DiscoverHalftime ReportThe Moment of Truth for Mega Cap Tech 1/29/25
The Moment of Truth for Mega Cap Tech 1/29/25

The Moment of Truth for Mega Cap Tech 1/29/25

Update: 2025-01-29
Share

Description

Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen and more. And later, the desk discuss the latest Calls of the Day and how to trade the names. 

Investment Committee Disclosures

Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Trading the Volatility 3/7/25

Trading the Volatility 3/7/25

2025-03-0701:01:20

The Trade War and Stocks 3/6/25

The Trade War and Stocks 3/6/25

2025-03-0647:06

The Tariff Trade 3/5/25

The Tariff Trade 3/5/25

2025-03-0545:51

Trading Trump’s Tariffs 3/4/25

Trading Trump’s Tariffs 3/4/25

2025-03-0448:53

The Unsettled Market 3/3/25

The Unsettled Market 3/3/25

2025-03-0347:04

Time to Buy the Tech Wreck? 2/28/25

Time to Buy the Tech Wreck? 2/28/25

2025-02-2858:28

The Nvidia Aftermath 2/27/25

The Nvidia Aftermath 2/27/25

2025-02-2747:18

The Fate of the Momentum Trade 2/26/25

The Fate of the Momentum Trade 2/26/25

2025-02-2650:08

Is it Time for Risk-Off? 2/25/25

Is it Time for Risk-Off? 2/25/25

2025-02-2544:09

Trading Around the Unsettled Market 2/24/25

Trading Around the Unsettled Market 2/24/25

2025-02-2447:37

Momentum’s Miserable Week 2/21/25

Momentum’s Miserable Week 2/21/25

2025-02-2147:10

The Momentum Trade Stalls 2/20/25

The Momentum Trade Stalls 2/20/25

2025-02-2045:23

Threats to the Momentum Rally 2/19/25

Threats to the Momentum Rally 2/19/25

2025-02-1947:05

Buy Tech’s Bounce? 2/18/25

Buy Tech’s Bounce? 2/18/25

2025-02-1845:35

The Resilient Rally 02/14/25

The Resilient Rally 02/14/25

2025-02-1447:24

Can the Market’s Momentum Continue 02/13/25

Can the Market’s Momentum Continue 02/13/25

2025-02-1346:48

Stocks and Sticky Inflation 02/12/25

Stocks and Sticky Inflation 02/12/25

2025-02-1245:26

The State of the Bull Market 02/11/25

The State of the Bull Market 02/11/25

2025-02-1137:35

Fmr. CFPB Director Rohit Chopra, Metal-Tariff Mania, Power of Super Bowl Ads 2/10/25

Fmr. CFPB Director Rohit Chopra, Metal-Tariff Mania, Power of Super Bowl Ads 2/10/25

2025-02-1057:58

Debating the Tech Trade 2/10/25

Debating the Tech Trade 2/10/25

2025-02-1046:54

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The Moment of Truth for Mega Cap Tech 1/29/25

The Moment of Truth for Mega Cap Tech 1/29/25

CNBC

We and our partners use cookies to personalize your experience, to show you ads based on your interests, and for measurement and analytics purposes. By using our website and our services, you agree to our use of cookies as described in our Cookie Policy.