Closing Bell

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Markets climb and investors turn their attention to the next major AI IPO: Cerebras. Eric Vishria of Benchmark and a Cerebras board member joins to discuss why the company’s debut matters for markets and what it could mean for the broader AI ecosystem. Keith Lerner of Truist explains what it means for the Dow to reclaim 50,000 and whether momentum can continue. Our Angelica Peebles reports on a key Alzheimer’s trial from Biogen and what it could mean for biotech and drug development. Our Eamon Javers reports from China on the latest developments surrounding President Trump’s meetings while Michael Froman of the Council on Foreign Relations analyzes what the U.S. may have gained and the implications for Taiwan and global trade.

What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed.  And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs.

BlackRock’s Jeff Rosenberg, explains why investors still can’t fully hedge rate risk and what it means for portfolios. Eamon Javers reports from China as President Trump meets with leaders while Eunice Yoon adds the Beijing perspective. Cisco headlines earnings. Amit Daryanani of Evercore reacts to the results and what they signal for enterprise tech and spending trends. Our Kristina Partsinevelos previews the Cerebras IPO and explains why it could be the biggest deal of the year in AI infrastructure. Drew Pettit, U.S. Equity Strategist at Citi, makes the case for sticking with high momentum names that still have earnings support. Our Brandon Gomez breaks down how higher gas prices are starting to hit consumer behavior including beer sales and broader spending patterns.

Two key questions swirl as the tech trade continues to run – bubble trouble or don’t fight the tape? Alger’s Ankur Crawford tells us what she thinks. Plus, top wealth advisor Sherry Paul from Morgan Stanley breaks down the key parts of the market beyond tech that she’s betting on right now. And, we drill down on two big stock stories of the day: Cerebras’ IPO and a mega move from Alibaba.

Olaolu Aganga, Head of Portfolio Construction at Citi Wealth, breaks down positioning and where investors should focus next, plus what she’s telling clients. Commodities take center stage with moves across copper, oil and agriculture shaping the broader trade. The show also explores emerging markets for power and energy infrastructure along with pressure in athleisure as Under Armour struggles. Mike heads to the dashboard to track wage growth and what it signals for the economy. Beeneet Kothari of Tekne Capital Management explains why Asian markets are hitting new highs and makes the case for Chinese tech as a key opportunity. Kate Rooney reports on Sam Altman’s testimony and ongoing scrutiny in the AI space. Angelica Peebles examines uncertainty around the FDA and what it means for healthcare and biotech.

Scott Wapner speaks to some of the biggest names on Wall Street live at the Sohn Conference in New York City. We bring you one-on-one interviews with famed short-seller Jim Chanos, Greenlight’s David Einhorn, Avenue Capital’s Mark Lasry and the great software investor Orlando Bravo of Thoma Bravo.

Markets wrestle with a powerful tech rally and potential skepticism around AI. Daniel Newman of Futurum Group argues the tech trade still has room to run while David Snyder of Journey 1 Advisors warns the AI bubble is set to burst. Our Meghan Cassella previews a key China-Xi meeting and highlights the CEOs planning to attend in Beijing. Then our Kristina Partsinevelos breaks down the upcoming Cerebras IPO and what it means for the next wave of AI infrastructure players. Chris Verrone of Strategas explains why the market continues to melt up but shows early signs of strain beneath the surface from a technical level.

Chip stocks extended their recent strength: Nvidia, Micron, Intel, Sandisk and more hit record highs. Tech also caught a bid. iCapital’s Sonali Basak breaks down the market action. Fairlead’s Katie Stockton on why she is calling for a breakout in Tesla. Apollo’s Torsten Slok breaks down the AI impact on the labor market – and what it means for inflation. Plus, what’s causing the recent rally in bitcoin with Pantera Capital’s Cosmo Jiang.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Markets power through a heavy earnings slate. Charles Kantor of Neuberger highlights a sharp pickup in earnings growth and explain what it means for valuations and market leadership. Big names report across sectors. Coinbase, Airbnb, CoreWeave, DraftKings, Expedia, Gilead and Lyft all deliver results that shape sentiment across crypto, travel, tech and biotech. DraftKings CEO Jason Robins reacts to earnings and discuss the outlook for sports betting and consumer demand. John Kolovos of Macro Risk Advisors breaks down the technical picture and explains what the charts are signaling as markets digest the latest moves.

