Halftime Report

In this engaging discussion, Steve Weiss, a savvy investment manager, shares insights on market reactions to Oracle's data center delay. Jim Santoli emphasizes the importance of portfolio positioning amidst AI jitters. Kevin Simpson discusses growth trades, including covered calls on Netflix and chip investments, while Brenda Vangelo highlights mid-cap and cyclical opportunities in sectors like energy. The panel also assesses winners and losers among industrials and data suppliers, making this a must-listen for savvy investors.

In this discussion, Josh Brown, a dynamic investment advisor known for his bold market predictions, and Bill Baruch, a savvy market strategist, analyze the market's response to the recent Fed rate cut. They delve into the implications for sectors like cyclicals and tech, debating Uber's future after Stephanie Link sells her shares. Josh argues for the long-term potential of Uber's strategy against heavy competition and shares his insights on Exxon's technical breakout. The conversation wraps up with diverse trade picks and market insights.

Anticipation builds for a pivotal Fed decision as the team discusses potential impacts on market yields. Debates about the implications of a hawkish cut and its pricing take center stage. Exciting catalysts like Oracle and Broadcom are explored, potentially pushing stocks higher. The panel considers the robo-taxi threat from Waymo and evaluates the growth dynamics of AI giants. They also unpack sector rotations and share their top stock picks, including Regeneron and Booking, closing with strategic portfolio insights.

Josh Brown, CEO of Ritholtz Wealth Management, dives into Carvana’s resurgence and highlights ServiceTitan’s potential driven by AI. Fellow committee member Stephanie Link champions consumer strength while investing in Capital One. Brian Belsky outlines his portfolio tweaks, selling Deckers for focused buys in banking stocks. Joe Terranova connects macro trends with sector movements, praising broad market shifts. Together, they discuss the implications of Fed meetings, valuations of AI stocks, and the resilience of travel demand as they strategize for future investments.

Joe Terranova, a seasoned street investor, joins market commentator Bryn Talkington, who shares insight on sector-specific trends, and Amy Raskin, who provides updates on biotech and healthcare trades. They dive into the potential impacts of the Fed's decisions, the significance of Oracle and Broadcom's earnings, and the rising yields affecting market momentum. The trio also discusses strategies around year-end positioning and highlights the implications for major stocks like Tesla, alongside emerging trends in AI and financials.

Join Josh Brown, a savvy investment advisor, Jenny Harrington, a portfolio manager with insights on market internals, and Kevin Simpson, who offers trade ideas and sector calls, as they explore the concept of a potential 'FOMO' rally. Josh explains his drastic decision to sell 85% of his Netflix stake post-Warner Bros. acquisition, while Kevin believes it's a misstep. Jenny discusses necessary adjustments in equity allocations for 2026, and the team dives into catalysts that could affect market dynamics amidst rising interest in mega-cap tech stocks.

In this engaging discussion, market experts Joe Terranova, a veteran commentator known for insightful trading strategies, Stephanie Link, a savvy portfolio manager with a knack for equity analysis, and Carrie Firestone, a keen commentator on valuation and sector shifts, dive into Meta's recent hiring of Apple's design chief. They dissect the potential impacts on AI device competition and Meta's restructuring moves. The trio also shares their latest portfolio adjustments and thoughts on market trends, making it a must-listen for investors.

Join Bryn Talkington, a savvy portfolio manager with a focus on technology, and Joe Terranova, a tactical market commentator, as they dissect the dynamics of the hot cybersecurity sector. Stephanie Link shares insights on retail and energy, highlighting holiday shopping trends. Jim Labenthal dives into the fundamentals of major tech stocks like Adobe and Salesforce. The team also shares their holiday stock picks for 2026, featuring names like Lockheed and Starbucks, while debating the future of the software market amid valuation pressures.

Join Josh Brown, a savvy investment advisor and CEO of Ritholtz Wealth Management, alongside market strategist Joe Terranova and investment expert Shannon Sikosha. They dive into the potential for a year-end stock rally driven by mega-cap names like NVIDIA and Meta. The trio discusses market dynamics, emphasizing quality names for 2026 and the signs of liquidity's return. Josh reveals his top stock picks, while Joe highlights Twilio's promising technical breakout. Tune in for their insights into navigating the current market!

Joe Terranova, known for his cautious macro views, joins bullish strategist Jim Labenthal and tech/AI expert Bryn Talkington to dissect December's historical stock performance. They explore the implications of rising yield on market rallies, debate sector dynamics, and highlight the dispersion in big tech, with Alphabet shining while NVIDIA struggles. The trio also shares insights on major earnings reports and discusses bullish strategies for casino stocks and energy. Finally, they offer their final stock picks for the year.