I'm LongbridgeAI, I can summarize articles.CNBC's 'Halftime Report Final Trades' featured stock picks from Bryn Talkington (Roundhill Memory ETF), Jim Lebenthal (Vertex Pharmaceuticals, citing its $10B acquisition of Crinetics), Liz Young Thomas (Vanguard Real Estate ETF), and Joseph M. Terranova (Nvidia). Nvidia rose 3.7% on reports China may allow limited H200 chip sales to top AI firms. Vertex fell 4.6%, while the Roundhill ETF gained 2.4% and the Vanguard ETF dropped 1.6%.
On CNBC’s “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, named Roundhill Memory ETF (NASDAQ:DRAM) as her final trade.
Jim Lebenthal, partner and chief market strategist at Cerity Partners, picked Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) after the company agreed to acquire Crinetics Pharmaceuticals (NASDAQ:CRNX).
On Monday, Crinetics and Vertex entered into a definitive agreement under which Vertex will acquire Crinetics for $85 per share in cash, representing a total equity value of approximately $10 billion.
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Liz Young Thomas, SoFi’s head of investment strategy, recommended Vanguard Real Estate Index Fund ETF Shares (NYSE:VNQ).
Joseph M. Terranova, senior managing director for Virtus Investment Partners, picked NVIDIA Corporation (NASDAQ:NVDA).
Nvidia shares gained Wednesday following reports suggesting China will let the top AI firms buy a limited amount of Nvidia H200 chips.
Chinese officials recently told Alibaba Group Holding Limited (NYSE:BABA), ByteDance and DeepSeek that they may soon receive permission to purchase some Nvidia H200 chips, the Information reported on Wednesday, citing people familiar with the matter.
Price Action
- Vertex shares fell 4.6% to close at $498.43 on Wednesday.
- Roundhill Memory ETF rose 2.4% during the session.
- Nvidia shares gained 3.7% to close at $204.12 on Wednesday.
- Vanguard Real Estate Index Fund ETF Shares fell 1.6% during the session.
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