Amy Raskin

Jim Labenthal, a tactical/long-term investor who calls out buys like Disney and Wynn. Steve Weiss, a market strategist focused on trading, risk and sector moves such as defense and big-tech. Amy Raskin, a portfolio manager concentrating on tech, semiconductors, energy and commodities. They spar over whether the AI-driven sell-off is a buying opportunity, share specific portfolio moves, and debate sector winners and timing.

Brian Sullivan, CNBC Paris correspondent with on-the-ground energy updates. Amy Raskin, investment committee member with sector trade ideas. Jim Lebenthal, investment pro focused on diversification and energy exposure. Joe Terranova, market commentator offering tactical trading views. They tackle oil-driven market moves, volatility and hedge fund strain, tactical names in energy, NVIDIA’s GTC buzz, and retail withdrawals from private credit.

Stephanie Link, a top investor and member of the Investment Committee on CNBC, shares insights on market trends. Jim Leventhal discusses dynamic portfolio management and specific stock recommendations. Amy Raskin offers her expertise in identifying growth strategies amid a $2.4 trillion pipeline of mega projects. The trio debates whether a stumble is looming for the market as September approaches, with a particular focus on the performance of tech stocks like NVIDIA and the booming retail sector, especially Deckers' potential for international growth.

In this engaging discussion, investment experts Joe Terranova, Amy Raskin, Jim Labenthal, and Rob Sechan tackle the current struggles of the tech sector. They delve into the investment prospects of Chinese tech giants like Alibaba and Tencent, advocating for a selective approach. The conversation also highlights the pivotal role of Taiwan Semiconductor Manufacturing Company in AI and the impact of tariffs on market resilience. Finally, they provide insights into risk management in healthcare and tech stocks, setting strategies amidst evolving market dynamics.

Josh Brown, a stock market strategist, joins fellow Investment Committee members Jenny Harrington, Steve Weiss, and Amy Raskin to dissect the upcoming earnings report from Nvidia. They discuss contrasting performances in the tech sector, the impact of recent elections, and the volatility surrounding major players like Microsoft and Meta. The group shares insights into new investment strategies, the healthcare sector's decline, and how events like the Tyson/Paul fight could influence stock movements. Tune in for a blend of market analysis and smart trading tips!