Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.
Jamie Dimon Exclusive Interview 2/26/24
Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio. Investment Committee Disclosures
2/26/2024 • 47 minutes, 33 seconds
Making Sense of the Mega Cap Mania 2/23/24
Scott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them. And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures
2/23/2024 • 42 minutes, 54 seconds
How High can Nvidia Fly? 2/22/24
Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why. And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures
2/22/2024 • 44 minutes, 30 seconds
The Tech Trade’s Second Big Test 2/21/24
Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week.Investment Committee Disclosures
2/21/2024 • 44 minutes, 23 seconds
The Moment of Truth for the AI Trade 2/20/24
Scott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week. Investment Committee Disclosures
2/20/2024 • 44 minutes, 21 seconds
The Market Win-Streak in Jeopardy 2/16/24
Courtney Reagan and the Investment Committee debate the hotter-than-expected inflation read putting the market’s five-week win streak in jeopardy. Plus, Nvidia gets a huge price target hike, the Committee discuss what to do with the high-flying chip name. And later, we discuss the Committee’s latest portfolio moves. Investment Committee Disclosures
2/16/2024 • 43 minutes, 59 seconds
Time to Lock In Gains? 2/15/24
Frank Holland and the investment committee discuss the best places for your money as the market looks to snap a five-week win streak. The chart of the day is Shake Shack. The calls of the day include Blackstone, FedEx and CrowdStrike. The panel debates the big run in crypto and biotech.Investment Committee Disclosures
2/15/2024 • 44 minutes, 30 seconds
The State of the Rally after the CPI Selloff 2/14/24
Scott Wapner and the Investment Committee debate the state of the rally after the worst day for stocks in nearly a year. Plus, we’ve got Calls of the Day on Citigroup, Palantir and IBM. And later, the committee debate the earnings setup for Cisco reporting after the bell tonight. Investment Committee Disclosures
2/14/2024 • 44 minutes, 28 seconds
The Road Ahead for the Rally 2/13/24
Scott Wapner and the Investment Committee debate the CPI Selloff as stocks fall sharply after the latest read on inflation comes in hotter than expected. Plus, the Committee is making some major moves in their portfolios, we reveal them all. And later, JetBlue is soaring today, it’s our Chart of the Day. Jenny Harrington calls in to discuss what she’s doing with the stock now. Investment Committee Disclosures
2/13/2024 • 44 minutes, 11 seconds
Time to Buy the Broadening? 2/12/24
Scott Wapner and the Investment Committee discuss the broadening rally and whether it’s finally time to believe in it. Plus, Nvidia keeps going higher, surpassing Amazon’s market cap, the Committee debates whether you can still buy the stock at these levels. And later, we’ve got some Calls of the Day on Applied Materials, Arista Networks, and Netflix. Investment Committee Disclosures
2/12/2024 • 44 minutes, 6 seconds
5k and Beyond 2/9/24
Scott Wapner and the Investment Committee debate the S&P crossing a major milestone and whether the Fed needs to cut rates for the index to keep climbing higher. Plus, we’ve got some Calls of the Day on Cleveland Cliffs, Albemarle, Palo Alto and Costco. And later, Joe Terranova and Bill Baruch call in to discuss some major weekly movers that they own.Investment Committee Disclosures
2/9/2024 • 47 minutes, 23 seconds
S&P 500 Closes in on 5k 2/8/24
Scott Wapner and the Investment Committee are on $5k watch as stocks look to cross another major milestone. Plus, the Committee shares their latest trades from NYCB to Tesla. And later, the Committee discuss David Einhorn’s latest comments calling the markets “broken.”Investment Committee Disclosures
2/8/2024 • 47 minutes, 21 seconds
The State of the Rally as the S&P 500 nears 5,000 2/7/24
Scott Wapner and the Investment Committee debate the rally’s road ahead as one member of the committee says the market top heavy fears are overstated. Plus, the committee is making some major moves in their portfolios, they break them all down. And later, we’ve got the setup on some key earnings coming up this week. Investment Committee Disclosures
2/7/2024 • 44 minutes, 15 seconds
Navigating the Narrow Market 2/6/24
Scott Wapner and the Investment Committee debate the narrow market as several members of the Investment Committee make new moves around the mega caps. Plus, the Chart of the Day is the KWEB, it was Josh’s Contrarian play for 2024, he weighs in on the name. And later, we’re covering the Calls of the Day on Bristol-Myers, Broadcom and McDonald’s. Investment Committee Disclosures
2/6/2024 • 49 minutes, 51 seconds
Mega Cap Tech Continues Carrying the Market Higher 2/5/24
Scott Wapner and the Investment Committee debate whether the breadth of the market rally is too narrow as Mega Cap tech continues to carry stocks to new highs. Plus, we’re covering multiples stocks on the move like Uber, On Semi, and Caterpillar. And later, we’ve got the setup on more big earnings coming later in the week. Investment Committee Disclosures
2/5/2024 • 44 minutes, 24 seconds
Meta’s Magnificent Moment 2/2/24
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s up 267% since Brad sent his letter to Facebook. Plus, Amazon and Apple also on the move, the Committee debate what to do with those names now. And later, Joe Terranova’s big rebalance is here, he goes over all the major moves he made in the JOET. Investment Committee Disclosures
2/2/2024 • 43 minutes, 34 seconds
Big Tech’s Second Big Test 2/1/24
Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta. Plus, the Committee discusses Powell’s pushed-out pivot and how it will affect your money. And later, Mizuho’s Dan Dolev joins us with his 3 under-the-radar AI buys. Investment Committee Disclosures
2/1/2024 • 47 minutes, 31 seconds
Priced For Perfection 1/31//24
Scott Wapner and the investment committee debate if the market is too priced for perfection with the 'Magnificent 7' under pressure. The experts detail their latest portfolio moves. The Call of the Day is an upgrade on Stryker. The Setup includes trades on the key earnings still ahead this week.Investment Committee Disclosures
1/31/2024 • 44 minutes, 18 seconds
Microsoft and Alphabet’s Moment of Truth 1/30/24
Scott Wapner and the Investment Committee debate the moment of truth for Microsoft and Alphabet as they are both ready to report earnings after the bell. Plus, two bullish calls on two big banks are in our Calls of the Day. And later, a short seller nicknamed “The Assassin” joins us to discuss the latest stock she has her sights set on. Investment Committee Disclosures
1/30/2024 • 47 minutes, 28 seconds
The Critical Week Ahead for the Markets 1/29/24
Scott Wapner and the Investment Committee discuss the critical week ahead as earnings season kicks of with five mega cap tech stocks and a Fed Meeting on deck. Plus, we’ve got Calls of the Day on Uber, Costco and more, the Committee debate their favorite names. And later, we’ve got the Setup on a few other key earnings this week. Investment Committee Disclosures
1/29/2024 • 44 minutes, 26 seconds
Goodbye Magnificent 7, Hello AI 5 1/26/24
Scott Wapner and the investment committee debate the most important names in the market. The chart of the day is Intel. The experts detail their latest portfolio moves in Palo Alto, Snap and United Rentals. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. Investment Committee Disclosures
1/26/2024 • 44 minutes, 19 seconds
Rally Watch 1/25/24
Scott Wapner and the investment committee debate the best places for your money as stocks move higher. The experts detail their latest portfolio moves. Tesla falls on an earnings miss. The chart of the day is Humana. The call of the day is on Berkshire Hathaway. The setup is on Western Digital ahead of earnings after the bell. Investment Committee Disclosures
1/25/2024 • 44 minutes, 35 seconds
The Nasdaq Extends its Record Highs 1/24/24
Scott Wapner and the Investment Committee discus the tech-led takeoff for stocks as the NASDAQ rallies to new record highs. Plus, the desk is making some major moves in their portfolios, we details them all. And later, we discuss key earnings still reporting this week. Investment Committee Disclosures
1/24/2024 • 44 minutes, 47 seconds
Too Much Exuberance in Stocks? 1/23/24
Scott Wapner and the Investment Committee debate whether there’s too much exuberance in stocks and how the market should be trading. Plus, our chart of the day is on United Airlines, the stock jumping today after the CEO said the company will reconsider buying Boeing planes in the future. And later, we give you the setup on key earnings this week. Investment Committee Disclosures
1/23/2024 • 44 minutes, 38 seconds
Stocks Extend Record Highs 1/22/24
Scott Wapner and the Investment Committee debate stocks extending their record highs with some big names on the move. Plus, the Semis ETF keep pushing higher, the Committee debate what to do with the names. And later, Julia Boorstin joins us with the Netflix earnings setup. Investment Committee Disclosures
1/22/2024 • 44 minutes, 40 seconds
Live from the America Express PGA Tour Event 1/19/24
Scott Wapner is live today from the American Express PGA Tour even in La Quinta, California. We’re joined by the Chairman and CEO of American Express, Stephen Squeri to discuss everything from the strength of the consumer to the markets. Plus, former NBA Player and current CEO of the Utah Jazz, Danny Ainge, joins us to discuss the NBA’s media and streaming strategy. And the Investment Committee detail their latest trades including a big one from Stephanie Link who sold META.
1/19/2024 • 45 minutes, 43 seconds
The Resurgence of the Tech Trade 01/18/24
Courtney Reagen and the Investment Committee debate the resurgence of the tech trade after the sector hit a new intraday high. Plus, Liz Young and Bill Baruch share their top contrarian ideas for 2024. And later, Josh Brown details “The Hateful Eight” some of the most unloved stocks in the S&P 500.
