Joe Terranova

Steve Weiss, Joe Terranova, and Brynn Winegardner share their sharp investment insights as stocks hit record highs. They analyze Apple's recent upgrade and potential shifts in innovation, including AI and foldable devices. The trio discusses the competitive landscape among tech giants, touching on the struggles faced by major firms like Tesla and Alphabet. They also delve into the current challenges in streaming and healthcare, providing actionable stock recommendations and strategies for navigating the market's volatile terrain.

Market experts Joe Terranova, Steve Weiss, Jim Laventhal, and Fran Talkington dive into the summer stock landscape. They discuss the potential for a June swoon versus a surge, highlighting recent downgrades in the banking sector. Insights on navigating market uncertainties due to geopolitical tensions are shared. The group also examines semiconductor trends and strategies involving AI and Bitcoin. With diverse portfolio moves, they emphasize the importance of adaptable investment strategies to thrive in the changing economic climate.

In this discussion, Joe Terranova, Chief Market Strategist at Virtus Investment Partners, Bryn Talkington, a savvy wealth manager, and Carrie Firestone, an insightful investment advisor, dive into the evolving market landscape of 2025. They analyze the recent advancements in Tesla's technology and its competitive stance in the EV market. The trio also highlights Bitcoin's surge and what factors contribute to its growth. Plus, they share strategic investment insights and notable stock recommendations to navigate today's complex financial terrain.

Join Joe Terranova, Bryn Talkington, and Jim Lebenthal, all members of the Investment Committee, as they dive into the future of market rallies. They dissect Jim's bold move of selling Visa and whether it's a sound decision. The trio also tackles the mixed bag of tech earnings, raising questions about giants like Microsoft and Alphabet. Plus, they explore crypto trends and the shifting sentiment around stocks, revealing insightful strategies for navigating today's market landscape.

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!

In this discussion, Jenny Harrington, Bryn Talkington, and Joe Terranova offer their insights as mega-cap earnings loom. They delve into the tech landscape, analyzing giants like Alphabet and Tesla, and discuss the implications of trade talks on the market. The trio explores investment strategies for stocks at new lows and highlights challenges in healthcare investments amidst budget cuts. Overall, they share optimistic takes on upcoming earnings reports and their potential impact on market dynamics.

Joe Terranova is the Chief Market Strategist for Virtus Investment Partners, while Steve Weiss is the founder of Short Hills Capital Partners, and Surat Sethi serves as CIO at Digital Asset & Resource Management. They dive into the potential impact of political drama in Washington on the markets, especially regarding changes in Federal Reserve leadership. The conversation also covers the banking landscape, detailing investment outlooks amid interest rate concerns, and explores upcoming earnings for United Airlines, alongside shifting dynamics in the EV and pharmaceutical markets.

In this engaging discussion, Joe Terranova, Steve Weiss, and Jim Lebenthal, market experts from CNBC, tackle the current state of stocks amidst tariff threats. They dissect key companies like KKR and Taiwan Semiconductor while evaluating earnings prospects for Netflix and United Airlines. With insights on market dynamics, they reflect on cautious optimism in light of economic uncertainties. The conversation also includes strategies within the finance sector, highlighting Goldman Sachs and Citi's successes, as well as potential impacts of geopolitical concerns on stock performance.

Joe Terranova, Jim Lebenthal, Bryn Talkington, and Steve Weiss engage in a spirited discussion about the stock market's future amidst high valuations and looming earnings reports. Bryn shares her options strategy for Tesla, especially as Elon Musk re-enters the political scene. The group debates how tariffs and economic indicators could shape investor sentiment, while weighing the growing interest in Uber against Tesla's recent challenges. They highlight retail investor activity and explore potential strategies for navigating this volatile market.

Josh Brown, an Investment Committee member renowned for his sharp market insights, is joined by Stephanie Link, an expert in financial sectors, and Joe Terranova, who shares strategic market perspectives. They dive into the implications of the Senate's $4 trillion tax package for markets. Discussions highlight the resilience of international stocks, an evolving strategy for Apple, and the gaming sector's rebound from increased revenues. The team also evaluates stock picks, including D.R. Horton and Hilton, providing valuable predictions as the market landscape shifts.