Second Half Strategy 7/1/24

Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance.  Investment Committee Disclosures 

Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade. 

Frank Holland and the Investment Committee discuss a second half strategy with stocks near record highs and tech up nearly 30 percent this year. Plus, the Committee share their latest trades. And later, Energy stocks hitting a speed bump, the desk discuss their top energy picks. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate what the second half of the year will hold for stocks. The experts detail their latest portfolio moves. The desk reacts to CNBC’s exclusive Delivering Alpha Investor Survey. The call of the day is on Qualcomm. Legendary sports broadcaster Al Michaels joins to talk AI and the Olympics.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate how much is hinging on tomorrow’s inflation report, as the first half of the year comes to a close. Josh Brown doubles his position in Amazon. Micron dips after earnings; Bill Baruch is back with a trade update. The calls of the day include Rio Tinto, Coca-Cola, Disney and AT&T. Jenny Harrington explains why she’s buying more of one medical technology stock.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss if this will be a summer of volatility or more smooth sailing for stocks. The experts detail their latest portfolio moves. The desk debates Nvidia as its annual shareholder meeting gets underway. The calls of the day include Home Depot, Accenture, Shopify, Blackstone, and Caterpillar. Investment Committee Disclosures

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