1/18/2024 • 45 minutes, 40 seconds
Can Stocks Handle the Economic Heat? 1/17/24
Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple committee stocks are moving today, they weigh in on each one. And later, Rob Sechan shares his contrarian idea for 2024. Investment Committee Disclosures
1/17/2024 • 44 minutes, 46 seconds
The Bull Case for Stocks Intact? 1/16/24
Scott Wapner and the Investment Committee debate whether the bull case for stocks is still intact as earnings season heats up. Plus, we go over the top bank opportunities as the Committee discuss their favorite names. And later, legendary energy trader Mark Fisher joins us with his strategy in oil. Investment Committee Disclosures
1/16/2024 • 44 minutes, 37 seconds
A Noisy Start to Earnings Season 1/12/24
Frank Holland and the Investment Committee debate the kickoff to earnings season with big banks at the top of the list. Plus, a Chart of the Day on oil as it hits its highest level since December. And later, we’ve got the Setup on the non-bank names reporting earnings next week. Investment Committee Disclosures
1/12/2024 • 45 minutes, 40 seconds
Navigating Key Market Moving Headlines 01/11/24
Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk discusses how to navigate the sector. Plus, multiple Bitcoin ETFs launched today, several of them already in the red, the Committee discuss their top picks in the sector.
1/11/2024 • 45 minutes, 37 seconds
Navigating the Markets with CPI and Earnings Looming 01/10/24
Scott Wapner and the Investment Committee count down to tomorrow’s CPI which could decide where this market goes in the weeks ahead. Plus, Phil LeBeau joins us with the latest from Boeing, with the Investment Committee debating what to do with the battered name. And later, Brian Belski gives us his big contrarian idea for 2024. Investment Committee Disclosures
1/10/2024 • 44 minutes, 47 seconds
The Committee’s New Buys and Sells 01/09/24
Scott Wapner discusses the very active Investment Committee which has a bunch of new buys and sells. Plus, Amy Raskin and Sarat Sethi give their top contrarian ideas for 2024. And later, we cover some pair trades in the banking sector.
1/9/2024 • 45 minutes, 37 seconds
The Critical Week for the Rally 01/08/24
Scott Wapner and the Investment Committee discuss the start of a critical stretch for stocks with the CPI report and Kick-off to earnings season is on deck. Plus, Bob Pisani bring his interview with Cathie Wood to us. She talks about the upcoming Bitcoin SPOT ETF, her ARKK fund, and more. And later, the Investment Committee details so more contrarian calls they’re keeping an eye on for 2024. Investment Committee Disclosures
1/8/2024 • 44 minutes, 55 seconds
Stocks after the Streak 01/05/24
Scott Wapner and the Investment Committee debate the market after the streak as stocks pace to break the remarkable nine-week run. Plus, the Committee continue to give their top contrarian ideas for 2024. And later, we cover some big winners and losers of the week. Investment Committee Disclosures
1/5/2024 • 45 minutes, 3 seconds
How Far can Mega Caps Fall 01/04/24
Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024
1/4/2024 • 45 minutes, 36 seconds
Playing the Pullback in Stocks 1/3/24
Scott Wapner and the Investment Committee debate how to play the pullback in stocks. The Committee give their top picks as they navigate the market reshuffle. Plus, we’re covering some street calls on some names owned on the desk, including Roblox, United Airlines and JPM. And later, Eli Lilly named a top pick at Bank of America. Joe owns it, he weighs in the with the rest of the Committee. Investment Committee Disclosures
1/3/2024 • 45 minutes, 10 seconds
The Year Ahead for Stocks 01/02/24
Scott Wapner and the Investment Committee debate the year ahead for stocks and whether the best trade of 2023 might be a risk. Plus, we detail the Committee’s latest moves. And later, we’re following a Call of the Day on Uber.
1/2/2024 • 51 minutes, 56 seconds
Final Trading Day of 2023 12/29/23
Frank Holland and the investment committee discuss what’s next for the markets in 2024 and where you could find opportunity. The call of the day is on Uber. The chart of the day is Affirm Holdings. The experts debate their energy playbooks for next year. Ritholtz’s Josh Brown has your trade school on CrowdStrike. Investment Committee Disclosures
12/29/2023 • 45 minutes, 49 seconds
The Path to New Highs 12/28/23
Frank Holland and the investment committee debate the road ahead for your money. The panel reacts to the recent tear in transportation stocks. The call of the day is on Vertex Pharmaceuticals. The chart of the day is on lithium. Investment Committee Disclosures
12/28/2023 • 45 minutes, 47 seconds
Ride it or Fade it 12/27/23
Scott Wapner and the investment committee debate where the rally goes from here. The panel reacts to top dividend picks for 2024. The call of the day is on Bank of America. Semiconductor stocks surging this year; the experts discuss if the group is overbought, or there's still opportunity in the year ahead.Investment Committee Disclosures
12/27/2023 • 45 minutes, 22 seconds
The Final Stretch 12/26/23
Scott Wapner and the Investment Committee discuss the final stretch of the year as the S&P goes for a new all-time-high. Plus, a Call of the Day on Google, Barron’s calling it a top pick for 2024, the Committee debate. And later, a Battle Royale is brewing between the casinos in NYC as they compete for a location in the Big Apple. Investment Committee Disclosures
12/26/2023 • 44 minutes, 18 seconds
Nike: Just Sell It? 12/22/23
One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market into year-end. And a bullish call on the banks as the committee debates the financials into 2024. Investment Committee Disclosures
12/22/2023 • 45 minutes, 44 seconds
Stocks Bounce Back 12/21/23
Scott Wapner and the investment committee debate if it’s time to trim or time to buy following yesterday’s sudden sell-off. Ritholtz’s Josh Brown details his latest portfolio move. The chart of the day is Micron. Apple in focus. A cautious call out on Caterpillar. The setup is on Nike ahead of earnings.Investment Committee Disclosures
12/21/2023 • 45 minutes, 24 seconds
Streaking Stocks 12/20/23
Scott Wapner and the investment committee debate how to navigate the markets at record highs. The experts share their top ideas for 2024. Calls of the day include Salesforce, CrowdStrike, Lowe’s, Caterpillar and Deere. ETF Edge focuses on opportunities in one emerging market. The setup is in on CarMax and Cintas ahead of earnings. NFL veteran and CNBC Financial Wellness Council member Brandon Copeland joins to discuss how he is giving back this holiday season and empowering the next generation of athletes. Investment Committee Disclosures
12/20/2023 • 46 minutes, 56 seconds
Surging Stocks 12/19/23
Scott Wapner and the investment committee debate how far this bull run could go. The desk discuss the best places for your money right now. Calls of the day include Adobe, Snap and Elanco Animal Health. Ritholtz's Josh Brown highlights his chart of the year: Pfizer. Hightower's Stephanie Link talks the aerospace trade. Investment Committee Disclosures
12/19/2023 • 45 minutes, 27 seconds
Roaring to a Record 2/18/23
Scott Wapner and the investment committee discuss the state of the rally as stocks go for their eighth straight week of gains. The experts detail their latest portfolio moves. The calls of the day focus on cybersecurity and the banks. The desk debates the chips trade. Steel stocks soar on a deal for U.S. Steel. Investment Committee Disclosures
12/18/2023 • 45 minutes, 30 seconds
The Road Ahead for Stocks 12/15/23
Frank Holland and the Investment Committee debate the road ahead for stocks as the S&P 500 eyes its longest weekly win streak in more than six years. Plus, Kevin Simpson calls in to discuss his latest portfolio moves. And later, we’re covering Calls of the Day on multiple names, including a street fight on Blackrock.Investment Committee Disclosures
12/15/2023 • 43 minutes, 56 seconds
The Road Ahead for Stocks 12/15/23
Frank Holland and the Investment Committee debate the road ahead for stocks as the S&P 500 eyes its longest weekly win streak in more than six years. Plus, Kevin Simpson calls in to discuss his latest portfolio moves. And later, we’re covering Calls of the Day on multiple names, including a street fight on Blackrock.Investment Committee Disclosures
12/15/2023 • 43 minutes, 56 seconds
The Powell Pivot 12/14/23
Scott Wapner and the Investment Committee debate the next leg of the rally as stocks continue their post-fed pop. Plus, we’ve got multiple calls of the day to go through from Palo Alto to Delta Airlines. And later, the Investment Committee detail their latest portfolio moves. Investment Committee Disclosures
12/14/2023 • 46 minutes, 33 seconds
The Countdown to the Fed’s Last Speech of the Year 12/13/23
Scott Wapner and the Investment Committee have the Fed in focus as they countdown to Powell’s next speech. The Committee own some of today’s big stock movers, including several names that are joining the all-time high club. Plus, more on Tesla’s recall, Bank of America’s ‘Buy’ call on gold, and what to watch on Adobe’s earnings report.Investment Committee Disclosures
12/13/2023 • 45 minutes, 47 seconds
Inflation, The Fed, and Your Money 12/12/23
Scott Wapner and the Investment Committee debate inflation, the Fed, and your money. Plus, we’ve got Calls of the Day on Zillow, Humana, and Rio, The Committee discuss how to trade those stocks. And later, Jenny Harrington gives her top dividend picks for 2024. Investment Committee Disclosures
12/12/2023 • 45 minutes, 41 seconds
The Critical Week for your Money 12/11/23
Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on the consumer all coming out. Plus, we’ve got Calls of the Day on Nike and Occidental. And later, Heisman Trophy winner turned money manager Eddie George joins us to discuss his financial advice for young athletes. Investment Committee Disclosures
12/11/2023 • 45 minutes, 28 seconds
Stocks React to the Jobs and Inflation Data 12/8/23
Scott Wapner and the Investment Committee kick off today’s debate by digging into the market’s reaction to jobs and inflation data ahead of the next Fed meeting. Jenny Harrington and Steve Weiss have the bull/bear debate on retail, Joe sells half of his shares in JPMorgan, Uber and Broadcom, and Jim Lebenthal discusses Paramount’s pop on the back of a potential takeover.Investment Committee Disclosures
12/8/2023 • 45 minutes, 46 seconds
The A.I. Battle Royale 12/7/23
Scott Wapner and the Investment Committee are covering the ABC’s of today’s stock landscape: the AI battle royale as Google throws their hat in the ring, big bank calls, and crypto’s burn on short-sellers. Josh Brown and Bill Baruch are making moves in the housing and commodity spaces, and Mike Santoli joins with his Midday Word.Investment Committee Disclosures
12/7/2023 • 45 minutes, 39 seconds
The Broadening Rally 12/6/23
Scott Wapner and the Investment Committee discuss interest rates moving lower, AMD’s new AI chip, and the fall of crude. We’ve got Calls of the Day on Autozone, Deere, Regeneron, and Apollo Global. Plus, more on the homebuilders rally as four names hit record highs. Investment Committee Disclosures
12/6/2023 • 43 minutes, 59 seconds
Key Moves as the Rally takes a Pause. 12/5/23
Scott Wapner discusses some key moves made by the investment committee today as the rally takes a pause. We’ve got Calls of the Day on IBM, NXP, and Paypal. Plus, top value investor Andrew Wellington joins us to go over his best value names. Investment Committee Disclosures
12/5/2023 • 44 minutes, 32 seconds
The Great Debate 12/4/23
Scott Wapner and the investment committee debate if tech is too toppy as the Nasdaq has its worst day in more than a month. Bitcoin hits the highest level since April 2022; one of the experts is buying more. The chart of the day is Uber. Calls of the day include PepsiCo, Nike, General Motors, U.S. Bancorp and Union Pacific. Alaska Air shares drop on news it's acquiring Hawaiian Airlines. CNBC Senior Markets Commentator Michael Santoli joins with his midday word.Investment Committee Disclosures
12/4/2023 • 43 minutes, 53 seconds
Final Stretch For Stocks 12/1/23
Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO's Brian Belski joins. The calls of the day include Uber, Alibaba, J&J, Boeing and Delta. Paramount Global shares pop. The setup is on Broadcom ahead of earnings next week.Investment Committee Disclosures
12/1/2023 • 45 minutes, 45 seconds
November Rally 11/30/23
Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstner joins to discuss technology, AI and the year ahead. The chart of the day is Snowflake. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins with his midday word.Investment Committee Disclosures
11/30/2023 • 48 minutes, 10 seconds
Reassessing the Risk 11/29/23
Frank Holland and the investment committee debate what's in store for your money as more Fed speak moves the market. The experts detail their latest portfolio moves. The chart of the day is General Motors. Activist investor Elliott takes a stake in Phillips 66. The call of the day is on Charles Schwab. The setup is on Salesforce ahead of earnings.Investment Committee Disclosures
11/29/2023 • 45 minutes, 46 seconds
Fate of the Rally 11/28/23
Scott Wapner and the investment committee discuss the fate of the rally. The experts detail their latest portfolio moves. The chart of the day is Micron. The calls of the day include the autos, Zoom, Peloton and Boeing. The setup is on CrowdStrike ahead of earnings. Blue Line Capital's Bill Baruch joins with his new buy. Investment Committee Disclosures
11/28/2023 • 45 minutes, 41 seconds
November Rally 11/27/23
Scott Wapner and the investment committee debate how far stock can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of the day are on GE Healthcare, McDonald’s and Old Dominion. The setup is on the big software stocks ahead of earnings.
