The State of the Growth Trade 05/07/24

Scott Wapner and the Investment Committee discuss what Nvidia’s correction means for stocks. The experts detail their latest portfolio moves. The calls of the day include Uber, Tesla, and McDonald’s. Bitcoin is bouncing back. The panel checks in on their top contrarian ideas for 2024.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss whether the rally can last as we approach the second half of the year. The calls of the day include Chipotle, UnitedHealth, and Nike. The experts debate the energy trade. The chart of the day is Alnylam Pharmaceuticals.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the rally’s durability, Nvidia’s meteoric rise and pullback, and what to do with your money. Plus, we cover the latest Calls of the Day on Palo Alto, Tesla and Freeport-McMoran.  And later, the committee discuss the winners in their portfolio and what to do with them now. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss surging stocks as the S&P tops 5,500 for the first time ever, led by Nvidia. The desk debates whether Nvidia’s meteoric rise is justified. Plus, we cover the latest calls of the day. And later, oil hitting $80 a barrel, the Committee share their energy sector plays. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss Wall Street getting more bullish as several firms raise their price targets and a survey of fund managers reveals the most optimism in three years.  Plus, the desk is making some moves in their portfolios, they reveal them all. And later, we cover the latest Calls of the Day on Corning, Accenture and Carmax.Investment Committee Disclosures

Scott Wapner and the Investment Committee break down the state of the tech trade as Jim Lebenthal adds a new name to his portfolio. Plus, the setup on Lennar ahead of earnings after the bell. And we're going global with a look at international opportunities in ETF market.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss Apple reacting the mantle of most valuable stock in the market. The Committee debate what it means for your money. Plus, a Chart of the Day on Adobe, soaring after earnings. And later, we cover the latest Calls of the Day Amazon, Roblox, Citi and more. Investment Committee Disclosures

Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. Investment Committee Disclosures

Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company.  Investment Committee Disclosures