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Bryn Talkington - 15 Steve Weiss - 12 Shannon Saccocia - 7 Rob Sechan - 5 Joe Terranova - 5 Bryn - 4 Jason Snipe - 3 Brenda Vingiello - 2
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Dana Point , California Sand China Palo Short Hills Palo Alto's billings Palo Alto
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☆ AMD's stock pops after Microsoft tech chief touts chipmaker's AI products
  + stars: | 2023-09-28 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Shares of AMD rose almost 5% Thursday, a day after Microsoft's technology chief said the chipmaker is bolstering its position in artificial intelligence, where Nvidia dominates. For years, Microsoft has offered some AMD GPUs to its Azure cloud customers, in addition to powering some of its computers and its Xbox consoles with AMD chips. In May, AMD said Microsoft had started offering a cloud networking service to clients, drawing on the chipmaker's Pensando products. Bloomberg reported in May that AMD was working with Microsoft on a custom AI chip, but Scott declined to say if that's actually happening. Microsoft's cloud rivals Amazon and Google have developed homegrown silicon.
Persons: chatbot, Kevin Scott, Nilay Patel, Scott, Lisa Su, Bryn Organizations: AMD, Nvidia, Microsoft, Bloomberg, Google Locations: Dana Point , California
☆ Enphase Energy, Alphabet and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-09-28 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnphase Energy, Alphabet and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Bryn Talkington of Requisite Capital Management, Brenda Vingiello of Sand Hill Global Advisors and Steve Weiss of Short Hills Capital answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
Persons: Bryn, Brenda Vingiello, Steve Weiss Organizations: Enphase, Management, Global Advisors, Short, CNBC Pro Locations: Sand
☆ Small cap stock valuation floor to rally in Q4, says Sand Hill Global's Brenda Vingiello
  + stars: | 2023-09-28 | 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 EmailSmall cap stock valuation floor to rally in Q4, says Sand Hill Global's Brenda VingielloBryn Talkington, Shannon Saccocia, Brenda Vingiello, and Steve Weiss join 'Halftime Report' to discuss the S&P and the NASDAQ rallying despite higher bond yields, the case for a small cap rally in Q4, and positioning strategies for the current rate environment.
Persons: Brenda Vingiello Bryn Talkington, Shannon Saccocia, Brenda Vingiello, Steve Weiss Organizations: NASDAQ
☆ Watch CNBC's full interview with Brian Belski, Bryn Talkington, and Emily Roland
  + stars: | 2023-09-25 | 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 full interview with Brian Belski, Bryn Talkington, and Emily RolandBrian Belski, chief investment strategist at BMO Capital Markets, Bryn Talkington, Requisite Capital Management managing partner, and Emily Roland, John Hancock Investment Management co-chief investment strategist, join 'Closing Bell' to discuss the state of the markets.
Persons: Brian Belski, Bryn Talkington, Emily Roland Brian Belski, Emily Roland, John Organizations: BMO Capital Markets, Bryn, Capital Management, John Hancock Investment Management
☆ Microsoft, Broadcom and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-09-22 | by ( Alison Conklin | ) www.cnbc.com   time to read: 1 min
On Friday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell right now. NewEdge Wealth's Rob Sechan talks about why right now may not be the best time to enter new positions in Microsoft and Broadcom because he sees more downside to come before they go higher. Bryn Talkington of Requisite Capital Management recommended the Invesco S & P 500 Equal Weight ETF (RSPG) for exposure to energy names because it is more diversified than the Energy Select Sector SPDR Fund (XLE ).
Persons: NewEdge, Rob Sechan, Bryn Talkington Organizations: CNBC Pro, Microsoft, Broadcom, Management, Energy
☆ We are going into a recession, and there won't be a soft landing: Short Hills Capital's Steve Weiss
  + stars: | 2023-09-22 | 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 EmailWe are going into a recession, and there won't be a soft landing: Short Hills Capital's Steve WeissBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Steve Weiss Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
☆ Chart of the day: Alibaba
  + stars: | 2023-09-22 | 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 EmailChart of the day: AlibabaBryn Talkington, Requisite Capital Management managing partner; Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss Alibaba as the stock is gaining momentum following the report that China is easing rules that cap foreign investment in domestic publicly traded companies.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital Locations: China
☆ Watch CNBC’s full investment committee discussion
  + stars: | 2023-09-22 | 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 full investment committee discussionBryn Talkington, Requisite Capital Management managing partner, Rob Sechan, NewEdge Wealth managing partner and co-founder, Shannon Saccocia, chief investment officer at NB Private Wealth, and Steve Weiss, Short Hills Capital founder, join ‘Halftime Report’ to discuss the market as it is still poised to end the week with steep losses, whether recession is on the horizon, and more.
