Navigating the Bull Run in Semiconductors 4/23/26

Leslie Picker and the Investment Committee debate what the DOJ dropping charges against Jerome Powell means for the market and your money. CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, Intel surges after earning, it's our Chart of the Day, the Committee strategize on what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker and the Investment Committee debate what's powering the run in semiconductor stocks and how you should trade the space. Plus, The Committee share their latest portfolio moves. And later, Josh Brown spotlights Trane Technologies in his "Best Stocks in the Market."  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it.  Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee react to Fed Chair nominee Kevin Warsh's testimony today at the Senate Banking committee during his confirmation hearing. CNBC's Steve Liesman joins us with the latest. Plus, Apple names John Ternus as their new CEO. The Investment Committee debate what it means for the stock and how you should trade it.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate whether the uncertainty in the Middle East will stall the market or push it even lower. Plus, the desk shares trading strategies for some of their stocks on the move. And later, Michael Santoli joins us with his midday check on the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the Investment Committee debate how to position your portfolio after Iran's Foreign Minister declared the Strait of Hormuz will remain open during the ceasefire. Plus, the Committee share their latest moves. And later, we hit the latest Calls of the Day.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to build your portfolio as markets hit new highs.  Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights some industrial names in his "Best Stocks in the Market."  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how to trade the market as it approaches new highs. Plus the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether the market can hit new highs despite geopolitical uncertainty and how you should trade it. Plus, the desk share their latest portfolio moves. And later, the Committee discuss leaning into the tech momentum.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how the war in Iran and earnings reports are guiding the market right now. They share their top strategies in this environment. Plus. The desk discuss the key levels to watch out for in software stocks. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.