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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArm shares soar in market debut. Here's why the pros are not buying the stock right now. Jim Cramer, Jim Lebenthal of Cerity Partners, Jason Snipe of Odyssey Capital Advisors and Steve Weiss of Short Hills Capital discussed Arm Holdings after shares surged following the company's IPO Thursday.
Persons: Jim Cramer, Jim Lebenthal, Jason Snipe, Steve Weiss Organizations: Cerity Partners, Odyssey Capital, Short Hills, Arm Holdings
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the elevated PPI numberSteve Weiss, Jason Snipe, Amy Raskin, and Jim Lebenthal join 'Halftime Report' to discuss today's ARM IPO open, the PPI number coming in higher than expected, and worries about the health of the consumer.
Persons: Steve Weiss, Jason Snipe, Amy Raskin, Jim Lebenthal Organizations: Watch, ARM, PPI
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCPI and PPI were not enough to change Fed policy in September, says Odyssey's Jason SnipeSteve Weiss, Jason Snipe, Amy Raskin, and Jim Lebenthal join 'Halftime Report' to discuss today's ARM IPO open, the PPI number coming in higher than expected, and worries about the health of the consumer.
Persons: Jason Snipe Steve Weiss, Jason Snipe, Amy Raskin, Jim Lebenthal Organizations: CPI, PPI, ARM
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should buy the dip from spikes in yields, says iCapital's Anastasia AmorosoStephanie Link, Joe Terranova, Anastasia Amoroso, and Jim Lebenthal join 'Halftime Report' to discuss consumer spending in services leading to above average growth in the economy and inflation, deceleration in consumer spending towards retail sales and buying the dip caused by spiking yields.
Persons: iCapital's Anastasia Amoroso Stephanie Link, Joe Terranova, Anastasia Amoroso, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss this week's economic dataStephanie Link, Joe Terranova, Anastasia Amoroso, and Jim Lebenthal join 'Halftime Report' to discuss consumer spending in services leading to above average growth in the economy and inflation, deceleration in consumer spending towards retail sales, and buying the dip caused by spiking yields.
Persons: Stephanie Link, Joe Terranova, Anastasia Amoroso, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQualcomm strikes new deal with Apple. How the pros say to play itJim Cramer, Jim Lebenthal of Cerity Partners and Joe Terranova of Virtus Investment Partners discussed Qualcomm after the company will announced it will continue to supply 5G chips for iPhones until 2026.
Persons: Jim Cramer, Jim Lebenthal, Joe Terranova Organizations: Qualcomm, Apple, Cerity Partners, Virtus Investment Partners
Apple stock is under pressure: What you need to know
  + stars: | 2023-09-07 | 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 EmailApple stock is under pressure: What you need to knowJosh Brown, Stephanie Link, Jim Lebenthal and Bill Baruch join 'Halftime Report' to discuss Apple as shares continue to be under pressure with the worst back-to-back days in three years.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal, Bill Baruch Organizations: Apple
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and commodities to buy, hold or sell right now. Jim Lebenthal of Cerity Partners explained why the dip in Nvidia 's share price is a great buying opportunity right now. Hightower Advisors' Stephanie Link sees more upside for Johnson & Johnson 's stock but said its consumer health company spinoff, Kenvue , is still too expensive. Finally, Bill Baruch of Blue Line Futures owns Cameco Corp. and explained why the uranium miner is a solid stock to have in your portfolio.
Persons: Jim Lebenthal, Hightower, Stephanie Link, Johnson, Bill Baruch Organizations: CNBC Pro, Cerity Partners, Nvidia, Hightower Advisors, Johnson, Blue Line, Cameco Corp
Chart of the day: Small-caps
  + stars: | 2023-09-07 | 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: Small-capsJosh Brown, Stephanie Link, Jim Lebenthal and Bill Baruch join 'Halftime Report' discuss small-caps as the sector struggle in the Russell 2000.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal, Bill Baruch, Russell
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC's 'Halftime' traders midday market discussion on Apple's valuationJosh Brown, Stephanie Link, Jim Lebenthal and Bill Baruch join 'Halftime Report' to discuss Apple as shares continue to be under pressure with the worst back-to-back days in three years.
Persons: Josh Brown, Stephanie Link, Jim Lebenthal, Bill Baruch Organizations: Apple
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Cerity Partners’ Jim Lebenthal favors Nike over LululemonThe 'Halftime Report' investment committee, Stephanie Link, Rob Sechan and Jim Lebenthal, discuss Lululemon, Nike and more.
Persons: Jim Lebenthal, Stephanie Link, Rob Sechan Organizations: Nike
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe recession has ‘at least been delayed': Cerity Partners’ Jim LebenthalThe ‘Halftime Report’ investment committee, Stephanie Link, Rob Sechan and Jim Lebenthal, discuss their take on the latest job reports, the path ahead for your money, the best place to be right now, and more.
