setting today's agenda jeff solomon, his warning on the remaining risk in the banking system. >>> the call everyone is talking about the street needham's laura martin on why it makes sense for apple to buy disney. >>> later an exclusive interview with chewy's. >>> meanwhile, s&p and the dow at highest levels since early march. we continue to lookfor signs o cracking, but holding 4050 on the s&p. the nasdaq at 12,000 and change. that's pretty much an interday high going back to mid-february with the vix not quite the teenager it was earlier. >> we'll start with that, change in sentiment and improving sentiment. according to jpmorgan. a trading note today after yesterday's pricing action, it's beginning to feel the risk/reward of a tactical bounce higher is increasing they say it's not a reason to be bullish but it remains light with room to chase let's bring in cnbc senior markets commentator, mike santoli here on the floor, positioning his light. >> we're up 5% after the shakeup after the silicon valley bank shakeup. what's driving it, semiconductor gives people a little comfort it's

setting today's agenda jeff solomon, his warning on the remaining risk in the banking system. >>> the about the street needham's laura martin on why it makes sense for apple to buy disney. >>> later an exclusive interview with

joining us for an exclusive interview, jeffrey solomon, president of td cowen. congratulations. sonali: jeffjoining us. after this deal has closed it is an interesting environment. i'm wondering, now that you are part of another large bank, what are the expansion plans for your part of the firm? jeff: well, it is legal day two. i like to remind everybody it is a marathon, not a sprint. first and foremost, it is business as usual. businesses are like jigsaw puzzles. they fit neatly together. not a lot of business overlap, but a lot of opportunity to cross-sell, and cross-pollinate. first things first, do no harm. make sure that the businesses as they exist continue to do the great things they have been doing. then look for pockets of opportunity where we can work together to maybe solve problems that either of us could solve on our own for clients. look at markets neither of us could go after on our own that maybe we can go after together. we will be making some decisions as we head into the end of 2023, our fiscal 2023 now is october. kriti: -- sonali: given it is such a volatile market, how