Closing Bell

Markets push to fresh record highs as earnings take center stage and investors lean into momentum. Liz Ann Sonders of Charles Schwab explains what’s driving the rally and whether markets can continue climbing from here. Netflix headlines earnings. Mark Mahaney of Evercore reacts and outlines what it means for growth, margins and the streaming landscape. Alcoa adds another key signal. Our Morgan Brennan covers the results and has an exclusive interview with CEO Bill Oplinger to discuss demand trends and what they reveal about the broader economy. Darrell Cronk of Wells Fargo assesses whether earnings can push stocks even higher and what investors should watch next. Our Phil LeBeau reports on a potential jet fuel shortage and what it could mean for airlines and travel demand.

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Our all-star panel of Hightower’s Stephanie Link, Sofi’s Liz Young and Trivariate’s Adam Parker tell us how they’re positioning with stocks at highs. Plus, former Treasury Secretary Hank Paulson said US officials should prepare for a “vicious” crash in treasuries. Allianz’s Mohamed El-Erian weighs in. And we run through what to watch from Netflix’s numbers.

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Record closes for the S&P 500 and Nasdaq as stocks come roaring back from the Iran war lows. Tim Hayes of Ned Davis Research assesses the broader market setup and where risk and reward stand from here. Kristina Partsinevelos and Mackenzie Sigalos break down the latest on Broadcom and Meta and focus on the AI trade from both the platform and chipmaker angles.

Netflix takes center stage ahead of earnings. Our Julia Boorstin previews what to watch while Laura Martin of Needham lays out expectations and key drivers heading into the report. Nancy Davis of Quadratic Capital explains what current volatility signals about risk appetite and positioning. Nicholas Campanella of Barclays explores how AI demand is driving utilities and power infrastructure as data center needs surge.

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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, Jon Fortt, Morgan Brennan and Michael Santoli guide listeners through each trading session and bring to you some of the biggest

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Markets climb back to pre-war levels as tech regains leadership and investors lean back into risk. Tony Wang of T. Rowe Price highlights the return of the tech trade as semis and software push higher. Brent Schutte, CIO at Northwestern Mutual Wealth Management, explains what’s driving the broader rebound and whether it can continue. Our Steve Liesman dives into the latest on Kevin Warsh’s finances and reacts to new comments from Treasury Secretary Scott Bessent on rates and policy. Alastair Pinder, Head of EM and Global Equity Strategy at HSBC, assesses whether global markets can catch up to the U.S. rally. Guy Adami of “Fast Money” weighs in on whether now is the time to bet on banks as the sector tries to find footing.

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