All right, Kel, thanks so much. Welcome to closing bell. I'm Scott Wapner, live from Post 9 here at the New York Stock Exchange.

This maker and break hour begins with, of course, the AI trade and whether this is still early days in the market's magnificent move or a later stage blowoff that investors should in fact worry about.

We'll ask our experts that question as we enter the final stretch. There is the scorecard with 60 to go in regulation

today. Did have some midday weakness. We do wait for some more news on the Iran war, some rough

consumer news today, probably a drag in its own right. You had the big decline for Shake Shack.

And then, of course, cautious commentary from McDonald's today, all ahead of the jobs report tomorrow, which is going to be, of course, front and center as well.

In tech news, Apple shares hitting a new high today, along with Alphabet.

That's been a near daily occurrence, it seems, for at least Alphabet.

But Apple roaring all the way back, too.

We'll have a report coming up on software snapback today,

led by a couple of big names on the move big time. Look at Datadog. Crowd strikes up. Z-scaler 2.

Again, more coming up there. It does take us to our talk of the tape, the AI runway. And now billionaire Paul Tudor Jones, told cnbc today about how much room is left

in this incredible run listen i kind of think claude code january this year would be the

equivalent of when uh microsoft came out in 81.

And then 95, we kind of look at when we finally allowed the Internet to be used for commercial purposes.

I think that was May of 95.

And then Windows 95 came a few months later.

Those were both the beginning of productivity miracles that lasted four to five and a

half years.

We're kind of, I'd say, 50 or 60 percent.

If I had to pick a period, we've got another year to derive.

Okay.

...