Halftime Report Trading this Pivotal Week 7/28/25
Jul 28, 2025
Joe Terranova, a savvy market analyst, Steve Weiss, a seasoned portfolio manager, and Jim Lebenthal, a stock expert, delve into the upcoming mega cap earnings and Federal Reserve decisions. They discuss market exhaustion, the importance of valuations, and the unique dynamics affecting mega-cap stocks versus the S&P 500. The trio analyzes stocks like Adobe and Arista Networks, weighing their potential amidst AI advancements. Expect insightful strategies, humor, and a wealth of investment wisdom as they navigate this pivotal trading moment!
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Episode notes
Market Feels Exhausted, Needs Pause
- The market feels somewhat exhausted and lacks broad participation despite record highs.
- This suggests a pause or consolidation rather than aggressive buying now.
Mega Caps' Earnings to Confirm Broadening
- This week’s mega cap earnings and economic data may confirm if market broadening continues.
- Such confirmation could sustain the ongoing trade in mega cap stocks and extend the market's upward trend.
Momentum Overwhelms Quality Factor
- Momentum currently overwhelms quality in driving stock performance, especially for speculative shares like AppLovin.
- Strong momentum can reward investors but increases risk due to potential sudden reversals.