The State of Stocks 7/14/25

Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details today’s ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.