HomeMarketsEarningsBrian Mulberry’s Picks to Rebalance Portfolios: WMT, CCI

Brian Mulberry’s Picks to Rebalance Portfolios: WMT, CCI

Brian Mulberry discusses whether investors should buy into megacap earnings as Nvidia (NVDA) gears up to report Wednesday. His stock picks now include Walmart (WMT), which is doing a “great job” in capturing the consumer’s wallet and Crown Castle (CCI), which lives in the “orbit” of the AI trade and benefits from 5G expansion.

Opening Bell With Nicole Petallides

17 Nov 2025

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