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Ritholtz's Josh Brown on why he sold 25% of his Nvidia stake
  + stars: | 2023-05-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRitholtz's Josh Brown on why he sold 25% of his Nvidia stakeKari Firestone, Josh Brown, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss momentum in semiconductors, signs of and A.I. bubble, and Nvidia's one trillion dollar valuation.
Persons: Josh Brown, Kari Firestone, Joe Terranova, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's 'Halftime' traders discuss Loop Capital's rare Apple downgradeJoe Terranova, Liz Young, Jason Snipe, Steve Weiss join 'Halftime Report' to discuss mega cap momentum, changing trends in consumer discretionary spending, and the Apple downgrade from Loop Capital.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market not showing durability outside of mega cap names, says SoFi's Liz YoungJoe Terranova, Liz Young, Jason Snipe, Steve Weiss join 'Halftime Report' to discuss mega cap momentum, changing trends in consumer discretionary spending, and the Apple downgrade from Loop Capital.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHightower’s Stephanie Link names sectors outside of tech that will benefit from the A.I. tailwindHightower’s Stephanie Link, Big Technology's Alex Kantrowitz and Virtus’ Joe Terranova, join 'Closing Bell' to discuss companies vying for a piece of the A.I.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe regional bank crisis is not over, says Short Hills' Steve WeissKaren Firestone, Joe Terranova, and Steve Weiss joins 'Halftime Report' to discuss regional bank volatility, range-bound trading, and Western Alliance's deposit growth.
Watch CNBC's investment committee discuss bank deposit numbers
  + stars: | 2023-05-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss bank deposit numbersKaren Firestone, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss regional bank volatility, range-bound trading, and Western Alliance's deposit growth.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMomentum and quality are the most important stock drivers this year, says NewEdge's Rob SechanJoe Terranova, Jenny Harrington, and Rob Sechan join 'Halftime Report' to discuss stock opportunities for creating higher alpha, demand for data security, and investment in the software space.
Watch CNBC's investment committee discuss tech trades
  + stars: | 2023-05-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss tech tradesJoe Terranova, Jenny Harrington, and Rob Sechan join 'Halftime Report' to discuss stock opportunities for creating higher alpha, demand for data security, and investment in the software space.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwilio sinks after weak 2Q forecast. This is what it could mean for the stockJim Cramer, Joe Terranova of Virtus Investment Partners and Victoria Greene of G Squared Private Wealth on what they think about Twilio's stock plunge after its second-quarter earnings and revenue estimates.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the latest inflation readJoe Terranova, Jenny Harrington, Sarat Sethi, and Jim Lebenthal join 'Halftime Report' to discuss growing recession fears impacting the market, today's inflation report, and investing in cyclical over defensives.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings season failed to give the market functional clarity, says Gilman Hill's Jenny HarringtonJoe Terranova, Jenny Harrington, Sarat Sethi, and Jim Lebenthal join 'Halftime Report' to discuss growing recession fears impacting the market, today's inflation report, and investing in cyclicals over defensives.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSkyworks Solutions slumps on 3Q guidance. Here's what the experts say to do nextJim Cramer, Jenny Harrington of Gilman Hill Asset Management and Joe Terranova of Virtus Investment Partners on what they think about Skyworks Solutions fiscal third-quarter guidance.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed wants decline in loan availability and borrower demand, says Ritholtz's Josh BrownJosh Brown, Jenny Harrington, Joe Terranova join 'Halftime Report' to discuss how the debt ceiling debate is impacting the bond market, market resilience despite economic headwinds, and post-pandemic distortions in the labor market.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCredit tightening will impact small business lease renewal, says Short Hills Capital's Steve WeissJoe Terranova, Liz Young, and Steve Weiss join 'Halftime Report' to discuss this weeks CPI and PPI numbers, the debt ceiling meeting, and factors distorting inflation numbers.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Wedbush's Dan Ives, Virtus' Joe Terranova and Odyssey's Jason SnipeWedbush's Dan Ives, Virtus' Joe Terranova, and Odyssey's Jason Snipe, join 'Closing Bell' to discuss Apple's earnings report's impact on the markets and react to yesterday's Fed meeting.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed needs to pause after the next hike or risk overdoing it, says Requisite's Bryn TalkingtonThe 'Halftime Report' investment committee, Steve Weiss, Bryn Talkington, Joe Terranova and Jim Lebenthal, discuss stocks ahead of the Fed meeting and what they expect from Powell.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the full midday Fed discussion with the ‘Halftime Report’ investment committeeThe ‘Halftime Report’ investment committee, Steve Weiss, Bryn Talkington, Joe Terranova and Jim Lebenthal, discuss stocks ahead of the Fed meeting and what they expect from Powell.
Big banks are better situated, says Hightower's Stephanie Link
  + stars: | 2023-05-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig banks are better situated, says Hightower's Stephanie LinkThe ‘Halftime Report’ investment committee, Stephanie Link, Joe Terranova and Jim Lebenthal, discuss the negativity in the market today as stocks fall ahead of the Fed meeting.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe valuations and earnings growth outside of FANG are attractive, says Cerity's Jim LebenthalThe ‘Halftime Report’ investment committee, Jenny Harrington, Steve Weiss, Joe Terranova and Jim Lebenthal, discuss the indices after earnings week and how investors should position from here.
U.S. stock futures fell Friday as investors digested the latest round of corporate earnings, including results from Amazon . Dow Jones Industrial Average futures fell by 108 points, or 0.3%. Pinterest shares fell 14% after issuing disappointing second-quarter revenue growth expectations. Of the 261 S&P 500 companies that have reported earnings, about 80% have reported positive surprises, according to FactSet data. Economists polled by Dow Jones are expecting core prices to have risen 0.3% in March from the prior month.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft shares jump on strong results. Here's what analysts say is in store for the tech giantJim Cramer, Stephanie Link of Hightower Advisors, Paul Meeks of Independent Solutions Wealth Management, Brent Thill of Jefferies, Karen Firestone of Aureus Asset Management, Joe Terranova Virtus of Investment Partners and Josh Brown of Ritholtz Wealth Management on what they think about Microsoft's recent earnings.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft will have harder time surprising investors to the upside, says Ritholtz's Josh BrownJosh Brown, Kari Firestone, Joe Terranova, and Jenny Harrington join 'Halftime Report' to discuss the market re-rating Microsoft, a slowdown in Azure Cloud services, and Microsoft's position as a leader in A.I..
Technology's year of efficiency faces its first major test this week as big technology earnings kick into high gear. Across the information technology sector, earnings are expected to decline 15.1% year over year, according to FactSet data. The setup for technology stocks It's hard to pinpoint one specific problem denting earnings expectations this season. Heading into the second quarter, many technology companies already face lowered earnings expectations, with analysts lowering earnings estimates for the information technology sector in the first quarter by 6.5% in aggregate, according to FactSet data. "We plan on being either not in any of these names or hedged or short some of them going into earnings season," Niles said.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailP&G needs to restore margins to pre-pandemic levels, says Virtus' Joe TerranovaJoe Terranova, Virtus Investment Partners, joins 'Closing Bell' to discuss P&G before the company reports earnings tomorrow.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Virtus' Joe Terranova and BNY Mellon's Alicia LevineJoe Terranova, Virtus Investment Partners, and Alicia Levine, BNY Mellon, join 'Closing Bell' to discuss Tesla's market performance post-earnings and overall markets.
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