Closing Bell

Markets balance geopolitical uncertainty, rising anticipation around SpaceX and another busy stretch of earnings. Malcolm Ethridge, Managing Partner at Capital Area Planning Group, explains what investors should expect next as markets prepare for one of the biggest events in years. Pierre Ferragu of New Street initiates coverage on SpaceX and discusses the company's valuation, growth prospects and place in the market. Adobe earnings take center stage as Brian Schwartz of Oppenheimer reacts to the results and what they mean for enterprise software spending and AI adoption. Our Julia Boorstin examines why Disney emerged as a major winner from the NBA and NHL Finals and what that means for sports rights and media economics. Former Nasdaq CEO Bob Greifeld discusses what could become the largest IPO in history, how investors may respond and whether markets can absorb a deal of this size. Lennar earnings also provide a fresh read on housing demand. Elizabeth Burton, Chief Strategist at Fortress Investment Group, analyzes what recent capital raising by Oracle, Alphabet and other technology companies reveals about the state of credit markets and private equity.

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Blackrock’s Rick Rieder maps out his forecast for the market, Fed and upcoming IPOs. Plus, Goldman Sachs’ Tony Pasquariello gives his instant reaction to the Dow’s big jump during the last hour of trading today. And, Oliver Renick looks at the options in space stocks ahead of SpaceX’s highly anticipated market debut.

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Binky Chadha, Chief Global Strategist at Deutsche Bank, discusses the ongoing rotation beneath the surface of the rally and where investors should look for opportunity next. Oracle takes center stage as Brent Thill of Jefferies reacts to the company's results and what they signal for enterprise software and AI spending. Paul Abrahimzadeh of 1789 Capital discusses his early investment in SpaceX and explains why he passed on OpenAI and Anthropic. Trader Guy Adami joins to discuss Oracle, metals and the broader commodity backdrop. Then, our Alex Sherman reporting live from Madison Square Garden on a banner year for the NBA, team valuations and the outlook for MSG stock before a final look ahead at the next catalysts for markets.

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Bryn Talkington from Requisite Capital, Carson Group’s Ryan Detrick and Wilmington Trust’s Meghan Shue tell us how they view the market volatility. Plus, Helima Croft from RBC weighs in on the oil market as tensions with Iran re-escalate. And, Mohamed El-Erian of Allianz tells us what he’s expecting from next week’s fed meeting.

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Investors weigh rising rates, a weakening software trade and fresh geopolitical uncertainty. Marta Norton of Empower assesses the broader market backdrop and explains where investors should focus as volatility returns. KeyBanc’s Jackson Ader examines the software slump and previews Oracle earnings as investors look for signs that enterprise technology spending remains healthy. Apple comes under pressure following WWDC: our Mackenzie Sigalos breaks down the market reaction and what investors expected from the event. Jonathan Krinsky of BTIG argues investors may not be out of the woods yet and explains what the technical picture says about the rally. Plus, Crusoe CEO Chase Lochmiller weighs in on data center weakness concerns.

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