Malcolm Etheridge

Brenda Vangelo, an investment committee member, offers keen insights into market trends, while Alex Kantiewicz, a big technologies expert, analyzes AI advancements changing the tech landscape. Deirdre Bosa, CNBC correspondent, reports on the latest in AI technology, and Malcolm Etheridge shares strategic portfolio moves. They discuss the tech sector's rapid ascent, recent semiconductor gains, and a significant double downgrade of McDonald's stock. The conversation balances market optimism with cautious investment strategies in a dynamic environment.

Stephanie Ling, Jim Labenthal, and Malcolm Etheridge, all seasoned Investment Committee members, dive into the intricacies of the faltering stock market. They discuss the impact of rising inflation and changing consumer sentiment. With a focus on high-quality investments, they explore tech giants like Amazon and Microsoft as potential opportunities amidst volatility. Moreover, they analyze the CoreWeave IPO's significance in the AI domain and discuss the implications of auto tariffs on major automakers, emphasizing the importance of adapting investment strategies during uncertain times.

Josh Brown, CEO of Ritholtz Wealth Management, offers expert insights on market trends, while Bill Baruch, President of Blue Line Futures, navigates commodities and futures. Malcolm Etheridge shares specific stock evaluations and investment trends, and Jenny Harrington highlights portfolio management strategies. They discuss the record tech earnings driving market highs, contrast the success of companies like Meta and Microsoft against traditional industries, and analyze the implications of Apple’s earnings as well as the excitement surrounding Figma's IPO.