Halftime Report The Tech Rebound and Market Rally 11/24/25
Nov 24, 2025
Josh Brown, a savvy registered investment advisor and CEO, joins market strategist Joe Terranova and trader Steve Weiss for a lively conversation. They dive into the tech stock rebound, discussing how it's reshaping market dynamics. Brown highlights healthcare stocks, recommending Mettler-Toledo and Thermo Fisher for growth. The team also debates Alphabet's AI momentum and the implications for valuations. Plus, Weiss shares his contrarian view on Alibaba's potential in the Chinese market.
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Episode notes
Momentum And MAG‑7 Drove The Market
- Momentum and MAG-7 rotation have been the primary drivers of this year's index gains.
- Josh Brown says momentum is the top-performing factor year-to-date and kept the market moving despite dispersion.
Near‑Term ROI Trumps Distant Dreams
- ROI timing and valuations will determine which AI winners get rewarded.
- Joe Terranova argues markets now favor firms delivering near-term ROI and reasonable valuations over extreme long‑term dreams.
Alphabet's Product Push Reshaped Sentiment
- Alphabet's Gemini 3 and TPU push changed market sentiment quickly.
- Scott Wapner notes Google is outperforming peers with product virality and cloud infrastructure strength.