Stocks in the Second Half 7/1/25

Josh Brown, an Investment Committee member renowned for his sharp market insights, is joined by Stephanie Link, an expert in financial sectors, and Joe Terranova, who shares strategic market perspectives. They dive into the implications of the Senate's $4 trillion tax package for markets. Discussions highlight the resilience of international stocks, an evolving strategy for Apple, and the gaming sector's rebound from increased revenues. The team also evaluates stock picks, including D.R. Horton and Hilton, providing valuable predictions as the market landscape shifts.