Jon and Pete Najarian's Mid-Year Report Card on TSLA, China, A.I. Investing

Schwab Network

Nicole Petallides catches up with the Najarian brothers at the NYSE. In this episode of Market Overtime, Jon and Pete dive into the ongoing trade talks with China, President Trump's Middle East visit as well as their favorite stocks to watch right now. From Nvidia (NVDA), Apple (AAPL), Amazon (AMZN), Tesla (TSLA) and so many more companies, the Najarian's highlight their disciplined investing approach to today's market.

For more from Jon & Pete, check out @MarketRebellion

0:00-2:36 Introduction and Trading Tariffs Headlines

2:37-3:52 Najarian's on Market Sentiment, VIX

3:53-6:04 U.S. and China's 90-day Tariff Pause

6:05-7:45 Retailers, WMT & AMZN Tariff Focus

7:46-8:22 Apple (AAPL) Supply Chain

8:23-9:33 A.I. Stocks and Investing Outlook

9:34-10:50 Options Trading and "It's Not an Option"

10:51-11:54 2025 Watch List: Financials, Big Tech

11:55-13:10 Tesla's Full Self-Driving Technology

13:11-14:20 Robotics: Nvidia and Tesla Impact

14:21-15:50 Elon Musk's Future at Tesla

15:51-19:47 Najarian's Investing Mantra: Be Disciplined

19:48-23:34 Stock Picking in Today's Market

23:35- 25:33 Energy Stocks for A.I.

25:34-27:47 Portfolio Factors Amid Geopolitical Tensions

27:48-29:27 Najarian's 2025 Report Card: Gold

29:28-30:47 Najarian's 2025 Report Card: U.S. Dollar

30:48-32:35 Najarian's 2025 Report Card: Bitcoin

32:36-34:11 Najarian's 2025 Report Card: U.S. Equities

34:12-35:26 Najarian's 2025 Report Card: International Equities

35:27-38:35 2025 Year-end Outlook, Recession Odds

38:36-40:35 Jon and Pete on Being Brothers, Business Partners