moreover, when I look at the world, I see relatively reasonable valuations you know the global tech index is

...