Final Trades: Lockheed Martin, QXO and McKesson Corporation

Summary

The CNBC Halftime Report panel discussed final trades, with Lockheed Martin favored as a defense beneficiary of prolonged geopolitical conflict. QXO was highlighted for a $1.2 billion Apollo-funded convertible offering that could precede an acquisition. The segment also listed McKesson Corporation as a final trade, though the provided transcript cuts off before that discussion.

• Panel included Dan Greenhouse, Cameron Dawson, Sonali Basak, Mike Mayo, Dan Ives, and Bill Miller the Fourth.
• Lockheed Martin was presented as a defense play amid expectations of a prolonged hot war.
• QXO was pitched on a $1.2 billion convertible offering funded by Apollo, seen as signaling an acquisition.
• McKesson Corporation was listed in the segment title as a final trade.
• The transcript provided is truncated and does not include the full discussion.