Jim Lebanthal highlights his active trading in Qualcomm, where he successfully harvested volatility by buying back a half-position on weakness.
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Is the Stock Market Breaking? CNBC Panel Debates the Macro Squeeze
Sep 29, 2026
A CNBC investment committee panel debates the impact of rising Treasury yields and crude oil prices on equity market resilience. The discussion highlights a divide between managers pivoting to cash and defensive positions versus those betting on earnings growth to drive a broader market rally.
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Steven Weiss liquidated his position in Cisco, citing a failed thesis for an oversold bounce and a lack of conviction in the long-term story.
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CSCOsell opened Sep 29, 2026
+4.15%