The ‘Halftime Report’ investment committee weighs in on the mega-cap tech slump

CNBC’s ‘Halftime Report’ investment committee, Josh Brown, Brenda Vingiello, Karen Firestone and Steve Weiss discuss the mega-cap tech stocks being slammed.

[chuckrennert]

Steve Weiss is always right! Hes not a cowboy! He has common sense!

[andrewt]

First dude always reminds me of the green goblin from spiderman 💀

[chase]

Cut Brenda off at the most important part... overseas sales while the dollar is ripping. Margins will take a hit.

[chuckrennert]

Warren Buffet said it himself and one of his largest holdings is APPLE. He said APPLE is a great company, but not at $150. He said $100 yes, but $150 is a bit to rich for him. This is a guy sitting on $140 billion in cash telling you APPLES price is to high!

[Carswithxavier]

Shoutout to Josh, i always appreciate his commentary

[supadave]

If Scott doesn't cut you off the editor at CNBC will.

[Piglosi]

This is only the beginning of the depression.

[vanesseparker]

I've been unsure about the market due to volatility, at the same time I still feel it's the right time to make profit cos of the price decrease. Also doing a diligent research is necessary, it's all about finding the right moment to take advantage of and generate colossal profit.

[andre-le-bone-aparte]

@3:28 - Josh "Face Ripping Rally" Brown back at it again.... If you gotta pick anything to buy in this market, at least stick with Apple and Average Down as you go.

[jakeshatswell]

Why does every bear look like an emperor palpatine knockoff

[istopu]

I agree with Steve Weiss. if big tech can go high because of the 0% fed rate and abundant liquidity, then it can go down similarly with QT and close to the projected 4.6% fed funds rate. If CPI and employment data (both lagging indicators) in October are hot, then it will bring some of these stocks down close to the pre-pandemic level (MSFT $185, Apple $82, AMZN $100, GOOG $76, NVDA $73)

[ocvegasproperty]

Steve will turn bullish when it’s too late.

[tomspeed]

I appreciate they way Josh was previously however he has become like a chameleon recently he completely lost his way. He is changing his mind all the time, one day he talks about a big rally coming the next day, the rally is off next day he says. In other words he is simply mirroring the mood of the current market day, that is now all he does. Obviously we see ourselves what the market is on that specific day

[mikekorn]

Awesome...90% in cash was hoping for all this downside so let er RIP BABY!!!!

[jgsavage]

You cut off the person starting to make the best point I think

[dagsterblaster]

What is Josh totally wrong about today??

[fturla___]

All stocks are never cheap if you have no idea what revenues and earnings will be generated by the business. To even make a statement that a company's valuation through stocks makes it cheap based on projections prior to economic recession and on prior earnings, this opinion draws attention that both competence and honesty is in question for those that say and believe that valuations are sustainable without knowing the major points to how a company can make money.

[xzaiverwillis]

Stocks are "Cheap".... If have a nickel invest now.... While the "Market is in Freeze 🥶🥶🥶🥶🥶🥶🥶 Mode"....

[tonystonecoldcountry]

Respect for Steve Weiss. When he talks. I listen. Has a good understanding of what is going on in the economy. Terry is still burying her head in the sand. Under present market conditions these stocks are overvalued. Don't get SUCKERED in. This market is going much lower. Would like to hear Steve's take in Amazon. Trading at a PE of 101. I believe this stock is going to go down hard as the hikes take effect on spending and labor market shows weakness .

[johndingle]

Small rally over next week as rates settle down from highs. Then we get scared again.