Closing Bell Overtime: Markets Eye Upside Risks as Oil Moves, Semis Face the Test and Consumers Stay in Focus 4/7/26

Stocks push higher in the final hour with the S&P 500 and Nasdaq ending the day higher on renewed ceasefire hopes. Adam Crisafulli of Vital Knowledge and Paul Christopher of Wells Fargo break down the outlook and explain why risks for the S&P 500 may still skew to the upside even as recent events create a ceiling. Robert Drbul of BTIG analyzes Levi’s results and what they signal about spending trends and demand. Commodities remain a key driver; Francisco Blanch of Bank of America discusses moves in oil and broader commodity markets and what they mean for inflation and global growth. In tech Dan Niles of Niles Investment Management tackles a key question: can semiconductors remain a safe haven as geopolitical tensions ripple across markets and is there enough spending to support the trade? Plus, Tom Fitzgerald of Cowen looks ahead to Delta earnings.