Several prominent market strategists shared their favorite trades on CNBC's "Halftime Report Final Trades," offering picks spanning streaming giants, enterprise software, financial sector exposure, and semiconductor testing equipment.
Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, selected Netflix Inc. (NFLX) as his final trade. The Los Gatos, California-based streaming company recently announced a 10-for-1 forward stock split on October 30, making shares more accessible to retail investors.
Oracle Poised for Earnings Run
Jim Lebenthal, partner at Cerity Partners, said he expects Oracle Corp (ORCL) to rally into earnings next week. The enterprise software giant will release second quarter fiscal year 2026 results on Wednesday, December 10, after the closing bell.
Analysts are anticipating solid performance from Oracle, expecting quarterly earnings of $1.64 per share compared to $1.47 per share in the year-ago period. Revenue projections stand at $16.19 billion versus $14.06 billion a year earlier—a meaningful jump that could provide upside momentum.
Financials and Semiconductors Round Out the Picks
Shannon Saccocia, chief investment officer of NB Private Wealth, picked the iShares U.S. Financials ETF (IYF) as her final trade, signaling confidence in the financial sector's outlook.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Teradyne, Inc. (TER) as his final trade. His timing looks solid—Stifel analyst Brian Chin upgraded Teradyne from Hold to Buy on Tuesday and raised the price target from $162 to $225, providing fresh fundamental support for the semiconductor testing equipment maker.
How the Stocks Performed
Netflix shares gained 0.2% to close at $109.35 on Tuesday. Oracle added 0.1% to settle at $201.10 during the session. The iShares U.S. Financials ETF slipped 0.1% on Tuesday, while Teradyne shares surged 5.7% to close at $189.94, responding enthusiastically to the Stifel upgrade.