Closing Bell

Kevin Mahn of Hennion & Walsh and our Bob Pisani break down the late-afternoon selling after Fed Chair Jay Powell’s speech in Chicago. Earnings reports from CSX, Kinder Morgan, SL Green, and Alcoa are on the radar, while Kristina Partsinevelos tracks the sharp pullback in Nvidia and the broader chip sector. Joyce Chang of J.P. Morgan joins to discuss the Fed, tariffs, and macro policy implications from the global market perspective. Eric Johnston of Cantor Fitzgerald shares his outlook on equity strategy, followed by Alcoa CEO William Oplinger with insights on the company’s quarter and the tariffs impact. Paul Ciana of Bank of America offers a technical read on markets, and Laura Martin of Needham previews Netflix ahead of its 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.

Adam Crisafulli of Vital Knowledge and Jeffrey Kleintop of Charles Schwab break down the market action today as investors brace for a key week of earnings and macro headlines. Results from United Airlines, Interactive Brokers, and JB Hunt are in focus. Interactive Brokers Founder and Chairman Thomas Peterffy joins to discuss his company’s quarter and how retail clients are positioned after the last two weeks of high volatility. Mohamed El-Erian of Allianz offers perspective on the market backdrop and policy landscape. Later, Julian Emanuel of Evercore ISI outlines stock positioning into earnings, while Charles Dallara weighs in on the evolving tariff outlook. The show wraps with Conor Cunningham of Melius Research breaking down United's performance and outlook.

Trivariate’s Adam Parker, American Century Investments’ Mike Rode and JP Morgan Asset Management’s Jordan Jackson weigh in on today’s market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments.

Brenda Vingiello of Sand Hill Global Advisors and Jose Rasco of HSBC break down the market action as investors weigh the impact of ongoing tariff developments. Our Megan Cassella reports on the latest from the White House on tariffs. Gil Luria of D.A. Davidson shares perspective on how tech names like Apple and Nvidia could be affected by trade tensions. Monica Guerra of Morgan Stanley Wealth Management joins to discuss how she is advising clients amid the policy uncertainty and its implications for portfolios. Craig Johnson of Piper Sandler breaks down the market’s technical setup. Former Richmond Fed President Jeffrey Lacker talks Fed policy and recession risks. The FTC’s antitrust case against Meta kicks off today, with reporting from Eamon Javers and reaction from Bradley Tusk of Tusk Ventures.

Is the bulk of the market damage behind us amid all of the tariff twists and turns? We discuss with Solus’ Dan Greenhaus, Robinhood’s Stephanie Guild and Invesco’s Brian Levitt. Plus, top chip analyst Stacy Rasgon from Bernstein tells us which semi stocks could benefit the most from President Trump’s new tariff exceptions. And, JPMorgan’s Matt Boss tells us which names he’s betting on in the retail space right now.

The major averages posted their best weeks in over a year, despite some major down days, after Wednesday’s historic rally. Bob Elliott of Unlimited and Charlie Bobrinskoy of Ariel Investments discuss the day’s equity action and investor positioning. Our Leslie Picker reports on developments in the banking sector. Krishna Guha of Evercore ISI joins to break down the Fed outlook, recession odds, and how tariffs and recent data are factoring into macro policy expectations. Angelo Zino of CFRA shares his view on Apple—and why he just raised his odds that the company gets a tariffs exemption. Bill Perkins of Skylar Capital weighs in on the latest moves in the energy complex. Our Diana Olick explains how China’s involvement in U.S. mortgage-backed securities could ripple through housing 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, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

As Amazon looks to launch its first Kuiper satellite mission, space infrastructure’s role in enhancing global connectivity is coming to fruition. Skylo, a company that links cell phones to communication satellites, is also making moves—recently collaborated with Charter and Comcast to provide satellite connectivity for emergency messaging services. CEO Parth Trivedi joins Morgan Brennan to discuss the expanding space-based communications market, competition with companies like Starlink and AST SpaceMobile, and the company’s outlook.

Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa Stevens breaks down the sharp decline in oil prices. Ralph Schlosstein, Evercore Chairman Emeritus and BlackRock Co-Founder, shares his market outlook during the ongoing market volatility. Rebecca Patterson, former Bridgewater Chief Investment Strategist, joins to offer her view on the macro, as well as gold and the dollar. FIS CEO Stephanie Ferris, in her first broadcast interview, on how the pipes of the financial system are handling the current trading volume 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 names in business.

Stocks record one of the best sessions on record after President Trump announced a 90-day tariffs pause on some countries. Our Eamon Javers gives the latest developments out of the White House and Trump’s policy stance. Dan Niles of Niles Investment Management talks the market surge and where tech fits in. More market reaction with Fundstrat’s Tom Lee and Calamos Investments CEO John Koudounison if you can trust the rally. Our Steve Kovach on Apple’s best day since 1998 and what keeping tariffs on China means for production. Barbara Doran of BD8 Capital Partners and Drew Pettit of Citi Research joined for a market panel, plus insight from former Kansas City Fed President Thomas Hoenig on how the central bank should navigate current volatility. Atlassian CEO Mike Cannon-Brookes wrapped up the show with a conversation on managing risk in a turbulent environment.

What does this President Trump’s big tariff shift mean for your money? We discuss with Altimeter’s Brad Gerstner. Plus, PIMCO’s Richard Clarida tells us what this move might mean for the fed. And, Mohamed El-Erian from Allianz tells us how he is navigating the tariff uncertainty.

Stephanie Link of Hightower and Paul Hickey of Bespoke Investment Group kicked off the show with a look at where things stand and what to watch ahead. Jason Furman, former Chair of the Council of Economic Advisers, discussed the economic impact of new tariffs, Fed policy, and recession risks. Craig Moffett of MoffettNathanson weighed in on Apple’s outlook given its major exposure to new tariffs. Janus Henderson CEO Ali Dibadj shared his playbook for navigating rising volatility, and Eunice Yoon reported from Beijing on what’s next from China.

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.

The Nasdaq swung nearly 10% today while the Dow’s range was over 2500 points. Dan Niles weighed in on the tech downturn and whether the pain is over. Relate Advisory’s Dana Telsey broke down earnings from Levi’s and the broader retail landscape. MP Materials CEO James Litinsky discussed China’s export controls and their impact on critical minerals. Plus, insights from 3Fourteen’s Warren Pies and Interactive Brokers’ Steve Sosnick on the broader market picture.

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.

The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the energy sector’s role in the drop, while Kristina Partsinevelos covers the hit to tech. Paul McCulley, Former PIMCO Chief Economist, discusses the impact of tariffs, jobs data, and Fed policy in the wake of the selloff. Microsoft AI CEO Mustafa Suleyman weighs in on how AI sentiment is being tested in the downturn. Richard Haass, President Emeritus of the Council on Foreign Relations, addresses geopolitical risks amid the volatility. And Jim Paulsen of Paulsen Perspectives closes the show with his outlook on whether the worst is over.

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.

A global rout in stocks after President Trump’s tariffs announcement. We have you covered from every angle, including tech’s sell off with Wedbush’s Dan Ives and positioning from here with Morgan Stanley Wealth Management CIO Lisa Shalett . Plus, White House advisor Peter Navarro on the math behind the rates for different countries.