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day.

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company’s outlook as the stock faces pressure this year.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

S&P 500, Nasdaq notch fresh records as stocks push higher after the price of oil fell and Treasury yields eased lower. RBC’s Lori Calvasina breaks down the market backdrop and where leadership is emerging. Semis take center stage with AMD earnings. Chris Rolland of Susquehanna gives instant reaction. Plus, a check in on a continued melt up across semiconductor names and what’s driving the surge. Bob Michele, Head of Global Fixed Income at JPMorgan, joins to answer a key question: are rising rates the next threat to this rally.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Markets push through a busy earnings slate as investors weigh strong results and rising expectations. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, explains why the bar for earnings beats remains high and what it means for stocks from here. Instant analysis and reaction to Palantir earnings with Gil Luria of D.A. Davidson. Dennis Geiger of UBS looks ahead to McDonald’s earnings and explains why he sees an attractive risk reward setup. Our Angelica Peebles reports on the next phase of the weight loss drug story as pills from Eli Lilly and Novo Nordisk begin to reshape the GLP-1 market and expand demand.

Goldman’s Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group’s Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas’ Chris Verrone weighs in on the interest rate landscape.

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue.  Mike Santoli is in Omaha, NE ahead of Berkshire’s annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what’s working in this market.

How much momentum is left in this market? Fundstrat’s Tom Lee tells us what he’s thinking. Plus, Morgan Stanley’s Erik Woodring breaks down his first take on Apple’s earnings. And, Ed Yardeni tells us if he thinks investors should buy in May.

A critical round of earnings led by Apple—we bring you the numbers and instant analysis with Maxim Group’s Tom Forte and Bernstein’s Mark Newman. Venu Krishna, Head of U.S. Equity Strategy at Barclays, assesses the market backdrop and what this earnings cycle means for stocks. Memory names report earnings too. Amit Daryanani of Evercore reacts to developments across the space and what they signal for demand tied to AI and data infrastructure. Atlassian CEO Mike Cannon-Brookes joins the show to discuss growth, enterprise demand and the evolving software landscape.

We discuss what’s at stake from Apple’s big report in Overtime with Alger’s Dan Chung, Big Technology’s Alex Kantrowitz and Wedbush’s Dan Ives. Plus, one of the nation’s top financial advisors – Chris Toomey of Morgan Stanley – tells us how he is advising his clients right now. And, we drill down on the massive move in Eli Lilly ahead of Amgen’s numbers.

Meta, Microsoft, Amazon and Alphabet all report quarterly earnings. The four companies represent more than 15% of the S&P 500. We bring you the numbers and instant analysis.

Fed Chair Jerome Powell held his last news conference as head of the Federal Reserve – leaving rates unchanged. DoubleLine’s Jeffery Gundlach breaks down his forecast for rates, gold, the economy and much more. And, it’s a big day for mega-cap earnings. We discuss what’s at stake with Requisite’s Bryn Talkington, Odyssey Capital’s Jason Snipe and Evercore’s Mark Mahaney.

A wave of major earnings drives the market narrative: Visa, Seagate, Starbucks, Booking Holdings, Robinhood and more. Matt Bryson of Wedbush reacts to Seagate’s strong quarter and what they signal for storage, AI demand and the broader tech cycle. Plus, the latest developments at OpenAI and what they could mean for competition across big tech and AI platforms. Steven Wieting, CIO and Chief Investment Strategist, assesses the broader market backdrop and how investors should position as earnings accelerate. Nick Setyan of Mizuho reacts to the Starbucks and outlines what it says about consumer demand and global growth.

New worries about OpenAI bringing up some new questions about the state of the tech trade. We discuss with Big Technology’s Alex Kantrowitz. Plus, Former St. Louis Fed President James Bullard tells us what he is expecting from Fed Chair Powell’s last Fed meeting. And, Goldman Sachs’ Sara Naison-Tarajano breaks down what could supercharge earnings growth this quarter.

