Closing Bell

Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights.

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Apple’s stock has been a big disappointment lately – so what’s at stake for its report in Overtime? Alger’s Ankur Crawford, Wedbush’s Dan Ives and Big Technology’s Alex Kantrowitz tell us what they’re expecting. Plus, big moves in coffee, cruises and credit cards today shed some new light on the state of the consumer. We explain. And, the Jetblue CEO tells us how the latest winter storms are impacting the company’s bottom line.

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York Space Systems CEO & Founder Dirk Wallinger joins Morgan Brennan to discuss his company's IPO, its work with the Defense Department, and the impact of a potential SpaceX IPO on the industry.

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Brenda Vingiello of Sand Hill Global Advisors joins to explain positioning in mega-cap tech, including Tesla, Microsoft and Meta, and what investors should focus on as those earnings reports hit. Brent Thill of Jefferies reacts to Microsoft and Meta earnings. David Zervos of Jefferies weighs in on markets and Fed expectations after Powell's presser.

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DoubleLine’s Gundlach weighs in on the Fed’s decision to keep rates steady. He tells us when he thinks the next cut might be and what it might mean for the money. Plus, investors closely tracking some big mega-cap earnings today. We run through what to watch from Microsoft, Meta and Tesla.

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