11/27/2023 • 45 minutes, 29 seconds
State of the Market 11/22/23
Frank Holland and the investment committee discuss the road ahead for your money as yields fall, oil drops and Nvidia beats the street. The chart of the day is Deere. The call of the day is a downgrade for Autodesk. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. The setup is on the key earnings on deck next week.Investment Committee Disclosures
11/22/2023 • 45 minutes, 44 seconds
Countdown to Nvidia 11/21/23
Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their latest portfolio moves. The chart of the day is Burlington Stores. Zoom beats the street. The setup is on Deere. And CNBC Senior Market Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures
11/21/2023 • 45 minutes, 41 seconds
The AI Arms Race 11/20/23
Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.Investment Committee Disclosures
11/20/2023 • 45 minutes, 44 seconds
Stocks Continue Their Win Streak 11/17/23
Scott Wapner and the Investment Committee debate the state of the rally with stocks going through their third positive week in a row. Plus, we’ve got Calls of the Day on multiple names, the Committee break down each one. And later, we setup a big week of key earnings next week. Investment Committee Disclosures
11/17/2023 • 45 minutes, 40 seconds
The Bull vs. Bear Debate 11/16/23
Scott Wapner and the investment committee debate whether we’ve got an all-clear for stocks. Plus, we’ve got a Call of the Day on the biotech sector. And later, Roblox is up 30% in 3 months, the Committee discuss the name. Investment Committee Disclosures
11/16/2023 • 45 minutes, 39 seconds
The State of the Rally Post-Inflation Data 11/15/23
Scott Wapner and the Investment Committee debate the state of the rally following more promising inflation data, pushing stocks higher. We’ve got a Chart of the Day on Target, surging after better than expected earnings. And some Calls of the Day on American Express and Bristol-Myers. Investment Committee Disclosures
11/15/2023 • 44 minutes
Stocks Surge after the CPI Report 11/14/23
Scott Wapner and the Investment Committee discuss the better than expected CPI Report and what it means for the surging market. Plus, Home Depot leading the Dow on earnings it’s our Chart of the Day. And later, the Committee talk tech stocks as NVIDIA tries for it’s 10th positive day in a row. Investment Committee Disclosures
11/14/2023 • 45 minutes, 45 seconds
The Next Phase of the Market 11/13/23
Scott Wapner and the Investment Committee debate whether stocks are stretched too thin or is a new rally just getting started. We’ve got Calls of the Day on Oracle and Airbnb. And later, the desk discusses Pfizer’s attempt to get into the weight loss market and what it means for biotech.
11/13/2023 • 44 minutes, 8 seconds
State of the Rally 11/10/23
Scott Wapner and the investment committee discuss the state of the rally as stocks look to keep the momentum going. The calls of the day are on Netflix, Charles Schwab and XPO. The chart of the day is crude oil. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures
11/10/2023 • 45 minutes, 30 seconds
Can Stocks Extend the Rally? 11/9/23
Scott Wapner and the investment committee debate whether the landscape is improving as stocks go for their longest winning streak in 19 years. The experts detail their latest portfolio moves. Disney shares pop. Toast shares drop. The panel checks in on the health care trade. Investment Committee Disclosures
11/9/2023 • 45 minutes, 46 seconds
The Run at 4,400 11/8/23
Scott Wapner and the investment committee debate the road ahead as stocks try to extend their longest winning streak in two years. The desk details their latest portfolio moves. The call of the day is Piper Sandler’s bullish note on retail. The chart of the day is a slide for Warner Bros Discovery. The setup is on Disney ahead of earnings after the bell. Investment Committee Disclosures
11/8/2023 • 45 minutes, 25 seconds
The Tech Run 11/7/23
Scott Wapner and the investment committee discuss the tech run as the Nasdaq goes for its longest winning streak in two years. The experts detail their latest portfolio moves. The calls of the day are on Nike, Home Depot and Lowe's. Earnings movers include Uber, Vertex Pharmaceuticals and NXP Semi. The desk debates the energy trade with oil prices at two-month lows.Investment Committee Disclosures
11/7/2023 • 44 minutes, 4 seconds
The State of Stocks 11/6/23
Scott Wapner and the investment committee discuss the state of stocks after the best week of the year for your money. Bill Baruch joins the panel with a trade alert on his portfolio moves. The call of the day is on Booking Holdings. Plus a Halftime exclusive: Rory McIlroy and Tom Werner are live in Boston to talk the new TGL golf league. Investment Committee Disclosures
11/6/2023 • 45 minutes, 35 seconds
Best Week of the Year 11/3/23
Scott Wapner and the investment committee discuss the best week of the year for stocks and debate how long it can last. The experts detail their latest portfolio moves. Fortinet drops. Expedia pops. Uber gets an upgrade ahead of earnings. Investment Committee Disclosures
11/3/2023 • 45 minutes, 20 seconds
Market Rally 11/2/23
Scott Wapner and the investment committee discuss the big rally in stocks as the bulls go two for two so far this week. Plus, the setup on Apple ahead of earnings. The experts detail their latest portfolio moves. The chart of the day is Qualcomm. The call of the day is on Berkshire Hathaway.Investment Committee Disclosures
11/2/2023 • 45 minutes, 34 seconds
The Jump in Stocks 11/1/123
Scott Wapner and the investment committee discuss the rise in stocks and the drop in yields ahead of the Fed decision. CNBC Senior Economics Reporter Steve Liesman joins the conversation. Joe Terranova details the (JOET) ETF rebalance. The desk debates the moves in energy, health care and retail. CNBC Senior Markets Commentator Mike Santoli joins with his Midday Word. Investment Committee Disclosures
11/1/2023 • 45 minutes, 32 seconds
Relief in Sight? 10/31/23
Scott Wapner and the investment committee debate the road ahead after three straight down months for stocks. JPMorgan's Dubravko Lakos joins the conversation. The committee goes through their latest portfolio moves. The chart of the day is Caterpillar. The calls of the day include Boeing and Disney. Investment Committee Disclosures
10/31/2023 • 48 minutes, 14 seconds
Bounce for Stocks 10/30/23
Scott Wapner and the investment committee discuss the pivotal week ahead for your money. The Fed meeting, Apple earnings and the jobs report all on deck. The experts detail their latest portfolio moves. The calls of the day include Cisco Systems, Chevron and Exxon Mobil. BlackRock's Rick Rieder joins Bob Pisani for ETF Edge.Investment Committee Disclosures
10/30/2023 • 45 minutes, 27 seconds
Rough Week for the Markets 10/27/23
Scott Wapner and the investment committee discuss the road ahead for your money. Amazon gives a boost to tech-related shares. The panel details their latest portfolio moves. The chart of the day is Whirlpool. And the experts debate a few calls of the day.Investment Committee Disclosures
10/27/2023 • 45 minutes, 41 seconds
The Good, the Bad and the Ugly 10/26/23
Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner, joins us to talk Meta and the state of tech. A.O. Smith pops on earnings. And the experts' take on the banks as the group is on pace to break a 6-day losing streak. Investment Committee Disclosures
10/26/2023 • 45 minutes, 20 seconds
Markets & the Mega Caps 10/25/23
Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Microsoft and Alphabet trade in opposite directions today. The panel details their latest portfolio moves. The chart of the day is Texas Instruments.Investment Committee Disclosures
10/25/2023 • 45 minutes, 47 seconds
The Rally in Stocks 10/24/23
Scott Wapner and the investment committee talk the rise in stocks after strong earnings reports. It’s a mega week for the mega caps with four of the “magnificent 7” on deck. The chart of the day is 3M. Wells Fargo Senior Analyst Mike Mayo joins to talk the banks. And, the panel sets you up for Boeing earnings tomorrow.Investment Committee Disclosures
10/24/2023 • 45 minutes, 47 seconds
Earnings and Interest Rates 10/23/23
Scott Wapner and the investment committee discuss the biggest week of the year for stocks with mega cap tech stocks reporting and interest rates rising. Joe Terranova details his latest portfolio move in energy. The calls of the day are on Marriott and Booking Holdings. And the panel debates the regional banks trade. Investment Committee Disclosures
10/23/2023 • 45 minutes, 27 seconds
Rising Rates & Falling Stocks 10/20/23
Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel reviews their latest portfolio moves. The chart of the day is SLB. The calls of the day are on Uber and McDonald’s. Investment Committee Disclosures
10/20/2023 • 45 minutes, 31 seconds
Fed Chair Powell Speaks 10/19/23
Fed Chair Powell comments on the economy. Frank Holland and the investment committee along with CNBC senior economics reporter Steve Liesman react. Investment Committee Disclosures
10/19/2023 • 1 hour, 1 minute, 35 seconds
The State of Stocks 10/18/23
Scott Wapner and the investment committee debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting sentiment. Plus, how the experts are navigating the tech trade. The chart of the day is Morgan Stanley. And a check on the transports as United Airlines paces for its worst day in more than a year. Investment Committee Disclosures
10/18/2023 • 45 minutes, 23 seconds
Semi Smackdown 10/17/23
Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech. Investment Committee Disclosures
In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intelligence, all designed to balance risk with maximized returns.
