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Four Stock Picks From CNBC's Final Trades Roundup

MarketDash Editorial Team
12 hours ago
Investment pros shared their top picks on CNBC's Halftime Report, highlighting opportunities in cloud communications, healthcare, tech giants, and streaming entertainment.

When investment professionals gather on CNBC to share their final trades, it's worth paying attention. Wednesday's lineup featured picks spanning healthcare, enterprise software, and streaming entertainment, each backed by recent catalysts that make them interesting right now.

Cloud Communications Gets Analyst Support

Joseph M. Terranova from Virtus Investment Partners picked Twilio Inc. (TWLO) as his final trade. The timing makes sense given that BTIG analyst Nick Altmann just initiated coverage on Wednesday with a Buy rating and a $165 price target. That's the kind of fresh analyst backing that can give a stock momentum, especially in the cloud communications space where Twilio operates.

Shares of Twilio gained 1.3% to settle at $139.22 on Wednesday, suggesting the market liked what it heard.

Healthcare Play With Upgraded Targets

Rob Sechan, CEO of NewEdge Wealth, went with AbbVie Inc. (ABBV) for his pick. The pharmaceutical giant has recent support from Morgan Stanley analyst Terence Flynn, who on December 12 maintained an Overweight rating and bumped up the price target from $261 to $269. That's a meaningful vote of confidence in AbbVie's trajectory.

The stock rose 0.3% to close at $224.31 on Wednesday.

Microsoft's Energy Partnership Fuels Interest

Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, highlighted Microsoft Corporation (MSFT). His timing aligns with Microsoft's announcement Tuesday of a new partnership with Iberdrola to expand collaboration on energy and artificial intelligence projects. The deal includes two long-term power purchase agreements in Spain, marking Microsoft's first such agreements in Europe.

For a company investing heavily in AI infrastructure, securing reliable European energy sources isn't just a side project. It's essential infrastructure for data centers powering AI workloads.

Microsoft shares slipped 0.1% to settle at $476.12 during Wednesday's session.

Streaming Giant Ahead of Earnings

Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, selected Netflix, Inc. (NFLX). The streaming service is scheduled to report fourth-quarter financial results and business outlook on Tuesday, January 20. Analysts expect quarterly earnings of 55 cents per share on revenue of $11.97 billion.

Netflix shares rose 0.2% to close at $94.79 on Wednesday, holding steady ahead of the earnings release that could set the tone for the streaming sector.

Back to News

Four Stock Picks From CNBC's Final Trades Roundup

MarketDash Editorial Team
12 hours ago
Investment pros shared their top picks on CNBC's Halftime Report, highlighting opportunities in cloud communications, healthcare, tech giants, and streaming entertainment.

When investment professionals gather on CNBC to share their final trades, it's worth paying attention. Wednesday's lineup featured picks spanning healthcare, enterprise software, and streaming entertainment, each backed by recent catalysts that make them interesting right now.

Cloud Communications Gets Analyst Support

Joseph M. Terranova from Virtus Investment Partners picked Twilio Inc. (TWLO) as his final trade. The timing makes sense given that BTIG analyst Nick Altmann just initiated coverage on Wednesday with a Buy rating and a $165 price target. That's the kind of fresh analyst backing that can give a stock momentum, especially in the cloud communications space where Twilio operates.

Shares of Twilio gained 1.3% to settle at $139.22 on Wednesday, suggesting the market liked what it heard.

Healthcare Play With Upgraded Targets

Rob Sechan, CEO of NewEdge Wealth, went with AbbVie Inc. (ABBV) for his pick. The pharmaceutical giant has recent support from Morgan Stanley analyst Terence Flynn, who on December 12 maintained an Overweight rating and bumped up the price target from $261 to $269. That's a meaningful vote of confidence in AbbVie's trajectory.

The stock rose 0.3% to close at $224.31 on Wednesday.

Microsoft's Energy Partnership Fuels Interest

Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, highlighted Microsoft Corporation (MSFT). His timing aligns with Microsoft's announcement Tuesday of a new partnership with Iberdrola to expand collaboration on energy and artificial intelligence projects. The deal includes two long-term power purchase agreements in Spain, marking Microsoft's first such agreements in Europe.

For a company investing heavily in AI infrastructure, securing reliable European energy sources isn't just a side project. It's essential infrastructure for data centers powering AI workloads.

Microsoft shares slipped 0.1% to settle at $476.12 during Wednesday's session.

Streaming Giant Ahead of Earnings

Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, selected Netflix, Inc. (NFLX). The streaming service is scheduled to report fourth-quarter financial results and business outlook on Tuesday, January 20. Analysts expect quarterly earnings of 55 cents per share on revenue of $11.97 billion.

Netflix shares rose 0.2% to close at $94.79 on Wednesday, holding steady ahead of the earnings release that could set the tone for the streaming sector.