Well, for more on the market now, let's bring in Capital Area Planning Group managing partner and CNBC contributor Malcolm Ethridge. Malcolm, happy Friday. Well, let's step back. The S&P again hasn't closed at highs like this every day since November 2021, which is just before the index peaked and took years to recover. Are these highs combined with the memeish mood, a good sign or a bad one? Well, I think it's probably a good sign that the memeish mood hasn't gotten as out of control as 2021. Right. If you ...

For more, let's bring in Lisanne Saunders. She's the chief investment strategist at Charles Schwab. You know, things are changing, Lisanne, when you start to see the new monikers uh to try to group, you know, group things together for the new Nothing seems to be getting in front of this AI trade, though.Yeah. No, but but I think there's there's more discernment in terms of what does well. And you're right, the moniker do change now.I've been hearing more of the MAG 3 earlier this year instead of the MAG 7. ...

Joining us now for more on the market, Sati, the DCLA managing partner. He's also a CNBC contributor. Sarat, great to see you.Um, we're practically at record highs. Yeah. Are you finding value or are you paying up.I think if you separate the market from the AI trade, I think you can definitely find opportunity and I would say a value of areas that have not performed, whether it's because there's an administration overhang or fundamentals really haven't caught up yet. So, I do think you can deploy capital. I ...

Let's bring in Bernstein senior analyst Stacy Rasc. Stacy um you know when it comes to really I guess the marquee names the the sort of acknowledged leaders in uh the AI story Nvidia Broadcom it feels as if not much has changed over the last several months except for investors perception of how much risk there is to that story. That's exactly it.you you go back five or 6 months beginning of the year, especially around, you know, the deepseek moment. Um, people thought the AI trade was over, right. They thou ...

All right. Well, city's head of equity trading strategy recommends going long. High quality stocks right now.Stuart Kaiser is behind the call. Stuart, great to have you with us. Nice to see you.Good to be here. Um, we're talking about tech all-time highs once again, as if last week never happened. As if a trade war never happened.As if a conflict between Israel and Iran isn't happening right now. What do you make of this market move. I mean, I think the recovery today is is just reassurance to the market th ...

Steve, thank you very much for joining us this morning. I I went to John Kilduff just this past uh couple of minutes and asked about what would happen hypothetically if the US got more involved and what's happening between Israel and Iran. I wonder what your take is on the market reaction to the US hypothetically becoming more involved in the conflict.Well, good morning, Dom. And uh you know that is certainly a concern. I I would say that um right now we seem to be on the sidelines.I I think I think the mar ...