Persons: Bryn Talkington, Rob Sechan, Shannon Saccocia, Steve Weiss Organizations: Capital Management, NewEdge, Wealth, Short Hills Capital
☆ Microsoft, Broadcom, and more: CNBC's 'Halftime Report' traders answer your questions
  + stars: | 2023-09-22 | by ( Alison Conklin | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft, Broadcom, and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Rob Sechan of NewEdge Capital Group and Bryn Talkington of Requisite Capital Management answer investment-related questions from CNBC Pro subscribers. Look out for an email where you can submit your questions directly to the Halftime team.
Persons: Rob Sechan, Talkington Organizations: Microsoft, Broadcom, NewEdge Capital, Management, CNBC Pro
☆ Oil bullishness comes from a supply and demand mismatch due to cuts, says Requisite's Bryn Talkington
  + stars: | 2023-09-18 | 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 EmailOil bullishness comes from a supply and demand mismatch due to cuts, says Requisite's Bryn TalkingtonBryn Talkington, managing partner at Requisite Capital Management, joins the investment committee on 'Halftime Report' to discuss a technical read of the oil market, a mismatch in oil supply and demand levels, and incongruencies in the oil energies market.
Persons: Requisite's Bryn, Bryn Talkington Organizations: Capital Management
☆ Watch CNBC's full interview with Requisite's Bryn Talkington, JPMorgan's Jordan Jackson and Citigroup's Scott Chronert
  + stars: | 2023-09-11 | 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 full interview with Requisite's Bryn Talkington, JPMorgan's Jordan Jackson and Citigroup's Scott ChronertBryn Talkington, Requisite Capital Management managing partner, Jordan Jackson, global market strategist at J.P. Morgan, and Scott Chronert, Citi U.S. equity strategist, join 'Closing Bell' to discuss markets, inflation and the Fed.
Persons: Requisite's Bryn Talkington, JPMorgan's Jordan Jackson, Citigroup's Scott Chronert Bryn Talkington, Jordan Jackson, Morgan, Scott Chronert Organizations: Capital Management, Citi U.S
☆ Balance is still to the upside to year end, says Citigroup's Scott Chronert
  + stars: | 2023-09-11 | 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 EmailBalance is still to the upside to year end, says Citigroup's Scott ChronertBryn Talkington, Requisite Capital Management managing partner, Jordan Jackson, global market strategist at J.P. Morgan, and Scott Chronert, Citi U.S. equity strategist, join 'Closing Bell' to discuss markets, inflation and the Fed.
Persons: Citigroup's Scott Chronert Bryn Talkington, Jordan Jackson, Morgan, Scott Chronert Organizations: Capital Management, Citi U.S
☆ CNBC's 'Halftime' traders mid-market debate on the Fed, seasonality and markets
  + stars: | 2023-09-08 | 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 EmailCNBC's 'Halftime' traders mid-market debate on the Fed, seasonality and marketsBryn Talkington, Steve Weiss, Shannon Saccocia and Jason Snipe join 'Halftime Report' to discuss the seasonally weak month of September and the Fed's next move.
Persons: Steve Weiss, Shannon Saccocia, Jason Snipe Organizations: Bryn
☆ Grade my trade: XPO, DEC, VNOM & GOOGL
  + stars: | 2023-09-08 | 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 EmailGrade my trade: XPO, DEC, VNOM & GOOGLCNBC’s ‘Halftime Report’ investment committee, Bryn Talkington, Steve Weiss, Shannon Saccocia and Jason Snipe, weigh in XPO, Copper, Viper Energy and Alphabet.
Persons: Bryn Talkington, Steve Weiss, Shannon Saccocia, Jason Snipe Organizations: DEC, Viper Energy
☆ CNBC's 'Halftime' traders debate the Fed's next move and market impact
  + stars: | 2023-09-08 | 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 EmailCNBC's 'Halftime' traders debate the Fed's next move and market impactBryn Talkington, Steve Weiss, Shannon Saccocia and Jason Snipe join 'Halftime Report' to discuss the seasonally weak month of September and the Fed's next move.
Persons: Bryn Talkington, Steve Weiss, Shannon Saccocia, Jason Snipe Organizations: Bryn
☆ Watch CNBC's investment committee discuss the market bounce
  + stars: | 2023-08-30 | 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 the market bounceSteve Weiss, Bryn Talkington, Joe Terranova, and Kari Firestone join 'Halftime Report' to discuss maintaining the market bounce, expectations for further Federal Reserve rate hikes, and more.
Persons: Steve Weiss, Bryn Talkington, Joe Terranova, Kari Firestone Organizations: Watch, Federal
☆ The most important data point is what's going on with bonds: Requisite Capital's Bryn Talkington
  + stars: | 2023-08-30 | 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 EmailThe most important data point is what's going on with bonds: Requisite Capital's Bryn TalkingtonSteve Weiss, Bryn Talkington, Joe Terranova, and Kari Firestone join 'Halftime Report' to discuss maintaining the market bounce, expectations for further Federal Reserve rate hikes, and more.
