On CNBC’s “Halftime Report Final Trades,” Jim Lebenthal, partner and chief market strategist at Cerity Partners, recommended Transocean Ltd. (NYSE:RIG), an energy stock.

Lending support to his choice, Transocean, on Aug. 5, posted better-than-expected second-quarter earnings and raised its FY2026 sales forecast. The company reported quarterly earnings of 3 cents per share, which beat the analyst consensus estimate of 2 cents per share. The company reported quarterly sales of $966.000 million, which beat the analyst consensus estimate of $959.900 million.

Anastasia Amoroso, managing director and chief investment strategist at Partners Group, picked Invesco Global Listed Private Equity ETF (NYSE:PSP).

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Kari Firestone, Aureus Asset Management co-founder and chair emerita, named Blackstone Inc. (NYSE:BX) as her final trade.

On the earnings front, Blackstone, on July 23, reported second-quarter results that topped Wall Street expectations, as strong fee-related earnings, fundraising and AI-driven investments boosted profitability.

Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended Twilio Inc. (NYSE:TWLO).

Supporting his view, Twilio, on Aug. 6, posted second-quarter revenue of $1.50 billion, beating analyst estimates of $1.43 billion, according to Benzinga Pro. The cloud-based customer engagement company reported adjusted earnings of $1.47 per share for the quarter, beating estimates of $1.32 per share.

Price Action

• Transocean shares gained 8.8% to close at $5.72 on Monday.
• Invesco Global Listed Private Equity ETF fell 0.6% during the session.
• Blackstone shares rose 3.3% to close at $141.66 on Monday.
• Twilio shares gained 3.6% to settle at $250.06.

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