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, 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 podcast dives into whether the stock market's recent rally signals a true recovery or merely a brief bear-market bounce. Experts weigh in on tech giants like Alphabet and Tesla, discussing their performance amidst economic uncertainties. Insights on Apple's shift of iPhone production to India reflect broader geopolitical strategies, while the implications of trade tariffs on semiconductor companies are explored. Additionally, a unique contrarian investment approach encourages listeners to find opportunity in market declines.

April has been one of the stock market’s most tumultuous months ever. While defense and aerospace haven’t been entirely immune—as government spending on initiatives like space security rises, those boasting government contracts have proven to be safe havens for investors. Andrew Chanin, the co-founder & CEO of ProcureAM, is one of the minds behind the first-ever ETF fully dedicated to space stocks. He joins Morgan Brennan to discuss the investing landscape, the space economy, and where he sees opportunity in the volatility.

Key tech players like Alphabet, Intel, and T-Mobile report impressive earnings, driving market optimism. T-Mobile's CEO shares strategies behind their growth in customer accounts. Insightful analysis from industry experts highlights Alphabet's resilience amid competitive advertising challenges. Intel faces tough market conditions while navigating a leadership transition. Discussions also touch on the impact of AI and tariffs on companies, blending vital market insights with a celebratory atmosphere.

Robert Smith, founder and CEO of Vista Equity Partners, dives into the future of investment with a focus on AI and market volatility. He discusses the ever-evolving landscape shaped by the AI arms race and current trade tensions between major nations. The conversation shifts to how enterprise software is transforming sectors, especially post-COVID, while emphasizing the importance of diversity in business growth. Listeners gain insights into navigating uncertainty in the tech stock market and the critical role of adaptability in investment strategies.

Brooke May, Managing Director at Evans May Wealth, shares her insights on the recent wave of earnings reports from tech giants like IBM and chip makers like Texas Instruments. She discusses significant market reactions and highlights the resilient strategies companies are using amid tariff uncertainties. The conversation dives into the impacts of generative AI on workflows at ServiceNow and contrasting performances among key players. Former Fed President Esther George’s take on the Beige Book and economic signals adds depth to the financial analysis.

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, shares insights on market trends and investment strategies amid trade tensions. Eamon Javers, reporting from the White House, updates listeners on U.S.-China trade negotiations. Dan Greenhouse, Chief Investment Officer at Solus Alternative Asset Management, discusses the complexities of market dynamics and sector performance. They explore the resilience of tech stocks, the implications of stagflation, and the challenges facing small-cap investments, highlighting the transformative role of AI.

Carson Group’s Ryan Detrick and Payne Capital’s Courtney Garcia break down today’s huge rally, with the major averages regaining all of Monday’s big losses. A packed slate of earnings led by Tesla. Wedbush’s Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker’s numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings. 

Strategas’ Chris Verrone tells us how he is navigating today’s jump. Plus, Tesla shareholders Gene Munster and Bryn Talkington weigh in on that name ahead of its earnings report. And, Treasury Partners’ Richard Saperstein tells us where he is seeing pockets of opportunity right now. 

Stocks closed well off worst levels, but the rout in April continues. A deepening market selloff takes center stage with Anastasia Amoroso of iCapital and Sameer Samana of Wells Fargo breaking down pressure points across sectors. Our Deirdre Bosa reports on the unraveling of AI optimism. Morgan Stanley’s Seth Carpenter weighs in on Trump vs. Powell tensions and macro dynamics, while Citi’s Scott Chronert discusses the implications of today’s sharp drop—and the situation he says you should be buying right now. Technical analysis from Katie Stockton provides levels to watch, and Steve Kovach covers Apple’s decline on renewed China and tariff concerns. Earnings from Zions Bancorp and Western Alliance with Baird’s David George.