CNBC Halftime Report Final Trades: Nvidia, ServiceNow, Capital One Financial, Spotify Technology

Nvidia, ServiceNow, Spotify And A Financial Stock On CNBC’s ‘Final Trades’

CNBC Halftime Report guests picked Capital One, ServiceNow, Nvidia and Spotify, citing analyst support, AI expansion and buybacks.

Greg Abel Bought $39.4 Billion of Stocks in 6 Months, Up From the $7.1 Billion Berkshire Purchased a Year Earlier Under Warren Buffett

Berkshire Hathaway shifted to net stock buying in Q2 2026 under CEO Greg Abel, purchasing $39.4 billion in equities during the first half of the year compared to $7.1 billion a year earlier. The company's most notable addition was Alphabet, making it the third-largest portfolio position. Despite a frothy market with elevated valuations, Abel is playing offense while managing $365.5 billion in cash and Treasuries awaiting deployment.

Shares of software companies are trading lower after August's hotter-than-expected payrolls report increased expectations that the Federal Reserve could raise interest rates at its next meeting. A stronger U.S. dollar and higher rate expectations are weighing on growth stocks by reducing investor appetite for higher-risk assets.

What's Going On With Salesforce Stock on Thursday?

Salesforce (NYSE: CRM) stock surges Thursday on Q2 earnings beat, Agentforce growth, an Anthropic deal and analyst target hikes from Cantor Fitzgerald, BTIG and Needham.

Wall Street Rallies as Fed’s Waller Hints at September Rate Hold: Stock Market Today

Stocks rallied and Treasury yields retreated from three-year highs after Fed Governor Waller signaled he could back a rate hold, sending bitcoin above $80,000.

David Sacks Says AI Debate Is Shifting From ‘Doomers’ to Open vs. Closed Models

David Sacks says AI politics is shifting from speed versus caution to open, decentralized systems versus centralized control by major firms.