Blue Cloud Trading

Tom Lee, chairman of Bitmine, outlines the strategic $200 million partnership between the world’s largest Ethereum treasury and YouTube powerhouse Mr. Beast’s Beast Industries, aiming to blend Ethereum’s smart‑contract capabilities with the creator’s upcoming digital‑services and tokenized products. He also explains why Ethereum is the preferred blockchain, describes potential future offerings, and shares his bullish outlook for both crypto and equity markets.

In this episode, the BlueCloud Trading team breaks down CNBC’s latest top‑pick recommendations, weighing the recent pull‑back in the S&P, heightened volatility, and sector rotation while debating the merits of stocks like Netflix, Uber, gold, energy ETFs, and other market themes. Using live charts and the Ichimoku indicator, they pinpoint technical strengths and weaknesses across major indexes, MAG‑7 names, cyber‑security, commodities and more, giving viewers actionable insight without doing the research themselves.

In this halftime market wrap, Josh Brown joins an investment‑committee panel to dissect the surge in volatility, the Fed’s policy outlook, earnings season and macro indicators, arguing that the economy’s strong productivity and consumer resilience still support a bullish stance. They reveal the team’s leading stock ideas—including energy plays like Chevron and Exxon, AI‑driven chip and memory names, and selective tech upgrades—while urging investors to buy on dips and stay disciplined amid political and rate‑cut uncertainty.

In this episode, CNBC’s investment team analyzes the week’s market dynamics—from the fallout of the DOJ probe into Fed Chair Jerome Powell and its muted impact on equities, to the continued strength of tech, semiconductors, and small‑cap ETFs—while unveiling their top stock picks, sector allocations, and hedging strategies such as gold and precious‑metal exposure. The panel also discusses upcoming earnings, policy shifts, and political influences on companies like Exxon, American Express, and Tesla, offering actionable insights for investors navigating the current “glass‑half‑full” rally.

In this CNBC halftime roundup, a panel of market strategists debates the broadening rally, emphasizing that analysts are urging bullish buys in cyclicals, banks and industrials while technical charts signal caution and possible overruns. The discussion spotlights the shift away from tech, the excitement around names like Wayfair, FedEx and SLB, and the tension between consensus optimism and chart‑based warnings.

okay.In this halftime report, host Scott Wapner joins investment committee members Josh Brown, Jenny Harrington, Bill Baroo and others to dissect the early‑year market rotation from mega‑cap tech to small‑cap, financial and industrial stocks, outlining their rebalancing strategy ahead of upcoming jobs data and Supreme Court rulings. The panel highlights their top stock ideas—including Valero, copper‑linked metal plays, selective AI mega‑caps like Alphabet, and a measured view on Meta—while weighing political headlines on real‑estate holdings and the broader risk‑reward landscape.

In the early‑year market roundup, Fundstrat’s Tom Lee notes that broad sector strength—driven by clearer tariff outlooks, a dovish Fed and positive macro tailwinds—could be muddied by the Supreme Court’s impending tariff ruling, which he describes as “a source of confusion.” He adds that while current S&P 500 multiples around 22‑times aren’t cheap, double‑digit earnings growth and robust opportunities in technology, financials, energy and basic materials should keep valuations justified.

.On a bullish start to 2026, the investment team notes the Dow hitting a record high and broad market gains across equities, Bitcoin and precious metals, driven by optimism over Fed policy, earnings growth and regulatory tailwinds. They single out financials, healthcare, industrials and especially energy firms positioned to profit from renewed Venezuelan oil production, while cautioning that oil‑price dynamics and sector‑specific overhangs could shape the market’s trajectory.

. Good.In the opening halftime report, host Courtney Reagan and a panel of market strategists dissect the mixed start to 2026, warning about consensus‑driven optimism, AI‑induced labor disruptions, and consumer weakness while urging investors to de‑risk their portfolios. They highlight a shift toward selective stock‑picking with ideas such as Visa’s stablecoin push, Sabra Healthcare’s demographic tailwind, and added positions in Boeing, Intel and other names as the investment committee reshapes its playbook for the new year.

Join Frank Collin, Josh Brown, and guests as they delve into the key investment themes for 2026 and analyze the current market landscape just before New Year's Eve. They discuss the Federal Reserve's potential impact, sector performances, and top stock picks to watch in the upcoming year, with a focus on diversification and emerging opportunities beyond the S&P 500.

Join Josh Brown and Tom Lee on the halftime report as they share their stock recommendations and insights for the upcoming year based on recent stronger-than-expected GDP growth. The discussion also covers the implications of persistent higher interest rates, consumer trends, and the evolving landscape of financial and technology sectors for 2024.

In this engaging episode of the Halftime Report, Scott Wren and investment committee members, including Josh Brown, discuss the implications of a stronger-than-expected GDP report on stock market dynamics heading into the new year. They delve into potential shifts in interest rates, sector performances, and offer their top stock picks while addressing the evolving landscape of investment opportunities amidst changing economic conditions.

In this episode of Half Time Report, Scott Wapner leads a discussion with investment experts Tom Lee and Josh Brown exploring crucial market questions for 2026, including the durability of the current broadening trend and the impact of AI beyond the bubble. As the team evaluates potential stock movements and economic factors, they delve into the significance of upcoming Federal Reserve decisions and the evolving market landscape.

In this episode of the Halftime Report, Josh Brown and the investment committee discuss the current stock market trends, including a rebound in Bitcoin and the implications for tech stocks. They analyze various market signals, including potential sell indicators and sector performances, while debating the future of major players like Nvidia and Amazon as we approach the end of the year and look ahead to 2026.

Join Josh Brown and his investment committee as they dive into today's stock market rally fueled by lower-than-expected inflation, with a focus on technology stocks. In this episode, they share their top stock picks, discuss the AI market's current landscape, and analyze the implications for major players like Meta, Broadcom, and Micron.