Halftime Report

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.

Scott Wapner and the Investment Committee debate the state of stocks with the economy once again in question and markets entering a historically rocky period. Plus, Palantir hitting a record high after earnings, it’s our Chart of the Day. And later, Josh Brown adding Dominion Energy to his “Best Stocks in the Market.”Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the future of the rally following one of the worst weeks for stocks since May.  Plus, Joe Terranova shares the details of his latest JOET ETF rebalance. The Committee weigh in on his moves.  Investment Committee Disclosures

Join market experts Jim Leventhal, Bill Baruch, and Jason Snipe as they dissect the recent market pullback triggered by trade tensions and a lackluster jobs report. They explore the implications for the Federal Reserve, offering insights into interest rate shifts and investment opportunities. The trio analyzes tech giants Apple and Amazon, discussing challenges like tariff impacts and competition in the cloud sector. They also delve into the resilience of ExxonMobil in the energy landscape and evaluate healthcare sector recovery prospects.

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.

Join Joe Terranova, Bryn Talkington, and Jim Lebenthal, all members of the Investment Committee, as they dive into the future of market rallies. They dissect Jim's bold move of selling Visa and whether it's a sound decision. The trio also tackles the mixed bag of tech earnings, raising questions about giants like Microsoft and Alphabet. Plus, they explore crypto trends and the shifting sentiment around stocks, revealing insightful strategies for navigating today's market landscape.

Josh Brown, an insightful figure at Ritholtz Wealth Management, joins Joe Terranova, Chief Market Strategist at Virtus Investment Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors. They dive into the bull run of stocks, discussing its sustainability and potential market shakeouts. Key topics include mixed earnings reports, the impact of AI on investments, and notable movements in sectors like cybersecurity. Brown shares his top stock picks amidst this dynamic market landscape, making for an engaging conversation on how to navigate today's economy.

Joe Terranova, a savvy market analyst, Steve Weiss, a seasoned portfolio manager, and Jim Lebenthal, a stock expert, delve into the upcoming mega cap earnings and Federal Reserve decisions. They discuss market exhaustion, the importance of valuations, and the unique dynamics affecting mega-cap stocks versus the S&P 500. The trio analyzes stocks like Adobe and Arista Networks, weighing their potential amidst AI advancements. Expect insightful strategies, humor, and a wealth of investment wisdom as they navigate this pivotal trading moment!

Stephanie Link, Jim Labenthal, and Rob Sieg bring their market expertise to discuss a pivotal week ahead. They dive into the potential impacts of the Federal Reserve decision and major tech earnings on the market. The trio highlights the competitive cloud landscape, emphasizing AWS's prospects against Google Cloud. Trade talks with the EU spark optimism for avoiding tariffs, while Gilead's stock surge contrasts with Chipotle's challenges. Finally, they share insights on investment strategies and key market trends as they brace for upcoming developments.

Investment experts Josh Brown and Jim Lebenthal dive into the stock market's record highs, spotlighting Alphabet's ambitious AI spending and its impacts on competition. They analyze Google's stock amidst legal challenges and discuss the broader tech landscape's health, touching on heavyweights like Microsoft and Tesla. The duo shares strategic insights on air travel stocks, particularly American Airlines, and highlights resilient players like Otis Worldwide. Portfolio moves are also covered, showcasing tactical trades in a volatile market.