Trading the Stormy Stock Market 3/21/25

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Amazon in Focus as the Nasdaq Slides 10/3026

Scott Wapner and the Investment Committee debate how to navigate the selloff in tech. Plus, the desk shares their latest portfolio moves. And later, CNBC’s Oliver Renick joins us to discuss the latest Options Action on macro hedges. Investment Committee Disclosures Hosted by Simp ... Show more

. 43min 23sec

Tech Earnings Weigh on the AI Trade 10/29/26

October 29, 2026; 12pm: Scott Wapner and the Investment Committee break down the tech earnings fallout as Alphabet’s search miss raises new AI competition concerns while Microsoft’s Azure growth resets expectations for Amazon and AWS. The committee also debates Booking Holdings, ... Show more

. 42min 49sec

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