Kevin Simpson and Stephanie Link join CNBC's "Halftime Report" to detail their latest portfolio moves.

The Investment Committee give you their top stocks to watch for the second half.

ISS Recognizes There is No Case for Change Dynavax's Superior Strategy and Current Board are Best Equipped to Deliver Significant Long-Term Stockholder Value Dynavax Comments on Deep Track's Misleading Supplemental Materials Urges Stockholders to Follow ISS Recommendation and Vote "FOR" ALL Four of Dynavax's Highly Qualified Director Nominees on the GOLD Proxy Card Today EMERYVILLE, Calif. , May 23, 2025 /PRNewswire/ -- Dynavax Technologies Corporation (Nasdaq: DVAX) ("Dynavax" or the "Company"), a commercial-stage biopharmaceutical company developing and commercializing innovative vaccines, today announced that leading independent proxy advisory firm, Institutional Shareholder Services ("ISS"), has recommended that Dynavax stockholders vote "FOR" all …

The Investment Committee debate what to do with Apple stock after President Trump threatens the company with a 25% tariff if they don't make iPhones in America. CNBC's Steve Kovach joins ‘Halftime Report' with the latest.

David Katz, Matrix Asset Advisors chief investment officer, joins 'The Exchange' to discuss Apple as the company's shares dip on tariff threat.

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, reminds investors that a shareholder filed a class action lawsuit on behalf of purchasers and acquirers of Bakkt Holdings, Inc. (NYSE: BKKT) securities between March 25, 2024 and March 17, 2025, both dates inclusive (the “Class Period”). Bakkt is a technology company that builds software related to cryptocurrency selling, buying, and storage. For more information, submit a form, email attorney Phillip Kim, or give us.

GE Vernova stock is in a buy zone and reached a record high.

PITTSBURGH--(BUSINESS WIRE)--U. S. Steel Corporation (NYSE: X) (“U. S. Steel”) announced today a dynamic new partnership as a sponsor of the University of Michigan's 2025 Solar Car Team, North America's most successful solar racing team. The first-time collaboration brings together two innovative leaders driving the future of mobility and sustainability. From August 24 – 31, the team's student-built solar car will compete in the 2025 Bridgestone World Solar Challenge, a nearly 1,865 mile (3,000.

Toronto, Ontario--(Newsfile Corp. - May 23, 2025) - CEO.CA ("CEO.CA"), the leading investor social network in venture stocks, shares exclusive updates with CEOs and executives from around the globe. Founded in 2012, CEO.CA, a wholly owned subsidiary of EarthLabs, Inc. , is one of the most popular free financial websites and apps in Canada and for investors globally - with industry leading audience engagement and mobile functionality.

NEW YORK, NY / ACCESS Newswire / May 23, 2025 / If you suffered a loss on your Open Lending Corporation (NASDAQ:LPRO) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/open-lending-corporation-lawsuit-submission-form?prid=150015&wire=1&utm_campaign=14 or contact Joseph E. Levi, Esq.

ROCHESTER, N.Y., May 23, 2025 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading beverage alcohol company, announced today that Bill Newlands, President and Chief Executive Officer, and Garth Hankinson, Executive Vice President and Chief Financial Officer, will participate in a fireside chat at the 2025 Deutsche Bank Global Consumer Conference on Tuesday, June 3, 2025 in Paris, France.

NEW YORK, NY / ACCESS Newswire / May 23, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/napco-security-technologies-inc-lawsuit-submission-form-2?prid=150014&wire=1&utm_campaign=15 or contact Joseph E. Levi, Esq.

I reiterate my Buy rating on Autodesk, Inc., setting a fair value of $336 per share, driven by strong Q1 results and robust guidance. Autodesk's focus on cloud, platform, and AI technologies, including new AI features in Fusion, strengthens its competitive position in the AEC market. Accelerated share repurchases and disciplined capital allocation reflect improved financial health and management confidence in future growth.

Primoris Services has delivered strong long-term returns, with a 14.6% CAGR and nearly 300% total return over the past decade. Revenue per share has grown impressively, gross margins remain stable, and return on invested capital is showing positive momentum. The company recently increased its dividend after a long pause, with a low payout ratio suggesting future growth potential.

U.S. government support for a "baseless" case alleging asset managers conspired to reduce competition in the coal sector risks undermining its goal of energy independence, BlackRock , the world's biggest asset manager, said on Friday.

Walmart said Thursday (May 22) that it opened its largest centralized prescription fulfillment facility and plans to add two more. The new Central Fill pharmacy location is in Frederick, Maryland, and two other facilities are expected to open in 2026 in Phoenix, Arizona, and Republic, Missouri, the company said in a Thursday press release.

Palantir's AI-powered software should catch on as governments aim to increase efficiency, analysts say.

LOS ANGELES--(BUSINESS WIRE)--UCTT Investors Have Opportunity to Lead Ultra Clean Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm.

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Celestica's stock has massively outperformed since 2022, but current valuations mirror Dot-com 2000 bubble extremes, making the risk/reward balance unattractive. Valuation metrics have surged: high P/E and price-to-sales ratios, matched with ultra-low free cash flow yield, now require continued high-growth rates to justify current pricing. Insider selling has been significant (especially above $120), with management dumping most of their shares during 2024–25, signaling a lack of confidence in further upside.