Closing Bell

Markets head into a critical earnings stretch. Julian Emanuel of Evercore ISI lays out why the setup may still be favorable for tech as the sector faces its next major test. Michael Ha of Baird on trading health care as insurers post their worst day in years. Seth Goldstein of Morningstar on the Tesla setup ahead of earnings.

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Gabelli portfolio manager John Belton on what he’s watching in big tech earnings. Government shutdown is back in play; our Emily Wilkins breaks down where things stand in DC. Northwestern Mutual’s Matt Stucky on today’s market action. Wellington’s Brij Khurana on the ripple effects of the weakening dollar. Plus, the retail impact of this weekend’s weather storm with G2 Weather Intelligence’s Paul Walsh.

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Morgan Stanley Private Wealth’s Sherry Paul tells us how she is navigating the crucial week ahead for stocks. Plus, we discuss what could be next for the Fed with Trivariate’s Adam Parker and Invesco’s Brian Levitt. And, several mega caps are gearing up to report results this week – just as some of the names in the group appear to have woken up. Doug Clinton from Intelligent Alpha tells us how he’s playing that sector.

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Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research.

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The big question hanging over this market is NOT how good will mega cap earnings be… but how much snow are we getting this weekend. 200 million people are in the path of this monster storm – and the energy market has been moving on it. We break down all the details from how much snow to expect to the surge in natural gas to the airline impact with our all-star team. Plus, Renaissance Macro Research’s Jeff DeGraaf tells us the four big breakouts he’s watching as we end this trading week. And, Lo Toney from Plexo Capital breaks down his earnings playbook ahead of some big tech reports next week.

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