Halftime Report

The Rally’s Durability 6/21/24

Jun 21, 2024
The podcast discusses the rally's durability, Nvidia's rise and pullback, Calls of the Day on Palo Alto, Tesla, and Freeport-McMoran. The committee also talks about winners in their portfolio and managing risks in NVIDIA. Other topics include tech stocks, bank stress tests, reliability in business, stock analysis, and market trends.
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1
Intro
00:00 • 2min
2
Managing Risks and Position Sizes in NVIDIA
01:41 • 15min
3
Market Performance, Tech Stocks, and Bank Stress Tests
17:07 • 8min
4
Business Promises and Sales Challenges
24:51 • 2min
5
Stock Analysis: Palo Alto, CrowdStrike, and Tesla Performance Discussion
26:40 • 2min
6
Morgan Stanley Upgrades Freeport, Copper Market Developments, and Headlines on Boeing, Netflix, and Steve Bannon
28:51 • 5min
7
Analysis of Bank Stocks, Stress Tests, and Dell's Performance
33:21 • 2min
8
Technology Industry, Energy Sector, and Potential Turnaround Stocks Discussion
35:20 • 2min
9
Market Trends, Investment Opportunities, and Regulatory Challenges
37:00 • 8min
10
Market Upgrades, Final Trades, and Show Reminder
44:35 • 3min