Markets gear up for a wave of major earnings this week as trillions in market cap prepare to report. John Belton of Gabelli Funds previews the stakes for markets as earnings season ramps up. Anastasia Amoroso of Partners Group and Bob Elliott of Unlimited debate the outlook for markets, earnings, the Fed and policy risks. Healthcare moves into focus as Angelica Peebles reports on a potential new frontier in heart attack treatment while Goldman’s Asad Haider looks ahead to pharma earnings like Lilly and Merck and what investors should expect.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Our Steve Liesman reports the latest regarding the Powell probe while former Dallas Fed President Richard Fisher weighs in on what it means for the Fed and market confidence. Warren Pies of 3Fourteen Research lays out a bold call: upgrade equities, downgrade bonds and stay long oil. The episode also examines how geopolitical tensions are showing up in corporate earnings. Companies like Procter & Gamble warn of rising commodity costs and growing profit pressure tied to global instability. Adam Crisafulli of Vital Knowledge previews what he calls the most important week of earnings and explains what investors should watch. Intel takes focus as a stock of the week. Frank Lee of HSBC explains why he upgraded the name ahead of earnings—and its more than 20% jump higher. Our Angelica Peebles breaks down new GLP-1 prescription data and the growing valuation gap across healthcare as the weight loss drug market continues to evolve.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Intel takes center stage after the stock soared on earnings. Gil Luria of D.A. Davidson analyzes what they mean for the semiconductor landscape and AI competition. Cameron Dawson, CIO at NewEdge Wealth, and Steve Sosnick of Interactive Brokers debate the market outlook and how investors should position from here. Huntington Bank CEO Stephen Steinour discusses bank earnings and what they signal for lending and the economy. Rodney Comegys, CIO at Vanguard Capital Management, examines the IPO market and whether activity is picking up.

Tensions with Iran continuing to flare and earnings season is starting to kick into high gear. So, what’s at stake for the market’s record run? We discuss with Wealth at Neuberger’s Shannon Saccocia, iCapital Sonali Basak and BNY Wealth’s Alicia Levine. Plus, Wedbush’s Matt Bryson tells us what he is expecting from Intel’s results in Overtime. And, Ed Yardeni from Yardeni Research tells us the one beaten-down sector he sees as a buying opportunity.

Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments add further insight into enterprise tech, semis and AI-driven spending trends. Gargi Chaudhuri of BlackRock on the firm’s spring outlook and discusses where she sees opportunity across equities and portfolios.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest

Stephanie Aliaga of JPMorgan Asset Management joins on set to assess the market backdrop and where opportunities remain. Interactive Brokers Chairman Thomas Peterffy reacts to earnings and discusses trading trends and investor activity. United Airlines and Capital One reports add further insight into travel demand and consumer health. Henry McVey of KKR steps back to frame the big picture for markets and global investing. Plus, SpaceX’s analyst day as it prepares for a monster IPO. Chad Anderson of Space Capital explains what it reveals about the future of the space economy and investment opportunities.

What does the looming ceasefire deadline mean for the market? We discuss with Sofi’s Liz Thomas, Citi’s Kate Moore and Hightower’s Stephanie Link. Plus, Apple named a new CEO. We break down all the details and what it could mean for the stock with shareholder Bryn Talkington and best-selling author Leander Kahney. The IGV software ETF is on its 7th day of straight gains. Vista Equity Partners’ Ashley MacNeill tells us what her forecast for the space looks like. And, Former Dallas Fed President Richard Fisher weighs in on the confirmation hearing for Fed Chair Nominee Kevin Warsh.

Apple said Tim Cook will become executive chairman and John Ternus will be the new CEO starting September 1. We have the first and instant reaction with analysts Gil Luria and Patrick Moorhead along with Deepwater Asset Management’s Gene Munster.

Is the market taking a quick breather or is something bubbling beneath the surface? We discuss with Solus’ Dan Greenhaus, JPMorgan Private Bank’s Abby Yoder and Ayako Yoshioka from Wealth Enhancement Group. Plus, Federal Reserve Chair Nominee Kevin Warsh made some headlines this afternoon. The details – and what it could mean for the economy with Allianz’ Mohamed El-Erian. And, Alex Kantrowitz from Big Technology breaks down all things big tech – from Adobe’s summit to a new report on Marvell.

Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks and where the trade goes next. Priya Misra of JPMorgan Asset Management breaks down moves in yields and what they signal for investors. Will Power of Baird discusses what drove Microsoft’s best week in 10 years.

So, what is next for this record setting rally? We discuss with Partners Group’s Anastasia Amoroso. Plus, airline analysts are cutting their forecasts ahead of a busy week of earnings for the sector. We discuss with top analyst Savanthi Syth from Raymond James. And, Capital Wealth Planning’s Kevin Simpson breaks down his latest trades.

Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand trends and what they reveal about the broader economy. Darrell Cronk of Wells Fargo assesses whether earnings can push stocks even higher and what investors should watch next. Our Phil LeBeau reports on a potential jet fuel shortage and what it could mean for airlines and travel demand.

Our all-star panel of Hightower’s Stephanie Link, Sofi’s Liz Young and Trivariate’s Adam Parker tell us how they’re positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz’s Mohamed El-Erian weighs in. And we run through what to watch from Netflix’s numbers.

Record closes for the S&P 500 and Nasdaq as stocks come roaring back from the Iran war lows. Tim Hayes of Ned Davis Research assesses the broader market setup and where risk and reward stand from here. Kristina Partsinevelos and Mackenzie Sigalos break down the latest on Broadcom and Meta and focus on the AI trade from both the platform and chipmaker angles. Netflix takes center stage ahead of earnings. Our Julia Boorstin previews what to watch while Laura Martin of Needham lays out expectations and key drivers heading into the report. Nancy Davis of Quadratic Capital explains what current volatility signals about risk appetite and positioning. Nicholas Campanella of Barclays explores how AI demand is driving utilities and power infrastructure as data center needs surge.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest

Markets climb back to pre-war levels as tech regains leadership and investors lean back into risk. Tony Wang of T. Rowe Price highlights the return of the tech trade as semis and software push higher. Brent Schutte, CIO at Northwestern Mutual Wealth Management, explains what’s driving the broader rebound and whether it can continue. Our Steve Liesman dives into the latest on Kevin Warsh’s finances and reacts to new comments from Treasury Secretary Scott Bessent on rates and policy. Alastair Pinder, Head of EM and Global Equity Strategy at HSBC, assesses whether global markets can catch up to the U.S. rally. Guy Adami of “Fast Money” weighs in on whether now is the time to bet on banks as the sector tries to find footing.

What is the best way to be positioned right now? We discuss with one of the country’s top financial advisors – Richard Saperstein of Treasury Partners. Plus, Treasury Secretary Scott Bessent made some comments about the Fed’s next move. We get instant reaction from Former Federal Reserve Vice Chair Richard Clarida. And, Goldman Sachs’ Alexandra Wilson-Elizondo tells us if she thinks we’re on the cusp of an everything rally.

Our Seema Mody breaks down strength in Oracle and the broader software space. Julian Emanuel of Evercore ISI joins explains what the latest developments mean for markets and how investors should be thinking about positioning. Helima Croft of RBC Capital Markets explains whether the U.S. is more insulated than other regions and what the next move in crude could be. In financials Jason Goldberg of Barclays analyzes Goldman’s earnings and what it could signal for the broader banking sector. Benchmark’s Cody Acree weighs whether Intel’s recent run marks a real turnaround even amid ongoing geopolitical noise. Mizuho’s Jared Holz breaks down trends in pharma dealmaking.

Professor Jeremy Siegel from the Wharton School tells us where he thinks stocks are headed. Plus, star retail analyst Matt Boss maps out his playbook for the space. And, Alger’s Ankur Crawford tells us if she thinks tech’s recent comeback is durable.

