BMO Capital Markets updates its market outlook. Brian Belski, the firm’s Chief Investment Strategist, explains why he lowered his S&P 500 year-end target. Plus, Mike Mayo from Wells Fargo Securities makes the bull case for Citigroup. And, Michael Santoli takes a closer look at “pain” for his “Last Word.”

Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflation and a possible recession. Former Treasury Secretary Jack Lew explains why he sees some signs that inflation may be peaking and whether the Fed risks creating a recession by fighting inflation too aggressively. And Citi's Kristen Bitterly reveals why she is bullish on cybersecurity and pharmaceutical stocks.

Is a bear market bounce on the horizon? Greg Branch from Veritas Financial Group weighs in. Plus, Marc Lasry from Avenue Capital says his base case is a “recession.” And, what type of recession could potentially come? Michael Santoli takes a deep dive into that question in this “Last Word.”

It was another volatile day of trading with the Dow swinging nearly 600 points. Tech stocks dragging down the Nasdaq. Wells Fargo Investment Institute's Darrell Cronk thinks we may not yet be at a market bottom and says investors should be cautious about any near-term rallies. Deutsche Bank's Peter Hooper and Rosenberg Research's David Rosenberg debate whether a recession is looming on the horizon. Elon Musk says his deal to buy Twitter is "not out of the question", but at a lower price. Wedbush's Dan Ives says there is a more than 50% chance Musk walks away from the deal. RBC Capital markets head of Global Commodity Strategy Helmia Croft warns food and energy prices could continue heading higher if the war in Ukraine drags on. And housing expert Ivy Zelman explains why she sees cracks in the foundation for the red hot housing market.

Dan Ives from Wedbush Securities explains why this is a “generational buying opportunity” for tech. Plus, will Elon Musk back out of his bid for Twitter? Casey Newton from Platformer weighs in. And, Michael Santoli searches for clues in his “Last Word.”

Stocks finished the day higher after a brutal week for the bulls. Doubleline’s Jeff Sherman and Crossmark’s Bob Doll break down the opportunities in the bond and equity markets. Fed watcher Jim Grant responds to chair Powell’s comments about raising rates, and whether the Fed can really engineer a soft landing. And as a nationwide baby formula shortage deepens, the CEO of newcomer ByHeart outlines what the White House can do to get more supply into the market.

The Nasdaq Composite eked out gains into the close. Stephanie Link from Hightower says the playbook has changed, but opportunities remain. Plus, Anthony Scaramucci from SkyBridge Capital says despite the recent collapse in cryptocurrencies, he has not sold one crypto position. And, Joe Terranova from Virtus Investment Partners reacts to breaking news from Federal Reserve Chair Jerome Powell who says, “Executing a soft landing may be beyond our control.”

Stocks staged a late-day comeback, with the Nasdaq turning positive and reversing an earlier 2% loss. David Rolfe from Wedgewood Partners makes the case for some of the beat down big tech stocks, including Apple – which just lost its crown as the world’s most valuable company. Meantime Bitcoin prices touched their lowest level since 2020. The CEO of crypto fund Polychain Capital discusses when prices could stabilize. And Wolfe Research analyst Bill Carcache explains why he just downgraded American Express, which was one of the worst performing Dow stocks in the session.

Stocks closed near the lows of the day in another volatile session. Are investors in denial about a bear market? Josh Brown from Ritholtz Wealth Management weighs in. Plus, Tom Lee from Fundstrat Global Advisors explains why he is not wavering at all on his bullish outlook for the second half of the year. And, Michael Santoli’s “Last Word” is “Bear.”

Stocks logged another losing session, with the Nasdaq shedding more than 3% and the Dow falling more than 300 points, reversing an earlier rally. Ben Emons from Medley and Peter Cecchini from Axonic look for ways to protect your portfolio. Meantime, the latest read on inflation topped estimates once again – with prices rising 8.3% versus last year. Council of Economic Advisers Chair Cecilia Rouse calls inflation “unacceptably high,” and outlines the White House plan to fight it. And ARK analyst Simon Barnett breaks down opportunities in health care, as Cathie Wood’s ETFs feel more pain in the selloff.

