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The State of Stocks 7/14/25

The State of Stocks 7/14/25

Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details today’s ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan. Investment Committee Disclosures

Halftime Report

July 14, 202544m 18s

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Show Notes

Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details today’s ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.

Investment Committee Disclosures


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