Halftime Report Gearing up for Tech Earnings 7/22/25
Jul 22, 2025
Join industry heavyweights Josh Brown, CEO of Ritholtz Wealth Management, Joe Terranova, Chief Market Strategist for Virtus Investment Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors, as they navigate the complexities of the tech earnings landscape. They debate the sustainability of the current market rally, spotlight the resurgence of the financial sector, and share insights on pivotal earnings reports. Stephanie reveals her latest banking investments, while Josh updates listeners on his top stock picks, providing a treasure trove of strategic insights.
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Semiconductors Key to Rally
- Semiconductor stocks are pivotal in determining if the market rally continues or corrects.
- Strong earnings in semiconductors could refresh the market rather than end the rally.
Use Volatility to Buy
- Expect seasonal volatility in August and September, which should be viewed as buying opportunities.
- Focus on buying cyclicals over defensives to capitalize on earnings growth.
Meme Stocks Are Market Sideshow
- Unusual meme stock activity is a sideshow and not indicative of the overall market health.
- The real market story remains earnings growth, especially in major tech stocks.