Closing Bell

Stocks rallying for a second straight day as the market tries to rebound from a 4-week sell off. Allianz Chief Economic Advisor Mohamed El-Erian on whether this rally is for real and how the Fed will have to deal with economic uncertainty. Invesco’s Kristina Hooper says small cap outperformance today could be a sign that investors are betting on a Fed interest rate cut. Former Council of Economic Advisers Chairman Jason Furman weighs in on whether investors will get more clarity on the market once President Trump’s reciprocal tariffs are put in place on April 2. And real estate developer Michael Shvo on whether falling homebuilder sentiment and DOGE’s federal workforce cuts could be a double whammy for the housing and office space markets.

How believable is this bounce? Stocks jumping just after one of the quicker 10% corrections on record and just ahead of a big Fed meeting. So, what should investors do next? We discuss with Chris Hyzy from Merril & Bank of America Private Bank, Courtney Garcia from Payne Capital and JPMorgan’s Jordan Jackson. Plus, Evercore ISI’s Roger Altman tells us what President Trump’s tariffs and policy changes could mean for your money. And, 3Fourteen Capital’s Warren Pies breaks down why he sees some potential economic weakness ahead. 

Citi U.S. Equity Strategist Scott Chronert and Interactive Brokers Chief Strategist Steve Sosnick analyze the market’s latest moves. Former Bridgewater Chief Investment Strategist Rebecca Patterson weighs in on the Fed, gold’s surge, and currency markets. D.A. Davidson Managing Director Gil Luria breaks down Microsoft’s bullish call and what it signals ahead of Nvidia earnings. Mercer US Chief Investment Officer Olaolu Aganga shares insights on market volatility. Plus, our Kate Rooney on Y Combinator’s latest cohort and how AI is reshaping the startup landscape.

Should investors trust the bounce and how long can it last? We discuss with Hightower’s Stephanie Link, Trivariate’s Adam Parker and Shannon Saccocia from Neuberger Berman. Plus, star analyst Stacy Rasgon of Bernstein Research tells us what he will be watching from Nvidia’s AI developer conference next week. And, we drill down on some big moves in the software space today. 

Schwab Asset Management CEO Omar Aguilar and Richard Bernstein Advisors CEO Richard Bernstein break down the latest market moves. Stifel Chief Equity Strategist Barry Bannister shares his outlook on equities and his Street-low S&P 500 target. Pangea Policy Founder Terry Haines discusses the government shutdown threat and tariff implications. Rubrik CEO Bipul Sinha joins to talk earnings and cybersecurity trends. Plus, Daring Fireball Author John Gruber on Apple’s AI struggles and what it means for the tech giant’s future.

When will the selling stop? We discuss with Solus’ Dan Greenahus and Lori Calvasina from RBC Capital Markets. Plus, we hear from Malcolm Ethridge from Capital Area Planning Group after he bought one big name at the center of the recent market turmoil.  Meantime, we discuss if Apple is at a crossroads as that tech name gets hit with yet another bearish analyst call. Big Technology’s Alex Kantrowitz and CNBC’s tech reporter Steve Kovach both weigh in. And, top analyst Mark Mahaney tells us how he is navigating the volatility in the tech space. 

BD8 Capital Partners CEO Barbara Doran and Truist Wealth Co-CIO Keith Lerner break down the latest market moves. Adobe CEO Shantanu Narayen joins to discuss earnings and AI innovation. Intel names Lip-Bu Tan as its new CEO; industry analyst Patrick Moorhead breaks down what it means. Niles Investment Management Founder Dan Niles weighs in on market volatility and the tech sector. Box CEO Aaron Levie on AI developments and the future of enterprise software. Plus, Wellington Management Fixed Income Portfolio Manager Brij Khurana on market trends and fixed income opportunities. 

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.

White House aid Peter Navarro weighs in what’s next for trade policy and tariffs. Vital Knowledge Founder Adam Crisafulli and Calamos Investment Management Co-CIO Michael Grant break down volatile markets. IBM CEO Arvind Krishna joins exclusively to discuss AI innovation and enterprise demand. Yale School of Management Senior Associate Dean Jeffrey Sonnenfeld on CEO sentiment and the business impact of Trump’s policies. Plus, Moody’s Analytics Chief Economist Mark Zandi on recession odds, JOLTS data, and the CPI preview.

Hennion & Walsh Asset Management President & CIO Kevin Mahn and Morgan Stanley Wealth Management Executive Director Dan Skelly on the market sell-off and brutal beatdown in tech stocks. Delta Air Lines CEO Ed Bastian gives an update on demand and why domestic uncertainty is hurting consumers. Evercore ISI Senior Managing Director Julian Emanuel on how to trade stagflation worries. D.A. Davidson’s Gil Luria on Oracle earnings and what it means for the rest of the sector. Plus, ServiceNow CEO Bill McDermott on his company’s largest-ever acquisition and AI demand.