Closing Bell

Eric Johnston of Cantor Fitzgerald asses the market outlook and explains why near term risks for stocks may rise over the next week or two even as he sees the pullback creating a buying opportunity.

Earnings drive the tape with results from Adobe, Lennar and Ulta Beauty. Brian Schwartz of Oppenheimer reacts to Adobe’s results and management change. Julie Biel of Kayne Anderson Rudnick discusses whether software remains a strong long term bet and why companies with proprietary data and regulatory advantages may prove harder for new disruptors to challenge.

Renewed strength in cybersecurity stocks and growing debate over whether global tensions could push digital conflict into a new phase with CSIS’s Lauryn Williams.

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Solus’ Dan Greenhaus and CIBC’s Chris Harvey tell us what the recent developments out of Iran and the big moves in oil could mean for the market in the days and weeks ahead. Plus, Wilfred Frost caught up with U.S. Treasury Secretary Scott Bessent on the strait of Hormuz, the war in Iran and much more. He brings us some of the highlights. And, Morgan Stanley’s Chris Toomey is one of the country’s top financial advisors tells us how he is advising his clients right now.

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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, Melissa Lee and Michael Santoli guide listeners through each trading session and bring to you some of the biggest names in business.

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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, Melissa Lee 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.

Our Pippa Stevens breaks down oil’s latest move before CSIS’s Clayton Seigel and Clearview Energy’s Kevin Book take a deeper look at supply dynamics, geopolitical risk and what could push crude higher or pull it back. Oracle earnings give investors the state of cloud demand and AI infrastructure spending; Patrick Walravens of Citizens JMP breaks down the numbers. Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, evaluates the broader market backdrop and explains how positioning may shift from here. Michael Froman, President of the Council on Foreign Relations, analyzes rising tensions with Iran and what they could mean for global markets.

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