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Halftime Report
The Second Half Strategy 7/3/24
Jul 3, 2024
Financial journalist Scott Wapner and analyst Jim Lebenthal discuss second-half investment strategies and Calls of the Day. They weigh in on the Paramount-Skydance merger, tech stock performance, market outlook, energy sector challenges, and top stock picks for the upcoming quarter.
44:16
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Quick takeaways
- Airlines expect record passenger numbers despite internal issues, affecting stocks differently.
- Tech stocks like Adobe and Qualcomm show positive momentum in the market, presenting investment opportunities.
Deep dives
Airline Industry Adjustments Amid Busiest Travel Week
With the expectation of record-breaking passenger numbers, airlines have prepared operationally for what could be the busiest week ever. Despite high passenger volumes, individual issues within airline companies like Southwest's poison-pill plan and reduced profitability contribute to the industry stocks not reflecting the robust travel demand.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode