Closing Bell: Where to Invest at Highs 2/11/26
Closing Bell
CNBC
4.4 • 139 Ratings
🗓️ 11 February 2026
⏱️ 43 minutes
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| 0:00.0 | All righty, Brian, thanks so much. Welcome to closing bell. I'm Scott Wobner, live from Post 9 here at the New York Stock Exchange. This maker breakout begins with stocks in a bit of a holding pattern, even as today's surprising jobs report confirms the economy's chugging along just fine, isn't it? We'll ask our experts over this final stretch where this rally now goes from here, including Fund Strats, Tom Lee. He'll join me momentarily. |
| 0:22.0 | We look forward to that. Here's the scorecard with 60 to go in regulation today, but muted, |
| 0:26.0 | as I said, for the majors. That tells the story, right? We are virtually flat, Dow and the S&P and |
| 0:32.0 | the NASDAQ. It is the Russell, though, that tick up in rates today, putting some pressure on the |
| 0:37.0 | small caps. Financials, discretionary, comm services, they are weaker, meta, though, that tick up in rates today, putting some pressure on the small caps. |
| 0:38.0 | Financials, discretionary, comm services, they are weaker, meta, Microsoft, and Amazon, Alphabet |
| 0:42.9 | 2, they're lower across the board. |
| 0:45.2 | So we're watching all of that, but Invidia and Apple, Steve Kovac was just showing you |
| 0:49.4 | Apple coming off its best levels on that report of that delay in Siri. |
| 0:54.7 | How about Micron? |
| 0:56.0 | How about Micron? |
| 0:57.3 | That stock just continues to surge up another 10% today. |
| 1:01.5 | Robin Hood? |
| 1:02.2 | Not so much. |
| 1:03.1 | It's down. |
| 1:03.8 | Almost the same amount, 10% after its earnings and a continued decline in the price of Bitcoin. |
| 1:09.9 | There is a correlation there. We'll follow |
| 1:11.5 | it. It takes us to our talk of the tape. We're best to invest with parts of the market at record |
| 1:15.3 | highs and others struggling. Let's ask Tom Lee. He is Fund Stratt's managing partner and head |
| 1:21.4 | of research. Welcome back. Great to see you, Scott. So what do you make of the price action |
| 1:26.9 | today? This was a undoubtedly better than expected jobs report. |
| 1:31.5 | Yields ticked up, maybe expectations of cuts by the Fed ticked down. |
... |
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