Is the Tech Trade Broken? 4/17/25

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 ...  عرض المزيد

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, ...  عرض المزيد

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 ...

The averages ended the session mixed and Jim Cramer is breaking down how the news of the day moved the major indexes. First, Cramer's tackling the tech-nicals and going Off The Charts on the QQQ to see where tech is headed after leading the market higher this year. Then, Crame ...

One day after the Nasdaq snapped its 7-day win streak, Carl Quintanilla, Melissa Lee and Michael Santoli explored what to make of the pullback in the tech sector –  with Nvidia extending its Thursday losses and Microsoft replacing the chipmaker as the world's most valuable com ...