Victoria Greene of G Squared Private Wealth and Meghan Shue of Wilmington Trust debate whether the bottom is in. Cyber threats move into focus: Eamon Javers reports on risks facing major banks while former White House CIO Theresa Payton explains how AI is changing the cybersecurity landscape. In tech Pat Walravens of JMP examines the ongoing software slump. Private credit concerns also surface. Mark Malek of Siebert Financial explains why the real risk may be psychological as redemption headlines could trigger further outflows even without immediate solvency issues. Ivy Zelman, executive vice president of research and securities at Zelman, breaks down key real estate trends and what they signal for housing and commercial property. Plus, a look ahead to bank earnings and cybersecurity risks with Gerard Cassidy of RBC and the next catalysts set to drive markets.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Markets try to refocus on fundamentals despite continued geopolitical uncertainty. Stephen Parker of JPMorgan Private Bank joins explains why markets could shift back to earnings and fundamentals if a ceasefire holds and oil prices stabilize. Gregory Daco, Chief Economist at EY-Parthenon, assesses the outlook for growth and what it means for the Federal Reserve. Stifel’s Brian Gardner on the latest updates from Washington and the evolving ceasefire narrative. In tech Kate Rooney breaks down Amazon CEO Andy Jassy’s latest letter and what it signals about AI spending and investment trends. Andrea Auerbach examines a wave of new IPOs and what it means for market liquidity and investor appetite. John Kolovos of Macro Risk Advisors walks through key technical levels shaping the market’s next move.

Morgan Stanley’s Mike Wilson maps out his forecast for stocks and his post-war market playbook. Plus, top analyst Mike Mayo tells us what he’s expecting from the banks this earnings season. And, there are also more places to watch The Masters than ever. CNBC’s Alex Sherman explains all the details.

Cantor Fitzgerald’s Eric Johnston and Capital Area Planning Group’s Malcolm Ethridge debate a key question: how real is this rally and can it hold. Jonathan Krinsky of BTIG walks through the technical picture and what the charts say about the rally. Our Kristina Partsinevelos examines rising competition out of China and whether it poses a real threat to Nvidia and the broader semiconductor trade. Sarah Bianchi of Evercore on historical parallels to the Iran ceasefire and lessons for investors. Eric Rosengren, former Boston Fed President, breaks down how the Fed should respond as the economy, inflation and geopolitical risks collide. Plus, a check on private credit downgrades and bank earnings with our Leslie Picker.

“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat’s Tom Lee and Goldman Sachs’ Meena Flynn. Plus, private credit stocks sat out today’s mega-rally. Sycamore Tree Capital’s Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market.

Stocks push higher in the final hour with the S&P 500 and Nasdaq ending the day higher on renewed ceasefire hopes. Adam Crisafulli of Vital Knowledge and Paul Christopher of Wells Fargo break down the outlook and explain why risks for the S&P 500 may still skew to the upside even as recent events create a ceiling. Robert Drbul of BTIG analyzes Levi’s results and what they signal about spending trends and demand. Commodities remain a key driver; Francisco Blanch of Bank of America discusses moves in oil and broader commodity markets and what they mean for inflation and global growth. In tech Dan Niles of Niles Investment Management tackles a key question: can semiconductors remain a safe haven as geopolitical tensions ripple across markets and is there enough spending to support the trade? Plus, Tom Fitzgerald of Cowen looks ahead to Delta earnings.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Former Bush 43 White House foreign advisor Dan Senor analyzes developments around Iran and a potential ceasefire. Barb Doran of BD8 Capital joins to assess market reaction and what it means for positioning. Michael Gapen of Morgan Stanley discusses how automation could reshape jobs and economic growth. Joe Amato of Neuberger Berman explains how to think about buying the dip and what signals matter most in volatile markets.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Richard Haass, former President of the Council on Foreign Relations, explains how the geopolitical landscape is shifting and what it means for markets and global stability. Max Kettner, Chief Multi-Asset Strategist at HSBC, breaks down the market impact and how investors should be positioned amid volatility. Paul Sankey of Sankey Research dives into the oil market gyrations. Former CEA member Jared Bernstein discusses where the economy stands and what comes next for growth, policy and the labor market. Richard Bernstein of Janus Henderson outlines what could drive markets in the week ahead as investors prepare for key jobs data.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Bob Diamond, CEO of Atlas Merchant Capital and former Barclays CEO, joins to assess market conditions, policy risk and where investors should be focusing now. The show also explores growing buzz around a potential SpaceX IPO and what a deal of that size could mean for markets and investor demand. Nike remains under pressure. Williams Trading analyst Sam Poser explains why he is sticking with a Buy rating even after lowering his price target and why the turnaround may take longer than expected. On the 50th anniversary of Apple’s founding, we look at the next stage of the company’s evolution. Sebastien Page, CIO of T. Rowe Price, outlines the broader investment landscape and how portfolios should be positioned. Christopher Verrone of Strategas walks through the technical setup and key levels investors should watch. Our Angelica Peebles reports on the FDA approval of Eli Lilly’s daily GLP-1 pill and what it could mean for the weight loss drug market and healthcare stocks. The episode closes with a look ahead at the next catalysts for markets.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Stocks jumped and oil fell on a report that the President of Iran reiterated openness to ending the war. We drill down on today’s massive move with Solus’ Dan Greenhaus, Requisite Capital’s Bryn Talkington and Capital Area’s Malcolm Ethridge. Plus, Apple got a big boost in today’s session. Star analyst Erik Woodring from Morgan Stanley breaks down that action – and his outlook for the smartphone landscape. And, Nike reports in Overtime. We run through all the key themes and metrics to watch from those numbers.

