Closing Bell

The S&P 500 and Nasdaq Composite closed near session highs. Is the market on the edge of a breakout or breakdown? Brian Belski from BMO Capital Markets and Dan Greenhaus from Solus Alternative Asset Management discuss whether investor can trust this rally. Plus, is the worst over for tech? Top investor Glen Kacher from Light Street Capital outlines his top trades. And, the “Last Word” from Michael Santoli – Is it safe for investors to relax? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Tech stocks rallying to start the week on Wall Street after Tesla CEO Elon Musk bought a 9% stake in Twitter. Jefferies’ Brent Thill discusses whether Musk’s purchase could impact Twitter’s strategy. Former Federal Reserve Vice Chairman Roger Ferguson reacts to JPMorgan CEO Jamie Dimon’s warning that the Fed could hike rates more than Wall St. is expecting and whether the risk of a recession is rising. And Wells Fargo’s Mike Mayo explains why he is cutting his price target on Morgan Stanley & JP Morgan and the bank stock he thinks looks most attractive in a rising rate environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks rallied into the close, led by real estate, utilities, and consumer staples. Is it time to get defensive? Jim Cramer outlines his investment strategy and outlook for the second quarter. Plus, star value investor Scott Black from Delphi Management makes the case for Jabil Inc.. And, Robby Greengold from Morningstar explains why he downgraded the ARK Invest ARKK ETF to a “Negative” rating. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The major averages closing in positive territory to start the second quarter as investors digest the March jobs report and oil prices falling below $100 a barrel. Council of Economic Advisers Chair Cecilia Rouse weighs in on the employment picture and whether releasing 1M barrels per day from the Strategic Petroleum Reserve will really help bring down gasoline prices. Meanwhile, RBC Capital Markets’ Lori Calvasina explains why she is downgrading the energy sector and reveals the sectors she favors instead. Bespoke’s Paul Hickey on where he sees value in tech. Kraneshares’ Brenand Ahern on the rebound in Chinese internet stocks. And Cowen CEO Jeff Solomon on the investment bank’s move to start offering spot trading of crypto and whether he thinks other big banks will follow that move. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Despite a late-day sell-off, major averages posted their first positive month of the year. Can that momentum continue? Liz Young from SoFi and Stephanie Link from Hightower discuss. Plus, breaking news on Activision! Dave Michaels from the Wall Street Journal reports that authorities are investigating a meeting between CEO Bobby Kotick and a trader. And, Chinese internet names are getting hit hard this year, but Eduardo Costa from Calixto Global Investors says now is the time to start buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks staging a steep sell off late in the trading session. The Dow falling more than 500 points as Wall Street closed out the worst quarter for stocks in two years. SVB Private Bank Chief Investment Officer Shannon Saccocia on where she sees opportunities in this challenging investing environment and why healthcare is no longer just a defensive sector. Booking Holdings CEO Glenn Fogel on the outlook for travel demand and whether U.S. consumers are pushing back on higher prices. The CEO of fertilizer maker CF Industries discusses the spike in prices and how he’s ramping up production to meet demand. And Wells Fargo’s Sr. Energy Analyst reveals the oil stock he is most bullish on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Dow and S&P 500 snap a four-day winning streak. Is the rally running out of gas? Tom Lee from Fundstrat Global Advisors says, “We’ve probably made the low for the first half of 2022.” Plus, veteran trader Mark Fisher of MBF Trading explains why he prefers natural gas over crude oil. And, Bank of America’s Jessica Reif Ehrlich has a bullish call on Disney and says it is “hitting it out of the park.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Stocks sinking on Wall Street as the Dow & S&P 500 snap a four-day winning streak. Cantor Fitzgerald’s Eric Johnston explains why he thinks recent earnings are flashing a warning sign for stocks and why he is bullish on commodity prices. Jefferies Chief Market Strategist David Zervos weighs in on what he sees as the biggest threat to the market right now. And the CEOs of online pet products retailer Chewy and discount retailer Five Below discuss the state of consumer spending, supply chain issues and labor shortages. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The 2-year/10-year yield curve comes close to inverting. Liz Ann Sonders from Charles Schwab says it may be time to dust off the recession playbook. Plus, Halftime Report trader Pete Najarian gives his instant reaction and analysis to Micron and Lululemon earnings. And, Wells Fargo Senior Equities Analyst Mike Mayo discusses what an inverted yield curve could mean for banks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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The Dow & S&P 500 rallying for a third straight day. Truist Advisory Services Co-Chief Investment Officer Keither Lerner discusses whether stocks can keep rallying despite the bond market flashing a recession signal. Starboard Value CEO Jeff Smith explains where he sees value in this market and discusses the takeover bid for retailer Kohl’s that he is backing. Nikola CEO Mark Russell on how much demand he is seeing for the company’s electric truck and why the supply chain challenge is the biggest he’s ever seen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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