Closing Bell Overtime: Stocks Battered as Geopolitics, Rising Energy Prices Hit Investors 3/6/26

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 6 March 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

Markets react to fast moving developments in Washington and across asset classes: Adam Crisafulli of Vital Knowledge and Kevin Gordon of Charles Schwab assess the broader market backdrop and debate how investors should position amid policy uncertainty and macro crosscurrents. More tremors in private credit with Mark Pinto of Moody’s Ratings. Jim Paulsen outlines what the Federal Reserve’s next steps could be as geopolitical volatility and higher energy prices complicate the equation. Jackson Ader of KeyBanc analyzes bellwether Oracle ahead of its earnings next week. Our Sharon Epperson reports on rising 401(k) withdrawals and what increasing retirement stress may signal about the health of the consumer and the broader economy.

Transcript

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0:00.0	The bell's bringing an end to the training day at the NYSC.
0:09.0	The next seat ringing the closing bell at the NASDAQ.
0:12.0	Plug power doing the honors.
0:13.0	Welcome the closing bell overtime.
0:15.0	We're live in Studio B at the NASAC market site.
0:17.0	I'm Melissa Lee along with Mike Santoli.
0:19.0	Sox moving lower once again today following a big
0:21.3	spike in oil prices and the president saying he wants an unconditional surrender from Iran.
0:26.6	The Dow about 500 points down, had been down nearly 2% in earlier trading. The SB off 1.3%.
0:32.1	The NASAC down percent and a half. The Russell 2000, the worst performer. It's worst week since August.
0:38.5	Let's dive into all the action. Pippa has the numbers on the big moves in oil.
0:42.5	Rick is watching the volatility in the bond market. And Amid Jabbers has the latest headlines out of Washington.
0:47.7	But let's start with Christina Parts of Nevelas here with today's movers. Christina.
0:50.9	Yeah, more specifically, the doubt posting the worst week in nearly a year last April, though it clawed back from a nearly 100 or 1,000 point loss earlier today.
0:59.9	You talked about the 2% drop. Small caps, as you mentioned, the biggest laggards, worst week
1:03.8	since August. And despite an escalating conflict with Iran and crude breaking $90 a barrel,
1:09.5	the S&P 500 is still almost 4% from a record high.
1:13.2	On the tech side, investors we know rotated out of chips
1:16.2	and into software this week.
1:17.9	In fact, the biggest weekly gap between the IGV and the SMH on record.
1:22.3	You can really see that diverges just of the last week or so.
1:25.3	Memory names like Sandus, Micron, among the hardest hit.
	...

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