Closing Bell Overtime: Stocks Power Higher As Oil Drops, Strait of Hormuz Opens 4/17/26

Markets stage a rapid recovery alongside a massive move in oil. Keith Lerner of Truist explains the market’s lightning fast rebound and what it says about momentum and positioning. Charles Bobrinskoy of Ariel Investments adds a note of caution, arguing stocks are getting more fully valued even as opportunities remain beneath the surface. Jason Gableman of TD Cowen analyzes oil and energy stocks and where the trade goes next. Priya Misra of JPMorgan Asset Management breaks down moves in yields and what they signal for investors. Will Power of Baird discusses what drove Microsoft’s best week in 10 years.