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

This maker breakout begins with rising stocks and right along with that rising expectations that earnings will deliver.

And this is the busiest week yet. We do have a couple of mega cap reports that are looming large.

And we'll ask our experts where this rally is going from here. But let's check the scorecard now with 60 to go in regulation.

We're nicely green today, as you can see. All the two S&P sectors are in the green, so that's obviously

helping today. Tech having a pretty good day, even with Nvidia, Microsoft, and meta in the red.

We're going to get Amazon and alphabet earnings later in the week,

so a lot to focus on as it relates to the AI trade and beyond.

And it does take us to our talk of the tape.

What February might hold for your money?

Let's ask our panel.

Solace alternative asset management's Dan Greenhouse,

CNBC contributor, requisite capitals,

Brin, Talkington, and Northwestern Mutuals.

Matt Stucky, good to have one and all with us. Dan, I'll turn to you first. So here we go,

new month. Sometimes February can be a little volatile, but not necessarily if you come into it

in an up trend like we are. How do you see things unfolding? You're always coming out of the seasonally strongest part of the year, which is the last two

months and January, and so there's some volatility that returned, so to speak, historically.

But I keep coming back to the themes that have been driving risk assets higher.

The Federal Reserve, obviously not tightening rates, probably reducing rates a little bit more this year,

the strong economy and profit backdrop, and the tariff story not getting worse, probably getting

better a la the India headline that we saw earlier today. So you still have those tailwinds in place.

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