Halftime Report Can Stocks Rally to Year-End? 12/2/25
Dec 2, 2025
Join Josh Brown, a savvy investment advisor and CEO of Ritholtz Wealth Management, alongside market strategist Joe Terranova and investment expert Shannon Sikosha. They dive into the potential for a year-end stock rally driven by mega-cap names like NVIDIA and Meta. The trio discusses market dynamics, emphasizing quality names for 2026 and the signs of liquidity's return. Josh reveals his top stock picks, while Joe highlights Twilio's promising technical breakout. Tune in for their insights into navigating the current market!
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Mega Caps Likely To Lead Year-End
- The MAG-7 mega caps will likely continue leading market performance into year-end despite concentration concerns.
- Josh Brown argues these names are not excessively expensive and remain the best, most liquid stocks to own.
Quality Over Momentum Into 2026
- The MAG-7 represent quality and are expected to maintain concentration into 2026.
- Joe Terranova and others see Apple and the mega caps as central to portfolios even amid AI execution questions.
Market Liquidity Can Tighten Year-End
- Market liquidity and trading liquidity are distinct and can diverge near year-end.
- Jim Lebenthal warns that market liquidity may tighten despite macro liquidity improvements.