Delivering Alpha was recorded on September 28th, 2023. You can watch all sessions of CNBC's Delivering Alpha Investor Conference on CNBC.com/deliveringalpha
10/17/2023 • 42 minutes, 50 seconds
Stocks Rally 10/16/23
Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio as stocks rally to start the week. ARK Invest CEO Cathie Wood joins with her take on crypto and the tech trade. The chart of the day is Lululemon. Investment Committee Disclosures
10/16/2023 • 48 minutes, 3 seconds
Kickoff to Earnings Season 10/13/23
Scott Wapner and the investment committee discuss the road ahead for your money and what it will take to keep stocks moving higher. The panel debates a bullish call in the semis. The chart of the day is Boeing. And reaction to UnitedHealth's earnings beat.Investment Committee Disclosures
10/13/2023 • 45 minutes, 18 seconds
State of Stocks 10/12/23
Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts detail their latest portfolio moves. The call of the day is on Target. Plus, the setup ahead of UnitedHealth earnings.
10/12/2023 • 44 minutes, 19 seconds
Making Sense of the Market Moves 10/11/23
Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports. Investment Committee Disclosures
10/11/2023 • 45 minutes, 42 seconds
Stabilizing Stocks 10/10/23
Scott Wapner and the investment committee discuss if the market is setting up for a late year run. The chart of the day is Qorvo as the semi stock gets downgraded to sell at Citi. The calls of the day are on O’Reilly Auto and PayPal.Investment Committee Disclosures
10/10/2023 • 48 minutes, 20 seconds
Big Week Ahead 10/9/23
Scott Wapner and the investment committee discuss the big week ahead for your money. The chart of the day is Disney, as activist investor Nelson Peltz boosts his stake. And our experts debate your dividend playbook.Investment Committee Disclosures
10/9/2023 • 45 minutes, 39 seconds
Volatility is Back 10/6/23
Scott Wapner and the investment committee discuss how to position your portfolio as treasury yields climb following a strong jobs report. We talk energy as the sector paces for its worst week since May. And the calls of the day are on Disney and Eli Lilly. Investment Committee Disclosures
10/6/2023 • 45 minutes, 17 seconds
Bracing For Big Market Events 10/5/23
Scott Wapner and the investment committee get ahead of the big market events on deck and how to position your portfolio. The call of the day is KeyBanc’s note to “close your eyes and buy quality” stocks in the utilities sector. The desk debates the airlines trade. Investment Committee Disclosures
10/5/2023 • 45 minutes, 25 seconds
High Rates, High Anxiety 10/4/23
Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their latest portfolio moves. The call of the day is a downgrade of Apple by KeyBanc. The panel takes a look at the banks trade ahead of earnings next week. And CNBC’s Phil LeBeau interviews General Motors CFO Paul Jacobson.Investment Committee Disclosures
10/4/2023 • 45 minutes, 21 seconds
Relentless Rise in Rates 10/03/23
Scott Wapner and the investment committee discuss if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfolios.Investment Committee Disclosures
10/3/2023 • 45 minutes, 9 seconds
Q4 Playbook 10/2/23
Scott Wapner and the investment committee discuss how to position your portfolio as the fourth quarter kicks off. The call of the day is an upgrade of U.S. Steel to overweight by Morgan Stanley. And the panel talks utilities as those stocks are under pressure today. Investment Committee Disclosures
10/2/2023 • 45 minutes, 7 seconds
Last Trading Day of September 9/29/23
Scott Wapner and the investment committee debate the road ahead as we close out the worst month of the year for stocks. The chart of the day is Nike, on pace for its best day of the year. The panel reacts to Bill Ackman and Brad Gerstner's views on Alphabet's role in AI. And we hit the energy trade as it is set to close out September as the only positive sector.Investment Committee Disclosures
9/29/2023 • 45 minutes, 25 seconds
Bond Breakout & Struggling Stocks 9/28/23
Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfolio moves. We talk the energy trade as crude oil hits its highest level in over a year. And our experts debate if you should buy or bail on the bank stocks. Investment Committee Disclosures
9/28/2023 • 45 minutes, 15 seconds
The Road Ahead For Stocks 9/27/23
Scott Wapner and the investment committee discuss the road ahead for stocks, which are on pace for their worst month of the year. The panel details their latest portfolio moves. Our experts talk the Meta trade ahead of its annual Connect event. And Costco beat the street on earnings, the desk reacts. Investment Committee Disclosures
9/27/2023 • 45 minutes, 41 seconds
Stocks Sell Off 9/26/23
Scott Wapner and the investment committee discuss the best places for your money as the S&P 500 falls to its lowest level since June. The call of the day is on Nike. And the panel debates the energy trade with two bullish calls out on the sector. Investment Committee Disclosures
9/26/2023 • 44 minutes, 13 seconds
The Great Rate Debate 9/25/23
Frank Holland and the Investment Committee debate what’s next for stocks as the 10-year yield hit its highest level in nearly 16 years. The Call of the Day is on Nike, getting a downgrade at Jefferies, the Investment Committee reacts. Plus, Chevron CEO Mike Wirth tell Brian Sullivan that $100 per barrel oil is not out of the question in the U.S. The Committee debates what that means for the energy sector. Investment Committee Disclosures
9/25/2023 • 45 minutes, 45 seconds
The Post-Powell Pullback - 9/22/23
Frank Holland and the Investment Committee discuss the road ahead for stocks following a rocky week on wall street. Plus, the Chart of the Day is on Alibaba as China reportedly will loosen the cap on foreign investments into it’s domestic companies. And later, a Call of the Day on Energy, the Committee debate how to trade the sector. Investment Committee Disclosures
9/22/2023 • 45 minutes
The State of Tech 9/21/23
Scott Wapner and the committee discuss the state of tech after the Fed's 'even higher, for much longer' stance on interest rates. Halftime headliner Light Street Capital's Glen Kacher joins the conversation. The chart of the day is Broadcom. We're following the deal of the day: Cisco acquiring Splunk. And famed energy trader Mark Fisher, MBF Clearing Corp., joins us exclusively to talk about the next move for oil. Investment Committee Disclosures
9/21/2023 • 45 minutes, 22 seconds
Decision Day and Beyond 9/20/23
Scott Wapner and the investment committee discuss the key moves they’re making ahead of today’s Fed decision. The calls of the day is a double dose of Dow stocks: Nike and Boeing. We’re tracking the action in Apple and Goldman Sachs as they pause plans for a retail stock trading feature.Investment Committee Disclosures
9/20/2023 • 48 minutes, 11 seconds
Double Test for the Market 9/19/23
Dominic Chu and the investment committee debate how to navigate this market ahead of another critical Fed decision Plus, the panel reacts to Instacart’s public debut. Our experts detail their latest portfolio moves. The chart of the day is Disney. And the call of the day is an upgrade for CVS. Investment Committee Disclosures
9/19/2023 • 45 minutes, 20 seconds
Market’s Next Move 9/18/23
Scott Wapner and the investment committee discuss the return of volatility and why some say we’re in a rocky stretch for stocks. The chart of the day is Arm Holdings; Bernstein initiating coverage of the stock with an underperform rating. The call of the day is a few price target cuts on Nike ahead of earnings next week. We’re on IPO watch as Instacart prices after the close today. Investment Committee Disclosures
9/18/2023 • 44 minutes, 41 seconds
The State of Stocks 9/15/23
Scott Wapner and the investment committee debate the state of stocks, the economy and your money. The calls of day are on Deere, Visa and Mastercard. We talk the energy trade as crude tracks for another weekly gain. The desk gets you setup for the earnings in the week ahead. And we take a look at Charles Schwab shares under pressure. Investment Committee Disclosures
9/15/2023 • 45 minutes, 44 seconds
Big Day in the Markets 9/14/23
Scott Wapner and the Investment Committee discuss the move in stocks after another inflation reading was not as bad as feared. Plus, we’re focusing on the big IPO of the day: Arm Holdings. The calls of the day are on RTX and FedEx. Delta is the latest airline to cut its profit forecast. And broadcasting legend Al Michaels joins the committee.Investment Committee Disclosures
9/14/2023 • 48 minutes, 12 seconds
Road Ahead For Investors 9/13/23
Courtney Reagan and the investment committee react to today's hotter-than-expected CPI report just one week away from the Fed's next rate decision. We also talk the tech trade as Apple shares pull back again today. Our chart of the day is on American Airlines as it's the latest airline to warn that higher costs will hit profits. The panel talks chips as Arm gets ready to go public. And our experts get you setup for Adobe ahead of earnings on Thursday.Investment Committee Disclosures
9/13/2023 • 48 minutes, 38 seconds
Countdown to Apple's Event 9/12/23
Scott Wapner and the investment committee debate how important Apple is to the overall market ahead of its big event today. The chart of the day is Oracle with shares on pace for its worst day since March 2002. The call of the day is comments from JPMorgan CEO Jamie Dimon. And our Halftime headliner from the Future Proof conference is Katie Stockton, Fairlead Strategies Founder, with the key levels she's watching in the market. Investment Committee Disclosures
9/12/2023 • 44 minutes, 41 seconds
Critical Week For Your Money 9/11/23
Leslie Picker and the investment committee debate the next moves for the market as we gear up for the big week ahead. The chart of the day is Qualcomm, as shares rise on a new agreement with Apple. The call of the day is an upgrade on Tesla by Morgan Stanley. The panel reacts to Disney and Charter's deal to end the cable blackout. And our experts grade your latest trades. Investment Committee Disclosures
9/11/2023 • 45 minutes
CNBC SPECIAL: GAME PLAN 9/11/23
In a first-of-its-kind partnership, CNBC, First in Business Worldwide, and Boardroom, Kevin Durant and Rich Kleiman’s premier media brand covering the business of sports, music and entertainment, teamed up to produce Game Plan.
