Halftime Report

Stephanie Link, a savvy market strategist, shares her insights on portfolio moves and the impact of upcoming tariffs on consumer spending. Josh Brown, an investment committee member, reveals his picks for quarterly winners and losers, offering a peek into market behavior. They discuss the resilience of consumers despite economic uncertainties and delve into the implications of tariff policies on corporate profits. Overall, optimism lingers, even as they navigate the challenges of a fluctuating market landscape.

In a captivating discussion, Joe Terranova, a market trend analyst, Steve Weiss, an investment commentator, and Jim Laventhal, a seasoned investment strategist, dive into the current market volatility. They explore the cautious optimism surrounding a potential recession and the shift towards defensive investment strategies. The trio analyzes struggles within the tech sector, highlighting growing risks, while also addressing the surge of active ETFs and strategic sector opportunities. Their insights provide both alarm and hope for today's investors.

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.

Josh Brown, an influential investment professional, and Kate Rooney, a CNBC reporter with insights into Robinhood's wealth management shift, dive into the complex world of tariffs and their impact on the market. They discuss the ramifications for major automakers like Ford and GM, while Josh highlights Zscaler as a potential breakout stock. The conversation traverses the volatile tech landscape, IPO concerns, and the evolving wealth management strategies, providing a comprehensive view of navigating market uncertainties.

Join Joe Terranova, a market trend expert, Jenny Harrington, a stock picking specialist, and Carrie Firestone, who shares strategic insights, as they dive into the sustainability of the recent stock market bounce. They discuss the impact of tariff-related news on major indices and sectors like auto and tech. The trio also explores healthcare investment opportunities, emphasizing resilience amidst challenges. They reveal their latest strategic moves and tackle the cautious sentiment surrounding potential recession risks, all packed with actionable insights.

In this engaging discussion, financial commentator Josh Brown, investment experts Stephanie Link and Jim Labenthal dive into the nuances of U.S. exceptionalism in global markets. They analyze the impact of mega-cap firms and geopolitical shifts on investment strategies. Josh shares insights from his Trade School on the volatile stock 'Toast.' The group also explores concerns around the AI bubble, recent IPO news, and key industry challenges, particularly for Boeing, providing valuable perspectives on market trends and portfolio management.

Join Joe Taranova, Jim Labenthal, Steve Weiss, and Bryn Talkington as they explore whether the stock market can maintain its upward trajectory. They discuss major portfolio moves, from tech stocks to momentum strategies. The conversation shifts to the impact of new tariffs and political changes, highlighting investment opportunities amid market volatility. Additionally, they delve into trends in private credit ETFs and emerging sectors like defense, offering insights on Netflix's competitive edge and the healthcare market.

Investment experts Josh Brown, Joe Terranova, Steve Weisbrin, and Bryn Talkington delve into the turbulent stock market landscape. Brown reveals why he's removing a stock from his top picks. The team discusses the implications of tariffs, trade tensions, and the potential for a recession. They explore effective trading strategies, including the value of buying during downturns. Insights into Google's recent acquisition highlight the importance of cybersecurity in today's market. Tune in for vital perspectives on navigating current economic uncertainties!

Scott Wapner and the Investment Committee debate the state of stocks in this uncertain market after Fed Chairman’s Powell speech yesterday and Tariffs looming large. Plus, Josh Brown names another stock to his “Best Stocks in the Market List.” And later, Michael Ozanian joins us with the latest on the Boston Celtics sale. Investment Committee Disclosures

Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.  Investment Committee Disclosures