More Pain, or Near a Bottom?

More Pain, or Near a Bottom?

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Mega-Cap Earnings Aftermath 7/31/26

Michael Santoli and the Investment Committee discuss the state of the tech trade with major moves from Apple and Amazon after earnings. The experts detail their latest portfolio moves. Oliver Renick joins with Options Action. Investment Committee Disclosures Hosted by Simplecast, ...  Show more

Tim Cook's Final Earnings Call as Apple CEO 7/30/26

Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the ...  Show more

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Tariff Headlines Weigh On Markets… And A Private Credit Port In The Storm? 4/8/25
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Stocks giving up an early bounce, notching another brutal sell-off as tariff headlines weigh on Wall Street. The opinions and responses out of DC and Fed officials, and if the carnage will continue. Plus A potential port in the storm in private credit. Where our next guest see ...

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Markets Rattled By Tariff Latest… And If There’s More Downside Ahead 4/7/25
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The market sell-off rolls as the major indices whipsaw to start the week. How the latest tariff headlines are swinging stocks, and what an additional 50% tariff on China will mean in the trade war. We break down the threats, reactions, and strategy for navigating the volatilit ...

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Big Tech Breakups?
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Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investi ...  Show more

Closing Bell: More Pain Ahead for Tech? 8/14/23
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Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks ...

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