Closing Bell

How long can stocks continue to fly high without a bigger broadening trade? We discuss with Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus, Former Federal Reserve Chairman Richard Clarida tells us why he is revising his rate forecast for 2026. And, stocks hit new highs on hopes for a deal between the US and Iran. When an agreement is reached, what does it mean for areas of the market that have surged and those that haven’t? Renaissance Macro’s Jeff DeGraaf tells us what he thinks.

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Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market’s latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon’s latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marvell and Synopsys all report earnings giving investors a fresh read on enterprise spending, AI demand and infrastructure growth. Brent Thill of Jefferies reacts to the software results and explains where the sector goes next.

Plus, the sharp drop in Zscaler and what it says about cybersecurity stocks and investor expectations with Evercore’s Peter Levine.

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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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Micron powered tech higher and the Nasdaq to a record close as investors continue to pile into the stock. Melius Research’s Ben Reitzes breaks down the market action in the chips sector and his latest move upping the price target on both Apple and Dell. Our Annika Kim Constantino breaks down Eli Lilly’s three new acquisitions then our Seema Mody on the speculation SpaceX and Tesla could merge into a single public company. DataTrek’s Nick Colas on how the public markets are preparing for SpaceX’s mega-IPO.

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We drill down on two big stories in tech: Apple’s record run and Micron’s market cap momentum. Dan Greenhaus from Solus, Abby Yoder from JP Morgan and NewEdge Wealth’s Cameron Dawson weigh in on those mega moves. Plus, author and thought leader Walter Isaacson gives his take on the war of words over the future of AI. And, star retail analyst Matthew Boss tells us what he is watching ahead of some critical earnings in that sector.

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