Halftime Report
Trading Around the Unsettled Market 2/24/25
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.
44:20
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Quick takeaways
- Amid market volatility, healthcare and consumer staples are gaining favor as defensive investment options while momentum stocks face significant price corrections.
- The potential for stagflation and upcoming earnings reports, especially from tech giants, are impacting investor sentiment and shaping future market dynamics.
Deep dives
Market Uncertainty and Momentum Shift
The current state of the stock market is characterized by unease, with notable declines in momentum stocks like Palantir and CrowdStrike. The discussion highlights a notable unwind in these momentum names, suggesting that while some stocks were previously thriving, there is now a volatile market environment leading to price corrections. Analysts emphasize the importance of distinguishing between temporary market noise and the underlying trends, suggesting that quality stocks are starting to gain traction amidst the uncertainty. As money rotates in the market, investors are cautioned against making binary bets and are advised to focus on a balanced approach.
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