Closing Bell

Adam Parker, Founder and CEO of TriVariate Research, lends his insights on market trends and investment strategies, while Leslie Picker, a CNBC reporter, updates listeners on crucial trade negotiations. They discuss the cautious optimism in the wake of stock fluctuations and the implications of U.S.-China trade relations on investor confidence. They also explore investment strategies tailored for volatility, emphasizing the growing potential of alternatives like private equity, and the dynamic shifts in portfolio diversification that can provide stability in uncertain times.

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. 

Markets experienced a remarkable rally, leading to one of the best weeks in over a year. Experts dive into how changes in trade policies and tariffs are influencing stocks, especially Apple’s potential for tariff exemptions. The discussion also covers developments in the banking sector amidst deregulation and the effects of a fluctuating dollar on bond yields. Insights into energy market dynamics and consumer sentiment further highlight the interconnectedness of current market trends. It's a rollercoaster week full of unexpected twists!

Tom Lee, managing partner at Fundstrat and CNBC contributor, joins Chris Harvey, a Wells Fargo analyst, and Kevin Gordon from Charles Schwab to delve into the current stock market dynamics. They discuss the pessimistic sentiment among investors amid recession worries and the effects of recent White House policies on inflation. The trio contrasts short-term tactics with a long-term perspective on market resilience. Additionally, they analyze significant movements in the tech sector, the challenges facing Tesla, and the importance of strategic investing amid economic uncertainty.

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.