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Final Trades: IBM, Alibaba, Nu Holdings, and Healthcare Stocks

CNBC TelevisionJanuary 22, 20261 min1,439 views
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Final Trades for the Second Half

  • πŸ’‘ IBM is a top pick due to its double-digit annual recurring revenue growth and expected strong earnings.
  • πŸš€ Alibaba is showing renewed momentum, with expectations for strong execution.
  • πŸ₯ Healthcare stocks are of particular interest, with improved MLR expectations for managed care companies and potential clarity around Medicare Advantage.
  • πŸ’° Nu Holdings, a digital banking platform in Latin America, is highlighted as breaking out and is owned in the ETF.

Market Rally and Outlook

  • πŸ“ˆ The market is attempting a rally after a down day, with the Dow, S&P 500, and Nasdaq all showing gains.
  • πŸ“Š The S&P 500 has reclaimed the 6,900 level, and the Nasdaq is trading above 23,000.
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Transcript5 segments

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What’s Discussed

IBMAlibabaNu HoldingsHealthcare StocksManaged CareMedicare AdvantageDigital BankingLatin AmericaStock MarketDow JonesS&P 500Nasdaq
Smart Objects10 Β· 6 links
PeopleΒ· 5
CompaniesΒ· 2
ConceptsΒ· 2
ProductΒ· 1