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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss the ongoing market correctionSteve Weiss, Joe Terranova, Kari Firestone, and Jim Lebenthal join 'Halftime Report' to discuss projections for when the market correction will end, improving corporate earnings, and more.
Persons: Steve Weiss, Joe Terranova, Kari Firestone, Jim Lebenthal Organizations: Watch
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIf earnings outperform forecasts, it would be a salvation for the market: Aureus' Kari FirestoneSteve Weiss, Joe Terranova, Kari Firestone, and Jim Lebenthal join 'Halftime Report' to discuss projections for when the market correction will end, improving corporate earnings, and more.
Persons: Kari Firestone Steve Weiss, Joe Terranova, Kari Firestone, Jim Lebenthal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlthough market activity is broadening, tech participation is needed: Hightower's Stephanie LinkJoe Terranova, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss the NASDAQ tech pullback, investing in tech outside the Big 6 stocks, and Morgan Stanley Nvidia's upgrade.
Persons: Stephanie Link Joe Terranova, Stephanie Link, Jim Lebenthal, Morgan Stanley Organizations: NASDAQ
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCleveland-Cliffs stock surges after a rejected buyout offer. Here's how the pros are playing itJim Cramer, Jim Lebenthal of Cerity Partners and Stephanie Link of Hightower Advisors discussed Cleveland-Cliffs after United States Steel rejected a $7.3 billion buyout offer from Cleveland-Cliffs.
Persons: Jim Cramer, Jim Lebenthal, Stephanie Link, Hightower Organizations: Cerity Partners, Hightower Advisors, Cliffs, United States Steel Locations: Cleveland
Watch CNBC's investment committee discuss the NASDAQ pullback
  + stars: | 2023-08-14 | 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 NASDAQ pullbackJoe Terranova, Stephanie Link, and Jim Lebenthal join 'Halftime Report' to discuss the NASDAQ tech pullback, investing in tech outside the Big 6 stocks, and Morgan Stanley Nvidia's upgrade.
Persons: Joe Terranova, Stephanie Link, Jim Lebenthal, Morgan Stanley Organizations: Watch, NASDAQ
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which sectors and exchange-traded funds to buy, hold or sell. Jenny Harrington of Gilman Hill Asset Management explained why there is too much risk associated with investing in a high-yield oil fund right now. Cerity Partners' Jim Lebenthal broke down why he is underweight on the technology sector and doesn't think it will outperform going forward. Instead, Lebenthal is looking at more cyclical sectors such as financials , industrials , materials and energy .
Persons: Jenny Harrington, Jim Lebenthal Organizations: CNBC Pro, Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney shares rise after streaming losses, price hikes. How the pros are playing itJim Cramer, Ken Leon of CFRA Research, Michael Nathanson of MoffettNathanson, Jenny Harrington of Gilman Hill Asset Management, Josh Brown of Ritholtz Wealth Management and Jim Lebenthal of Cerity Partners discussed Disney after the company's third-quarter earnings call laid out plans to hike prices on their streaming platforms.
Persons: Jim Cramer, Ken Leon, Michael Nathanson, MoffettNathanson, Jenny Harrington, Josh Brown, Jim Lebenthal Organizations: Disney, CFRA Research, Asset Management, Ritholtz Wealth Management, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's investment committee discuss a broadening market activityJoe Terranova, Shannon Saccocia, Jason Snipe, and Jim Lebenthal join 'Halftime Report' to discuss Apple shares seeing negative momentum, a broadening out of the rally, and more.
Persons: Joe Terranova, Shannon Saccocia, Jason Snipe, Jim Lebenthal Organizations: Watch, Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors should question market exposure to mega cap tech, says Virtus' Joe TerranovaJoe Terranova, Shannon Saccocia, Jason Snipe, and Jim Lebenthal join 'Halftime Report' to discuss Apple shares seeing negative momentum, a broadening out of the rally, and the Treasury market driving price action in the equity market.
Persons: Virtus, Joe Terranova Joe Terranova, Shannon Saccocia, Jason Snipe, Jim Lebenthal Organizations: Apple, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon stock climbs 8.3% after biggest profit beat since 2020. How the pros are playing itBrad Erickson of RBC Capital Markets, John Blackledge of Cowen, Steve Weiss of Short Hills Capital, Brenda Vingiello of Sand Hill Global Advisors, Jim Lebenthal of Cerity Partners and Shannon Saccocia Neuberger Berman Private Wealth discussed Amazon after the company reported much higher than expected quarterly results and its largest profit beat since the fourth quarter of 2020.
Persons: Brad Erickson, John Blackledge, Cowen, Steve Weiss, Brenda Vingiello, Jim Lebenthal, Shannon Saccocia Neuberger Berman Organizations: RBC Capital Markets, Short Hills Capital, Global Advisors, Cerity Partners, Wealth Locations: Sand
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon's operating margins were three times better than expected, says Sand Hill's Brenda VingielloShannon Saccocia, Jim Lebenthal, Brenda Vingiello, and Steve Weiss join 'Halftime Report' to discuss earnings for Apple and Amazon, the market response to mega cap tech earnings, and the economic impact of the Fed staying higher for longer.
