Closing Bell: Positioning Your Portfolio Amid Geopolitical Uncertainty 4/8/26

Closing Bell

CNBC

News, Business

4.4 • 139 Ratings

🗓️ 8 April 2026

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

“What a relief” are the words of the day for the markets following news of the two-week cease fire. So what does it all mean for the investing road ahead? We discuss with Fundstrat’s Tom Lee and Goldman Sachs’ Meena Flynn. Plus, private credit stocks sat out today’s mega-rally. Sycamore Tree Capital’s Mark Okada gives us his take. And, top technician Jeff DeGraaf tells us if he thinks the bottom is in for the market.

Transcript

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0:00.0	Welcome to closing bell. I'm Scott Wagner live from Postnight here at the New York Stock Exchange.
0:04.3	This maker breakout begins with today's relief rally. Let's just get right to the scorecard here with 60 to go in regulation.
0:10.7	There it is. Better than 2% across the board, the ceasefire sending about 70% of stocks higher today.
0:16.6	Every sector in the market is green with the exception, of course, of energy, which is red because
0:22.4	of that plunge in oil prices, really across the board there.
0:26.0	Standouts today include the airlines and cruise companies, casinos, and really anything pegged
0:31.1	to the consumer.
0:32.5	Take a look at Meta, rolled out its first model from its super intelligence team, and that is a super gain for that name.
0:39.8	Up better than 6% today.
0:42.1	Amazon and Alphabet are also up nicely for the mega caps, the chip equipment names.
0:47.9	Nice in the green today.
0:49.0	Take a look at that.
0:50.2	Lamb Research up 8%.
0:51.7	So is ASML.
0:53.5	Five Materials, KLA, all having a very strong session.
0:57.7	Takes us to our talk of the tape today.
0:59.9	How best to position now with this major move to de-escalate the war?
1:04.5	Let's first go to the White House, our own Aymann Javers, who has the latest, and I guess we're learning, Amon, that this ceasefire could at times
1:12.1	appear to be a bit dicey.
1:15.0	Yeah, Scott, a lot of issues still out there to be decided.
1:18.2	We heard from White House Press Secretary Caroline Levitt here at the White House just within the
1:22.7	past hour or so, and she confirmed that the United States is sending a delegation under J.D. Vance to go to
	...

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