AI and Big Tech 1/28/25

Halftime Report

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تمت الإضافة منذ قبل four أعوام

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Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

التشغيل لاحقا

قوائم

إعجاب

احب

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 49:54

MP3•منزل الحلقة

Scott Wapner and the Investment Committee debate the AI fallout as Nvidia tries to bounce back after its worst selloff in years. Plus, former Disney CEO Michael Ovitz joins us to discuss AI, Tech, and what it means for the future of Media and Technology. And later, billionaire Investor Mark Cuban calls in to discuss the AI and tech trade.

Investment Committee Disclosures

1158 حلقات

#Business News #News #Business #CNBC #Second Half #Trading

AI and Big Tech 1/28/25

Halftime Report

136 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Investment Committee Disclosures

1158 حلقات

#Business News #News #Business #CNBC #Second Half #Trading

كل الحلقات

1
Trading the Volatility 3/7/25 1:01:20

منذ 3 أيام1:01:20

1:01:20

Scott Wapner and the Investment Committee debate the turbulent and volatile markets after President Trump announces reciprocal tariffs could start as early as today. Plus, the desk discusses their momentum strategy after stocks like Palantir and Applovin lose steam. And later, we take Fed Chair Jerome Powell’s comments live at the U.S. Monetary Policy Forum. Investment Committee Disclosures…

1
The Trade War and Stocks 3/6/25 44:16

منذ 4 أيام44:16

44:16

Scott Wapner and the Investment Committee debate the trade war and how it’s affecting the markets and your money. Plus, the desk debate the trouble with momentum stocks and how to trade them. And later, Josh Brown reveals two more stocks on his “Best Stocks in the Market” list. Investment Committee Disclosures…

1
The Tariff Trade 3/5/25 42:30

منذ 5 أيام42:30

42:30

Scott Wapner and the Investment Committee debate the tariff trade and what it means for stocks and your money. Plus, Crowdstrike falling after reporting a weak earnings outlook, it’s our Chart of the Day. And later, the desk debates the latest Calls of the Day.

1
Trading Trump’s Tariffs 3/4/25 47:27

منذ 6 أيام47:27

47:27

Scott Wapner and the Investment Committee debate Trump’s tariffs as Canada, Mexico and China announces retaliatory tariffs pushing stocks sharply lower. Plus, the desk share their latest portfolio moves. And later, travel and leisure stocks getting hammered today, the Committee discuss their strategy in that sector. Investment Committee Disclosures…

1
The Unsettled Market 3/3/25 44:15

منذ 7 أيام44:15

44:15

Scott Wapner and the Investment Committee debate the unsettled market as Nvidia falls again and ‘Tariff Tuesday’ looms large. Plus, Steve Weiss making some major portfolio moves, he breaks them all down. And later, Mackensie Sigalos joins us with the latest on the President’s Crypto Reserve announcement. Investment Committee Disclosures…

1
Time to Buy the Tech Wreck? 2/28/25 55:56

منذ 10 أيام55:56

55:56

Scott Wapner and the Investment Committee debate the tech wreck and how you should trade it. Plus, the committee making some major portfolio moves, they reveal them all. And later, the desk reacts to the fiery meeting at the White House today and what it means for stocks. Investment Committee Disclosures…

1
The Nvidia Aftermath 2/27/25 44:18

منذ 11 يومًا44:18

44:18

Scott Wapner and the Investment Committee debate the Nvidia aftermath with the stock under pressure today after reporting earnings last night. Plus, the Committee share their latest portfolio moves. And later, Bob Pisani brings us the latest on the first ever private equity ETF that opened for trading this morning. Investment Committee Disclosures…

1
The Fate of the Momentum Trade 2/26/25 50:00

منذ 12 يومًا50:00

50:00

Scott Wapner and the Investment Committee debate the much anticipated moment of truth for Nvidia, as the company is set to report earnings tonight. Plus, multiple committee stocks are on the move, the desk discuss their strategies. And later, we give you the setup on some other key names reporting this week. Investment Committee Disclosures…

1
Is it Time for Risk-Off? 2/25/25 43:13

منذ 13 يومًا43:13

43:13

Scott Wapner and the Investment Committee debate the troubled tech sector as the Nasdaq heads for its 4th straight down day. Plus, Jenny Harrington details her latest portfolio moves. And later, Josh Brown reveals his two best stocks in the market.

1
Trading Around the Unsettled Market 2/24/25 44:20

منذ 14 يومًا44:20

44:20

Scott Wapner and the Investment Committee debate the unsettled market and what it means for you money. Plus, the Committee detail their latest portfolio moves. And later, the desk picks through some of the most overbought and oversold stocks in the market. Investment Committee Disclosures

1
Momentum’s Miserable Week 2/21/25 44:15

منذ 17 يومًا44:15

44:15

Scott Wapner and the Investment Committee discuss the miserable week for momentum stocks and what it means for the broader market. Plus, multiple committee members making some major portfolio moves, they reveal them all. And later, a Call of the Day on Defense stocks, the Committee debate the sector. Investment Committee Disclosures…

1
The Momentum Trade Stalls 2/20/25 44:01

منذ 18 يومًا44:01

44:01

Scott Wapner and the Investment Committee debate the Palantir plunge and what this means for the other momentum names. Plus, the desk debate the latest Calls of the Day on multiple names they own. And later, the committee detail their latest portfolio moves. Investment Committee Disclosures

1
Threats to the Momentum Rally 2/19/25 44:09

منذ 19 يومًا44:09

44:09

Scott Wapner and the Investment Committee debate the rally’s momentum and whether it’s starting to fade. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on some key names reporting tomorrow. Investment Committee Disclosures

1
Buy Tech’s Bounce? 2/18/25 44:14

منذ 20 يومًا44:14

44:14

Scott Wapner and the Investment Committee debate tech’s re-emergence as the NASDAQ 100 looks to build on its best week of 2025. Plus, the desk debate the latest Calls of the Day on Merck and Gilead. And later, the Committee give you The Setup on some key names reporting this week. Investment Committee Disclosures…

1
The Resilient Rally 02/14/25 44:22

منذ 24 يومًا44:22

44:22

Scott Wapner and the Investment Committee debate the resilient rally as the S&P trades near a new closing high. Plus, the desk debates the latest Calls of the Day. And later, Josh Brown shares some of his best stocks in the market.

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