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.

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.

Join Steve Weiss, a tech-focused Investment Committee member; Jim Lebenthal, a value-oriented expert; and Joe Terranova, who specializes in asset allocation, as they navigate the highs and lows of the stock market entering the second half of 2025. They discuss the impact of high-beta tech investments, the exciting growth prospects of companies like Tesla, and the competitive challenges faced by Disney and its streaming rivals. Discover key portfolio strategies and the emotional rollercoaster of investing in today's volatile landscape.

Steve Weiss and Joe Terranova, both members of the investment committee, join Brian Belski, Chief Investment Strategist at BMO Capital Markets. They dive into the tech sector's surge to new heights, fueled by key players like NVIDIA and AMD. The conversation highlights the S&P 500's milestones and the resilience of markets amidst fluctuating commodity prices. They also discuss the growing economic indicators benefiting airlines and the implications for the Federal Reserve's policies, making for an insightful analysis of current investment trends.

Joe Terranova and Steve Weiss, members of CNBC's Investment Committee, share valuable insights on market dynamics impacted by geopolitical developments in the Middle East. They discuss the surprising resilience of markets amidst uncertainty and the strategic moves in large-cap technology, especially regarding autonomous vehicles. Conversations also touch on Apple's AI challenges and cautious investment stance. Furthermore, the duo examines how escalating tensions affect sectors like energy and defense, offering tactical investment recommendations along the way.