Kevin Simpson

Josh Brown, a seasoned market commentator, presents his insights on the Best Stocks in the Market, including defensive plays like Welltower. Steve Weiss discusses tech volatility and its implications for investors, debating whether the sector is in a bubble or simply experiencing a healthy pullback. Kevin Simpson shares trade ideas focusing on energy and consumer positions. Meanwhile, CNBC's Seema Modi delves into Oracle's financing challenges and AI spending dynamics, highlighting the liquidity effects from the government shutdown on market behavior.