Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why. And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now.
Investment Committee Disclosures
Nov 20
Nvidia Turns Negative: What it Means for the Market 11/20/25
<p>Frank Holland and the Investment Committee debate what to do now that Nvidia has turned negative, Bitcoin breaks below $90k, and the rest of the market continues to fall. Plus, Walmart leads the Dow today, the Committee discuss their retail strategy. And later, the desk shares ... Show More
44m 22s
Sep 2020
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowfl ... Show More
1h 35m
Jun 2024
Nvidia As the New Market Cap King, Fresh Record Highs, Musk Walks Back Comments 6/20/24
<p>Carl Quintanilla, Melissa Lee and Michael Santoli explored the mega-tech rally, with Nvidia surpassing Microsoft and Apple to become the world's most valuable company. The chipmaker extended its gains, helping the S&P 500 and Nasdaq hit fresh record highs. The anchors also rea ... Show More
42m 18s
Apr 2021
Alternative Investments are Exploding in Value and this is Why | CNBC Fast Money
<p>Today’s episode is an interview that I did on CNBC’s Fast Money. In this interview, I go discuss the explosion of alternative investments. Whether its sports cards, bitcoin, NFT’s or many others, people are using the internet to leverage alternative assets with limited supply. ... Show More
5m 46s
Feb 2021
Alternative Investments are Exploding in Value and this is Why | CNBC Fast Money
<p>Today’s episode is an interview that I did on CNBC’s Fast Money. In this interview, I go discuss the explosion of alternative investments. Whether its sports cards, bitcoin, NFT’s or many others, people are using the internet to leverage alternative assets with limited supply. ... Show More
5m 46s