Kerry Firestone

In this discussion, Joe Chernova, Kerry Firestone, and Stephanie Link dive into the recent plunge of Palantir stock and its ripple effects on momentum names. They share insights on investment strategies in a shifting market, emphasizing patience as stocks approach key buying levels. The guests analyze the impact of macroeconomic factors on investor sentiment and highlight stock reallocations, including moves towards UnitedHealth and Diamondback. They also discuss upcoming earnings reports for major tech firms and the nuances of risk management amid market volatility.

Join Joe Terranova, Jim Laventhal, and Kerry Firestone as they unpack the tumultuous landscape of stocks amidst global events like the Israel-Iran conflict. They dive into the NASDAQ and S&P 500 recoveries, exploring how FOMO is driving investor sentiment. Discover insights on tech giants like NVIDIA and Adobe, and their influence on future investments. Plus, the trio shares their strategies for portfolio rebalancing amidst evolving market trends, all while navigating the complexities of the AI and healthcare sectors. A must-listen for any investor!

In this discussion, Kerry Firestone, a market strategist from CNBC, along with investment experts Steve Weiss and Joe Cheranova, tackle the sustainability of the current stock rally. They debate whether momentum is waning while examining strong performances in tech stocks amidst AI advancements. The guests also analyze recent earnings from key players like Salesforce and Adobe, highlight challenges in the housing market, and explore rising global investment trends, especially in regions with greater economic freedoms.

Kerry Firestone, an Investment Committee member known for her portfolio management expertise, and Steve Weiss, a tech stock analyst, delve into the earnings reports of Meta and Microsoft, sparking discussions about the implications of AI spending and deepfake technologies. They assess major tech stocks, including NVIDIA and Apple, and share their latest investment moves in companies like Vertiv and Booz Allen. The duo also navigates market dynamics, competitive pressures, and the economic landscape shaped by the Federal Reserve's policies.

Kerry Firestone, a seasoned investment committee member on CNBC, shares her insights as markets await Nvidia's earnings. The discussion delves into market dynamics, particularly the implications of interest rates on stocks. Target's plunge to a 52-week low raises strategic concerns, while global market comparisons reveal cautious optimism. The impact of Nvidia's performance on the tech sector and AI demand is scrutinized, alongside trends in diverse investments and recent trading strategies. It's a savvy wrap-up of pivotal market moments.