From what drives the modern-day sports fan to emerging opportunities in teams and leagues, CNBC goes courtside with the most influential leaders from across the sports landscape including athletes, owners, investors and innovators to break down their game plan for these rapidly evolving businesses.
This event took place on July 25th, 2023 in Los Angeles.
Featuring:
Andrew Ross Sorkin, “Squawk Box” Co-Anchor
Scott Wapner, “Fast Money Halftime Report” and “Closing Bell” Host
Julia Boorstin, CNBC Senior Media & Tech Correspondent
9/11/2023 • 43 minutes
Losing Week 9/8/23
Dominic Chu and the investment committee debate if this week was a turning point for the market. Plus, what’s in store for investors as we head deeper into what’s historically one of the weakest months of the year. The chart of the day is Apple. We discuss if green shoots are ahead for the battered bank stocks. The call of the day is an upgrade for Gilead Sciences. And our experts grade your trades. Investment Committee Disclosures
9/8/2023 • 45 minutes, 53 seconds
Unsettled Apple 9/7/23
Scott Wapner and the investment committee debate the road ahead for Apple as the stock suffers its worst back-to-back selloff in nearly three years. The panel details their latest portfolio moves. The chart of the day is a focus on the small caps with the Russell 2000 pulling back five percent in the last month. The call of the day is HSBC's initiation on the banks. We check in on ChargePoint as shares slide after missing on earnings. And it's game on for sports betting with the NFL kicking off tonight on NBC and Peacock.Investment Committee Disclosures
9/7/2023 • 44 minutes, 57 seconds
Apple Under Pressure 9/6/23
Scott Wapner and the investment committee discuss the pullback in Apple shares and what it could mean to the market overall. The call of the day is a focus on health care. And the panel debates the best bank plays.Investment Committee Disclosures
9/6/2023 • 45 minutes, 4 seconds
The Month Ahead For Stocks 9/5/23
Scott Wapner and the investment committee debate what the month ahead will hold for your money after a volatile August. The chart of the day is on energy. We kick off the calls of the day with Disney. And the panel debates the semis trade as Arm kicks off its IPO roadshow.Investment Committee Disclosures
9/5/2023 • 45 minutes, 31 seconds
September Playbook 9/1/23
Courtney Reagan and the investment committee debate the path ahead for your money as September trading kicks off. The Chart of the Day is a pop for Dell; shares surging after earnings. Our experts detail their latest portfolio moves. The Calls of the Day are on Vale, Chevron and ConocoPhillips. And the panel grades your latest trades.Investment Committee Disclosures
9/1/2023 • 45 minutes, 36 seconds
Late Summer Rebound 8/31/23
Scott Wapner and the investment committee debate what fall might hold for your money as stocks continue to rally back from their August upset. The call of the day is an upgrade of Arista Networks; Citi calling it an "early AI play." The chart of the day is a dive for Dollar General. And we get you set up for ChargePoint earnings next week.Investment Committee Disclosures
8/31/2023 • 45 minutes, 23 seconds
Streaking Stocks 8/30/23
Scott Wapner and the investment committee debate what this week's win streak means for your money. Our experts detail their latest portfolio moves. The Chart of the Day is Nvidia as its record run rolls on. The Calls of the Day are on Texas Instruments and Align Technology. And we hit the earnings setup on Salesforce and CrowdStrike ahead of results after the bell.Investment Committee Disclosures
8/30/2023 • 45 minutes, 42 seconds
Stabilizing Tech 8/29/23
Scott Wapner and the investment committee debate if the tech trade is back. Our experts detail their latest portfolio moves. A bitcoin ETF could be coming soon, the panel reacts. And we hit the energy trade as Strategas says the sector is "in a league of its own." Investment Committee Disclosures
8/29/2023 • 45 minutes, 17 seconds
Final Trading Week of August 8/28/23
Scott Wapner and the investment committee discuss the final days of a rocky month for stocks and what the famously fragile fall will hold for your money. The chart of the day is on Disney. The call of the day is a downgrade for CrowdStrike ahead of earnings. And the panel talks biotech as shares of Horizon Therapeutics pop.Investment Committee Disclosures
8/28/2023 • 45 minutes, 38 seconds
Reaction to Powell 8/25/23
Scott Wapner and the investment committee react to Fed Chair Powell’s speech and what it means for the markets and your money in the months ahead. CNBC’s Steve Liesman sits down with Chicago Fed President Austan Goolsbee from the summit in Jackson Hole, WY. The Call of the Day is an upgrade for Netflix, seeing a 20% rise for that stock from here. And we get you set up for the big earnings to watch next week.Investment Committee Disclosures
8/25/2023 • 45 minutes, 34 seconds
One Down, One to Go 8/24/23
Scott Wapner and the investment committee start with two big stories of the day: NVIDIA’s blowout earnings and bracing for Fed Chair Powell’s speech at Jackson Hole tomorrow. The Chart of the Day is Dollar Tree, as shares fall after disappointing guidance. The panel debates two Dow stocks moving lower: Disney and Boeing. Investment Committee Disclosures
8/24/2023 • 45 minutes, 10 seconds
All Eyes on NVIDIA 8/23/23
Scott Wapner and the Investment Committee discuss what's really at stake for your money as the street awaits NVIDIA's earnings after the bell. The Chart of the Day is on Foot Locker, as it paces for its worst day ever. JPMorgan's Dubravko Lakos joins us with his take on the market. Plus, Brandon Copeland retiring from the NFL after 10 seasons, he tells us about his new non-profit.Investment Committee Disclosures
8/23/2023 • 45 minutes, 23 seconds
State of Stocks 8/22/23
Scott Wapner and the Investment Committee discuss whether a rough August is a precursor of an even tougher stretch this fall. The panel details their latest portfolio moves. The Chart of the Day is Dick’s Sporting Goods with shares tracking for its worst day ever. The Call of the Day is S&P Global’s credit rating cuts on several U.S. banks. And we grade your latest trades.Investment Committee Disclosures
8/22/2023 • 45 minutes, 14 seconds
High Stakes Week 8/21/23
Dominic Chu and the Investment Committee discuss the best moves for your money as the 10-year treasury yield hits its highest level since 2007. The Chart of the Day is Palo Alto Networks, shares popping. We also hit the trades on NVIDIA ahead of earnings on Wednesday. Our experts grade your trades. And we set you up for some of the big retailers reporting earnings this week.Investment Committee Disclosures
8/21/2023 • 45 minutes, 3 seconds
August Struggles 8/18/23
Scott Wapner and the Investment Committee debate your best moves in this unsettled market. The Call of the Day is Mizuho sticking with its bullish view on PayPal. The Chart of the Day is Palo Alto Networks ahead of its Friday afternoon earnings report. We also set you up for the big earnings to watch in the week ahead.Investment Committee Disclosures
8/18/2023 • 45 minutes, 39 seconds
Falling Apple 8/17/23
Scott Wapner and the Investment Committee discuss Apple’s pullback this month and the road ahead for your money. The panel details their latest portfolio moves. The Chart of the Day is CVS. We debate the retail trade as Walmart beats the street on earnings. And our experts give you the earnings setup on Deere and Palo Alto Networks.Investment Committee Disclosures
8/17/2023 • 45 minutes, 45 seconds
Mild Correction or Something Bigger? 8/16/23
Scott Wapner and the Investment Committee debate whether we’re going through a mild correction or is something bigger happening in the market. Plus, a Chart of the Day on Target, ticking higher after earnings. And later, a Call of the Day on Chevron, getting an upgrade from Mizuho. Investment Committee Disclosures
8/16/2023 • 45 minutes, 45 seconds
State of Stocks 8/15/23
Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire’s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America.Investment Committee Disclosures
8/15/2023 • 45 minutes, 46 seconds
A Rocky August for Tech so far 8/14/23
Scott Wapner is back with the Investment Committee to discuss the rocky August for tech. The Nasdaq is now down two weeks in a row, the first time that’s happened this year, the Investment Committee debate what to do with your tech portfolio. Plus, we’ve got a Chart of the Day on US Steel, the stock surging after the company rejected a takeover offer from Cleveland Cliffs. And later, David Einhorn’s firm, Greenlight Capital releasing their investor letter. Leslie Picker joins us to help break it down. Investment Committee Disclosures
8/14/2023 • 45 minutes, 18 seconds
Volatile Week 8/11/23
Dominic Chu and the Investment Committee discuss if the market is at a critical turning point as the Nasdaq looks to hand in its first week of back-to-back losses this year. The panel details their latest portfolio moves. The Call of the Day is on Chevron, as Wells Fargo says the stock could rise 30% from here. The Chart of the Day is on health care. And we give you the setup on the big retail stocks to watch ahead of earnings next week.Investment Committee Disclosures
8/11/2023 • 45 minutes, 38 seconds
Your Next Money Move 8/10/23
Dominic Chu and the Investment Committee react to the market gains after soft inflation data. Our experts detail their latest portfolio moves. Plus we talk Disney the day after earnings. And later, The Calls of the Day are bullish notes on Nvidia and Palo Alto Networks.
