Thanks, guys. Welcome to closing bell. I'm Scott Wobner live from Post 9 here at the New York Stock Exchange.

This maker breakout begins with what else. The AI trade, it has surged back over the past couple of days.

Now we'll ask our experts over this final stretch, whether it's a rebound to believe in. Let's take a look at the scorecard here with 60 to go.

In regulation, the Dow is above 50K, the equal weight S&P 500 hitting a record

high. You saw the NASDAQ at the top of the stack because tech is leading it there today.

Invidia, Microsoft, and Meta are all nicely higher yet again just after Friday's big burst,

beating up software stocks. They're catching a bid too. And we'll have a special report coming up and speak to star analyst Dan Ives, who just lifted two names on his coverage list today. It takes us to our talk of the tape. The tech takedown and now turn around. Let's bring in our panel, Solace alternative assets. Dan Greenhouse and I capital, Shanali Bassix. Great to have you both with us. Shanali, you take a look at what's happening in the market today. I mean, last week was so interesting. Really bust up of a bunch of stocks in tech and then Friday's big rebounds and follow through today. What do we make of it? One of the first things we did last week was take a look at what was in all the ETS that were selling off with everything you saw

in software. And we started to parse through the noise. And you can easily see that there would be

winners and losers. And by the way, there were a lot of crypto companies in there, too. And so you

take a look at it in its entirety. There are bargains out there in the software space. There

are real opportunities here. You wonder what M&A looks like on the other end of this sell-off.

And again, we don't think that it's going to be a clean trade.

It will be choppy.

You have to be selective.

But there will be winners through this.

The money continues to flow away from tech proportionally, right?

It's going more towards areas outside of tech

than it used to go in.

Deutsche Bank, sector funds excluding tech,

have seen a record 62 billion in inflows

in the first five weeks of the year.

That's more than they saw in all of 2025.

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