Halftime Report Can Stocks Rally to Year-End? 12/3/25
Dec 3, 2025
Join Bryn Talkington, a savvy portfolio manager with a focus on technology, and Joe Terranova, a tactical market commentator, as they dissect the dynamics of the hot cybersecurity sector. Stephanie Link shares insights on retail and energy, highlighting holiday shopping trends. Jim Labenthal dives into the fundamentals of major tech stocks like Adobe and Salesforce. The team also shares their holiday stock picks for 2026, featuring names like Lockheed and Starbucks, while debating the future of the software market amid valuation pressures.
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Exit Ahead Of Earnings If Sentiment Is Negative
- Sell before earnings if market sentiment makes a stock feel 'stuck in the mud'.
- Bryn Talkington exited Salesforce to avoid negative post-earnings feedback despite expecting decent results.
Fundamentals Can Lag Share Prices
- Fundamentals can disconnect from share price for extended periods, creating buy opportunities.
- Jim Labenthal stays with quality software names expecting eventual mean reversion to fundamentals.
Snowflake's Growth Plus Margin Tailwind
- Snowflake shows high product revenue growth and improving operating margins, offering operating leverage.
- Stephanie Link expects margins to move from low single digits toward mid-teens over time.