Trading the Tech Wreck 6/26/26

Frank Holland and the Investment Committee debate the end of the quarter and discuss their trading strategy heading into the second half of the year. Plus, the Investment Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Commi ...  Show more

Scott Wapner and the Investment Committee discuss Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal explains why he's buying it here. Plus, Netflix hits a new 52-week low, it's our Call of the Day. The Committee debate how to trade the st ...  Show more

Bloomberg's Caroline Hyde discusses the latest from Apple as the company's annual developer conference kicks off in Cupertino, California. Plus, conversations with DreamWorks Founder Jeffrey Katzenberg and MoviePass Co-Founder Hamet Watt.  See omnystudio.com/listener for privacy ...  Show more

Apple is at a turning point. It ascended from a scrappy tech underdog to the most valuable company in the world through selling devices like iPhones, Macs and Apple watches. But now, a significant portion of its revenue comes from digital services. On today’s Big Take podcast, Bl ...  Show more

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple's software and AI goals as the company kicks off its annual Developers Conference in Cupertino. Plus, AI and tariffs top the agenda for China-US trade talks as discussions get underway in London. And, Warner Brothers Discovery ...  Show more

The Verge's Nilay Patel, Alex Cranz, and David Pierce discuss takeaways from WWDC, this week's gadget news, and Elon Musk dropping his lawsuit against OpenAI. Further reading: Apple and OpenAI aren’t paying each other yet, says Bloomberg MKBHD interviewed Tim Cook. Tim Cook is ‘n ...  Show more