♪(artist: maria callas)♪ ♪(orchestra del teatro alla scala, milano)♪ ♪♪ hey, i'm at gate 6 wearing aou up in 2 minutes. ♪("everybody get down")♪ ♪♪ ♪♪ >>> welcome back to "the exchange." a look at markets right now, up but only slightly, just a handful of basis points for the dow and s&p, down for the nasdaq a handful of points. the russell is the leader today. the small-cap indecision up about half of 1% we are on track for the best first quarter in five years for the s&p 500. it's the outperformer, narrowly beating the nasdaq, as you can see for the quarter as a whole the s&p 500 up 10%, nasdaq up 9%, the dow and the russell lagging a little bit, up about 5% or so but it's been a very nice, strong first quarter for u.s. markets. >>> still to come, there's one group of stocks that my next guest says stand to gain big from ai, but they may not be on your radar just yet. he'll make his case. that's up next meet ron. ron eats, sleeps and breathes hoops. and there's not a no look pass, double double, or buzzer beater he won't wax poetic on. ad nauseam. but oh how he can nail a software