8/10/2023 • 44 minutes, 56 seconds
A Critical 24 hours 8/9/23
Courtney Reagan and the Investment Committee discuss a critical 24 hours for you money with a key inflation report on deck and more earnings coming our way. Plus, we’ve got a Call of the Day on Datadog, getting downgraded to hold from buy. And, oil hitting it’s highest level in a year, the Investment Committee debate the energy sector.Investment Committee Disclosures
8/9/2023 • 44 minutes, 28 seconds
Stocks Under Pressure 8/8/23
Courtney Reagan and the Investment Committee react to the sell-off as Moody’s downgrades the credit rating on several regional banks. The Chart of the Day is on health care and the big gainers in the sector. The Call of the Day is a downgrade for both Home Depot and Lowe's. The panel grades your latest trades. And our experts set you up for the big earnings on deck. Investment Committee Disclosures
8/8/2023 • 45 minutes, 42 seconds
Fate of the Rally 8/7/23
Frank Holland and the Investment Committee debate if today’s bounce is for real, with S&P 500 coming off its worst week in nearly five months. The Chart of the Day is Apple, as shares trade lower for a fifth straight session. The energy trade is in focus, the panel discusses their strategy. Our Call of the Day is on United Airlines, upgraded to buy at Redburn. And our experts grade your latest trades. Investment Committee Disclosures
8/7/2023 • 44 minutes, 12 seconds
State of the Tech Trade 8/4/23
Melissa Lee and the Investment Committee react to Amazon’s blowout earnings as the stock is having its best day of the year. While Apple reports its third straight quarter of declining revenue. The panel tackles the travel trade as Booking Holdings shares surge post earnings. Plus, top energy picks as the sector leads this week. And our experts grade your latest trades.Investment Committee Disclosures
8/4/2023 • 44 minutes, 31 seconds
Big Tech on Deck 08/03/23
Dominic Chu and the Investment Committee discuss the $4 Trillion test for the market: Apple and Amazon earnings. Plus, the Chart of the Day is Qualcomm, shares of the chipmaker falling on a Q3 revenue miss and disappointing guidance. We also get the panel’s reaction to the dip in Shake Shack shares post earnings. And our experts grade your latest trades.Investment Committee Disclosures
8/3/2023 • 45 minutes, 20 seconds
Downgrade Dampens Sentiment 8/2/23
Dominic Chu and the Investment Committee discuss what the U.S. debt downgrade means for your money. The panel talks semi stocks as AMD shares fall after weaker-than-expected guidance. We do a health care check up as that sector is among the biggest laggards this year. The Chart of the Day is on SolarEdge. And our experts grade your latest trades.Investment Committee Disclosures
8/2/2023 • 45 minutes, 45 seconds
New Month for Stocks 8/1/23
Frank Holland and the Investment Committee debate the fate of the rally as we start a new trading month. The Chart of the Day is Uber, shares pulling back after earnings results. We hit the banks trade as the S&P Bank ETF (KBE) posts its best month in seven years. Today’s earnings setup is on Starbucks, CVS and Shake Shack. And our experts grade your latest trades.Investment Committee Disclosures
8/1/2023 • 45 minutes, 43 seconds
State of the Rally 7/31/23
Frank Holland and the Investment Committee discuss a critical week for your money with key tech earnings on deck, plus the jobs report. Our panel details where you want to be positioned. The Chart of the Day is onsemi, higher after earnings. The Call of the Day is on Chevron, getting an upgrade to buy. And our experts grade your latest trades. Investment Committee Disclosures
7/31/2023 • 45 minutes, 39 seconds
The Rally Resumes 7/28/23
Scott Wapner and the Investment Committee discuss the renewed rally and whether it’s about to enter a new phase following Apple and Amazon Earnings next week. Plus, we’ve got a Chart of the Day on Intel. And a Call of the Day on Uber. The Investment Committee break it all down. Investment Committee Disclosures
7/28/2023 • 45 minutes, 46 seconds
Monumental Move 7/27/23
Frank Holland and the Investment Committee discuss the major moves in the market as the Dow tries for its 14th straight day of gains. The Chart of the Day is Meta, as shares pop on better-than-expected earnings results and strong guidance. The Call of the Day is on Apple ahead of its earnings next week. Investment Committee Disclosures
7/27/2023 • 45 minutes, 38 seconds
The Dow’s Winning Streak Continues 7/26/23
Courtney Reagan and the Investment Committee discuss the fate of this rally with the Fed and earnings looming. Plus, a Chart of the Day on Boeing, Jim Lebenthal calls in to discuss the stock’s breakout. And later, a Call of the Day on Disney, Morgan Stanley cut it’s price target, saying the Hollywood strike weighs heavy on the name, the Investment Committee break down the streaming stocks. Investment Committee Disclosures
7/26/2023 • 45 minutes, 50 seconds
Rally’s Moment of Truth 7/25/23
Courtney Reagan and the Investment Committee discuss the market rally as investors await big tech earnings. Charts of the Day include RTX Corp., Boeing, General Electric and Alaska Air. The Call of the Day is on Nike, as UBS thinks shares could double. Stephanie Link details her latest portfolio moves. And our experts grade your latest trades. Investment Committee Disclosures
7/25/2023 • 45 minutes, 15 seconds
The Market’s Big Week on Deck 7/24/23
Courtney Reagan and the Investment Committee discuss the critical week ahead for your money as tech earnings get underway. Plus, we’ve got some Calls of the Day on Disney and D.R. Horton. And later, the Investment Committee break down Chevron’s EPS beat and the energy sector. Investment Committee Disclosures
7/24/2023 • 44 minutes, 33 seconds
The Big Week Ahead 7/21/23
Scott Wapner and the Investment Committee debate the rally’s most critical week as earnings and the Fed take center stage in the days ahead. Plus, we’ve got a Chart of the Day on American Express, Stephanie Link owns it and calls in to discuss. And later, some Calls of the Day on travel names like Uber and Marriott, the investment Committee break it all down. Investment Committee Disclosures
7/21/2023 • 45 minutes, 33 seconds
Growth vs. Value 7/20/23
Scott Wapner and the Investment Committee debate where your money will work best in the months ahead as the Dow continues to rise, while the Nasdaq pulls back. Our experts are making moves in their portfolios. The Chart of the Day is Taiwan Semiconductor. Plus, the trades on a handful of other big earnings movers of the day.Investment Committee Disclosures
7/20/2023 • 45 minutes, 23 seconds
The March to New Highs 7/19/23
Scott Wapner and the Investment Committee debate the next move for the markets as the Dow goes for an 8-day winning streak. We hit the IBM trade ahead of earnings as shares have underperformed the broader market this year. The Calls of the Day include Cisco Systems and Qualcomm. The panel also sets you up for earnings on SL Green Realty, J&J, Freeport-McMoRan, DR Horton and Las Vegas Sands. And the Chart of the Day is the transports, hitting a new 52-week high.Investment Committee Disclosures
7/19/2023 • 45 minutes, 46 seconds
The Bull Run in Stocks 7/18/23
Scott Wapner & the Investment Committee discuss the Dow's 7-day win streak and where your money is likely to go from here. The panel reveals their latest portfolio moves. The Chart of the Day is Morgan Stanley, shares surging post-earnings. We hit a few Calls of the Day on American Express, Uber and UnitedHealth. Plus, your setup on Netflix ahead of earnings. And Inter Miami CF Managing Owner Jorge Mas joins us to talk Lionel Messi's U.S. debut and more.Investment Committee Disclosure
7/18/2023 • 43 minutes, 58 seconds
Earnings, the Rally and Your Money 7/17/23
Scott Wapner and the Investment Committee debate what’s at stake for your money as earnings season gains steam this week. The panel talks Nvidia’s surge this year as Citigroup raises its price target on the stock. And, the Call of the Day tackles crude oil and the energy trade. Investment Committee Disclosure
7/17/2023 • 44 minutes, 30 seconds
EARNINGS KICK OFF 7/14/23
Frank Holland and the Investment Committee debate if earnings season will be enough to keep the rally going after the banks start off strong. The Chart of the Day is UnitedHealth, as shares pace for its best day in a year. The Call of the Day is a price target cut on Disney. And our experts grade your latest trades on Palo Alto Networks, 3M, Uber and AMD.Investment Committee Disclosure
7/14/2023 • 45 minutes, 43 seconds
Green Light For More Gains? 7/13/23
Scott Wapner and the Investment Committee discuss today’s rally on more encouraging inflation data. Plus, two special guests join Scott live from the American Century Championship celebrity golf event in Lake Tahoe: actor Ray Romano and NFL Hall of Famer Tim Brown. David Faber highlights his CNBC exclusive interview with Disney CEO Bob Iger. And the Chart of the Day is Delta, after it posted record quarterly earnings. Investment Committee Disclosure
7/13/2023 • 45 minutes, 41 seconds
Falling Inflation & Your Money 7/12/23
Frank Holland and the Investment Committee discuss today's cooler-than-expected CPI report and what it means for your money. Halftime headliner Ed Yardeni also joins us with his reaction. The Calls of the Day include Netflix, Broadcom and General Motors. The Chart of the Day is energy, this week's top performing sector. The panel sets you up for Delta Air Lines and PepsiCo earnings before the bell tomorrow. And our experts grade your latest trades.Investment Committee Disclosures
7/12/2023 • 45 minutes, 42 seconds
State of the Tech Trade 7/11/23
Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.Investment Committee Disclosures
7/11/2023 • 45 minutes, 14 seconds
The Kick-off to Earnings Season 7/10/23
A big week ahead for your money as the CPI and earnings season looms large over the market. Scott Wapner and the Investment Committee debate the road ahead. The Chart of the Day is Meta as Threads hits 100 million subscribers in only 5 days. And the Investment Committee pit Disney against Netflix. Investment Committee Disclosures
