The Apple Sell-Off 3/5/24

Leslie Picker and the Investment Committee debate the S&P's longest losing streak since March and how to navigate the volatility. Plus, shares of Super Micro plummeting after U.S. prosecutors charge 3 companye employees with smuggling NVIDIA chips to China, the desk debate which ...  Show more

Scott Wapner and the Investment Committee debate the impact higher oil is having on the markets & the consumer and how they are trading it. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights two names in his "Best Stocks in the Market." Investment ...  Show more

Apple erasing $85b in market cap today after a judge ruled the company can no longer force developers to use in-app purchasing. Shares of Alphabet fell in sympathy. What the decision means for the state of tech service providers. Plus, shares of Peloton kicked into high gear this ...  Show more

Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16) Episode transcripts seekingalpha.com/ws ...  Show more

David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? T ...

Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45) Show Notes Druckenmiller cuts Nvidia stake, says AI may be 'overhyped' near term Palantir sell-off is 'golden buying opportunity,' Wedbush ...  Show more