Legendary investor Leon Cooperman from Omega Family Office joins Scott Wapner in an exclusive interview. Cooperman explains why he doesn’t see evidence of a market bottom yet. He also says the high is already in for 2022.

The major averages finished mixed after another wild session on Wall Street, which saw the Dow swing by more than 800 points. Tony Dwyer from Canaccord explains why it may be safe to start dipping your toe back into the market. Joshua Friedman from Canyon Partners breaks down the trade in the credit markets. And AMC CEO Adam Aron talks about retail traders, and if they’re still enthusiastic about the stock following last year’s meme mania.

Major averages post 3-day losing streaks Avery Sheffield from VantageRock and Rockefeller Capital Management, Anastasia Amoroso from iCapital, and Dan Suzuki from Richard Bernstein Advisors discuss how to navigate the current environment. Plus, Jason Tauber from Neuberger Berman says despite the market volatility, there are still big opportunities in growth. And, Michael Santoli takes a look at “wrinkles in the sell-off” in his “Last Word.”

The sell-off on Wall Street intensifying with the S&P 500 hitting a 1-year low. Neuberger Berman's Holly Newman Kroft, one of the top wealth advisors on Wall Street, explains how investors can diversify from stocks and bonds in this volatile environment. Jefferies' Brent Thill says tech investors should be sitting out the storm right now. Strategas Research Partners’ Jason Trennert on why today's energy sell off may be creating a buying opportunity. Trivariate Research’s Adam Parker explains why he's turning bearish on Utilities, which have been a relative safe haven this year. Plus, why he thinks semiconductor stocks are looking oversold. And Rockefeller International Chairman Ruchir Sharma explains why the era of investing in acronyms like FAANG may be over.

Top hedge fund investor David Tepper from Appaloosa Management tells Scott Wapner, “Central banks have a little bit of a credibility problem.” Plus, Mike Wilson from Morgan Stanley has the bearish call of the day and explains why things will only get worse in the next couple of quarters. And, is the market approaching peak inflation? Michael Santoli dives into that question in his “Last Word.”

Stocks selling off for a second straight day after the worst day for the major averages since 2020, although the market closed well off session lows. Ally’s Lindsey Bell explains why she's turning optimistic amid the recent sell off. Axonic’s Peter Cecchini, however, says he would be a seller into any near-term rallies. Evercore ISI’s Mark Mahaney on whether he sees value in the beaten down tech sector. JP Morgan Chief U.S. Economist Mike Feroli weighs in on the better than expected April jobs report. And Under Armour CEO Patrik Frisk and Adidas CEO Kasper Rorsted discuss how supply chain challenges and covid lockdowns in China are impacting their businesses.

Major averages plunge. The Dow fell 1,375-points at session lows. Top strategists Adam Parker from Trivariate Research, Bryn Talkington from Requisite Capital, and Rob Sechan from NewEdge Wealth break down how investors should navigate the market. Plus, Eric Johnston from Cantor Fitzgerald has accurately called the market so far this year. He explains why he sees a tactical rally in May. And, Michael Santoli’s “Last Word” is “enough.”

Stocks suffering their worst day since 2020 and erasing all of Wednesday's huge gains. Tech stocks sending the Nasdaq down nearly 5%. SVB Private's Shannon Saccocia & Truist's Keith Lerner weigh in on the sell off and whether they see buying opportunities amid the carnage. PIMCO's Tony Crescenzi discusses what the surge in the 10-year treasury yield means for the market. Firsthand Fund's Kevin Landis on the tech stocks he thinks will outperform if the economy enters a recession. And Nikola CEO Mark Russell discusses the electric vehicle maker's earnings and when he thinks supply chain challenges will ease.

Stocks surged to session highs after the Federal Reserve raised rates by 50 basis points and Federal Reserve Chair Jerome Powell ruled out a 75 basis point hike. Top investor Jeffrey Gundlach says, “That was all clear for the stock market to start a pretty substantial short covering rally."

