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☆ Growing needs for data centers will be a tailwind for Marvell, says Blue Line Capital's Bill Baruch
▼ + stars: | 2023-05-26 | 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 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

☆ Two portfolio managers discuss how to invest in the markets this week
▼ + stars: | 2023-05-22 | 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 EmailTwo portfolio managers discuss how to invest in the markets this weekBen Emons, Senior Portfolio Manager at NewEdge Wealth, and Patrick Fruzzetti, Managing Director at Rose Advisors at Hightower, discuss how to invest in the markets.

☆ Retailers show U.S. economy isn't in a recession — it's growing, portfolio manager says
▼ + stars: | 2023-05-19 | 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 EmailRetailers show U.S. economy isn't in a recession — it's growing, portfolio manager saysBen Emons of NewEdge Wealth discusses the U.S. retail sector and the country's economic outlook.

☆ Momentum and quality are the most important stock drivers this year, says NewEdge's Rob Sechan
▼ + stars: | 2023-05-15 | 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 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.

☆ Risks for recession still there, but timing remains uncertain: NewEdge Wealth's Cameron Dawson
▼ + stars: | 2023-05-08 | 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 EmailRisks for recession still there, but timing remains uncertain: NewEdge Wealth's Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Squawk Box' to preview this week's key inflation readings, the potential market impact, and more.

☆ Watch CNBC's full interview with NewEdge Wealth's Cameron Dawson and Cantor Fitzgerald's Eric Johnston
▼ + stars: | 2023-05-02 | 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 NewEdge Wealth's Cameron Dawson and Cantor Fitzgerald's Eric JohnstonNewEdge Wealth's Cameron Dawson, Cantor Fitzgerald's Eric Johnston, and CNBC's Mike Santoli join 'Closing Bell' to discuss investments moving from regional banks to money market accounts, expectations for tomorrow's Fed agenda, and inflation indicators ticking higher.

☆ Shrinking bank balance sheets point to slower loan growth ahead: NewEdge Wealth's Cameron Dawson
▼ + stars: | 2023-05-02 | 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 EmailShrinking bank balance sheets point to slower loan growth ahead: NewEdge Wealth's Cameron DawsonNewEdge Wealth's Cameron Dawson, Cantor Fitzgerald's Eric Johnston, and CNBC's Mike Santoli join 'Closing Bell' to discuss investments moving from regional banks to money market accounts, expectations for tomorrow's Fed agenda, and inflation indicators ticking higher.

☆ Amazon dips after slowing cloud growth projections. Here's how the pros are playing it
▼ + stars: | 2023-04-28 | 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 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.

☆ Emons: The market is trying to figure out whether inflation is really slowing down
▼ + 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 EmailEmons: The market is trying to figure out whether inflation is really slowing downNewEdge Wealth's Ben Emons discusses whether May is truly the final month for rate hikes by the Fed, and what it may take for the S&P 500 to break out of what he calls an unsatisfying trading range.

☆ Fears mount that Europe's commercial real estate sector could be the next to blow
▼ + stars: | 2023-04-14 | by ( Karen Gilchrist | ) www.cnbc.com time to read: +6 min

Investors are questioning the health of the commercial real estate sector following a string of recent banking crises. Mike Kemp | In Pictures | Getty ImagesConcerns are mounting around the health of Europe's commercial real estate market, with some investors questioning whether it could be the next sector to blow following last month's banking crisis. Analysts at Citi now see European real estate stocks falling by 20%-40% between 2023 and 2024 as the impact of higher interest plays out. In a worst-case scenario, the higher-risk commercial real estate sector could plummet 50% by next year, the bank said. Pere Vinolas Serra, chief executive of Spanish real estate company Inmobiliaria Colonial and chairman of the European Public Real Estate Association (EPRA), said the situation in Europe looks paradoxically strong.

☆ Nvidia, Meta and more: CNBC's 'Halftime Report' traders answer your questions
▼ + stars: | 2023-04-13 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

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."

☆ Watch CNBC's full interview with Charles Schwab's Kevin Gordon and NewEdge Wealth's Cameron Dawson
▼ + stars: | 2023-04-12 | 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 Charles Schwab's Kevin Gordon and NewEdge Wealth's Cameron DawsonKevin Gordon, Charles Schwab senior investment strategist, and Cameron Dawson, NewEdge Wealth chief investment officer, join 'Closing Bell' to discuss what's priced into the markets, Wednesday's price action and more.

☆ Markets still aren't pricing in a recession, says NewEdge Wealth's Dawson
▼ + stars: | 2023-04-12 | 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 EmailMarkets still aren't pricing in a recession, says NewEdge Wealth's DawsonKevin Gordon, Charles Schwab senior investment strategist, and Cameron Dawson, NewEdge Wealth chief investment officer, join 'Closing Bell' to discuss what's priced into the markets, Wednesday's price action and more.

