Halftime Report

The Rally 6/7/23

Jun 7, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Belzky's 25 Year Call
02:10 • 2min
3
The Bull Case for 2024 Earnings for Tech
03:56 • 2min
4
The Potential for Leadership in the AI Revolution
05:28 • 2min
5
The Impact of the AI Rally on the Market
07:02 • 2min
6
Apple Price Target Goes to 220
09:25 • 2min
7
The Misplaced Short Termism of Apple
11:03 • 2min
8
The Future of the AI Market
12:58 • 2min
9
The Risk Management Lesson in Owning a Stock That's on the Decline
14:44 • 2min
10
NVIDIA: The Stock of the Year
16:30 • 2min
11
Kirstner's Point Is That You Get Carried Away With the Comparisons Between Today and 99
18:04 • 2min
12
The Future of NVIDIA
19:40 • 2min
13
Clover and Merchant One: Better Business Solutions
21:12 • 2min
14
Netflix: The First-Mover Advantage
23:32 • 2min
15
Biotech and Healthcare: A Comparison
25:29 • 2min
16
The IBB Is Down 2% Year to Date
27:16 • 2min
17
Virtu Financial CEO Doug Sifu on the Markets Right Now
29:22 • 2min
18
The Impact of Artificial Intelligence on Trading
31:12 • 2min
19
The Future of Trading Stocks
33:12 • 2min
20
The SEC's Crackdown on Cryptocurrencies
34:47 • 2min
21
The Future of Cryptocurrency Regulation
36:23 • 3min
22
BMO Buys Schwab and City in the Value Portfolio
39:19 • 2min
23
How to Pick the Right Stocks for Your Business
41:01 • 2min
24
Amazon Talks to Bring Ad Supported Versions of Max and Paramount Plus to Prime Video
43:01 • 2min
25
Amazon Plans Ad Tier for Prime Video Streaming Service
44:32 • 2min
26
The Impetus for Owning Paramount
46:09 • 2min
27
Energy: The Future of the Business
47:41 • 2min
28
CNBC's Last Call Podcast
49:12 • 2min