Closing Bell

A dramatic reversal in stocks but still close lower. Wells Fargo’s Scott Wren and NB's Shannon Saccocia assess what the reversal means for positioning and whether volatility is here to stay. Lipow Oil's Andy Lipow explains the energy market's wild swings.

Henry McVey of KKR breaks down opportunities in private credit and broader markets while Tim Seymour looks at emerging markets and global capital flows.

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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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Julian Emanuel of Evercore ISI explains how policy headlines are shaping investor positioning and risk appetite. Dan Yergin joins to assess what comes next for oil and LNG as global supply and geopolitics remain in focus. Credit stress remains a major concern. Jeffrey Kivitz of Canyon Partners discusses risks building beneath the surface and how institutional investors are navigating tighter financial conditions. Paul Hickey of Bespoke looks to history to frame what could come next for markets while Sheila Kahyaoglu of Jefferies explores opportunities and risks in the defense sector.

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Strategas’ Chris Verrone, Requisite Capital’s Bryn Talkington and Lauren Goodwin from New York Life Investments tell us what they’re forecasting for stocks amid all the geopolitical uncertainty. Plus, OpenAI struck a deal with the Defense Department after the Pentagon cut ties with Anthropic. Plexo Capital’s Lo Toney is an Anthropic investor – and he tells us what all this could mean for the future of the AI arms race. And, big news out of DraftKings’ Investor Day today. Our Contessa Brewer sits down with the CEO to discuss.

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Malcolm Ethridge of Capital Area Planning Group makes the bullish case while Warren Pies of 3Fourteen Research turns more cautious and outlines where oil prices may head next. Rising attention around private credit and activity at Jefferies as investors search for yield and alternative sources of return. Looking ahead, attention turns to next week’s key earnings report from Target. Chris Horvers, Head of Broadlines at JPMorgan, explains why he is lowering fourth quarter comp estimates and why new leadership could reset guidance expectations.

Salveen Richter of Goldman Sachs outlines how AI is beginning to deliver tangible benefits in biotech and healthcare, particularly in early drug discovery and development, and why that could translate into both top line and bottom line gains for adopters.

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