☆ Tech stocks look 'extremely expensive' right now, says NewEdge's Cameron Dawson
▼ + stars: | 2023-04-03 | 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 EmailTech stocks look 'extremely expensive' right now, says NewEdge's Cameron DawsonCameron Dawson, NewEdge Wealth chief investment officer, joins 'Closing Bell' to discuss the outlook ahead for the second quarter of 2023.

☆ NewEdge's Cameron Dawson and John Hancock's Emily Roland break down Monday's market action
▼ + stars: | 2023-04-03 | 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 EmailNewEdge's Cameron Dawson and John Hancock's Emily Roland break down Monday's market actionCameron Dawson, NewEdge Wealth chief investment officer, and Emily Roland of John Hancock Investment Management, join 'Closing Bell' to discuss the outlook ahead for the second quarter of 2023.

☆ No downside earnings estimates would be very bullish for risk assets: NewEdge Wealth CIO
▼ + stars: | 2023-03-28 | 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 EmailNo downside earnings estimates would be very bullish for risk assets: NewEdge Wealth CIOCameron Dawson, NewEdge Wealth CIO, joins 'Squawk Box' to discuss how Dawson is feeling about the stock market's prospects, the right move for the Federal Reserve and if the markets will retest past lows.

☆ JPMorgan vs. Bank of America? Analysts say one of the stocks is set to soar 50%
▼ + stars: | 2023-03-21 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

It's not just regional bank shares that have been hit by the recent banking crisis — large-cap bank stocks have also tumbled. JPMorgan was down nearly 6% last week, while Bank of America tumbled 8% over the same period. It said big banks are a "big beneficiary" and fundamentals at JPMorgan Chase, Bank of America, Wells Fargo and Citi look "rather strong." For those looking to invest, CNBC Pro takes a look at what analysts are saying about JPMorgan Chase and Bank of America in particular. However, Bank of America has only 8% of uninsured deposits as a proportion of its total deposit liabilities.

☆ There is a flight to quality, says NewEdge Wealth’s Cameron Dawson
▼ + stars: | 2023-03-20 | 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 EmailThere is a flight to quality, says NewEdge Wealth’s Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins ‘Closing Bell’ to discuss the market as the major indexes are in the green on Monday.

☆ Watch the CNBC 'Halftime Report' investment committee's midday market discussion
▼ + stars: | 2023-03-17 | 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 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.

☆ We're in a stock picker's market, but there are still opportunities out there, says Sand Hill Global's Vingiello
▼ + stars: | 2023-03-17 | 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 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.

☆ I don't know what these guys at Fundstrat drink: Short Hills Capital's Steve Weiss
▼ + stars: | 2023-03-17 | 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 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.

☆ Emons: Less stigma around going to the discount window will benefit the broader markets
▼ + stars: | 2023-03-17 | 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 EmailEmons: Less stigma around going to the discount window will benefit the broader marketsNewEdge Wealth's Ben Emons gives his take on fixed income and the financials sector.

☆ Where wealthy investors are putting their cash after SVB collapse
▼ + stars: | 2023-03-16 | by ( Robert Frank | ) www.cnbc.com time to read: +4 min

Wealthy investors and family offices are moving more of their money out of bank cash-balances and into treasuries, money markets and other short-term instruments, according to wealth advisors. "Over [last] weekend there was a lot of worry," said Michael Zeuner, managing partner at WE Family Offices, which advises wealthy investors and family offices. The SVB crisis has only accelerated a broader push by wealthy investors over the past year to move cash out of bank balances and into Treasuries and money-markets. Loans and mortgagesWealthy investors and family offices will continue to rely on banks for loans and mortgages. But the strategy of banks requiring wealthy clients to give them deposits or primary-banking relationships in exchange for loans may be ending, advisers say.

☆ Here's what the European stock market plunge means to the U.S.
▼ + stars: | 2023-03-15 | 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 EmailHere's what the European stock market plunge means to the U.S.Cameron Dawson, chief investment officer for NewEdge Wealth, joins 'Squawk Box' to discuss her take on markets, how much Fed Chair Jerome Powell has to consider what's happening in European markets, and her thoughts on the regional banks.

☆ Watch CNBC's full interview with NewEdge Wealth CIO Cameron Dawson
▼ + stars: | 2023-03-09 | 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 NewEdge Wealth CIO Cameron DawsonCameron Dawson, chief investment officer for NewEdge Wealth, joins 'Closing Bell' to discuss leading indicators of financial stress, slowing loan growth and deposits finding higher yields.

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