The Dow rallying more than 900 points after the Federal Reserve announced its biggest interest rate hike in two decades and Chairman Jay Powell ruled out even more aggressive hikes. Fmr. National Economic Council Director Gary Cohn reacts to that decision and explains why he sees value in the market right now. And CVS Health CEO Karen Lynch on her company's strong earnings and how less spending on Covid tests and vaccines could impact the business.

Are investors headed for a “head fake” rally in May? Greg Branch from Veritas Financial lays out his prediction ahead of the Fed’s pivotal meeting on Wednesday. Plus, Mike Mayo from Wells Fargo Securities outlines three reasons why he’s bullish on banks. And, Michael Santoli is “birdwatching” for his “Last Word.”

Stocks closing higher for a second straight day ahead of Wednesday's Federal Reserve decision on interest rates. Oaktree Capital’s Howard Marks discusses this year's wild market volatility and why he thinks the worst of the market's excesses have been corrected. Bridgewater’s Rebecca Patterson says she doesn't like stocks or bonds right now and explains what investments she finds attractive right now. Oppenheimer’s Chris Kotowski reveals the three big banks he thinks look cheap. And Former Bank of England Governor Mark Carney on whether the Fed will achieve a soft landing and avoid a recession.

Stocks rebounded in a late-day rally and the Nasdaq Composite closed near session highs. Bearish strategist Eric Johnston from Cantor Fitzgerald explains why he just turned “tactically bullish” for the short-term. Plus, Tom Lee from Fundstrat Global Advisors says the FAANG trade is a “no-brainer.” And, Michael Santoli’s “Last Word” was “normal.”

Stocks staging a huge comeback into the close as May kicks off in the green. The Dow had been down more than 500 points at one point. PIMCO CEO Emmanuel Roman discusses whether there is more downside to the market and fears the Fed's rate hikes could spark a recession. Kroger CEO Rodney McMullen on how consumers are reacting to inflation and higher interest rates and why he thinks food inflation is still getting worse. And Meta VP of Global Business Nicola Mendelsohn on whether she sees an ad spending slowdown and when the metaverse will take off.

The Nasdaq Composite posts its worst month since 2008. Wharton School Professor says the market may look attractive for long-term investors. Plus, value investor Scott Black from Delphi Management gives his top picks right now. And, Michael Santoli’s “Last Word” is “endurance.”

The major averages closed sharply lower to finish out a rough month for the bulls. Tony Dwyer from Canaccord and Charlie Bobrinskoy from Ariel break down the action, and whether or not they’d recommend buying the dips. Analysts Colin Gillis and Amit Daryanani debate the best way to play Apple’s pullback. Meantime Chevron CEO Mike Wirth discusses the outlook for the oil giant as shares move lower on the back of earnings. And Gary Dvorchak from Blueshirt Group talks about Chinese internet stocks -- one bright spot amid the carnage.

Earnings guidance dominates the after hours trading session. Shares of Amazon fall more than 10% after the company provided a weak Q2 revenue outlook. Dan Ives from Wedbush Securities gives his instant analysis to those numbers. But, Apple rallies following an earnings beat across the board and forecasts better-than-expected EPS and revenue. And Michael Santoli’s “Last Word” is “relief.”

Stocks surged in another choppy session, with the Nasdaq finishing the day higher by more than 3%. Meta shareholder Barbara Doran and Wedbush analyst Ygal Arounian discuss whether or not the Facebook parent’s results are an all-clear signal for tech. The rally came even as the latest GDP numbers showed an unexpected contraction in the first quarter. Heather Boushey from the Council of Economic Advisers discusses if it’s a signal of a coming recession.

Shares of Meta surge in after hours trade following a beat on earnings and user growth. But, Josh Brown from Ritholtz Wealth Management says investors shouldn’t trust the post-earnings bounce. Plus, Teladodoc gets crushed following a big earnings miss. Kari Firestone from Aureus Asset Management gives her reaction and analysis. And, Michael Santoli takes a closer look at all the stock moves in his “Last Word.”

Stocks closed well off their highs in a choppy day of trading, with results from Visa and Microsoft boosting the Dow, while Boeing and Alphabet dragged. Victor Jones from Tastytrade and Megan Horneman from Verdence discuss the read-through from tech earnings for the rest of the mega-cap names. Hawaiian Airlines CEO Peter Ingram joins to talk about his quarterly earnings and his deal for in-flight WiFi with SpaceX, as that stock takes a dive. And the CFO of Spotify breaks down subscriber and ad trends as the streaming platform makes a move lower.

