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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with NB's Shannon Saccocia, Requisite’s Bryn Talkington and Axonic Capital’s Peter CecchiniNB Private Wealth's Shannon Saccocia, Requisite's Bryn Talkington and Axonic Capital's Peter Cecchini join 'Closing Bell' to discuss the bull rally and sentiment and being cautious in the market.
Persons: NB's Shannon Saccocia, Requisite’s Bryn, Axonic, Peter Cecchini, Wealth's Shannon Saccocia, Requisite's Bryn
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoody's downgrade creates buying opportunities in financials, says DCLA's Sarat SethiJosh Brown, Bryn Talkington, Stephanie Link, and Sarat Sethi join 'Halftime Report' to discuss Moody's credit rating cut, long term investment opportunities in financials and regional banks struggling to grow lending.
Persons: DCLA's Sarat Sethi Josh Brown, Bryn Talkington, Stephanie Link, Sarat Sethi Locations: financials
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD is in my portfolio because CEO Lisa Su is incredible, says Requisite Capital's Bryn TalkingtonCNBC's Investment Committee discuss each experts thoughts on AMD following the company's quarterly earnings results.
Persons: Lisa Su, Bryn Organizations: AMD, CNBC's Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD drops despite top and bottom line earnings beats. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Joe Terranova of Virtus Investment Partners and Jason Snipe of Odyssey Capital Advisors discussed AMD after it reported better-than-expected second-quarter earnings and revenue but issued guidance that disappointed analysts..
Persons: Bryn Talkington, Joe Terranova, Jason Snipe Organizations: AMD, Management, Virtus Investment Partners, Odyssey Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings continue to deliver, says Neuberger Berman's Shannon SaccociaBryn Talkington, Shannon Saccocia, Jim Lebenthal, and Bill Baruch join 'Halftime Report' to discuss the risk of a no-landing scenario, chip stock earnings, and fears of a pullback in the market.
Persons: Neuberger Berman's Shannon, Bryn Talkington, Shannon Saccocia, Jim Lebenthal, Bill Baruch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the potential for a soft landingBryn Talkington, Shannon Saccocia, Jim Lebenthal, and Bill Baruch join 'Halftime Report' to discuss the risk of a no-landing scenario, chip stock earnings, and fears of a pullback in the market.
Persons: Shannon Saccocia, Jim Lebenthal, Bill Baruch Organizations: Watch
Big Tech, bigger expectations: Can earnings confirm the rally?
  + stars: | 2023-07-25 | 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 EmailBig Tech, bigger expectations: Can earnings confirm the rally? Trivariate's Adam Parker, Requisite’s Bryn Talkington and CIC Wealth’s Malcolm Ethridge, join 'Closing Bell' to discuss mega cap tech ahead of those earnings report and the broader markets.
Persons: Trivariate's Adam Parker, Requisite’s Bryn Talkington, Malcolm Ethridge Organizations: Tech
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with JPMorgan's AJ Oden and Requisite's Bryn TalkingtonAJ Oden, JPMorgan global investment strategist, and Bryn Talkington, Requisite Capital, join 'Closing Bell' to discuss the cooling CPI report and their market outlook.
Persons: JPMorgan's AJ Oden, Requisite's Bryn Talkington AJ Oden, Bryn Talkington Organizations: JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLarge-cap tech looks vulnerable on price despite strong fundamentals, says Steve WeissBryn Talkington, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss monetizing AI, upcoming economic figures, and stocks hitting session lows.
Persons: Steve Weiss Bryn Talkington, Joe Terranova, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed hikes beyond July look less likely after jobs report, says Kevin SimpsonJosh Brown, Bryn Talkington, Jim Lebenthal, Kevin Simpson, and Steve Weiss join 'Halftime Report' to discuss the latest jobs report numbers, expectations for additional Fed hikes, and earnings estimates for the second half of the year.
Persons: Kevin Simpson Josh Brown, Bryn Talkington, Jim Lebenthal, Kevin Simpson, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI still think we are going into recession, says Short Hills Capital’s Steve WeissLiz Young, Jim Lebenthal, Bryn Talkington and Steve Weiss join 'Halftime Report' to discuss the market as stocks rise to close out strong first half on encouraging inflation data, what lies ahead, and more.
Persons: Steve Weiss Liz Young, Jim Lebenthal, Bryn Talkington, Steve Weiss
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee discuss marketsLiz Young, Jim Lebenthal, Bryn Talkington and Steve Weiss join 'Halftime Report' to discuss the market as stocks rise to close out strong first half on encouraging inflation data, what lies ahead, and more.
Persons: Liz Young, Jim Lebenthal, Bryn Talkington, Steve Weiss Organizations: Watch, CNBC
Apple CEO Tim Cook stands next to the new Apple Vision Pro headset is displayed during the Apple Worldwide Developers Conference on June 05, 2023 in Cupertino, California. The last time technology stocks had a better first half, Apple was touting its Lisa desktop computer, IBM was the most-valuable tech company in the U.S. and Mark Zuckerberg hadn't been born. It's a startling achievement, given what's happened in the tech industry over the past four decades. Meta and Tesla , which both got hammered last year, have more than doubled in value so far in 2023. Nvidia shares soared 190% in the first half, lifting the 30-year-old company's market cap past $1 trillion.
