That bell marks the end of regulation.

NASIS Farmer, rigging the closing bell up the New York Stock Exchange.

Inspire MD doing the honors at the NASDAQ and markets split today following Friday's big gains.

The NASDAQ lower by, well, let's see, the NASDAQ or the Dow?

The NASDAQ lower by, what, 350 points, turning lower late in in the session the Dow down by 350 points

and while big cap tech gains the small cap Russell 2000 down nearly 1%

alphabet helping boost the NASDAQ today the Google parent stock hitting an all-time high

and we talked a lot about a market rotation here's a good example the. The three biggest winners in the S&P 500 so far in August, Paramount Skydance, Intel and United Health. But if you go back through years, all three of those stocks have dramatically underperformed the broader market. Well, that's the score caught on Wall Street, but winners stay late. Welcome to closing about overtime. I'm John Fort. Morgan Brennan is off today.

I mentioned Intel, the stock's recent run, driven in part by the government taking a 10% stake

in the company. Coming up, we'll discuss whether the administration could use this model for other

companies, and I'll get you ready for a big week in tech with Nvidia earnings just 48 hours away.

Let's start with a look at the push,

pull between growth and value. The recent tilt toward value shows signs of cooling after a strong move late last week. Let's bring in senior markets commentator Mike Santoli with a closer look

at what it could mean for the broader market. Mike? Yeah, John, and all this could mean is that Friday's move

in favor of value and in favor of small cap over large was just so extreme that we're just relieving

a little bit of that excess today. But there was a pronounced outperformance today by growth stocks.

About two-thirds of a percent over value is measured by the Russell 1000 indexes.

And it's just to me, one of the ways that this market is trying to, you know, even when it gets

out a little bit far ahead of itself, it tries to rotate around and gather its feet back under

it in order to make sure that it stays supported. We'll see if that is the case.

Kind of a noisy session after, you know, Friday was literally everything up, and the average

stock and smaller stocks and value stock's up even more.

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