Persons: Bryn, Steve Weiss, Bryn Talkington, Joe Terranova, Kari Firestone Organizations: Federal
☆ Watch CNBC's full interview with SoFi 's Liz Young and Requisite's Bryn Talkington
  + stars: | 2023-08-28 | 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 full interview with SoFi 's Liz Young and Requisite's Bryn TalkingtonLiz Young, SoFi head of investment strategy, and Bryn Talkington, Requisite Capital Management managing partner, join 'Closing Bell' to discuss market choppiness, what to expect from the Fed heading into September, and where valuations should go.
Persons: SoFi, Liz Young, Requisite's Bryn Talkington Liz Young, Bryn Talkington Organizations: Capital Management
☆ Watch CNBC’s full interview with Adam Parker, Bryn Talkington and Stephanie Link
  + stars: | 2023-08-23 | 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 full interview with Adam Parker, Bryn Talkington and Stephanie LinkTrivariate’s Adam Parker, Requisite’s Bryn Talkington and Hightower’s Stephanie Link join 'Closing Bell' to discuss Nvidia ahead of the company's earnings and the AI hype.
Persons: Adam Parker, Bryn Talkington, Stephanie Link Trivariate’s Adam Parker, Requisite’s Bryn, Stephanie Link Organizations: Nvidia
☆ Nvidia could move higher than 10%, says Requisite's Bryn Talkington
  + stars: | 2023-08-23 | 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 EmailNvidia could move higher than 10%, says Requisite's Bryn TalkingtonTrivariate’s Adam Parker, Requisite’s Bryn Talkington and Hightower’s Stephanie Link join 'Closing Bell' to discuss Nvidia ahead of the company's earnings and the AI hype.
Persons: Requisite's Bryn Talkington Trivariate’s Adam Parker, Requisite’s Bryn, Stephanie Link Organizations: Nvidia
☆ These 2 'secular' growth stocks are likely to keep rising despite rate hikes, fund managers say
  + stars: | 2023-08-23 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Shares of cybersecurity companies are likely to stay on their "secular" growth trajectory despite an increase in interest rates or a slowdown in global growth, according to several fund managers. In addition, Palo Alto Networks earlier this week reported stronger-than-expected quarterly earnings. CrowdStrike or Palo Alto Networks? Joe Terranova, senior managing director at Virtus Investment Partners, who currently owns CrowdStrike , Palo Alto and Fortinet , agreed. Terranova believes Palo Alto and CrowdStrike will be the "mainstays" in his portfolio and revealed that he recently added to both positions.
Persons: Stephen Weiss, Weiss, CNBC's, CrowdStrike, I'm, Joe Terranova, Cybersecurity, " Terranova, Terranova, Palo, Bryn Talkington, Talkington Organizations: Palo Alto, Short, Virtus Investment Partners, Capital Management, X Locations: Palo, Short Hills, Palo Alto's, billings, Palo Alto, Fortinet
☆ Watch CNBC's investment committee discuss record high 10-year yields
  + stars: | 2023-08-21 | 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 record high 10-year yieldsBryn Talkington, Steve Weiss, Joe Terranova, and Jim Lebenthal, join 'Halftime Report' to discuss rising interest rates moving bond yields up, concerns about a looming financial crisis, and investors opting for treasuries over equities.
Persons: Bryn Talkington, Steve Weiss, Joe Terranova, Jim Lebenthal Organizations: Watch
☆ Spiking bond yields are impacting competition for equities most, says Virtus' Joe Terranova
  + stars: | 2023-08-21 | 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 EmailSpiking bond yields are impacting competition for equities most, says Virtus' Joe TerranovaBryn Talkington, Steve Weiss, Joe Terranova and Jim Lebenthal join 'Halftime Report' to discuss rising interest rates moving bond yields up, concerns about a looming financial crisis, and investors opting for treasuries over equities.
Persons: Virtus, Joe Terranova Bryn Talkington, Steve Weiss, Joe Terranova, Jim Lebenthal
☆ Watch CNBC's full interview with Solus' Dan Greenhaus and Requisite's Bryn Talkington
  + stars: | 2023-08-18 | 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 full interview with Solus' Dan Greenhaus and Requisite's Bryn TalkingtonDan Greenhaus, Solus Alternative Asset Management chief strategist, and Bryn Talkington, Requisite Capital Management managing partner, join 'Closing Bell' to discuss market seasonality, Fed's next moves, and their stock positions.
Persons: Solus, Dan Greenhaus, Bryn, Bryn Talkington, Fed's Organizations: Asset Management, Capital Management
☆ A long Fed pause is more concerning than another hike, says Solus' Dan Greenhaus
  + stars: | 2023-08-18 | 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 EmailA long Fed pause is more concerning than another hike, says Solus' Dan GreenhausDan Greenhaus, Solus Alternative Asset Management chief strategist, and Bryn Talkington, Requisite Capital Management managing partner, join 'Closing Bell' to discuss market seasonality, Fed's next moves, and their stock positions.
Persons: Solus, Dan Greenhaus Dan Greenhaus, Bryn Talkington, Fed's Organizations: Asset Management, Capital Management
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