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Apr 17
46m 32s

Is the Tech Trade Broken? 4/17/25

CNBC
About this episode

Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list. 

Up next
Yesterday
Nvidia hits a $4 Trillion Market Cap 7/9/25
Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector. Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details. And later ... Show More
44m 31s
Jul 8
Debate: The State of the Rally 7/8/25
Scott Wapner and the Investment Committee debate the continued run in stocks as more street strategists raise their S&P targets. Plus, the desk share their latest portfolio moves. And later, Uber hits a new record high as Tesla faces pressure, the Committee break down the trade. ... Show More
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Jul 7
The Outlook for the Rally 7/7/25
Scott Wapner and the Investment Committee discuss whether the rally can continue as stocks trade at highs with tariffs and earnings looming. Plus, Bryn Talkington calls in with her options strategy on Tesla as Elon Musk returns to the political fray. And later, the desk debate th ... Show More
44m 2s
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