on the desk tonight, tim seymour, bonawyn eison, steve grasso, and julie beal broader indices following today. the nasdaq and s&p 500 snapping six-day winning streaks. dow shedding over 100 points still, a good week for stocks. nasdaq, longest winning streak in four years. the s&p seeing its best week since march. the dow also seeing solid gains as a springtime market rally brought in beyond big tech the dow's big winners, intel, up 16%. its best week since 2009 nike, amgen, cisco, all in the green. is the market breath a good sign for investors? tim, do you think that lasts >> i think it is there are people arguing there's not a lot of breadth but we have had over the last eight or nine sessions, all participating. the financials struggled a bit more you see names like cisco, look at mega cap tech, and there are names that underperformed in that space cisco certainly one of them. it's interesting because now we look at the nasdaq up, i see, 30% from that svb bottom we're talking about an extraordinary month run we have had. it's also, when you think about this week, the ecb sounded mor

. >> julie beal, i was thinking of you. do you think this lasts? >> i think it's the same concept of mean reversion that we've been seeing where they have just been absolutely annihilate the last year. so i think you would expect if cyclicals are coming back in favor, people are going to be feeling more favorably towards small and midcaps. i think you need to be very, very choosey these businesses often have more leverage they are often more cyclically sensitive. the consumer is in great shape as we'll talk about later with dollar general. >> guy, do you think this baby ai bubble that we've witnessed, i don't know if you call it baby, it's pretty darn big and it led to a record flow -- record amount of in flows into the latest part of the week to bank of america, is that done? have we seen the peak of that? >> listen, i would hope it's going to cool off for a while. gives people sort of time to ascertain, cool off, make reasonable decisions goldie locks is one of those things you know it makes me wince i'm sure you can see it out of the corner of y

corporate leaders with you as we head to break, here is the portfolio manager and cnbc contributor julie bealeet, there was very little representation. you may know someone was gay privately, but it was not someone out or comfortable it did not leave a lot of room for anyone to feel safe to step out. that is a reason to create space and safety for the younger gay people there are just as many gay people now as there were back then there is way more room for them now. ♪ old school wisdom, with a passion for what's possible. that's what you get from the morgan stanley client experience. you get listening more than talking, and a personalized plan built on insights and innovative technology. you get grit, vision, and the creativity to guide you through a changing world. ♪ (swords clashing) -had enough? thro-no... arthritis.rld. here. aspercreme arthritis. full prescription-strength? reduces inflammation? thank the gods. don't thank them too soon. kick pain in the aspercreme. >>> welcome back live shots from around the world this morning london, hong kong and new york in just a moment right now is

july we will have fog. >> ok. onto sports director larry beale. >> good baseball here. reunited, we will see if it feels so good. up with some old friends north of the border. it is the battle of the brandon's. belt and crawford with the giants in toronto. we miss you. sports unfilled cybersecurity jobs in the u.s. the google cybersecurity certificate was made to fill that gap and help grow the workforce that's keeping us all safe. martial arts is my passion. i work out whenever i can. but with my moderate- to-severe eczema, it can be tough. my skin was so uncomfortable. the itching was so bad. now, i'm staying ahead of my eczema. there's a power inside all of us to live our passion. and dupixent works on the inside to help heal your skin from within. it helps block a key source of inflammation inside the body that can cause eczema. so adults can have long-lasting clearer skin and fast itch relief. serious allergic reactions can occur that can be severe. tell your doctor about new or worsening eye problems such as eye pain or vision changes including blurred vision, joint aches and pain, or a parasitic infection

july. we will be in the 90's, that will feel so much better. >> turning our attention to sports with larry beale giants, we will get to their highlights, the perfect game last night. that was one thing. a definitive highlight that sums up the a's season so far. >> i got it, i got it. mike love got it gone. sports is next. metastatic breast cancer are living longer with kisqali. so, long live family time. long live dreams. and long live you. kisqali is a pill proven to help women live longer when taken with an aromatase inhibitor. and kisqali helps preserve quality of life. so you're not just living, you're living well. kisqali can cause lung problems or an abnormal heartbeat which can lead to death. it can cause serious skin reactions, liver problems, and low white blood cell counts that may result in severe infections. avoid grapefruit during treatment. tell your doctor right away if you have new or worsening symptoms, including breathing problems, cough, chest pain, a change in your heartbeat, dizziness, yellowing of the skin or eyes, dark urine, tiredness, loss of appetite, abdomen pain, blee