Positioning your Portfolio into Mega-Cap Earn...

Leslie Picker and the Investment Committee debate Alphabet's earnings tonight and what it means for the AI trade. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks that are on the move today. Investment Committee Disclosures Hosted by Simp ...  Show more

Leslie Picker and the Investment Committee debate how to navigate mega cap earnings and share their latest trades heading into the week. Plus, we hit the latest Calls of the Day. And later, we give you the setup on earnings this week. Investment Committee Disclosures Hosted by Si ...  Show more

A good week for the stock market, so is it time to pop the champagne? With stocks like Amazon, Netflix, Chipotle and Best Buy on the rise, is now the time to buy? And what does the panel think of Treasury Secretary Tim Geithner’s bank rescue plan? We tackle those questions, share ...  Show more

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ...  Show more

This return of volatility has investors wondering if they need to prepare for a pickup, especially with another Fed meeting looming next week. Joe Terranova of Virtus, CNBC’s Steve Liesman and BNY Mellon’s Alicia Levine break down what they think investors need to be watching. ...

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ...  Show more