Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s up 267% since Brad sent his letter to Facebook.  Plus, Amazon and Apple also on the move, the Committee debate what to do with those names now. And later, Joe Terranova’s big rebalance is here, he goes over all the major moves he made in the JOET. 

Investment Committee Disclosures

Meta’s Magnificent Moment 2/2/24

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Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. And later, the desk share their latest portfolio moves. 

Investment Committee Disclosures

Surging Stocks and More 5/17/24

Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. 
Investment Committee Disclosures

Dow tops 40k 05/16/24

Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves.

A New Price Target for the S&P 500 5/15/24

Scott Wapner and the Investment Committee discuss stocks searching for new highs as another key inflation read hits the tape. Plus, the desk is making some major moves in their portfolio, they detail their strategy. And later, we’ve got some Calls of the Day on Roblox, Regeneron, Costco and Edison International. 

Investment Committee Disclosures

Stocks Creep Towards New Highs 5/14/24

Scott Wapner and the Investment Committee debate the big week ahead as key inflation data looms and the AI arms race heats up again. Plus, we’ve got Calls of the Day on multiple names, the Committee break them all down. And later, the desk has some stocks on hot streak, they debate what to do with hem from here.

Meta’s Magnificent Moment 2/2/24

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