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  • The State of the AI Trade 5/29/25
    2025/05/29

    Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list.

    Investment Committee Disclosures

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    44 分
  • Banking on Nvidia 5/28/25
    2025/05/28

    Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves.

    Investment Committee Disclosures

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    43 分
  • Stocks Surge on Tariff Delay 5/27/25
    2025/05/27

    Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.”

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    43 分
  • Trading Trump’s Tariffs 5/23/25
    2025/05/23

    Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards.

    Investment Committee Disclosures

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    44 分
  • Will Rising Rates Wreck Stocks? 5/22/25
    2025/05/22

    Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally. Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock on his “best stocks in the market” list.

    Investment Committee Disclosures

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    44 分
  • Navigating an "Unfamiliar Market" 5/21/25
    2025/05/21

    Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber’s wide-ranging interview with Elon Musk yesterday. And later, the desk shares their latest portfolio moves.

    Investment Committee Disclosures

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    43 分
  • The Road to Record Highs 5/20/25
    2025/05/20

    Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. And later, the Committee share their latest portfolio moves.

    Investment Committee Disclosures

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    44 分
  • Trading the Downgrade 5/19/25
    2025/05/19

    Frank Holland and the Investment Committee debate the Moody’s Downgrade of America’s credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix.

    Investment Committee Disclosures

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    44 分