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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's VR headset is an investment towards a hands-free tech future, says Ritholtz's Josh BrownBrenda Vingiello, Josh Brown, Stephanie Link, and Rob Sechan join 'Halftime Report' to discuss investor response to Apple's VR headset offering, Apple's plan to increase services revenue, and the evolution of wearable technology.
Persons: Ritholtz's Josh Brown Brenda Vingiello, Josh Brown, Stephanie Link, Rob Sechan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple trades flat after analyst downgrade. Here's how to play the stockJim Cramer, Toni Sacconaghi of Bernstein, Josh Brown of Ritholtz Wealth Management, Brenda Vingiello of Sand Hill Global Advisors, Stephanie Link of Hightower Advisors, Rob Sechan of NewEdge Wealth and Tom Forte of D.A. Davidson & Co. on what they think about Apple after the stock was hit with a downgrade as they unveiled a new mixed-reality headset.
Persons: Jim Cramer, Toni Sacconaghi, Bernstein, Josh Brown, Brenda Vingiello, Stephanie Link, Rob Sechan, Tom Forte, D.A Organizations: Apple, Ritholtz Wealth Management, Global Advisors, Hightower Advisors, Davidson Locations: Sand
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's WWDC will assert its presence in the AR/VR space, says Sand Hill's Brenda VingielloBrenda Vingiello, Josh Brown, Joe Terranova, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss Apple hitting a new all-time high, expectations for Apple's Worldwide Developers Conference announcements, and the competitive landscape for virtual reality headsets.
Persons: Sand, Brenda Vingiello Brenda Vingiello, Josh Brown, Joe Terranova, Stephanie Link, Jim Lebenthal Organizations: Apple, Apple's Worldwide
Watch CNBC's investment committee discuss sector technicals
  + stars: | 2023-06-01 | 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 sector technicalsJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss buying the dip in A.I. stocks, Broadcom's upcoming earnings report, and the technicals behind Nvidia's stock performance.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSecular themes in the market are just too powerful, says Hightower's Stephanie LinkJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss buying the dip in A.I. stocks, Broadcom's upcoming earnings report, and the technicals behind Nvidia's stock performance.
Persons: Stephanie Link Josh Brown, Stephanie Link, Jim Lebenthal
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
It may seem too late to jump into Nvidia — as the stock surged 25% a day after the company posted blockbuster earnings — but several investors say there's still time to get in. Ritholtz Wealth Management CEO Josh Brown said he has been in the stock for about eight years. The trajectory is likely an upward one for Nvidia as demand for artificial intelligence chips grows over time, he added. NVDA 1D mountain Nvidia shares He encouraged others who also don't currently own shares to take their time in starting to build their positions. "It's always prudent when a stock moves as much as it already has … to take something off the table.
Persons: Josh Brown, Brown, Jim Lebenthal, hasn't, I'm, Lebenthal, Jason Snipe Organizations: Nvidia —, Ritholtz Wealth, Nvidia, Cerity Partners, Odyssey Capital Advisors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJenny Harrington breaks down why she bought Whirlpool and Stanley Black & DeckerJosh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss Whirlpool easing its supply chain issues and seeing a share price correction, investments in home supply stocks, and the latest Open.AI release.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHome Depot shares dip on revenue miss. Here's how the pros are playing itJim Cramer, Brian Nagel of Oppenheimer & Co., Jim Lebenthal of Cerity Partners, Josh Brown of Ritholtz Wealth Management and Stephanie Link of Hightower Advisors on what they think about Home Depot after it reported its biggest quarterly revenue miss in more than 20 years.
A.I. arms race heats up: Tech giants compete for leadership
  + stars: | 2023-05-16 | 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 EmailA.I. arms race heats up: Tech giants compete for leadershipJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss the influence of A.I. on forward P/E numbers, Microsoft ramping up its A.I. investments, and hardware competition for A.I.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBetter growth comes from 'hard asset sectors', says Cerity's Lebenthal on buying utilities over techJosh Brown, Ritholtz Wealth Management CEO, Anastasia Amoroso, iCapital chief investment strategist, Steve Weiss, Short Hills Capital, and Jim Lebenthal, Cerity Partners chief equity strategist, join 'Halftime Report' to discuss buyback support in tech, when to sell the FAANG stocks, and timing cyclical exposure.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUntil depositors feel confident the bank crisis will continue, says Requisite Capital's TalkingtonJosh Brown, Bryn Talkington, Jason Snipe, and Amy Raskin join 'Halftime Report' to discuss Google I/O conference takeaways, top competitors in the A.I race, and Powell's comments on the regional banking crisis.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJosh Brown breaks down his top stock and sector picks for this weekJosh Brown, Ritholtz Wealth Management Co-Founder and CEO, discusses how he's investing in the markets.
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.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle is on borrowed time, says Short Hills Capital's Steve WeisThe 'Halftime Report' investment committee, Steve Weiss, Jenny Harrington and Josh Brown, discuss Alphabet stock, which Weiss has sold and positioning post-Fed meeting.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s ‘Halftime Report’ investment committee weigh in on Alphabet and the FedThe 'Halftime Report' investment committee, Steve Weiss, Jenny Harrington and Josh Brown, discuss Alphabet stock, which Weiss has sold and positioning post-Fed meeting.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLarge caps in the S&P have good Q2 earnings support, says Ritholtz's Josh BrownJosh Brown, Ritholtz Wealth Management co-founder and CEO, joins 'Closing Bell' to discuss categorizing Apple as a luxury staple, the Fed's role in recent bank failures, and the Q2 earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan shares pop after acquiring First Republic. Here's what the experts have to sayJim Cramer, Erika Najarian of UBS Financial Services, and Josh Brown of Ritholtz Wealth Management on what they think about JPMorgan Chase's stock after the bank acquired the ailing First Republic and most of its assets after regulators seized control.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Ritholtz's Josh Brown on tech's hot streakJosh Brown, Ritholtz Wealth Management co-founder and CEO, joins 'Closing Bell' to discuss categorizing Apple as a luxury staple, the Fed's role in recent bank failures, and the Q2 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..
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC 'Halftime Report' investment committee address recession concernsJosh Brown, Bryn Talkington, Amy Raskin, Jim Lebenthal join 'Halftime Report' to discuss the market response to Q2 earnings, credit tightening in the regional banks, and jobless claim resilience.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAs Inflation comes down, the market will stay around current levels: Chevy Chase's Amy RaskinJosh Brown, Bryn Talkington, Amy Raskin, Jim Lebenthal join 'Halftime Report' to discuss the market response to Q2 earnings, credit tightening in the regional banks, and jobless claim resilience.
The new world order is pushing aerospace and defense stocks higher, for better or for worse, says Ritholtz Wealth Management CEO Josh Brown. Shares of defense contractor Lockheed Martin were up 2.7% to a record on Tuesday afternoon. He added that a "rejiggering" of the geopolitical landscape in other regions, such as East Asia, has also led to defense stocks having a breakout moment. "Outside of Boeing, everything else in this thing makes helicopters and missiles," Brown said, speaking about the ITA. ITA LMT 1Y mountain iTA ETF and Lockheed Martin shares are up Correction: Josh Brown is CEO of Ritholtz Wealth Management.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJPMorgan posts record 1Q revenue. Here's what the experts have to sayJim Cramer, Josh Brown of Ritholtz Wealth Management, Stephanie Link of Hightower Advisors, Erika Najarian of UBS and Shelby McFaddin of Motley Fool Asset Management on what they think about JPMorgan.
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