Halftime Report The Record Run 7/15/25
Jul 15, 2025
Josh Brown, CEO of Ritholtz Wealth Management, shares his stock picks and reflects on the recent market highs. Brian Sullivan interviews Howard Lutnick, Secretary of Commerce, discussing changes in economic policy and trade impacts. The guests analyze earnings from major banks like J.P. Morgan and Citigroup, exploring investment strategies in a shifting market. Stephanie Link weighs in on the performance of stocks, including Netflix and 3M, while examining Uber's ambitious partnership with Baidu in autonomous technology.
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NVIDIA's China Chip Sales Impact
- NVIDIA's clearance to sell H200 chips in China is a major development for the AI sector.
- While the stock is expensive, it remains a competitive leader in AI hardware.
Commerce Shapes Global AI Standards
- The Commerce Department drives AI standards, aiming to influence global AI rules.
- U.S. aims to set standards that outcompete China's approach in AI development.
Tariffs Support Domestic Steel Production
- Tariffs protect domestic steel by leveling international subsidies to maintain U.S. production.
- Domestic steel is critical for national security and manufacturing capabilities.