7/10/2023 • 48 minutes, 8 seconds
The Road Ahead 7/7/23
Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment.Investment Committee Disclosures
7/7/2023 • 44 minutes, 49 seconds
Rate Shock Hits Stocks 7/6/23
Frank Holland and the Investment Committee discuss the sell-off as rate fears accelerate. The Call of the Day is on Microsoft, as Morgan Stanley raises its price target on the stock. The panel reacts to Meta’s Threads debut. And the Chart of the Day is Disney. Investment Committee Disclosures
7/6/2023 • 44 minutes, 42 seconds
Second Half Strategy 7/5/23
Frank Holland and the Investment Committee kick off the first full trading day of the second half of the year. The Call of the Day is on Netflix, as Goldman Sachs upgrades the stock. The panel talks Meta ahead of its Threads app launch. The Chart of the Day is on UPS. And our experts grade your latest trades.Investment Committee Disclosures
7/5/2023 • 44 minutes, 58 seconds
The Rally 6/30/23
Scott Wapner and the Investment Committee discuss what’s ahead as stocks rise to close out a strong first half. The Call of the Day is on Apple, as Citi initiates a buy rating on the stock with a street-high price target of $240. Nike is our Chart of the Day, as shares trade lower after earnings. We check in on the Halftime Stock Summit halfway through the year. And our experts grade your latest trades.Investment Committee Disclosures
6/30/2023 • 45 minutes, 44 seconds
Rally Watch 6/29/23
Scott Wapner and the Investment Committee discuss what lies ahead as stocks try to extend their monthly gains. Our experts detail their latest portfolio moves. The Calls of the Day are on Disney and TJX. We do a mid-year check on our annual stock summit. Plus, the setup on Nike ahead of earnings after the bell.Investment Committee Disclosures
6/29/2023 • 45 minutes, 43 seconds
The Big Apple 6/28/23
Scott Wapner and the Investment Committee discuss Apple as it hits a new record high. The Calls of the Day include Deere, Corteva, Regeneron and Nike. Our experts chat the state of the banks ahead of the Fed stress test results later today. And we talk the momentum in Netflix as shares soar 140% in the last year.Investment Committee Disclosures
6/28/2023 • 45 minutes, 39 seconds
Second Half Game Plan 6/27/23
Scott Wapner and the Investment Committee debate the road ahead for your money. Our experts detail their latest portfolio moves in this market. The Call of the Day is on Meta, as Citi raises its price target to a new street high. Delta shares also getting a boost today. And we do a mid-year check on the Halftime stock summit picks.Investment Committee Disclosures
6/27/2023 • 44 minutes, 19 seconds
Final Week of Trading in June 6/26/23
Scott Wapner and the Investment Committee discuss what the second half of the year holds for stocks. The Calls of the Day include Uber, Sherwin-Williams and Disney. We do a mid-year check in on the Halftime stock summit picks. And, our experts grade your latest trades.Investment Committee Disclosures
6/26/2023 • 45 minutes, 37 seconds
Will the Win-Streak Continue? 6/23/23
Frank Holland and the Investment Committee debate where stocks are headed from here as the S&P 500 looks to snap a five-week win streak. Plus, a Chart of the Day on Carmax, the stock is up 9% today, Karen Firestone owns it and calls in to discuss. And later, the Investment Committee grade your latest trades. Investment Committee Disclosures
6/23/2023 • 45 minutes, 38 seconds
Bulls vs. Bears 6/22/23
Scott Wapner and the Investment Committee debate who is really in charge of this market right now and what it means for you money. The Call of the Day is a downgrade of Tesla by Morgan Stanley. The panel details their latest portfolio moves. And, our Chart of the Day is Boeing, as shares slip after a key parts supplier pauses production. Investment Committee Disclosures
6/22/2023 • 45 minutes
Rally Loses Steam 6/21/23
Scott Wapner and the Investment Committee react to Fed Chair Powell's testimony and what it all means for your money as the rally loses steam. Plus, our Chart of the Day is FedEx, lower after earnings. Three bullish Calls of the Day on Nike, Uber and Adobe. Energy leading today, how the panel is positioned in the sector. And the Setup on CarMax ahead of the print tomorrow. Investment Committee Disclosures
6/21/2023 • 45 minutes, 45 seconds
Apple Approaches Milestone 6/20/23
Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our experts talk transports as FedEx reports after the bell.Investment Committee Disclosures
6/20/2023 • 44 minutes, 59 seconds
The Rally Continues 6/16/23
Frank Holland and the Investment Committee debate whether the market rally is for real as the S&P 500 tries for its 7th straight day of gains. Plus, We’ve got a Call of the Day on SOFI, getting a downgrade from two firms, the Investment Committee weigh in on the banks. And later, a Trade School on Homebuilders, how should you trade this sector. Investment Committee Disclosures
6/16/2023 • 44 minutes, 38 seconds
Stocks Rally Despite the Fed’s Message 6/15/23
Scott Wapner and the Investment Committee debate why the market is rallying despite the Fed’s message. Plus, a Chart of the Day on Tesla, the stock breaking its 13-day winning streak. And later, we’ve got some Calls of the Day on some crypto names like Coinbase and Bitcoin.
6/15/2023 • 45 minutes, 10 seconds
Decision Day for the Fed 6/14/23
Scott Wapner and the Investment Committee give the big money setup ahead of today’s Fed Decision. Plus, the one healthcare stock weighing on the Dow today.Investment Committee Disclosures
6/14/2023 • 44 minutes, 37 seconds
Inflation Levels Slow 6/13/23
Scott Wapner and the Investment Committee discuss the lowest inflation print in two years and what it means for the rally ahead of tomorrow’s Fed decision. The Chart of the Day is Oracle, hitting all-time highs after earnings. The Call of the Day is a downgrade of Apple at UBS. Plus, the panel grades your latest trades.
6/13/2023 • 44 minutes, 44 seconds
Critical Week Ahead 6/12/23
Scott Wapner and the Investment Committee discuss the winning streak for stocks and whether it can last. Plus, the Call of the Day is on Tesla. And the Chart of the Day is on Oracle, hitting new all-time highs ahead of earnings after the bell. Investment Committee Disclosures
6/12/2023 • 48 minutes, 1 second
New Bull Market or Bear Bounce? 6/9/23
Scott Wapner and the Investment Committee debate if the Bull market is back, as the S&P 500 is now 20% off the October lows. The panel details their latest portfolio moves. The Calls of the Day include bullish notes on Meta, Microsoft, Adobe, CrowdStrike and Netflix. And our experts grade your latest trades.Investment Committee Disclosures
6/9/2023 • 45 minutes, 7 seconds
The State of Big Tech 6/8/23
Scott Wapner and the Investment Committee discuss whether the big tech trade has reached a near-term top. The Calls of the Day include Las Vegas Sands, Wynn Resorts, Rio Tinto, NextEra Energy and Aptiv. The panel grades your latest trades. And, our experts get you set up for DocuSign ahead of earnings after the bell.Investment Committee Disclosures
6/8/2023 • 45 minutes, 16 seconds
The Rally 6/7/23
Scott Wapner and the Investment Committee discuss the next move for stocks as the S&P 500 hovers near its highest level since August 2022. BMO Chief Investment Strategist Brian Belski joins us as he raises his S&P target to one of the highest on the street. The Calls of the Day include two bullish notes on Netflix, plus Fundstrat’s latest view on biotech. The panel also debates the best places to be in the banks. Investment Committee Disclosures
6/7/2023 • 47 minutes, 15 seconds
Apple’s Headset Hangover 6/6/23
Scott Wapner and the Investment Committee discuss Apple the day after its worldwide developers conference. The stock getting a downgrade at D.A. Davidson. Analyst Tom Forte is with us to explain. Plus, Halftime Headliner Walter Isaacson joins to talk AI mania and more. The panel also details their latest portfolio moves. Investment Committee Disclosures
6/6/2023 • 47 minutes, 28 seconds
Countdown to Apple's WWDC 6/5/23
Scott Wapner and the Investment Committee discuss Apple, as the stock hits a new intraday high ahead of its Worldwide Developers Conference today. Plus, our experts detail their latest portfolio moves in this market. And we hit a few big Calls of the Day on Oracle and Estee Lauder.Investment Committee Disclosures
6/5/2023 • 45 minutes, 36 seconds
The Big Rally in Stocks 6/2/23
Scott Wapner and the Investment Committee discuss whether now is the time to get more bullish on the markets. The Chart of the Day is Lululemon, as shares pop after earnings. Plus, the retail stock Odyssey Capital Advisors’ Jason Snipe is selling. Hightower’s Stephanie Link calls in for reaction on Broadcom. And our experts grade your trades. Investment Committee Disclosures
6/2/2023 • 44 minutes, 55 seconds
AI Getting Overheated? 6/1/23
Scott Wapner and the Investment Committee discuss the much-hyped AI trade, as several stocks in the space take a breather. The panel details their latest portfolio moves. The Call of the Day is on Target, as the retailer gets a downgrade. The Chart of the Day is on Toast, as this stock gets a big buy call. And our experts grade your trades.Investment Committee Disclosures
6/1/2023 • 45 minutes, 27 seconds
Last Trading Day of May 5/31/23
Scott Wapner and the Investment Committee discuss the state of stocks on this last trading day of the month and what likely lies ahead for your money. The Chart of the Day is on Advance Auto Parts, as the shares of the retailer plummet on a huge profit miss. The panel gets you set up for a few more earnings this week, including Dollar General and Lululemon. And our experts grade your latest trades.Investment Committee Disclosures
5/31/2023 • 45 minutes, 38 seconds
The Heavily-Hyped AI Trade 5/30/23