Persons: Jim Lebenthal, Stephanie Link, Rob Sechan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia jumps amid rally in tech. Here's what the pros have to sayTom Lee of Fundstrat Global Advisors, Dan Ives of Wedbush Securities and Jim Lebenthal of Cerity Partners discussed Nvidia after the stock rallied Tuesday and Morgan Stanley reiterated the name as overweight.
Persons: Tom Lee, Dan Ives, Jim Lebenthal, Morgan Stanley Organizations: Nvidia, Fundstrat Global Advisors, Wedbush Securities, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think broadening of the markets will continue to happen if the Fed is done, says Jim LebenthalJosh Brown, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss the market rally broadening out, a 'sell the news' reaction to earnings, and whether or not tech is stabilizing.
Persons: Jim Lebenthal Josh Brown, Stephanie Link, Jim Lebenthal
Watch CNBC's investment committee discuss upcoming data reports
  + stars: | 2023-08-29 | 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 upcoming data reportsJosh Brown, Stephanie link, and Jim Lebenthal join 'Halftime Report' to discuss the market rally broadening out, a 'sell the news' reaction to earnings, and whether or not tech is stabilizing.
Persons: Josh Brown, Stephanie, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss seasonal market volatilityAmy Raskin, Jim Lebenthal, Steve Weiss, and Joe Terranova join 'Halftime Report' to discuss seasonal trends heightening volatility in the market, consumer savings depletion leading to increased credit delinquencies, and declining mega-cap tech stocks.
Persons: Amy Raskin, Jim Lebenthal, Steve Weiss, Joe Terranova, delinquencies Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBe patient as the market is in a volatile period bumping off seasonality, says Virtus' Joe TerranovaAmy Raskin, Jim Lebenthal, Steve Weiss, and Joe Terranova join 'Halftime Report' to discuss seasonal trends heightening volatility in the market, consumer savings depletion leading to increased credit delinquencies, and declining mega-cap tech stocks.
Persons: Virtus, Joe Terranova Amy Raskin, Jim Lebenthal, Steve Weiss, Joe Terranova, delinquencies
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation is going to ultimately prove to be transitory, says Virtus' Joe TerranovaKari Firestone, Joe Terranova, Jim Lebenthal, and Rob Sechan, join 'Halftime Report' to discuss the market pricing in Chair Powell's Jackson Hole comments, Powell's patience with the lag of inflation data, and the Fed's effort to preserve soft landing narrative.
Persons: Virtus, Joe Terranova Kari Firestone, Joe Terranova, Jim Lebenthal, Rob Sechan, Powell's Jackson
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss Fed Chair Powell's Jackson Hole remarksKari Firestone, Joe Terranova, Jim Lebenthal, and Rob Sechan, join 'Halftime Report' to discuss the market pricing in Chair Powell's Jackson Hole comments, Powell's patience with the lag of inflation data, and the Fed's effort to preserve soft landing narrative.
Persons: Jackson, Kari Firestone, Joe Terranova, Jim Lebenthal, Rob Sechan, Powell's Jackson Organizations: Watch
The results boosted shares of Nvidia as much as 8%. Justifying the valuation After a more than 232% jump in 2023, Nvidia shares are on pace for their third best year on record and best yearly stretch since 2001. Opening and building positions Despite the blowout report, Nvidia gave up some of its gains, while its beneficiaries and competitors slumped into negative territory. Even so, the moves boosted his case for beefing up his position in Nvidia and other AI plays. Cerity Partners' Jim Lebenthal revealed to CNBC's "Halftime Report" on Thursday that he initiated a position in Nvidia earlier this week to get a "toehold before earnings."
Persons: Josh Brown, CNBC's, Nancy Tengler, Paul Meeks, Ken Mahoney, Jerome Powell's, Meeks, Cerity, Jim Lebenthal Organizations: Nvidia, Devices, Marvell Technology, Micro Computer, Taiwan Semiconductor Manufacturing, Laffer, Investments, Independent Solutions Wealth Management, Asset Management, Apple, Federal, Computer, AMD, Cerity Partners Locations: Jackson Hole , Wyoming
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks to buy, hold or sell right now. Jenny Harrington of Gilman Hill Asset Management discussed why she sold AT & T and will be looking to buy it back in the future. Cerity Partners' Jim Lebenthal shared why he thinks Bristol-Myers Squibb is a good long-term hold.
Persons: Jenny Harrington, Cerity, Jim Lebenthal, Myers Squibb Organizations: CNBC Pro, Management, Cerity Partners Locations: Bristol
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia has demand for its chips that appears to be limitless, says Cerity Partners' Jim LebenthalJosh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss Nvidia's outstanding earnings, the market's expectations for Jackson Hole, and more.
Persons: Cerity, Jim Lebenthal Josh Brown, Jenny Harrington, Jim Lebenthal, Jackson Organizations: Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss Nvidia's stellar earningsJosh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss Nvidia's outstanding earnings, the market's expectations for Jackson Hole, and more.
Persons: Josh Brown, Jenny Harrington, Jim Lebenthal, Jackson Organizations: Watch
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
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
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