Closing Bell

Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research.

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The big question hanging over this market is NOT how good will mega cap earnings be… but how much snow are we getting this weekend. 200 million people are in the path of this monster storm – and the energy market has been moving on it. We break down all the details from how much snow to expect to the surge in natural gas to the airline impact with our all-star team. Plus, Renaissance Macro Research’s Jeff DeGraaf tells us the four big breakouts he’s watching as we end this trading week. And, Lo Toney from Plexo Capital breaks down his earnings playbook ahead of some big tech reports next week.

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Markets digest another earnings-heavy session with Seema Mody recapping the day and Pippa Stevens tracking a commodities rally led by fresh gains in natural gas. HSBC’s Max Kettner weighs in on broader market positioning and global risk, before Kristina Partsinevelos and Morgan Brennan break down key earnings from Intel and Alcoa, setting the tone for cyclicals and industrials. Jay Goldberg of Seaport reacts to Intel’s results after upgrading the stock into the print. Alcoa CEO William Oplinger discusses results and outlook, followed by a look at the soaring stock of Moderna.

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Does the president’s tariff turnaround mean its once again time for stocks to surge? We discuss with Yardeni Research’s Ed Yardeni and JPMorgan’s Stephanie Aliaga. Plus, top financial advisor Chris Toomey reveals what he is telling his clients right now. And, former Federal Reserve Vice Chair Richard Clarida tells us what he thinks might be next for the economy.

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President Trump lifted markets after rolling back threats of tariffs on Europe and saying he had a deal with NATO over Greenland. Stifel’s Brian Gardner breaks down the key aspects of the President’s speech at Davos and interview on CNBC. The market reaction with Partners Group CIO Anastasia Amorosa. The playbook for 2026 amid global volatility with KKR’s Henry McVey.

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