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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla snaps 13-day record run. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Rob Sechan of NewEdge Wealth and Jim Lebenthal of Cerity Partners on what they think about Tesla as the stock's record streak of 13 days of gains comes to an end.
Persons: Tesla, Bryn Talkington, Rob Sechan, Jim Lebenthal Organizations: Management, Cerity Partners
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 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 EmailMarket divergence can resolve itself with laggards coming up, says Cerity Partners' Jim LebenthalRob Sechan, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss semiconductor momentum, varying portfolio management styles, and market laggards making comebacks.
Persons: laggards, Cerity, Jim Lebenthal Rob Sechan, Jenny Harrington, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEveryone in the OTT space is suffering, says Hightower Advisors' Stephanie LinkStephanie Link, Rob Sechan, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss investments in over-the-top media services, the decision to sell Disney, and the future of entertainment stocks.
Persons: OTT, Hightower, Stephanie Link Stephanie Link, Rob Sechan, Jenny Harrington, Jim Lebenthal Organizations: Disney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGrowing needs for data centers will be a tailwind for Marvell, says Blue Line Capital's Bill BaruchBill Baruch, Blue Line Capital founder, and Rob Sechan, managing partner at NewEdge Wealth, join 'Halftime Report' to discuss semiconductor investments, the Marvell Technology earnings report, and long-term market changes.
Persons: Bill Baruch Bill Baruch, Rob Sechan Organizations: Marvell, Blue Line Capital, NewEdge Wealth, Marvell Technology
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 EmailFed won't cut rates in 2023 because of 'resilient' economic data, says Hightower's Stephanie LinkStephanie Link, Jason Snipe, and Rob Sechan join 'Halftime Report' to discuss this week's jobs data beating expectations, the bond market pricing in rate cuts, and recession considerations.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon dips after slowing cloud growth projections. Here's how the pros are playing itJim Cramer, Daniel Flax of Neuberger Berman, James Lee of Mizuho Securities, Jim Lebenthal of Cerity Partners and Rob Sechan of NewEdge Wealth on what they think about Amazon's first-quarter earnings report and guidance for slower Amazon Web Services cloud growth.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee weigh in on the tech tradeThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the tech trade and the market outlook for the sector.
On Thursday's "Ask Halftime," our traders answered questions from CNBC Pro subscribers about stocks and ETFs during this period of heightened market volatility, including whether to buy, sell or hold individual companies. Jim Lebenthal of Cerity Partners talked about industrials and why there is a lot to like in this sector right now. Bryn Talkington of Requisite Capital Management discussed Nvidia . Bryn owns the stock and suggested investors not add more to their positions right now. Finally, NewEdge Wealth's Rob Sechan shared his outlook on Meta and says the company is doing well and its operating margins are "still great."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMega cap tech will need to justify multiple expansion, says Requisite's Bryn TalkingtonThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the tech trade and the market outlook for the sector.
Grade my trade: CLF & TSLA
  + stars: | 2023-04-13 | 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 EmailGrade my trade: CLF & TSLACNBC’s ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, weigh in on Cleveland-Cliffs and Tesla.
Chart of the day: Delta Air Lines
  + stars: | 2023-04-13 | 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 EmailChart of the day: Delta Air LinesThe ‘Halftime Report’ investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss Delta Air Lines and the airline sector.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC 'Halftime Report' investment committee's midday market discussionThe investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss, join CNBC's Frank Holland to discuss the markets and the impact of the Fed's tightening policy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI don't know what these guys at Fundstrat drink: Short Hills Capital's Steve WeissFundstrat's Mark Newton says the bottom is in, and the investment committee responds. With CNBC's Frank Holland and the 'Halftime Report' investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in a stock picker's market, but there are still opportunities out there, says Sand Hill Global's VingielloThe investment committee, NewEdge Wealth's Rob Sechan, Sand Hill Global Advisors' Brenda Vingiello, Virtus Investment Partners' Joe Terranova and Short Hills Capital's Steve Weiss, join CNBC's Frank Holland to discuss the markets and the impact of the Fed's tightening policy.
Grade My Trade: SQ, NEE, GXO & CDNS
  + stars: | 2023-03-03 | 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 EmailGrade My Trade: SQ, NEE, GXO & CDNSCNBC's 'Halftime Report' investment committee, Shannon Saccocia, Steve Weiss and Rob Sechan, weigh in on NextEra, GXO and Cadence Designs.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy SVB Private CIO Shannon Saccocia trimmed her Apple, Microsoft stakesCerity Partners' Jim Lebenthal, NewEdge Wealth's Rob Sechan, SVB Private's Shannon Saccocia and Short Hills Capital's Steve Weiss join the 'Halftime Report' to discuss Saccocia's decision to cut back her positions in Apple and Microsoft, Apple's immunity to consumer spending pullbacks and today's market moves.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's no doubt there's growing risk out there, says NewEdge Wealth's Rob SechanA midday look at the markets. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC 'Halftime Report's' investment committee discuss the morning's market activityA midday look at the markets following strong January retail sales. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRoblox soars after earnings while Devon Energy takes a hit after Q1 warningRoblox surges after the company beats on earnings. And Devon Energy takes a hit after it issues a warning. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBerkshire slashes Taiwan Semi stake — What it means for the sectorThe traders discuss what Berkshire slashing its stake in Taiwan Semi actually means for the sector. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
Homebuilder stocks strong, in spite of concern over the economy
  + stars: | 2023-02-15 | 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 EmailHomebuilder stocks strong, in spite of concern over the economyThe committee discusses homebuilder stocks, which have had a good year. With CNBC's Scott Wapner and the 'Halftime Report' investment committee, Requisite Capital's Bryn Talkington, Virtus Investment Partners' Joe Terranova, Odyssey Capital Advisors' Jason Snipe and NewEdge Wealth's Rob Sechan.
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