Guests Josh Brown, Jenny Harrington, and Jim Lebenthal provide sharp insights into the troubled tech sector, with Brown sharing his top stock picks. Harrington discusses her latest portfolio adjustments and strategies for dividend income. The conversation also covers rising concerns about UnitedHealth Group's coding practices and their potential impact on the market. The team analyzes market fluctuations, investor sentiment, and future opportunities, emphasizing the need for a disciplined investment approach amid volatility.

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.

Jim Lebenthal discusses the state of the tech trade and adds a new name to his portfolio. The podcast covers S&P price targets, challenges in forecasting, Adobe and Microsoft market dynamics, investment calls for Autodesk and tech ETF rebalances. It also explores international markets, stock rebalances, housing market challenges, and final trade recommendations.

Jim Lebenthal, a veteran investor with a science-minded approach to fundamental analysis and value investing, discusses his unique background and how he uses different fundamental analytical tools to find price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also talks about incorporating tools from technical analysis and answers stock-specific questions from Pro subscribers, emphasizing the importance of going back to the fundamentals for better investment decisions.

Jenny Harrington and Steve Weiss debate on retail. Joe sells shares in JPMorgan, Uber, and Broadcom. Jim Lebenthal discusses Paramount’s pop on potential takeover.