Halftime Report Trading Around the Unsettled Market 2/24/25
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Feb 24, 2025 Joe Terranova, a seasoned member of CNBC's Investment Committee, and Steve Weiss, known for his keen market insights, dive into the unsettled stock market landscape. They explore the recent decline of Palantir and evaluate the implications for tech stocks under economic pressure. The duo emphasizes the importance of diversification and shares strategies for navigating volatility. They also analyze stock movements and trading potentials, offering listeners valuable tips on managing their portfolios amidst market uncertainties.
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Trimming Momentum Stocks
- Trim momentum stocks like Vertiv if narrative changes.
- Consider market conditions and potential disruptions like tariffs.
Defensive Sectors
- Defensive sectors like healthcare and staples are performing well in the current market.
- Consider this defensive posture as a response to market uncertainty.
Nvidia's Impact
- Upcoming NVIDIA earnings could reverse negative market sentiment.
- The market reaction to NVIDIA's results will be crucial.