Closing Bell

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market dynamics take center stage as Netflix reports stronger than expected earnings, signaling resilience in the tech sector. Insights into the entertainment landscape reveal strategic shifts, including potential moves into live sports. The conversation delves into the Trump-Powell relationship, impacting monetary policy. Health care sector movements are analyzed, along with a broader look at consumer behavior amidst economic uncertainties. Experts weigh in on market trends, highlighting both optimism and caution in the current financial climate.

Kristina Partsinevelos, a CNBC correspondent focusing on technology, and Eric Johnston, chief equity strategist at Cantor Fitzgerald, dive into the pressing issues shaking the markets. They explore the significant pullback in Nvidia, the implications of tariffs on various sectors, and the cautious investment strategies emerging amidst economic uncertainty. Eric shares his bearish outlook on equities, while Kristina highlights Alcoa's robust earnings amid tariff challenges. Together, they illuminate the evolving landscape of both technology and aluminum industries.

Join economics experts Steve Leisman, Chris Harvey, Robert Kaplan, and Lauren Goodwin as they navigate the turbulent waters of today's economy. They tackle the Federal Reserve's latest insights and their impact on market trends, including inflation and interest rate concerns. The group discusses the limitations of traditional investment strategies in a volatile world, highlighting innovative approaches like Hertz's electric vehicle initiatives. Get a front-row seat to their predictions on economic conditions and market movements!

The conversation kicks off with a deep dive into earnings season, featuring key reports from United Airlines and Interactive Brokers. Insights from the founder of Interactive Brokers reveal how retail trading has shifted after recent volatility. Discussion shifts to the impact of U.S.-China tensions on market stability and potential investment strategies. Optimism lingers amid cautious assessments of tariff effects, while Apple’s adaptive maneuvers reflect broader economic concerns. Key strategies for navigating uncertainty and positioning for upcoming earnings are also explored.

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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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!