Charles Kantor of Neuberger Berman asses the market backdrop and where investors should focus next. Former Defense Secretary Mark Esper discusses implications from the turmoil Middle East as the conflict stretches into another week. Global consumers also come into focus as our Eunice Yoon reports on rising prices facing Chinese shoppers due to elevated energy costs. Stephanie Link of Hightower weighs in on three stocks that are oversold in the last month.  Nike takes center stage ahead of earnings: Barclays’ Adrienne Yih explains her recent upgrade and what she expects from the report Tuesday after the bell.

What is the best way to proceed in this unsettled and uncertain market? We discuss with Blackrock’s Rick Rieder. Plus, private credit just moved one step closer to landing in your 401K. Leslie Picker breaks down all the big money details. And, Fundstrat’s Tom Lee maps out his playbook for the second quarter.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

What should investors do at a time like this? We discuss with Solus’ Dan Greenhaus and JP Morgan Private Bank’s Abby Yoder. Plus, Former Dallas Fed President Richard Fisher tells us if he thinks a rate hike could be in the cards this year. And, Mike Santoli along with Truist’s Keith Lerner help us break down the final moments of an ugly trading day.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in busine

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Kristina Partsinevelos tracks the day’s biggest movers while Pippa Stevens examines new risks in the oil market including potential issues in California. Rick Santelli breaks down the rate picture and what higher yields mean for equities and the broader economy. Kate Moore, Chief Investment Officer at Citi Wealth, lays out the market backdrop and where investors should focus as uncertainty builds. In tech Gene Munster, Co-Founder of Deepwater Asset Management, breaks down the Mag 7 and highlights what to own and what to avoid as AI expectations evolve. Netflix draws attention as a top pick at Baird and expands into live sports with new baseball coverage, while luxury stocks come under pressure amid Middle East concerns. The episode also covers weakness in Pop Mart shares. Jonathan Krinsky of BTIG weighs whether investors should fade any near term rally looking at the technicals. Brian Harbour of Morgan Stanley examines how GLP-1 drugs are reshaping consumer behavior including impacts on food spending and gym activity.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Michael Kantrowitz of Piper Sandler and Marta Norton of Empower assess the broader market setup and how investors should position as volatility picks up. In tech Microsoft faces growing scrutiny after underperforming its megacap peers. Tal Liani of Bank of America explains why he is turning more constructive despite recent concerns around AI execution. Alan Ratner of Zelman breaks down the state of housing after earnings from KB Home. Dan Rasmussen of Verdad Advisers examines ongoing stress in credit markets and where risks may still be building. Our Mackenzie Sigalos previews the start of a closely watched trial between Anthropic and the U.S. government and what it could mean for AI and regulation. The show also explores fresh developments in OpenAI and private markets before closing with final thoughts on what to watch next.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Sullivan interviews Venture Global CEO Michael Sabel on the future of LNG and global energy supply.Scott Chronert of Citi assesses the broader market outlook and what investors should watch next. Zscaler CEO Jay Chaudhry discusses cybersecurity, geopolitical risk and the recent software selloff from the RSA Conference.

