Joe Terranova

According to Bill Baruch of Blue Line Capital, Leidos Holdings, Inc. (NYSE: LDOS) is "breaking out, trying to break out above its 2020 high." The company reported "great earnings" report last week, he added. Baruch made the comments on CNBC’s "Halftime Report...

On CNBC’s "Halftime Report Final Trades," Steve Weiss of Short Hills Capital Partners said Leidos Holdings, Inc. (NYSE: LDOS) is still cheap with a new management. "I like this one a lot," he added. Leidos reported better-than-expected fourth-quarter financial results....

On CNBC’s "Halftime Report Final Trades," Steve Weiss of Short Hills Capital Partners named TransDigm Group Incorporated (NYSE: TDG), which is scheduled to release quarterly earnings today. TransDigm Group is expected to report fiscal 2024 first quarter earnings before the...

On CNBC’s "Halftime Report Final Trades," Steve Weiss of Short Hills Capital Partners named Alphabet Inc. (NASDAQ: GOOG) (NASDAQ: GOOGL) as his final trade. Alphabet recently posted better-than-expected earnings results for its fourth quarter. However, Google’s advertising...

On CNBC’s "Halftime Report Final Trades," Jason Snipe of Odyssey Capital Advisors picked Mastercard Incorporated (NYSE: MA). Cross-border volumes were up over 24%, Snipe said, adding, "I like the momentum here." Purchase, New York-based Mastercard posted better-than-...

On CNBC’s "Halftime Report Final Trades," Jason Snipe of Odyssey Capital Advisors said he likes Blackstone Inc. (NYSE: BX) here, despite the firm's mixed fourth-quarter 2023 results. The company reported adjusted revenues of $2.54 billion, missing the consensus of $2.57 billion...

On CNBC’s "Halftime Report Final Trades," Jenny Harrington of Gilman Hill Asset Management said Sabra Health Care REIT, Inc. (NASDAQ: SBRA) has a 9% yield and 5% earnings growth. Deutsche Bank analyst Omotayo Okusanya initiated coverage on Sabra Health Care REIT with a Buy...

On CNBC’s "Halftime Report Final Trades," Steve Weiss of Short Hills Capital Partners said Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) goes higher. Taiwan Semiconductor Manufacturing is reportedly eyeing its second Japanese plant in the same town as its first...

On CNBC’s "Halftime Report Final Trades," Rob Sechan, managing partner at NewEdge Wealth, said Alibaba Group Holding Limited (NYSE: BABA) is still cheap since last week. Alibaba Group tapped James Dong, 44, as the new acting CEO of its South Asian online retailer, Daraz Group....

Hightower Advisors’ Stephanie Link can’t stop buying Amazon.com Inc (NASDAQ:AMZN) with the stock trading at its most attractive valuation in years. What Happened: “I like it a lot,” Link said Wednesday on CNBC’s “Fast Money Halftime Report.”...

2023 has been a remarkable year for the technology sector as the "Magnificent Seven” stocks have led the charge higher. Many are taking profits from Big Tech, but investors may be moving too soon, leaving gains on the table. What To Know: Investors may be tempted to...

Wedbush raised its price target on Apple Inc (NASDAQ: AAPL) this week, as the firm anticipates outperformance in 2024, but some are expecting market outperformance to come from a couple of other mega-cap tech stocks next year.  What To Know: Wedbush analyst Dan Ives maintained...

Better-than-expected earnings from Palo Alto Networks Inc (NASDAQ: PANW) are driving several cybersecurity stocks higher on Wednesday. A pair of CNBC panelists have identified CrowdStrike Holdings Inc (NASDAQ: CRWD) as the one with the most upside from current levels....

Virtus Investment Partners' Joe Terranova began building a position in Advanced Micro Devices Inc (NASDAQ: AMD) earlier this year, but he reversed course on Wednesday and cut the stock from his portfolio, along with a couple of other popular tech names. ...

After Walt Disney Co (NYSE: DIS) CEO Bob Chapek swatted investor calls for an ESPN spinoff over the weekend and noted that plans are in place for the future of the sports network, one investor jumped in and bought shares of the media giant.  What Happened: Virtus Investment...