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Trade Tracker: Joe Terranova trims Apple
CNBC Television· 2025-08-20 17:09
Another stock that we've been talking a lot about on halftime on my show, Worldwide Exchange, is Apple and just how to view it. So Joe, you're looking at this. You've made some moves in your personal portfolio when it comes to Apple.Actually making a pretty big trend. >> Listen, one of the benefits of this show is we're actually active in the marketplace. We're not just talking about how we're feeling about markets.We're actually doing things. And if you disagree with what I'm uh what I'm saying, listen, yo ...
Joe Terranova buys more Apple
CNBC Television· 2025-08-13 19:43
Joe was just talking about momentum having returned. It certainly feels like it's returned to Apple. >> Stocks up more than 10% in one month.It is green yet again today. It's above $232 a share. You've been a buyer of it personally recently on several occasions including again today.>> I will. Yes. Again today.Let me walk through all of it. I know Jim Kramer right now, if he's listening, he's not going to be happy because yes, I am trading Apple and I'm taking advantage of what I believe to be a significant ...
It's hard to get much better than this sentiment-wise, says John Hancock's Emily Roland
CNBC Television· 2025-08-13 10:50
Meanwhile, stocks rallying to record highs and our next guest says that getting in the way of the current momentum trade is like getting in the way of a bus. Emily Roland is co-chief investment strategist at uh Mallife, John at at Matthew Life, John Hancock Investments. Good morning to you.Help us understand this. You think a bus is coming. That's a great thing if you're a bull.The thing Joe and I were talking about, I don't know if you heard in the last, you know, segment is this has become the prevailing ...
Trade Tracker: Joe Terranova buys more Apple
CNBC Television· 2025-08-11 17:48
Speaking of, I mean, it it's down a smidge today. Um, don't even count that given what it's done in in the past week. It had a crazy week last week, one of its best in in years.Um, since 2020, as a matter of fact. So, you've been buying the stock personally. >> Don't own it in the ETF, but you've been buying it personally, and you bought more.>> Took the big bite last Wednesday at 206. Been nibbling Thursday, Friday, even today. I think it's the right thing to do.the momentum factor is the strongest factor ...
Lip-Bu Tan's Trip To The White House Should Bring Good News
Seeking Alpha· 2025-08-11 17:11
Over the past few weeks, Intel Corporation (NASDAQ: INTC ) has been going through it. CEO Li Bu Tan was first thrown under the spotlight when Cadence Design Systems ( CDNS ) was fined forI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...
X @Dash
Dash· 2025-07-28 20:37
RT Vuori Trading (@VuoriTrading)$DASH has build soooooo much momentum in the weekly RSI! it's going to be a slingshot out of the lows when that energy is released to the price action!🚀Wave 3 target 1.2-1.9K then wave 4 correction and wave 5 could reach up to 7K and beyond!!!Time is impossible to predict but the next impulse should be fast & furious based on that 7 years of accumulation. #DASH from the past will BLAST!*not financial advice ...
Calls of the Day: Palantir and QXO
CNBC Television· 2025-07-16 17:14
Palantir (PLTR) Stock Analysis - Mizuho upgraded Palantir to neutral from underperform, acknowledging its uniqueness despite concerns about potential multiple reversions [1] - The stock has increased by over 400% year-to-date [2] and over the last 52 weeks [5] - Significant momentum behind the stock is expected to lead to elevated volatility and potential precipitous declines [3] - A rules-based strategy is implemented to manage the position, remaining long since January 2024 at $16 [4] - The stock could potentially decline by 25-30% over the next six months due to valuation concerns [5] - The stock has become a leading momentum stock, fueling significant gains [5] - Understanding momentum trading is crucial [6] QXO Stock Analysis - Citi initiated QXO with a buy rating at $33, viewing it as uniquely positioned to consolidate the building products industry [6] - Brad Jacobs is leading the consolidation effort with a disciplined approach [6][7] - QXO is considered a compounder for investors [7] - QXO shares are essentially flat [7]
Fairlead's Katie Stockton on market bounce from April lows and where we could still see a breakout
CNBC Television· 2025-07-08 21:45
Welcome back. Today marks the threemonth anniversary of the S&P closing lows. It's up nearly 25% since then, one of the fastest recoveries on record.So, could more upside be on the way. Let's take a look at what the charts are saying with Katie Stockton from Fairlead Strategy. She's also a CNBC contributor.Great to have you here, Katie. Good to be here. So, do the charts tell you that we can continue buying here.What should we, what shouldn't we. I think we wait to add exposure, but what we did see recently ...