Halftime Report

Joining the discussion are Josh Brown, an expert in market momentum and top stock picks; Jenny Harrington, a specialist in value investing and market trends; and Shannon Sakosha, a strategist in market dynamics. They dive into the potential acquisition of Core Scientific by CoreWeave and Coupang's surge in South Korea’s thriving e-commerce market. The group also shares their favorite stock picks like Novartis and Amazon while exploring the impact of tariffs on corporate earnings and the evolving dynamics of digital IPOs.

Steve Weiss and Joe Terranova, both members of the investment committee, join Brian Belski, Chief Investment Strategist at BMO Capital Markets. They dive into the tech sector's surge to new heights, fueled by key players like NVIDIA and AMD. The conversation highlights the S&P 500's milestones and the resilience of markets amidst fluctuating commodity prices. They also discuss the growing economic indicators benefiting airlines and the implications for the Federal Reserve's policies, making for an insightful analysis of current investment trends.

Josh Brown, an investment expert and CNBC commentator, joins Stephanie Link, a member of the investment committee, to dive into the Fed's cautious monetary stance and its impact on the market. They discuss the optimistic trends in the banking sector and the rise of major banks’ share prices. Brown shares insights on Disney's streaming growth as an emerging investment opportunity, while both guests explore tech stock performances and strategies in a volatile market. Catch their predictions as the economy evolves!

Joe Terranova and Steve Weiss, members of CNBC's Investment Committee, share valuable insights on market dynamics impacted by geopolitical developments in the Middle East. They discuss the surprising resilience of markets amidst uncertainty and the strategic moves in large-cap technology, especially regarding autonomous vehicles. Conversations also touch on Apple's AI challenges and cautious investment stance. Furthermore, the duo examines how escalating tensions affect sectors like energy and defense, offering tactical investment recommendations along the way.

Josh Brown, an investment professional and financial commentator, brings his keen insights to the table. He and the Investment Committee analyze the stock market's mixed reactions post-Fed meeting and discuss strategies for navigating uncertainty in Iran. They dive into market recovery patterns, emphasizing the patience needed to reach new highs. The conversation also highlights the strength of regional banks compared to fintech giants and explores promising stocks like CarMax and Rocket Companies, all while examining Netflix's growth against Disney's strategies.

Joining the discussion are Steve Weiss, an expert in market valuations and economic trends, Deirdre Bosa, a CNBC correspondent reporting on tech and AI, and Mike Santoli, a senior commentator sharing insights on market behavior. They tackle the stock market's potential trajectory as the Fed meeting approaches. Other hot topics include Waymo's expansion in the rideshare market, and how recent economic data influences investor sentiment. The conversation also touches on market dynamics, innovations in tech, and the implications of the GENIUS act on crypto.

Josh Brown, a savvy investment committee member, shares expert insights on market trends, including recent declines in retail sales and growing volatility due to global tensions. Brian Belsky delves into evolving global attitudes toward equities, emphasizing the recovery of tech giants like NVIDIA. They also explore strategies in sectors like aerospace and energy, highlighting investment opportunities amid challenges. Listeners gain a nuanced understanding of the current economic landscape and approaches to navigating it.

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 engaging discussion, Steve Weiss, a top investor known for his savvy market insights, and Rob Seachin, a seasoned market participant, dive into the repercussions of Israel's military actions in Iran and their ripple effects on global markets. They analyze the implications for oil prices and the Fed's potential responses, while also exploring the evolving IPO market and consumer sentiment. The duo discusses key stock performances, including NRG and Eli Lilly, and offers strategic investment advice, urging listeners to capitalize on emerging opportunities amidst geopolitical anxieties.

Brad Gerstner, Founder and CEO of Altimeter Capital, shares his insights on the transformative impact of AI on markets and industries. He discusses the exciting future of his "Invest America" plan, aiming to foster economic fairness. The conversation dives into the evolving landscape of the stock market, particularly the resilience of sectors like AI and aerial transportation. Gerstner also highlights Apple’s changing fortunes and the bipartisan support for financial reforms that enhance youth economic opportunities, making for a thought-provoking listen.