Big tech earnings after the bell. Dan Ives from Wedbush Securities, Bryn Talkington from Requisite Capital Management, and Brian Belski from BMO Capital Markets give their instant reaction and analysis to Microsoft and Alphabet’s reports. Plus, big news out of Robinhood. The company slashing 9% of its workforce. And, Michael Santoli’s “Last Word” is “cloudy.”

Stocks closed at the lows of the session after another painful day on Wall Street. Phil Camporeale from J.P. Morgan Asset Management and Eric Johnston from Cantor Fitzgerald square off in a bull-bear debate to discuss whether or not the selloff is a buying opportunity. Interactive Brokers chairman Thomas Peterffy weighs in on how retail investors are navigating the volatility. And as the Nasdaq paces for its worst month since 2008, Angelo Zino from CFRA breaks down what we’ve learned from big tech earnings, and what to expect when the rest of the mega-caps report results.

Twitter’s board of directors accepts Elon Musk’s offer to buy the company. Closing Bell Overtime panelists Kantrowitz from Big Technology, Casey Newton from Platformer, Josh Brown from Ritholtz Wealth Management, and Dan Ives give their reaction and analysis. Plus, stocks stage a major comeback in late-day trade. Is it enough to tip the market into rally mode? Tom Lee from Fundstrat Global Advisors explains who he’s navigating the market. And, Michael Santoli’s “Last Word” is “Rare Stakes.” He talks about why this week could be pivotal for stocks.

Shares of Twitter rallied on news that Elon Musk will officially buy the company for $54.20 per share, or roughly $44 billion dollars. Analysts Youssef Squali, Rohit Kulkarni, and Ygal Arounian weigh in on the move and what it means for the future of the social media giant. Plus, former SEC chairman Harvey Pitt discusses the potential regulatory headwinds around the deal. And as tech leads the market comeback, Chris Caso from Raymond James explains why he just upgraded chipmakers AMD and Marvell.

The market sell-off accelerates in the final minutes of the trading day. The Dow Jones Industrial Average fell more than 1000-points at session lows. Jim Cramer discusses whether or not earnings season can save the stock market. Plus, top investor Rick Heitzmann from FirstMark Capital looks at how the IPO market stacks up in the face of tech valuation pressures. And, Michael Santol’s “Last Word” is “resilience.”

Stocks got slammed on the final day of the week, with the Dow turning lower for the month – joining the S&P 500 and the Nasdaq. Cleveland Fed President Loretta Mester outlines her views on rate policy – including whether or not she thinks a 75 basis-point hike is appropriate. Analyst Brent Thill breaks down the tech trade ahead of a massive week of earnings for the mega-caps. And retail expert Dana Telsey discusses the trade on Gap – which shed nearly a fifth of its value after cutting sales guidance.

Snap Inc. shares are volatile in after-hours trade after the company missed earnings expectations. Stephanie Link from Hightower gives her instant reaction and analysis to the report. Plus, Avery Sheffield from VantagePoint says that high-flying growth names are in for a "reality check." She takes a closer look at market valuations. And, is it time to get cautious? Chris Toomey from Morgan Stanley Private Wealth Management outlines his strategy.

In a special edition of Closing Bell from Washington, Sara Eisen speaks with Fed Chair Jerome Powell and other leaders at the IMF’s Debate on the Global Economy. Mohamed El-Erian from Allianz breaks down the latest policy signals from the central bank leader, and the potential impact on the market. Meantime, the Netflix nightmare continues, with shares taking another leg lower after hedge fund manager Bill Ackman sold off his stake. Former Disney executive and TikTok CEO Kevin Mayer – who correctly predicted that Netflix would explore advertisements – joins to discuss the future of the streaming giant.

Tesla shares rally in after-hours trade following a big earnings beat. Dan Ives from Wedbush Securities calls them “almost Cinderella-type numbers.” But, Eric Johnston from Cantor Fitzgerald says mega cap tech names will underperform the market going forward. Plus, is TikTok to blame for waning interest in Netflix? Michael Santoli takes a closer look in his “Last Word.”

