Major averages closed higher \u2013 the Dow\u2019s 11th straight positive session. Cantor Fitzgerald\u2019s Eric Johnston makes his case for why he\u2019s still bearish on equities. Earnings from NXP Semiconductor, F5 and Whirlpool. Susquehanna\u2019s Christopher Rolland reacts to NXP numbers and what it means for autos and the consumer. Citi\u2019s Phil Drury breaks down the IPO pipeline and how he is positioned in the tech sector. Calpers CEO Marcie Frost on investing more in PE and VC opportunities. Plus, Gabelli Funds\u2019 Tony Bancroft on defense sector earnings and Wells Fargo\u2019s Michael Turrin on this week\u2019s mega-cap earnings.