Trading the Tech Wreck 6/26/26

Scott Wapner and the Investment Committee debate how to trade around the bumpy ride in the NASDAQ. The desk share their market strategy. 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 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 stock now. And later, Josh Brown spotlights Citizens Financial 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 discuss Micron's moment, counting down to the most critical earnings report since Nvidia. Calls of the Day include CrowdStrike, Ecolab, and the travel stocks. The desk debates the gold trade. Michael Santoli joins with his Midday Word. Oliver Renick has Options Action on the homebuilders from Cboe Global Markets.    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 discuss the latest in the markets as chip stocks sell off. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. Michael Santoli joins with his Midday Word. The Halftime Headliner is 2026 U.S. Open winner Wyndham Clark. 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 discuss the state of stocks as investors watch the Iran talks. The experts detail their latest portfolio moves. Calls of the Day include upgrades in the energy sector. Dominic Chu has your ETF Edge. Robert Frank highlights CNBC's inaugural Elite Advisors list.  Michael Santoli joins with his Midday Word. 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 are live at the U.S. Open today to talk Markets, the Fed, Golf and more. We are joined by Golf Channel Anchor & Reporter Rich Lerner to discuss the tournament and who he sees winning the Open. And later, Josh Brown spotlights Macom 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.

Frank Holland and the Investment Committee debate how to position your portfolio near record highs as stocks look to extend the Monday snapback. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights the Transports sector 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 news out of the Trump White House that a peace framework with Iran has been agreed to. Plus, the desk share their latest portfolio moves. And later, U.S. Women's Open Champion Nelly Korda joins us on set to discuss her historic win and what it means for the future of Women's Golf.   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 are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to react to the historic SpaceX IPO. They discuss what it means for the market and how they are trading this momentous launch.  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 where the tech sector is headed after hitting a rough patch this week.  Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Travelers 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.