Jon and Pete Najarian's Mid-Year Report Card on TSLA, China, A.I. Investing
Schwab Network · Schwab Network
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Show Notes
Nicole Petallides catches up with the Najarian brothers at the NYSE. In this episode of Market Overtime, Jon and Pete dive into the ongoing trade talks with China, President Trump's Middle East visit as well as their favorite stocks to watch right now. From Nvidia (NVDA), Apple (AAPL), Amazon (AMZN), Tesla (TSLA) and so many more companies, the Najarian's highlight their disciplined investing approach to today's market.
For more from Jon & Pete, check out @MarketRebellion
0:00-2:36 Introduction and Trading Tariffs Headlines
2:37-3:52 Najarian's on Market Sentiment, VIX
3:53-6:04 U.S. and China's 90-day Tariff Pause
6:05-7:45 Retailers, WMT & AMZN Tariff Focus
7:46-8:22 Apple (AAPL) Supply Chain
8:23-9:33 A.I. Stocks and Investing Outlook
9:34-10:50 Options Trading and "It's Not an Option"
10:51-11:54 2025 Watch List: Financials, Big Tech
11:55-13:10 Tesla's Full Self-Driving Technology
13:11-14:20 Robotics: Nvidia and Tesla Impact
14:21-15:50 Elon Musk's Future at Tesla
15:51-19:47 Najarian's Investing Mantra: Be Disciplined
19:48-23:34 Stock Picking in Today's Market
23:35- 25:33 Energy Stocks for A.I.
25:34-27:47 Portfolio Factors Amid Geopolitical Tensions
27:48-29:27 Najarian's 2025 Report Card: Gold
29:28-30:47 Najarian's 2025 Report Card: U.S. Dollar
30:48-32:35 Najarian's 2025 Report Card: Bitcoin
32:36-34:11 Najarian's 2025 Report Card: U.S. Equities
34:12-35:26 Najarian's 2025 Report Card: International Equities
35:27-38:35 2025 Year-end Outlook, Recession Odds
38:36-40:35 Jon and Pete on Being Brothers, Business Partners