Keep Riding the Record Rally?

Keep Riding the Record Rally?

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The State of the Tech Trade 2/25/26

Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to th ...  Show more

Navigating High AI Anxiety 2/24/26

Scott Wapner and the Investment Committee debate the high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretiona ...  Show more

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From Inflation, to Disinflation - What it Means for the Market. And the Risk Inherent in the Tech Rally 5/31/23
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What the Dollar Surge Means For Markets, and Two Tales of Transports
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Commodities and the dollar jumping this week as markets take another big breather. But will the downtrend continue in the coming weeks? The traders break down their outlook. Plus, the airlines have taken a major hit in recent days, but the broader transports actually eked out a g ...  Show more

A Puzzling End To The Week… And More Room To Run In Energy’s Price Spike 4/5/24
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Stocks bouncing back after yesterday’s big sell off. But between a hot jobs report, hawkish Fed talk, and even a literal earthquake… is a market rally the normal reaction? Plus even more room to go in energy’s price spike. The pain at the pump, and where energy stocks could be ...

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Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what’s next for investors. Plus t ...

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