Mega Cap Tech’s Moment 4/24/24

Scott Wapner and the Investment Committee debate whether it's safe to buy the tech pullback. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswiz ...  Show more

Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of AI. Plus, the desk share their latesr portfolio moves. Investment Committee Disclo ...  Show more

Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ...

Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders reboun ...

ESG seems to have went from all the rage to yesterday's news as ETFs tracking these strategies have been hit with big stretches of underperformance and outflows while media interest has waned. What happened? And where does it go from here? 

On this episode of Trillions, ...

Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company rais ...