Closing Bell

Victoria Greene of G Squared Private Wealth and Meghan Shue of Wilmington Trust debate whether the bottom is in. Cyber threats move into focus: Eamon Javers reports on risks facing major banks while former White House CIO Theresa Payton explains how AI is changing the cybersecurity landscape. In tech Pat Walravens of JMP examines the ongoing software slump. Private credit concerns also surface. Mark Malek of Siebert Financial explains why the real risk may be psychological as redemption headlines could trigger further outflows even without immediate solvency issues. Ivy Zelman, executive vice president of research and securities at Zelman, breaks down key real estate trends and what they signal for housing and commercial property.

Plus, a look ahead to bank earnings and cybersecurity risks with Gerard Cassidy of RBC and the next catalysts set to drive markets.

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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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Markets try to refocus on fundamentals despite continued geopolitical uncertainty. Stephen Parker of JPMorgan Private Bank joins explains why markets could shift back to earnings and fundamentals if a ceasefire holds and oil prices stabilize. Gregory Daco, Chief Economist at EY-Parthenon, assesses the outlook for growth and what it means for the Federal Reserve. Stifel’s Brian Gardner on the latest updates from Washington and the evolving ceasefire narrative. In tech Kate Rooney breaks down Amazon CEO Andy Jassy’s latest letter and what it signals about AI spending and investment trends. Andrea Auerbach examines a wave of new IPOs and what it means for market liquidity and investor appetite. John Kolovos of Macro Risk Advisors walks through key technical levels shaping the market’s next move.

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Morgan Stanley’s Mike Wilson maps out his forecast for stocks and his post-war market playbook. Plus, top analyst Mike Mayo tells us what he’s expecting from the banks this earnings season. And, there are also more places to watch The Masters than ever. CNBC’s Alex Sherman explains all the details.

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Cantor Fitzgerald’s Eric Johnston and Capital Area Planning Group’s Malcolm Ethridge debate a key question: how real is this rally and can it hold. Jonathan Krinsky of BTIG walks through the technical picture and what the charts say about the rally. Our Kristina Partsinevelos examines rising competition out of China and whether it poses a real threat to Nvidia and the broader semiconductor trade. Sarah Bianchi of Evercore on historical parallels to the Iran ceasefire and lessons for investors. Eric Rosengren, former Boston Fed President, breaks down how the Fed should respond as the economy, inflation and geopolitical risks collide. Plus, a check on private credit downgrades and bank earnings with our Leslie Picker.

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