Closing Bell

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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Markets head into a critical earnings stretch. Julian Emanuel of Evercore ISI lays out why the setup may still be favorable for tech as the sector faces its next major test. Michael Ha of Baird on trading health care as insurers post their worst day in years. Seth Goldstein of Morningstar on the Tesla setup ahead of earnings.

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Gabelli portfolio manager John Belton on what he’s watching in big tech earnings. Government shutdown is back in play; our Emily Wilkins breaks down where things stand in DC. Northwestern Mutual’s Matt Stucky on today’s market action. Wellington’s Brij Khurana on the ripple effects of the weakening dollar. Plus, the retail impact of this weekend’s weather storm with G2 Weather Intelligence’s Paul Walsh.

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Morgan Stanley Private Wealth’s Sherry Paul tells us how she is navigating the crucial week ahead for stocks. Plus, we discuss what could be next for the Fed with Trivariate’s Adam Parker and Invesco’s Brian Levitt. And, several mega caps are gearing up to report results this week – just as some of the names in the group appear to have woken up. Doug Clinton from Intelligent Alpha tells us how he’s playing that sector.

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