Trading the Iran War Uncertainty 3/26/26

Scott Wapner and the Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.  Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Dell 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 stocks as hopes for a resolution in Iran pushes oil lower and stocks higher. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day in an energy and a fintech name.  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 navigate the market as the Iran War continues.  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.

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the case. 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 the S&P's longest losing streak since March and how to navigate the volatility. Plus, shares of Super Micro plummeting after U.S. prosecutors charge 3 companye employees with smuggling NVIDIA chips to China, the desk debate which competitor will benefit. And later, big trouble for China stocks, the Commitee discuss their international strategy.  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 the impact higher oil is having on the markets & the consumer and how they are trading it. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights two 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.

Michael Santoli and the Investment Committee debate what to expect out of the Fed today and what their decision will mean for the market and your money, CNBC’s Steve Liesman joins ‘Halftime Report’ to discuss the latest out of Washington. Plus, the desk debate how to trade Disney as the new CEO, Josh D'Amaro, takes over for Bob Iger. CNBC’s Julia Boorstin joins ‘Halftime Report’ with the latest.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeting kicks off? Plus, American Airlines CEO Robert Isom says TSA workers deserved to be paid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Michael Santoli and the Investment Committee debate whether the market can hold this rally and what stocks need to keep going higher. Plus, the desk debates whether private credit concerns are overblown. Steve Liesman joins us with the latest from the space.  And later, the Committee 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.

David Faber and the Investment Committee debate how to trade oil and the market as turmoil in the energy sector grows. CNBC's Brian Sullivan joins us with the latest comments from Treasury Secretary Scott Bessent. Plus, CNBC’s Kristina Partsinevelos joins us to discuss the latest news out of San Jose, California, where Nvidia is set to kick off its annual GTC event. The Committee debate how to trade the company ahead of the Jensen Huang's keynote speech. And later, the desk debate retail investors abandoning private credit and what it means for the sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.