Halftime Report The Final Trading Days of the Year 12/26/25
Dec 26, 2025
Jim Labenthal, a seasoned investor on the Halftime Report investment committee, discusses how earnings fueled market gains and debates the Fed's influence. Kevin Simpson shares insights on defending stocks like Boeing and Lockheed Martin in the defense sector. Steve Leisman analyzes inflation risks and potential Fed policy shifts as he assesses market trajectories for 2026. The panel also examines NVIDIA's strategic acquisitions and highlights opportunities in healthcare, retail, and commodities, offering final trading recommendations as the year closes.
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Let The Fed Hold Its Fire
- Jim Labenthal advises the Fed should sit tight and not cut further given recent substantial easing.
- He cautions waiting for clarity on tariffs and economic data before changing policy.
NVIDIA Bought Talent, Not Just Assets
- NVIDIA bought $20B of Grok assets and key talent as a strategic ecosystem investment.
- Jim views the move as sensible capital deployment given massive projected free cash flow.
NVIDIA Trade Still Has Legs
- Bryn says NVIDIA still has legs and is trading below its historical PE relative to itself.
- She emphasizes the talent acquisition and technical IP benefits from the Grok deal.