on the desk tonight -- steve grasso, karen finerman, bonawyn eison, and guy adami. the dow closing above 38,000 for the first day ever. it took 25 trading days iffer the plus chip index to jump 1,000 points. the s&p closing in on record territory for the second session in a row. and the nasdaq hitting its highest in over two years. the bullishness extending to popular consumer stocks, too. uber, chipotle, costco, marriott, and visa. the names standing out over the last year with massive gains. what kind of message is this run in consumer names sending us about slowdown worries? and i'll go to the worrier in chief on this desk, guy adami. >> that's me. >> this segment of the market is telling us something. >> telling them, people feel good about things, obviously they've seen headline inflation come down, they've seen interest rates come down. there hasn't been really a market event for the last five or six months, meaningful, at least. people feel good about things. unemployment rate is where it is. so, there's a reason to feel good. the flip side of that coin, and