# CNBC Investing Club Adds Two Stocks to Bullpen Watchlist

**Published:** 2026-08-26T07:55:11.410Z  
**Topic:** S P 500  
**Sentiment:** neutral  
**Publisher:** TrendWatcher — https://www.trendwatcher.in/article/43a8a3ae-242f-4651-8a5e-c21305f3e9d7

The CNBC Investing Club has added two new companies to its Bullpen watchlist. Monitor these potential portfolio additions amid rising bond yields and oil.

The CNBC Investing Club has added two new companies to its Bullpen, a watchlist of stocks monitored for potential inclusion in its charitable trust portfolio [3]. This move comes as the S&P 500 records its fourth decline in five sessions, pressured by a spike in Treasury yields and a 2% rise in WTI crude oil prices [3].

| At a glance | |
|---|---|
| S&P 500 move | Down ~0.5% [3] |
| Nasdaq move | Down ~1% [3] |
| WTI Crude price | ~$89 per barrel [3] |
| 10-year Treasury yield | Spiked after Wednesday decline [3] |

## Market backdrop and watchlist expansion
The addition of two new names to the Bullpen occurs against a volatile macroeconomic environment characterized by shifting energy prices and interest rate uncertainty. WTI crude reached $89 per barrel on Thursday, its highest level since July 24, following threats of economic sanctions against Iran by the Trump administration [3]. Simultaneously, the bond market saw yields erase Wednesday’s gains, which had been bolstered by Treasury Department intervention in long-dated bonds [3].

The Bullpen serves as a monitor for investment ideas that may eventually join the charitable trust, though the club notes there is no guarantee of a purchase [2]. The watchlist currently includes Solstice Advanced Materials and Arm Holdings [3]. While the club maintains a separate list of potential buys, it recently removed several names from consideration, including Dell Technologies and Marvell Technology, citing significant year-to-date rallies that made the stocks unviable for new positions [2].

## Strategic shifts in portfolio monitoring
The club’s approach to the Bullpen involves regular adjustments based on valuation and competitive positioning. For instance, the club previously removed Nucor from the watchlist because the stock was trading near its 52-week high, noting it would be more attractive at a lower price point [2]. Similarly, the club exited its position in Airbnb, labeling the stock "too episodic" for its investment strategy [2]. 

These decisions reflect a broader effort to manage exposure in a market where some tech and infrastructure names have seen gains exceeding 50% year-to-date [2]. The club’s process requires a 45-minute waiting period after issuing a trade alert before executing any buy or sell orders for its charitable trust, or 72 hours if the stock was recently discussed on CNBC television [1].

## What to watch
*   **Nonfarm payrolls:** The U.S. labor market report scheduled for Friday, with economists expecting 95,000 jobs added in July and an unemployment rate of 4.2% [1].
*   **Earnings calendar:** Upcoming reports from Take Two Interactive, Oklo, and Vistra before the opening bell on Friday [1].
*   **Geopolitical developments:** Any further clarity regarding the Strait of Hormuz and potential sanctions against Iran, which continue to influence energy price volatility [1, 3].

The inclusion of new names in the Bullpen highlights the club's ongoing search for value in a market where many high-growth AI and infrastructure stocks have already experienced substantial appreciation. Whether these new additions transition from the watchlist to the portfolio remains contingent on future price action and the club's evolving assessment of market conditions.

## Sources
1. CNBC — [We're adding a critical enabler of AI computing to our Bullpen watchlist](https://www.cnbc.com/2026/08/06/were-adding-a-critical-enabler-of-ai-computing-to-our-bullpen-watchlist.html)
2. CNBC — [cnbc.com/2026/04/17/were-adding-2-new-names-to-the-bullpen-and...](https://www.cnbc.com/2026/04/17/were-adding-2-new-names-to-the-bullpen-and-removing-several-stocks.html)
3. CNBC — [We're adding two new stocks to our Bullpen watchlist](https://www.cnbc.com/2026/08/20/were-adding-two-new-stocks-to-our-bullpen-watchlist.html)

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Cite as: TrendWatcher, "CNBC Investing Club Adds Two Stocks to Bullpen Watchlist", https://www.trendwatcher.in/article/43a8a3ae-242f-4651-8a5e-c21305f3e9d7