Halftime Report

In this engaging discussion, guests Josh Brown, Steve Weiss, and Liz Young share their insights on market strategy following recent Federal Reserve moves. Josh captivates with thoughts on Warner Brothers Discovery as Superman returns in a trailer. The trio analyzes market dips, offering strategies for resilience while uncovering the struggles of small-cap stocks. They debate the implications of the Dow’s challenges and highlight promising sectors like cybersecurity. Expect a mix of investment wisdom and lighthearted banter throughout!

In this engaging discussion, investment experts Joe Terranova, Bill Baruch, and Steve Weiss tackle Nvidia's potential resurgence. Terranova shares insights on stock strategies, while Baruch dives into technical analysis, emphasizing key trading points. Weiss highlights the evolving landscape of Bitcoin amidst market volatility. The trio also dissects the implications of the Federal Reserve's decisions on sectors like equity and bonds, while exploring bullish sentiment for Tesla, Uber, and the promising growth in India's emerging market.

Josh Brown, a market trends expert, Carrie Firestone, an investment analysis pro, and Jabravko Lekos from J.P. Morgan bring their insights together. They discuss the potential rally of the stock market as 2024 approaches, weighing the merits of sticking with successful investments like the Magnificent 7 versus exploring new opportunities. Bitcoin's momentum is highlighted as a key player, along with the Dow's recent declines and strategies to navigate volatility. They also touch on pivotal sectors like retail and tech, emphasizing significant investment shifts.

With two weeks to go in 2024, the Investment Committee debates the momentum in the tech trade and whether it can keep rallying in the new year.  Plus, the next move for semiconductors as Broadcom hits a new record high.  And Nike quarterly results – the company has underperformed but could this be an inflection point?Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Josh Brown, Bryn Talkington, and Steve Weiss are Investment Committee members with deep insights into market trends. They discuss the potential for a year-end rally in stocks and highlight the surge of Broadcom, achieving a trillion-dollar market cap. The trio also dives into the performance and strategies surrounding mega-cap tech stocks like Apple, analyzing their growth and challenges. Additionally, they explore the decline of momentum stocks and the generational shift in investment preferences, providing listeners with strategic investment insights.

Scott Wapner and the Investment Committee debate the Trump Bump as the President-Elect rings the opening bell at the NYSE. Plus, Adobe tumbling lower today, it’s our Chart of the Day, Jim Lebenthal is holding onto it, he explains why. And later, the Committee detail their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joe Terranova, a market trends expert, joins Shannon Sikosha, Stephanie Link, and Rob Seichen, to discuss the Nasdaq crossing 20,000. They analyze the resurgence of big tech stocks, particularly the MAG-7, emphasizing factors like enterprise spending and AI strategies. The team debates market dynamics heading into 2025 and explores the implications of healthcare reform on stock performance. Insights into emerging tech opportunities and predictions for companies like Boeing and Adobe round out a lively conversation on current investment trends.

In this lively discussion, Josh Brown, a market trend expert, and Stephanie Link, a seasoned portfolio manager, explore the recent momentum meltdown affecting investment strategies. They delve deep into the risks of momentum investing and highlight the strong rebound of companies like AppLovin and MicroStrategy. Insights on underperforming cybersecurity stocks and strategic reallocations reveal their guarded optimism. The duo also analyzes surprising trends in energy stock performance, shedding light on critical investment shifts as they approach the new year.

Anastasia Amoroso, a market trend expert, Steve Weiss, a savvy investment strategist, and Jim Labenthal, known for his financial acumen, dive into the ambitious journey of the S&P 500 toward 6,100 points. They discuss the positive market momentum and the potential risks looming from global issues. The team also highlights Reddit's impressive stock growth following its new AI tool and explores the investment prospects in the booming Bitcoin ETF market. It's a lively discussion filled with insights for investors looking to navigate these dynamic times!

In this discussion, investment experts Jenny Harrington, Steve Weiss, and Jason Snipe dive into current market trends and the question of whether to keep buying the rally. They analyze the impressive surge in DocuSign's stock post-earnings and explore dramatic market movements like AppLovin's staggering 925% increase. The trio discusses Uber's investment potential amidst challenges, along with insights into tech stock performance and fiscal policies impacting investor sentiment. Together, they unravel the complexities of navigating today’s financial landscape.