Persons: Tim Cook, Apple, Mark Zuckerberg hadn't, Zuckerberg, Tesla, OpenAI, Bryn Talkington, CNBC's Organizations: Apple, Apple Vision, Apple Worldwide, IBM, Nasdaq, Microsoft, Silicon Valley Bank, Federal Reserve, Meta, Facebook, Google, Nvidia, Capital Management Locations: Cupertino , California, U.S
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 and Virtus' Joe TerranovaRequisite's Bryn Talkington and Virtus' Joe Terranova, join 'Closing Bell' to discuss the markets in the first half of the year and how investors can position to prepare for the second half.
Persons: Requisite's Bryn, Virtus, Joe Terranova Requisite's Bryn, Joe Terranova Organizations: Requisite's Bryn Talkington, Joe Terranova Requisite's Bryn Talkington
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTech will continue to dominate in second half of the year, says Requisite's Bryn TalkingtonBryn Talkington, Requisite Capital Management managing partner, joins 'Closing Bell' to discuss the markets in the first half of the year and how investors can prepare for the second half.
Persons: Requisite's Bryn, Bryn Talkington Organizations: Email Tech, Capital Management
The JPMorgan Equity Premium Income ETF (JEPI) attracted a surge of cash last year with its outperformance and yield above 10%, showing that funds that combined equity exposure with income-generating options strategies could find a foothold with investors. QYLG YTD mountain The QYLG ETF has been one of the top equity income ETFs so far this year. JEPI's sister fund, JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) , is also a top performer with a return of more than 22% year to date. Another income-focused fund that is having a big year is the YieldMax TSLA Option Income Strategy ETF (TSLY) , which writes calls on the popular electric vehicle stock. Several ETF issuers are now launching similar products to JPMorgan's popular income fund, giving investors more options to find yield without leaving the equity market.
Persons: JEPI's, Bryn Talkington, JEPI, Sara Levin, Levin Organizations: JPMorgan Equity, Nasdaq, JPMorgan Nasdaq Equity, Global, Schwab U.S, WallachBeth
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 Capital's Bryn TalkingtonDan Greenhaus, Solus Alternative Asset Management chief strategist, and Requisite Capital's Bryn Talkington, join 'Closing Bell' to discuss the rally's sustainability and market resiliency.
Persons: Solus, Dan Greenhaus, Bryn, Bryn Talkington Organizations: Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is not backing down on its inflation target, says Cerity Partners' Jim LebenthalJosh Brown, Bryn Talkington, Bill Baruch, and Jim Lebenthal join 'Halftime Report' to discuss where the market is heading, Powell's hawkish testimony on inflation, and price action in the Russell 2000.
Persons: Cerity, Jim Lebenthal Josh Brown, Bryn Talkington, Bill Baruch, Jim Lebenthal, Powell's, Russell
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks, funds and sectors to buy, hold or sell. Bryn Talkington of Requisite Capital Management explained why she likes BHP , Rio Tinto , Freeport-McMoRan and Albemarle . Blue Line Futures' Bill Baruch owns Pioneer Natural Resources and breaks down why it's a good stock to hold. And, Jim Lebenthal of Cerity Partners talks about Oracle and why you can trim the holdings in the name after the stock's recent rally.
Persons: Bryn Talkington, Bill Baruch, Jim Lebenthal Organizations: CNBC Pro, Management, BHP, Blue, Natural Resources, Cerity Partners, Oracle Locations: Rio Tinto, Freeport, McMoRan, Albemarle
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Rockefeller's Cheryl Young and Requisite's Bryn TalkingtonCheryl Young, Rockefeller Family Office private wealth advisor, and Bryn Talkington, Requisite Capital Management managing partner, join 'Closing Bell' to discuss their read on the markets and tech playbooks.
Persons: Rockefeller's Cheryl Young, Requisite's Bryn Talkington Cheryl Young, Bryn Talkington Organizations: Rockefeller Family Office, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe A.I. flood has gone too far too fast, says Requisite Capital's Bryn TalkingtonCNBC's 'Halftime Report' investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss the Fed pause, and Cava shares surging and market rally.
Persons: Bryn, CNBC's, Josh Brown, Bryn Talkington, Rob Sechan, Jim Lebenthal Locations: Cava
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
Chart of the day: Tesla, taking stock of its surge
  + stars: | 2023-06-15 | 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: Tesla, taking stock of its surgeCNBC's 'Halftime Report' investment committee, Josh Brown, Bryn Talkington, Rob Sechan and Jim Lebenthal, discuss Tesla's stock surge, competition for the EV giant, and margin pressures.
Persons: Tesla, Josh Brown, Bryn Talkington, Rob Sechan, Jim Lebenthal
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell. Bryn Talkington of Requisite Capital Management detailed her strategy for trading Tesla options contracts. NewEdge Wealth's Rob Sechan talked about why he would not buy Broadcom at the current share price. Jim Lebenthal of Cerity Partners explained why now is the time to buy Boeing . He also discussed the key element to look for when holding the stock.
Persons: Bryn Talkington, NewEdge, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, Management, Broadcom, Cerity Partners, Boeing
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCommercial real estate will see a trillion in refinancing, says Short Hills Capital's Steve WeissBryn Talkington, Joe Terranova, and Steve Weiss join 'Halftime Report' to discuss major indices moving into the green, expectations for the Fed's July move, and division between the economy and the market.
Persons: Steve Weiss Bryn Talkington, Joe Terranova, Steve Weiss
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