Stocks jumped after President Trump said talks have happened with Iran. We break down all of those details and latest developments out of Washington. Fundstrat’s Tom Lee and CIBC Capital Markets’ Chris Harvey tell us how they are navigating these geopolitical uncertainties. Plus, Ashley MacNeill from Vista Equity Partners tells us if she thinks software has been oversold. And, our Closing Bell Headliner – Jeffery Gundlach from DoubleLine Capital. He gives his first take on the Fed decision, the recent market volatility and more.

Sam Stovall of CFRA and Jim Paulsen of Paulsen Perspectives assess the market outlook and debate whether recent weakness creates opportunity or reinforces the case for caution. Warren Pies of 3Fourteen Research walks through oil charts and what they signal for the next move in energy—and broader markets. Kei Okamura of Neuberger Berman outlines the outlook for Japan and where investors may find opportunity internationally. John Kolovos of Macro Risk Advisors examines the technical picture and explains why charts continue to support a cautious stance. Howard Silverblatt, formerly of S&P Dow Jones Indices breaks down changes in index dynamics and what developments involving SpaceX and OpenAI could mean for market structure. The episode also explores a new wave of ETFs designed to mimic strategies used by well known traders with Adam Patti, CEO of VistaShares.

Stocks started dropping following a CBS report that the Trump Administration is making heavy preparations for potential use of ground troops in Iran. We bring you the details – and what it means for the energy market. Plus, our all-star panel of Partners Group Anastasia Amoroso, BNY’s Alicia Levine and NewEdge Wealth’s Cameron Dawson tell us how they’re navigating this uncertain market. Plus, the Nasdaq briefly fell into correction territory. We run through the names weighing on that index the most.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Solus’ Dan Greenhaus and Morgan Stanley’s Sherry Paul tell us what they think the road ahead for markets could be … and react to today’s late-day bounce following some headlines from Isreal’s Netanyahu. Plus, Alger’s Ankur Crawford tells us where she’s finding opportunities in the tech space right now. And, we track the meltdown in metals – as gold hits its lowest level since 1983.

Stocks sell off following Jay Powell’s presser. Former Federal Reserve Vice Chairman Alan Blinder explains what the Fed’s latest messaging signals for policy and the path ahead. Micron earnings with instant reaction from CFRA’s Angelo Zino. Venu Krishna, Head of U.S. Equity Strategy at Barclays, talks the broader market outlook following the Fed’s rates decision and the ongoing war with Iran. Craig Siegenthaler of Bank of America makes the case for private credit as a buying opportunity and explains where he sees value in the current environment.

The major averages fell during the final hour of trade – following the Fed decision and Chair Powell’s news conference. The Wharton School’s Jeremy Siegel, CMBC Americas’ Joe Lavorgna and Robinhood’s Stephanie Guild tell us what they think is next for the fed – and the market. Plus, we dig into how rates are impacting refinance demand. And, we run through what to watch from Micron’s report in Overtime.

Paul Hickey of Bespoke joins on set to assess market momentum and where investors should be positioned. Lululemon headlines earnings with immediate reaction from Janine Stichter of BTIG. Beeneet Kothari of Tekne Capital argues that the next generation of tech winners may emerge outside the U.S. and explains where he is finding opportunity globally. Tim Hayes of Ned Davis Research makes the case for dialing back equity exposure and increasing allocations to bonds and cash as risks build. Finally Phil LeBeau reports on renewed optimism in the airline sector and what it signals about travel demand. The episode closes with a look ahead at the next catalysts investors are watching.

We’re less than 24 hours away from the next Fed decision. So how should you be positioned heading into tomorrow? We discuss with Lori Kalvasina from RBC Capital Markets, iCapital’s Sonali Basak and Schwab’s Kevin Gordon. Plus, the second day of Nvidia’s GTC conference is underway. CEO Jensen Huang making headlines at a press Q&A – we bring you all the highlights. And, Capital Wealth Planning’s Kevin Simpson reveals his latest trades.

