Market Highlights: Amphenol and Uber Among Top Picks

Author: Lucas Young Updated: 08-19-2025 08:14 AM

Exciting Picks from CNBC's 'Final Trades'

During a recent episode of CNBC's "Halftime Report Final Trades," industry experts shared their favorite stock picks, indicating promising opportunities that investors should consider. Joe Terranova, the senior managing director for Virtus Investment Partners, highlighted Amphenol Corporation (Ticker: APH) as his top selection.

Amphenol Corporation's Major Acquisition

Strategic Move in the Connectivity Market

Amphenol announced its plan to acquire CommScope's Connectivity and Cable Solutions segment for a staggering $10.5 billion. This acquisition aims to strengthen Amphenol's position in the connectivity sector, enhancing its product offerings and market reach.

Alphabet Inc.'s Recent Legal Challenges

Financial Implications Following Antitrust Issues

Jim Lebenthal from Cerity Partners expressed his enthusiasm for investing in Alphabet Inc. (Tickers: GOOGL, GOOG). Despite a recent setback involving a hefty $36 million fine in Australia due to allegations of anti-competitive practices, many analysts believe that the company's long-term growth potential remains strong.

Uber Technologies: A Rising Star

Strong Earnings Boost Stock Confidence

Stephen Weiss, chief investment officer at Short Hills Capital Partners, stated that Uber Technologies, Inc. (Ticker: UBER) is on the rise. Following the release of better-than-expected fiscal second-quarter results, in which the company reported an 18% year-over-year growth to $12.65 billion, there is an atmosphere of optimism. Uber's adjusted earnings per share of 63 cents also exceeded projections, reinforcing investor confidence.

Shannon Saccocia's Pick: Consumer Focused ETF

iShares US Consumer Discretionary ETF

Shannon Saccocia, chief investment officer of NB Private Wealth, selected iShares US Consumer Discretionary ETF (Ticker: IYC) as her pick. With economic recovery trends pointing towards consumer spending, Saccocia’s choice reflects an insightful investment strategy amidst evolving market conditions.

Overall Market Performance

Stock Updates Following Recommendations

In Monday's trading session, shares of Alphabet declined by 0.2%, closing at $203.50, while Uber rose 1.5% to $93.98, reflecting positive momentum for the ride-hailing giant. The iShares US Consumer Discretionary ETF saw a slight increase of 0.4%, and Amphenol gained 1.7% to end at $111.06.

Conclusion: Navigating Investment Strategies

As the financial landscape continues to evolve, these stock picks from prominent analysts highlight potential growth areas within the market. Investors may find valuable insights in the strategies presented by industry leaders on CNBC, guiding them towards informed investment decisions.

Frequently Asked Questions

What are the primary stocks discussed in CNBC's final trades?

The main stocks mentioned include Amphenol Corporation (APH), Alphabet Inc. (GOOGL, GOOG), Uber Technologies, Inc. (UBER), and the iShares US Consumer Discretionary ETF (IYC).

How significant is Amphenol's acquisition announcement?

Amphenol's acquisition of CommScope's segment for $10.5 billion is pivotal as it enhances their product portfolio and market competition.

Why is Alphabet facing legal challenges?

Alphabet is dealing with a $36 million fine in Australia due to accusations of anti-competitive practices, which raises concerns about its operational strategies.

What were Uber's earnings results?

Uber's recent fiscal second-quarter results reported an 18% increase in revenue year-over-year, showcasing strong growth performance.

Why is the iShares US Consumer Discretionary ETF important?

This ETF allows investors to capitalize on consumer spending trends, reflecting an essential part of the economic recovery.

About The Author

Even at just 28 years old, Lucas Young has made a name for himself as a writer and financial expert. Lucas is a gifted communicator of difficult financial ideas and has written a number of well-received books and articles that appeal to both new and experienced investors. The financial world has come to rely on his perceptive analysis and useful counsel. Many people have been enabled to make wise investment decisions by Lucas's commitment to financial literacy and his ability to demystify the complexities of the market. Lucas is still dedicated to advising and teaching people on their financial journeys as he shares his knowledge.

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