Persons: Sand, Brenda Vingiello Shannon Saccocia, Jim Lebenthal, Brenda Vingiello, Steve Weiss Organizations: Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQualcomm freefalls as phone chip sales falter. Here's what the pros are sayingJim Cramer, Jim Lebenthal of Cerity Partners and Bill Baruch of Blue Line Futures discussed Qualcomm after the company reported weaker-than-anticipated revenue and guidance in their third-quarter financial results.
Persons: Jim Cramer, Jim Lebenthal, Bill Baruch Organizations: Qualcomm, Cerity Partners, Blue
Chart of the day: Qualcomm
  + stars: | 2023-08-03 | 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: QualcommCNBC's 'Halftime Report' Investment Committee, Josh Brown, Brenda Vingiello, Jim Lebenthal and Bill Baruch, discuss Qualcomm as shares sink on weak q4 guidance.
Persons: Josh Brown, Brenda Vingiello, Jim Lebenthal, Bill Baruch Organizations: Qualcomm, Investment
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's earnings are going to move the market, says Ritholtz's Josh BrownCNBC's 'Halftime Report' Investment Committee, Josh Brown, Brenda Vingiello, Jim Lebenthal and Bill Baruch, discuss the big tech setup as the market awaits earnings from Apple and Amazon.
Persons: Ritholtz's Josh Brown CNBC's, Josh Brown, Brenda Vingiello, Jim Lebenthal, Bill Baruch Organizations: Investment, Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch the CNBC ‘Halftime Report’ investment committee discuss their big tech setupCNBC's 'Halftime Report' Investment Committee, Josh Brown, Brenda Vingiello, Jim Lebenthal and Bill Baruch, discuss the big tech setup as the market awaits earnings from Apple and Amazon.
Persons: Josh Brown, Brenda Vingiello, Jim Lebenthal, Bill Baruch Organizations: Watch, CNBC, Investment, Apple
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market set-up looks stronger than expected, says SoFi's Liz YoungStephanie Link, Jim Lebenthal, and Liz Young join 'Halftime Report' to discuss the first trading day in August, economic acceleration led by consumer spending, and a broadening in the market.
Persons: SoFi's Liz Young Stephanie Link, Jim Lebenthal, Liz Young Organizations: Email
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
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThreads is not the reason why Meta's stock is up, Ritholtz's Josh BrownKari Firestone, Josh Brown, Jim Lebenthal, and Rob Sechan join 'Halftime Report' to discuss Meta's earnings call, the company's plan to expand its ecosystem through Threads, and more.
Persons: Ritholtz's Josh Brown Kari Firestone, Josh Brown, Jim Lebenthal, Rob Sechan
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and exchange-traded funds to buy, hold or sell. Aureus Asset Management's Karen Firestone shared her thesis on why Lowe's and Home Depot could get a boost from earnings and increased consumer spending. Rob Sechan of NewEdge Wealth discussed why he sees Broadcom as a reasonably priced beneficiary of the artificial intelligence boom. Finally, Jim Lebenthal of Cerity Partners explained why holders of Cleveland-Cliffs should not have to wait long before they start seeing returns.
Persons: Karen Firestone, Rob Sechan, Jim Lebenthal Organizations: CNBC Pro, NewEdge, Broadcom, Cerity Partners Locations: Cleveland
Watch CNBC's investment committee discuss Meta's earnings call
  + stars: | 2023-07-27 | 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 EmailWatch CNBC's investment committee discuss Meta's earnings callKari Firestone, Josh Brown, Jim Lebenthal, and Rob Sechan join 'Halftime Report' to discuss Meta's earnings call, the company's plan to expand its ecosystem through Threads, and more.
Persons: Kari Firestone, Josh Brown, Jim Lebenthal, Rob Sechan Organizations: Watch
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAd revenue, cost-cutting and cloud will shape Google's earnings, says Odyssey Capital's Jason SnipeJosh Brown, Jim Lebenthal, Stephanie Link and Jason Snipe join 'Halftime Report' to discuss mega cap tech earnings, Alphabet's AI competition with Microsoft, and avenues for tech revenue growth.
Persons: Jason Snipe Josh Brown, Jim Lebenthal, Stephanie Link, Jason Snipe Organizations: Microsoft
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRitholtz's Josh Brown responds to the parabolic reversal of DHI post-earningsJosh Brown, Kari Firestone, Amy Raskin, and Jim Lebenthal join 'Halftime Report' to discuss Blackstone moving off session lows, Dr. Horton's Inc. setting a record high beat followed by a reversal, and airline earnings.
Persons: Josh Brown, Kari Firestone, Amy Raskin, Jim Lebenthal, Blackstone Organizations: Horton's Inc
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPayPal, Alphabet and more: CNBC's 'Halftime Report' traders answer your questionsCNBC's Halftime traders Jim Lebenthal of Cerity Partners, Karen Firestone of Aureus Asset Management and Amy Raskin of Chevy Chase Trust 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: Jim Lebenthal, Karen Firestone, Amy Raskin Organizations: PayPal, Cerity Partners, Aureus Asset Management, Chevy Chase Trust, CNBC Pro
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks poised to return better than tech, says Cerity Partners' Jim LebenthalJosh Brown, Kari Firestone, Amy Raskin, Jim Lebenthal, joins 'Halftime Report' to discuss strong economic activity in value stocks, market breadth widening out, and anticipating a pullback in the market.
Persons: Cerity, Jim Lebenthal Josh Brown, Kari Firestone, Amy Raskin, Jim Lebenthal Organizations: Stocks
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