Stocks finished the day mixed – with the Dow gaining and the Nasdaq sinking. Netflix weighed sharply on the tech-heavy index after reporting a decline in subscribers. Analyst Will Power discusses what’s really to blame for the miss, and what comes next for the streaming company. Meantime IBM and P&G helped boost the Dow on the back of strong results. The CEO of IBM joins to talk about the strength in the cloud and tech spending. And the head of P&G weighs in on what he’s seeing from consumers and the impact of inflation.

Netflix plunges in after-hours trading after reporting a loss of 200,000 subscribers in the first quarter. But, value investor Bill Nygren from Oakmark Funds is still betting on the stock. Plus, JPMorgan’s Chief Global Markets Strategist Marko Kolanovic says “a near-term rally is likely,” and recommends both growth and value names.

Wall Street finished the day sharply higher ahead of key tech earnings from Netflix and IBM. Alli McCartney from UBS and Barton Crockett from Rosenblatt debate whether or not tech earnings will help the Nasdaq catch up, after lagging all year long. The CEO of Citizens Financial Group breaks down earnings as that stock finishes near the top of the S&P 500. And Atlanta Fed President Raphael Bostic lays out his latest thinking on inflation, the economy, and the Fed’s rate hike path.

Twitter vs the world? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss the latest in Elon Musk’s battle for the social media giant. Plus, is Fundstrat’s Tom Lee getting less bullish? He breaks down his latest market call. And, has the market priced in the Fed’s tightening cycle? Steve Liesman speaks with St Louis Fed President James Bullard.

Stocks ended the day lower after a seesaw session. Jason Trennert from Strategas and Jim Bianco from Bianco Research debate the impact of rising rates on the market, as yields on the 10-Year treasury note hit their highest level since 2018. The CEO of KBW gives his take on bank stocks, following a divergent performance for Bank of America and Charles Schwab on the back of results. World Bank President David Malpass explains why his organization just slashed its global growth forecast by nearly a full percentage point. And Goldman Sachs chief economist Jan Hatzius breaks down a new call on the housing market, with mortgage rates topping 5%.

The talk of the tape is Elon Musk’s maneuver to takeover Twitter. Will he be successful? Alex Kantrowitz from Big Technology and Casey Newton from Platformer discuss. Plus, stocks closed at session lows and major averages notched another week of losses. Cameron Dawson from Fieldpoint Private explains why it’s time to focus on high quality and defensive-leaning names. And, Michael Santoli looks at M&A activity in his “Last Word.”

Stocks selling off into the close ahead of a 3-day holiday weekend with tech leading the decline. Twitter shares closing in the red despite initially popping following Elon Musk’s $54 per share takeover offer for the social media company. Box CEO Aaron Levie explains why he thinks that bid may be too cheap. Evercore ISI’s Mark Mahaney weighs in on where the stock will go from here. Wells Fargo one of the worst performing stocks in the S&P 500 because weaker than expected mortgage lending took a toll on quarterly revenue. CFO Mike Santomassimo discusses whether the bank’s mortgage business will continue to be hurt by rising interest rates and why he sees the consumer doing well despite inflation fears.

Stocks closed near session highs. Chris Hyzy from Merrill and Bank of America Private Bank says there are bargains in the equity market. Plus, Tom Lee from Fundstrat Global Advisors explains why stay-at-home stocks is the “toughest group” to own right now. And, Michael Santoli looks “Beyond the Banks” for his Last Word.

Stocks rallying on Wall Street as the S&P and Nasdaq snapped 3-day losing streaks. Investors looking past a record gain in producer prices just a day after the hottest reading on consumer prices since 1981. Fed Governor Christopher Waller explains why he thinks inflation is peaking and how many more rate hikes it will take to get inflation under control. Mastercard Economics Institute Chief U.S. Economist Michelle Meyer discusses whether rising prices will force consumers to cut back on spending. And airline stocks soaring after Delta’s strong outlook. Jefferies’ Sheila Kahyaoglu unveils her top pick in the airline space.