44 min listen
The Tech Trade’s Second Big Test 2/21/24
FromHalftime Report
ratings:
Length:
44 minutes
Released:
Feb 21, 2024
Format:
Podcast episode
Description
Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week.Investment Committee Disclosures
Released:
Feb 21, 2024
Format:
Podcast episode
Titles in the series (100)
Risks to the Record Rally: The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions. by Halftime Report