Dan Skelly of Morgan Stanley Wealth Management joins on set to assess the market setup and what investors should watch next. In tech Nvidia takes center stage as CEO Jensen Huang delivers a major keynote. Patrick Moorhead of Moor Insights and Dylan Patel of SemiAnalysis analyze the announcements and discuss what they mean for AI infrastructure, memory demand and the semiconductor ecosystem. Mark Mahaney of Evercore explains why there investors are looking for signals for spending discipline across big tech. Finally Steve Liesman breaks down a key question in Washington: whether the Federal Reserve Board could vote Jerome Powell back into the chair role if Kevin Warsh is not confirmed in time.

Invesco’s Brian Levitt and Bartlett’s Holly Mazzocca tell us how they’re navigating the uncertainty surrounding Iran and oil. Plus, Nvidia’s GTC is officially underway – with CEO Jensen Huang – giving his keynote address. We break down all the highlights – and how it impacted the stock. And, Former Dallas Fed President Richard Fisher tells us what he is expecting from the Fed decision – and what’s at stake for Chair Powell.

Markets grapple with fresh pressure from Washington and rising geopolitical risk. We discuss the latest around the Powell lawsuit with former Dallas Fed President Richard Fisher. After stocks hit new yearly lows investors debate whether a bottom may be forming: Steve Sosnick of Interactive Brokers and Sonali Basak of iCapital assess market sentiment, positioning and the path forward. Former Defense Secretary Leon Panetta discusses how and when the current conflict could end and what tensions around the Strait of Hormuz could mean for global stability and energy markets. Chad Zamarin, CEO of Williams, discusses natural gas disruptions and what they could mean for supply and infrastructure.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity. Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe’s results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge. Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS’s Lauryn Williams.

Solus’ Dan Greenhaus and CIBC’s Chris Harvey tell us what the recent developments out of Iran and the big moves in oil could mean for the market in the days and weeks ahead. Plus, Wilfred Frost caught up with U.S. Treasury Secretary Scott Bessent on the strait of Hormuz, the war in Iran and much more. He brings us some of the highlights. And, Morgan Stanley’s Chris Toomey is one of the country’s top financial advisors tells us how he is advising his clients right now.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

From the open to the close, “Closing Bell” and “Closing Bell: Overtime” have you covered. From what’s driving market moves to how investors are reacting, Scott Wapner, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

Our Pippa Stevens breaks down oil’s latest move before CSIS’s Clayton Seigel and Clearview Energy’s Kevin Book take a deeper look at supply dynamics, geopolitical risk and what could push crude higher or pull it back. Oracle earnings give investors the state of cloud demand and AI infrastructure spending; Patrick Walravens of Citizens JMP breaks down the numbers. Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, evaluates the broader market backdrop and explains how positioning may shift from here. Michael Froman, President of the Council on Foreign Relations, analyzes rising tensions with Iran and what they could mean for global markets.

Can you trust this rebound? We discuss with Trivariate’s Adam Parker and Invesco’s Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat’s Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money.

Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector.

President Trump told CBS that the Iran War is “very complete, pretty much.” That headline sent stocks higher – after a mostly down day. Plus, oil reversed course – falling as much as 7% during the final hour of trade. We discuss all these big moves with our expert guests, reporters and market correspondents.

Markets react to fast moving developments in Washington and across asset classes: Adam Crisafulli of Vital Knowledge and Kevin Gordon of Charles Schwab assess the broader market backdrop and debate how investors should position amid policy uncertainty and macro crosscurrents. More tremors in private credit with Mark Pinto of Moody’s Ratings. Jim Paulsen outlines what the Federal Reserve’s next steps could be as geopolitical volatility and higher energy prices complicate the equation. Jackson Ader of KeyBanc analyzes bellwether Oracle ahead of its earnings next week. Our Sharon Epperson reports on rising 401(k) withdrawals and what increasing retirement stress may signal about the health of the consumer and the broader economy.

Yardeni Research’s Ed Yardeni, Humilis Investment’s Brian Belski and NewEdge Wealth’s Cameron Dawson tell us what they’re forecasting for the market as we end a rough week. Plus, star analyst Matt Boss tells us his top picks in the retail space. And, Professor Jeremy Siegel of the Wharton School tells us why he is very cautious on the market right now.