Scott Wapner and the Investment Committee debate the Big Money’s big AI bets and what it says about the stocks that can still work in this market. The Chart of the Day is Home Depot, shares lower after posting its worst revenue miss in about 20 years. And Stephanie Link is making moves in her portfolio, she goes through her latest buys. 
Investment Committee Disclosures

Following the Money 5/16/23

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Scott Wapner and the Investment Committee discuss the surge in stocks following Apple earnings and what might have been a ‘perfect’ jobs report for the bulls and the Fed. Plus, the Committee is making some moves in the financials sector, they break them down. And later, legendary sports broadcaster Mike Tirico joins us ahead of tomorrow’s Kentucky Derby.

The Road Ahead for the Rally 05/03/24

How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone, the CIO at Glenview Trust Company, in this special CNBC Pro Talk ahead of the 2024 Berkshire annual shareholders meeting. CNBC Pro’s Yun Li also joins to preview Berkshire’s annual meeting and what investors can expect from the Oracle of Omaha.

CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks].

CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24

Scott Wapner and the Investment Committee debate the post-fed playbook as stocks rise following the Fed meeting. Plus, Apple is set to report earnings tonight, the Committee lay out what to expect. And later, the desk making some moves in their portfolio, they reveal their latest trades.

The Post-Powell Playbook 05/2/24

Scott Wapner and the Investment Committee discuss the Fed, Markets and Earnings. Plus, Joe Terranova covers his latest rebalance in the JOET ETF. And later, a Chart of the Day on AMD, the desk debates the chip sector. 
Investment Committee Disclosures

The Road Ahead for the Fed and Markets 05/01/24

Scott Wapner and the Investment Committee debate the state of stocks with Amazon earnings just hours away and fresh stagflation fears dragging down stocks.  Plus, we’ve cover the latest Calls of the Day on Live Nation, Citigroup and Boeing. And later, the Committee talk about their stocks on the move. 
Investment Committee Disclosures

Following the Money 5/16/23

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