Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon.  Plus, Ed Yardeni of Yardeni Research cuts his S&P Outlook, he joins us to explain why.  And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.

The State of the Tech Trade 5/25/22

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Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks.  Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. 

Investment Committee Disclosures

Navigating the Pullback 4/25/24

Scott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week.  

Investment Committee Disclosures

Mega Cap Tech’s Moment 4/24/24

Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.
Investment Committee Disclosures

Halftime Report 4/23/24

Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week.  

Investment Committee Disclosures

Big Earnings Week Ahead 4/22/24

Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy.  
Investment Committee Disclosures

The State of the Tech Trade 5/25/22

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