Closing Bell Closing Bell: 4/1/26
Apr 1, 2026
Lo Toney, venture capitalist at Plexo Capital with deep AI and secondary-market experience, discusses SpaceX, Anthropic and compute constraints. Gabrielle Von Rouge, business reporter, covers Nike’s weak guidance and China headwinds. Pippa Stevens, markets and energy reporter, explains oil supply shocks and their market impact. Multiple short takes on IPOs, energy, AI monetization, and market reactions.
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Episode notes
Duration Of Conflict Determines Tech Risk
- Shorter conflicts keep fundamentals intact; prolonged disruptions would pressure supply chains and chip input costs.
- Stephanie warns Korea and Taiwan face the biggest near-term pinch that could later lift costs for U.S. tech firms if extended months.
Prefer Durable Large Caps Over Cyclicals For Now
- Favor high-quality, durable large-cap tech and semiconductors over cyclicals until clarity on growth and energy costs arrives.
- Cheryl Young argues MAG7 and semis can withstand higher energy and remain safer choices for investors.
Higher Yields Compress Equity Multiples
- Rising 10-year yields materially pressure PE multiples; strategists model 4.5–5% yield scenarios to test market vulnerability.
- Pippa Stevens and Lori Calvasina note 5% 10-year yields historically add market angst and factor into PE stress tests.