Stocks Rise on Truce Extension, Tesla Beats Estimates | The Close 4/22/2026

Watch on YouTube ↗  |  April 22, 2026 at 22:13  |  1:34:29  |  Bloomberg Markets
Speakers
Irwin Simon — Chairman and CEO, Tilray
Afsaneh Beschloss — Founder and CEO, RockCreek Group
Steve Westly — Managing Partner, Westly Group
Karim Bousta — Head of Crypto, Société Générale
Brent Thill — Analyst, Jefferies
Ross Gerber — CEO, Gerber Kawasaki Wealth Management

Summary

The video covers market reactions to the extended U.S.-Iran cease-fire, record stock highs, and earnings from Tesla and other companies. Guests discuss investment themes in cannabis, software, EVs, and broader sectors like infrastructure and defense, while analyzing geopolitical tensions and their market impacts.

  • Stocks rise on earnings optimism and cease-fire extension.
  • Cannabis stocks rally on potential DOJ reclassification.
  • ServiceNow and software earnings amid AI concerns.
  • Tesla beats estimates, but analysts debate growth and autonomy.
  • Investment themes include infrastructure, renewables, defense, and AI.
  • Geopolitical tensions in Middle East impact oil and sentiment.
  • IPO market anticipates large deals like SpaceX.
  • Consumer sentiment remains low despite market highs.
Trade Ideas
Irwin Simon Chairman and CEO, Tilray 10:57
Cannabis reclassification bullish for Tilray.
The Department of Justice is expected to reclassify cannabis to a less dangerous category, which would legitimize the industry, ease banking restrictions, and allow Tilray to bring its existing infrastructure, brands, and research to the U.S. market, potentially within six months, benefiting patients and the company's growth.
TLRY HIGH
Michael Turrin 18:42
ServiceNow well-positioned for growth and AI.
ServiceNow needs to communicate confidence in 20% growth and articulate their AI strategy; the company is a C-level decision platform with strong customer spending and recent acquisitions in cybersecurity and IoT that should benefit its roadmap and growth.
NOW MED
Afsaneh Beschloss Founder and CEO, RockCreek Group 41:16
Invest in infrastructure, renewables, defense, AI.
Infrastructure, renewable energy, nuclear power, nearshoring, AI in education and health, biome technology, and defense are high-conviction investment areas due to the war, energy security concerns, and technological advancements, as these sectors will see increased demand and investment.
PAVE SOLAR URA ITA IBB HIGH
Afsaneh Beschloss Founder and CEO, RockCreek Group 41:16
Invest in infrastructure, renewables, defense, AI.
Infrastructure, renewable energy, nuclear power, nearshoring, AI in education and health, biome technology, and defense are high-conviction investment areas due to the war, energy security concerns, and technological advancements, as these sectors will see increased demand and investment.
AI in Education and Health HIGH
Steve Westly Managing Partner, Westly Group 53:03
Tesla faces challenges and competition.
Tesla's sales are flat, inventory is piling up, and they need new revenue sources; they are losing market share to BYD and others, and the stock is overvalued at 183 times earnings, requiring focus on a lower-priced EV and proving autonomy to justify valuation.
TSLA HIGH
Brent Thill Analyst, Jefferies 71:04
AI is a headwind for software sector.
AI is creating a headwind for software companies as CIOs stall and evaluate new AI technologies, leading to decelerating growth and negative sentiment in the sector, as seen with IBM's in-line software sales.
IGV MED
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This Bloomberg Markets video, published April 22, 2026, features Irwin Simon, Michael Turrin, Afsaneh Beschloss, Steve Westly, Brent Thill discussing TLRY, NOW, PAVE, SOLAR, URA, ITA, IBB, AI in Education and Health, TSLA, IGV. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Irwin Simon, Michael Turrin, Afsaneh Beschloss, Steve Westly, Brent Thill  · Tickers: TLRY, NOW, PAVE, SOLAR, URA, ITA, IBB, AI in Education and Health, TSLA, IGV