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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTechnology stocks are the poster child for quality, says John Hancock Investment's Emily RolandEmily Roland, John Hancock Investment Management co-chief investment strategist, and Joe Terranova, Virtus Investment Partners chief market strategist, join 'Closing Bell' to discuss market anticipation for a Fed pivot, the ongoing tech rally, and the bullish read of market technicals.
Persons: John Hancock, Emily Roland Emily Roland, John, Joe Terranova Organizations: Technology, John Hancock Investment Management, Virtus Investment Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBMO's Brian Belski explains why his firm raised S&P 500 price target to 4,550Brian Belski, chief investment strategist at BMO Capital Markets, Joe Terranova, chief market strategist at Virtus Investment Partners, Jason Snipe, founder and CIO at Odyssey Capital Advisors, and Karen Firestone, CEO at Aureus Asset Management, join ‘Halftime Report’ to discuss market as stocks hit session low.
Persons: Brian Belski, Joe Terranova, Jason Snipe, Karen Firestone Organizations: BMO Capital Markets, Virtus Investment Partners, Odyssey Capital Advisors, Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple hits all-time high and announces new headset. Here's how to play the stockJim Cramer, Erik Woodring of Morgan Stanley, Joe Terranova of Virtus Investment Partners, Gene Munster of Deepwater Asset Management and Dan Ives of Wedbush Securities on what they think about Apple hitting an all-time high and releasing new products at its annual Worldwide Developers Conference.
Persons: Jim Cramer, Erik Woodring, Morgan Stanley, Joe Terranova, Gene Munster, Dan Ives Organizations: Virtus Investment Partners, Deepwater Asset Management, Wedbush Securities, Apple, Developers Conference
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia pulls back after recent surge. Here's what the pros have to sayJim Cramer, Brian Belski of BMO Capital Markets and Joe Terranova of Virtus Investment Partners on what they think about Nvidia after the stock fell Wednesday.
Persons: Jim Cramer, Brian Belski, Joe Terranova Organizations: Nvidia, BMO Capital Markets, Virtus Investment Partners
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 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.
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.
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.
We're 'slow walking' to the recession, says BNY Mellon's Levine
  + stars: | 2023-04-20 | 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're 'slow walking' to the recession, says BNY Mellon's LevineJoe Terranova, Virtus Investment Partners, and Alicia Levine, BNY Mellon, join 'Closing Bell' to discuss Tesla's market performance post-earnings and overall markets.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRecession risk not already priced into the stock market, says economist Lauren GoodwinNew York Life Investments' Lauren Goodwin and Virtus Investments' Joe Terranova join 'Closing Bell' to discuss bank earnings estimates, recession fears, and Fed policy going forwards.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCarMax soars on earnings beat. Here's how the pros are playing itJim Cramer, Jenny Harrington of Gilman Hill Asset Management, Bryn Talkington of Requisite Capital Management, and Joe Terranova of Virtus Investment Partners on what they think about CarMax's fiscal 4Q earnings beat.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMoving averages are turning up in some sectors, says Virtus Investments' Joe TerranovaBryn Talkington, Jenny Harrington, Joe Terranova join 'Halftime Report' to discuss an earnings recovery, the market's Q1 performance, and expectations for upcoming economic data.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: Here's how top trader Joe Terranova is playing gold as prices soarVirtus Investment Partners Senior Managing Director Joe Terranova shares how he is positioning for the rest of the year and answers your questions from the New York Stock Exchange with CNBC Senior Markets Correspondent Bob Pisani.
Joe Terranova buys JPMorgan
  + stars: | 2023-03-27 | 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 EmailJoe Terranova buys JPMorganJoe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, join the ‘Halftime Report’ to explain their recent trades.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon is not compelling enough for me to buy: Short Hills' Steve WeissThe 'Halftime Report' investment committee: Bryn Talkington, Requisite Capital Management managing partner, Joe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, discuss tech sectors and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe ‘Halftime Report’ investment committee assess the state of stocksThe ‘Halftime Report’ investment committee: Bryn Talkington, Requisite Capital Management managing partner, Joe Terranova, Virtus Investment Partners chief market strategist, and Steve Weiss, Short Hills Capital founder, weigh in on the state of stocks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Virtus Investment Partners' Joe Terranova and BNY Mellon's Alicia LevineJoe Terranova, Virtus Investment Partners chief market strategist, and Alicia Levine, head of investment strategy at BNY Mellon Wealth Management, join ‘Closing Bell’ to discuss whether Treasury Secretary Janet Yellen and Fed Chair Jerome Powell are sending mixed messages to the market.
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.
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 EmailThis week triggered a capitulation of investor consensus, says Virtus Investment's Joe TerranovaVirtus Investment Partners' Joe Terranova and SoFi's Liz Young join 'Closing Bell' to discuss the mega cap backstop, the need to pause Fed rate hikes and fragilities in the banking sector.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhole market will price lower if breakages continue, says Requisite Capital Management's Bryn TalkingtonRequisite Capital Management's Bryn Talkington, Odyssey Capital Advisors' Jason Snipe, Short Hills Capital's Steve Weiss, Virtus Investment Partners' Joe Terranova and Blue Line Capital's Bill Baruch join the 'Halftime Report' to discuss Fed policy, the downfall of Silicon Valley Bank, and this week's market action.
Ritholtz Wealth Management CEO Josh Brown said that he recently bought shares of computer software company Oracle ahead of its upcoming earnings report. Brown added that even if the stock falls after a disappointing earnings report, he will stick with it. However, Brown said that the stock has already shown strong revenue growth. Indeed, Oracle posted revenue growth in both of its latest quarters , he said. "This gives me a little bit more of the growth trade."
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