Steve Weiss

Steve Weiss, an investment professional at Bank of America, shares insights on market trends, while Jenny Harrington, a portfolio manager, discusses behavioral investing strategies. Jim Labenthal adds his analysis on specific stocks. The trio dives into the recent downturn of momentum stocks like Robinhood and emphasizes caution in volatile markets. They debate defense stocks amid global tensions and explore investment prospects in the healthcare sector. The discussion highlights how consumer behavior influences market resilience during these turbulent times.

Joe Terranova, a seasoned member of CNBC's Investment Committee, and Steve Weiss, known for his keen market insights, dive into the unsettled stock market landscape. They explore the recent decline of Palantir and evaluate the implications for tech stocks under economic pressure. The duo emphasizes the importance of diversification and shares strategies for navigating volatility. They also analyze stock movements and trading potentials, offering listeners valuable tips on managing their portfolios amidst market uncertainties.

Steve Weiss, Joe Terranova, and Brynn Winegardner share their sharp investment insights as stocks hit record highs. They analyze Apple's recent upgrade and potential shifts in innovation, including AI and foldable devices. The trio discusses the competitive landscape among tech giants, touching on the struggles faced by major firms like Tesla and Alphabet. They also delve into the current challenges in streaming and healthcare, providing actionable stock recommendations and strategies for navigating the market's volatile terrain.

Market experts Joe Terranova, Steve Weiss, Jim Laventhal, and Fran Talkington dive into the summer stock landscape. They discuss the potential for a June swoon versus a surge, highlighting recent downgrades in the banking sector. Insights on navigating market uncertainties due to geopolitical tensions are shared. The group also examines semiconductor trends and strategies involving AI and Bitcoin. With diverse portfolio moves, they emphasize the importance of adaptable investment strategies to thrive in the changing economic climate.

Joe Terranova, Steve Weiss, Jim Labenthal, and Bryn Talkington, all Investment Committee members with extensive experience in market analysis, dive into Nvidia’s impressive stock resurgence. They explore how demand, especially in AI, sets Nvidia apart from its semiconductor peers. The team also discusses broader market trends and the implications of stock downgrades, touching on companies like Palantir and Uber's significant buyback plans. Additionally, they analyze the rising popularity of single stock ETFs and shifting dynamics in institutional Bitcoin investments.

Steve Weiss, market veteran offering trading and sector calls. Jim Lebenthal, macro strategist on policy and positioning. Josh Brown, NY investor known for market picks. They debate the implications of crude topping $90, talk trading and bond moves, weigh energy stocks vs oil reality, assess pressure on airlines and restaurants, and spotlight Target as a turnaround trade.

Rob, an investment committee member focused on private credit and stock calls; Steve Weiss, market commentator with cash and positioning views; Malcolm, market and consumer analyst; Josh Brown, CIO known for stock picks. They tackle trading amid Iran war uncertainty and oil-driven market moves. They debate portfolio moves, private credit stress, consumer pain from rising gas, AI winners like Dell, and sector-specific buy ideas.

In a captivating discussion, Joe Terranova, a market trend analyst, Steve Weiss, an investment commentator, and Jim Laventhal, a seasoned investment strategist, dive into the current market volatility. They explore the cautious optimism surrounding a potential recession and the shift towards defensive investment strategies. The trio analyzes struggles within the tech sector, highlighting growing risks, while also addressing the surge of active ETFs and strategic sector opportunities. Their insights provide both alarm and hope for today's investors.

Steve Weiss, a professional investor focused on volatility and sector rotation; Jim Lebenthal, a macro-minded portfolio manager; and Joe Terranova, a former oil trader offering tactical energy calls. They discuss oil's surge amid the Iran war, how crude moves markets and shipping, short-covering and curve dynamics, sector rotation into asset-heavy names, and tactical energy and equity trade ideas.

Liz Thomas, technical market analyst on sector rotation and support levels. Steve Weiss, portfolio manager with stock-specific trade calls. Bill Baruch, market strategist focused on positioning and sector moves. Mike Santoli, senior markets commentator offering midday geopolitical and market analysis. They discuss a market rebound after selling, rotations into megacaps and AI names, positioning in semiconductors and energy, and notable stock calls.