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.

Join financial expert Josh Brown, known for his savvy stock insights, along with Investment Committee members Jenny Harrington and Malcolm Etheridge. They dissect whether the market is pausing or pulling back, sharing their latest portfolio moves. Josh highlights Illinois Tool as a top stock pick. The team discusses Jerome Powell’s upcoming speech, AI stock influences, and the tumultuous landscape for tech shares. They also touch on global events, investment strategies, and the impacts of rising inflation on consumer behavior.

Stephanie Link, an investment strategist, Jim Lebenthal, a contrarian investor, and Malcolm Etheridge, an investment portfolio manager, dive into the current dynamics of the AI chip market. They assess the recent fluctuations in NVIDIA's stock following disappointing job reports and explore Broadcom's soaring success after earnings. The trio discusses the Federal Reserve's interest rate policies and its impact on sectors like housing. They also evaluate Lululemon's challenges amidst fierce competition and share their latest portfolio moves, revealing strategic insights for investors.

Guests Joe Terranova, an expert in market sentiment, Liz Thomas, who specializes in consumer behavior, Malcolm Etheridge, an enterprise tech analyst, and Steve Weiss, a fundamental investing advocate, tackle the intricate dynamics of the current stock market. They analyze Apple’s strong performance and its broader market implications, discuss the resilience of consumer spending amidst inflation, and provide insights into the semiconductor sector. The conversation wraps up with a focus on careful investment strategies shaped by economic indicators.