Closing Bell

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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Can you trust this rebound? We discuss with Trivariate’s Adam Parker and Invesco’s Brian Levitt live from FutureProof in Miami Beach, FL. Plus, the drama between Anthropic and the government is heating up. What might it mean for a potential Anthropic IPO? Kate Rooney tells us. And, Fundstrat’s Tom Lee gives us his forecast for stocks – and what volatile oil prices could mean for your money.

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Markets respond to fast moving geopolitical headlines and fresh swings in energy. Oil dominates the market conversation. Pippa Stevens tracks price moves while Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, breaks down supply risks, geopolitical crosscurrents and what it would take for crude to move higher or stabilize. Matt Stucky of Northwestern Mutual Wealth Management and Anastasia Amoroso of Partners Group assess the broader market setup and debate how investors should position amid volatility. Earnings from HPE add another data point for tech. Jason Furman, former Chair of the Council of Economic Advisers, weighs in on the Fed and the economic outlook. Dan Levy of Barclays explains how higher oil prices could ripple through the auto sector.

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President Trump told CBS that the Iran War is “very complete, pretty much.” That headline sent stocks higher – after a mostly down day.

Plus, oil reversed course – falling as much as 7% during the final hour of trade. We discuss all these big moves with our expert guests, reporters and market correspondents.

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Markets react to fast moving developments in Washington and across asset classes: Adam Crisafulli of Vital Knowledge and Kevin Gordon of Charles Schwab assess the broader market backdrop and debate how investors should position amid policy uncertainty and macro crosscurrents. More tremors in private credit with Mark Pinto of Moody’s Ratings. Jim Paulsen outlines what the Federal Reserve’s next steps could be as geopolitical volatility and higher energy prices complicate the equation. Jackson Ader of KeyBanc analyzes bellwether Oracle ahead of its earnings next week. Our Sharon Epperson reports on rising 401(k) withdrawals and what increasing retirement stress may signal about the health of the consumer and the broader economy.

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