The State of the Tech Trade: Your Next Move 7/17/26

The State of the Tech Trade: Your Next Move 7/17/26

July 17, 2026 · 44 min

About this episode

The episode discusses navigating the tech trade amidst shifting sentiment and features insights on portfolio moves and Netflix's performance.

Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethridge is buying more, he joins us to explain why. Investment Committee Disclosures

More episodes of Halftime Report

Explore listener stats, chart rankings, contacts and more on the Halftime Report podcast page.