Scott Wapner and the Investment Committee debate whether there are signs of bubble trouble in the AI trade as Nvidia tops $1 trillion in market cap. The Calls of the Day include bullish notes on ChargePoint, PayPal and Johnson & Johnson. The panel sets you up for Salesforce and CrowdStrike earnings this week. And our experts grade your trades.Investment Committee Disclosures
5/30/2023 • 44 minutes, 33 seconds
Huge Week for Chips 5/26/23
Scott Wapner and the Investment Committee discuss the amazing move in semiconductor stocks this week. The chip stock soaring today is Marvell Technology, Blue Line Capital Founder Bill Baruch joins us for The Chart of the Day. Plus, Hightower’s Stephanie Link calls in with a Trade Alert on her latest portfolio moves. The panel reacts to today ’s top analyst stock calls of the day, including an upgrade for Paramount Global.Investment Committee Disclosures
5/26/2023 • 44 minutes, 46 seconds
Incredible Nvidia 5/25/23
Scott Wapner and the Investment Committee react to our Chart of the Day: Nvidia, as shares soar. The Call of the Day is on Dow stock Disney. Plus, the panel discusses the housing trade, as Toll Brothers gets an upgrade by RBC. And our experts grade your latest trades.Investment Committee Disclosures
5/25/2023 • 44 minutes, 18 seconds
The Moment of Truth 5/24/23
Scott Wapner and the Investment Committee discuss tech and the AI trade ahead of Nvidia’s earnings after the bell. The panel also details their latest portfolio moves. The Call of the Day is on Eli Lilly, with two bullish notes out on the stock. And our experts grade your recent trades.Investment Committee Disclosures
5/24/2023 • 43 minutes, 54 seconds
The Tech Tailwind 5/23/23
Scott Wapner and the Investment Committee debate how long the tech tailwind can last and what happens if it doesn’t. Plus, a Trade Alert from Josh Brown, he details his position on Toast. The Chart of the Day is Broadcom, as shares hit new highs on a deal with Apple. The Call of the Day is an upgrade for Chevron. And our experts grade your recent trades.Investment Committee Disclosures
5/23/2023 • 45 minutes, 33 seconds
Mega Cap Mania 5/22/23
Scott Wapner and the Investment Committee discuss the road ahead as several of the biggest names in technology hit new highs, but Apple is hit with a rare downgrade. The Chart of the Day is on Micron, as shares fall after Beijing says it poses a “major security risk.” The Call of the Day is on Nike, as Citi opens a negative catalyst watch on the stock. And our experts get you setup for some of the big stocks to report earnings tomorrow.Investment Committee Disclosures
5/22/2023 • 45 minutes, 36 seconds
Midday Move in Stocks 5/19/23
Scott Wapner and the Investment Committee discuss the move in stocks as the debt ceiling duel appears to take a negative turn. Our experts are making moves in their portfolios. Bryn Talkington and Bill Baruch go through their trades. The Call of the Day is on Devon Energy, as Mizuho names it a top pick. And Jim Lebenthal calls in for reaction on Deere after it beat the street on earnings.Investment Committee Disclosures
5/19/2023 • 45 minutes, 13 seconds
Bubble or Bonanza? 5/18/23
Scott Wapner and the Investment Committee discuss what the real story is with AI stocks, whether it’s time to buy in to the hype or not? Plus, our experts are making moves in their portfolios. Jenny Harrington and Jim Lebenthal detail their trades. And Josh Brown talks about the breakout he’s seeing in Oracle. Investment Committee Disclosures
5/18/2023 • 45 minutes, 46 seconds
What A Debt Limit Deal Could Mean For Stocks 5/17/23
Scott Wapner and the Investment Committee discuss what a debt limit deal could mean for stocks, as some suggest an agreement might not be that far away. Discretionary stocks rising, Stephanie Link calls in with her reaction to Target and TJX earnings results. The Calls of the Day are two bullish notes on Salesforce and CrowdStrike. Plus, the setup on Cisco Systems ahead of earnings after the bell.Investment Committee Disclosures
5/17/2023 • 45 minutes, 38 seconds
Following the Money 5/16/23
Scott Wapner and the Investment Committee debate the Big Money’s big AI bets and what it says about the stocks that can still work in this market. The Chart of the Day is Home Depot, shares lower after posting its worst revenue miss in about 20 years. And Stephanie Link is making moves in her portfolio, she goes through her latest buys. Investment Committee Disclosures
5/16/2023 • 46 minutes, 46 seconds
The Tech Trade 5/15/23
Scott Wapner and the Investment Committee debate the technology sector and whether the space is about to crack or if it can keep climbing. Joe Terranova discusses his recent buy, Datadog. The Chart of the Day is Magellan Midstream Partners, as shares soar on news ONEOK will acquire it. And Josh Brown joins us to react to Shake Shack's pop. Investment Committee Disclosures
5/15/2023 • 44 minutes, 26 seconds
The Big Question About Big Tech 5/12/23
Scott Wapner and the Investment Committee debate if the tech trade is still a winner or if you should take some profits after this year’s early run. The Call of the Day is a downgrade for Disney. Our experts set you up for earnings in the week ahead with three Dow stocks on deck. Legendary broadcaster Al Michaels joins us with a look ahead to Thursday Night Football on Amazon Prime. And the panel grades your latest trades.Investment Committee Disclosures
5/12/2023 • 44 minutes, 35 seconds
Concerns Weigh on Stocks 5/11/23
Scott Wapner and the Investment Committee discuss what the state of the economy, debt ceiling and regional bank declines means for your money. Plus, the bright spot, Alphabet shares higher after its annual I/O conference. The Chart of the Day is Disney, shares having its worst day since November. The Calls of the Day include analyst notes on Block, Roblox and Northrop Grumman. And our experts grade your latest trades.Investment Committee Disclosures
5/11/2023 • 45 minutes, 42 seconds
The Break in Inflation 5/10/23
Scott Wapner and the Investment Committee discuss the better-than-feared CPI report, and what it means for stocks and your money. Wharton’s Professor Jeremy Siegel joins the panel to react. The Chart of the Day is on Twilio, sinking on a weaker-than-expected revenue forecast. Plus, our experts get you setup on Disney ahead of earnings after the bell.Investment Committee Disclosures
5/10/2023 • 45 minutes, 43 seconds
The Road Ahead For Your Money 5/9/23
Scott Wapner and the Investment Committee discuss the critical market events this week and what it means for your investments. The Chart of the Day is on Skyworks, as shares of the semiconductor stock trade lower on weaker than expected guidance. Calls of the Day include bullish notes on energy and industrials. Investment Committee Disclosures
5/9/2023 • 45 minutes, 14 seconds
Breakout or Breakdown 5/8/23
Scott Wapner and the Investment Committee debate which way stocks are likely to go as one top strategist bumps his S&P target, while another says not so fast. Plus, a recap of Warren Buffett from Berkshire Hathaway’s annual meeting. Buffett’s comments on the banks, Apple and Occidental Petroleum. An upgrade for Albemarle is our Call of the Day. And our experts react to the pop in cybersecurity stocks.Investment Committee Disclosures
5/8/2023 • 45 minutes, 17 seconds
The Friday Bounce 5/5/23
Scott Wapner and the Investment Committee discuss a tough week for stocks and the road ahead after another rate hike, today’s jobs report, apple earnings and the regional bank turmoil. The Call of the Day is Credit Suisse’s upgrade of software to overweight. Our experts also making some moves in their portfolios. Investment Committee Disclosures
5/5/2023 • 48 minutes, 16 seconds
The Unsettled Market 5/4/23
Scott Wapner and the Investment Committee discuss another rate hike by the Fed and more regional bank turmoil. Plus- our experts get you setup for Apple’s earnings after the bell. The Chart of the Day is on Paramount Global, as shares plunge after missing street expectations. We also bring you Josh Brown's latest buy.Investment Committee Disclosures
5/4/2023 • 45 minutes, 15 seconds
Countdown to the Fed Decision 5/3/23
Scott Wapner and the Investment Committee discuss the road ahead for your money, as Wall Street awaits the Fed rate decision. Our experts are making moves in their portfolios. Plus, the panel gets you setup for Apple earnings on Thursday.Investment Committee Disclosures
5/3/2023 • 45 minutes, 41 seconds
Fed Decision Looms 5/2/23
Scott Wapner and the Investment Committee discuss the market selloff ahead of a pivotal Fed meeting on interest rates. BMO’s Brian Belski joins us to defend his base case for the S&P hitting 4300. Plus, Stephanie Link is making moves in her portfolio, buying UPS. And our Chart of the Day is on Uber, the stock trying for its best day of the year after earnings results.Investment Committee Disclosures
5/2/2023 • 45 minutes, 42 seconds
May Begins, Can the Rally Continue? 5/1/23
Scott Wapner and the Investment Committee discuss the state of stock as a new month begins and a big week gets underway. Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more. And later, Joe Terranova is rebalancing his JOET ETF, he reveals his new strategy.Investment Committee Disclosures
5/1/2023 • 47 minutes, 25 seconds
Big Tech Takeaways 4/28/23
Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in. Plus, we’ve got a chart of the day on one oil name that just beat on earnings. It’s higher today. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. Investment Committee Disclosures
4/28/2023 • 44 minutes, 48 seconds
Mega Cap Momentum and How to Trade it 4/27/23
Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it. Plus, we’ve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. Investment Committee Disclosures
4/27/2023 • 45 minutes, 55 seconds
Tech Earnings in Focus 4/26/23
Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Plus, the latest on First Republic’s dramatic drop. We’ve also got a bearish Call of the Day on one financial services stock that a few of our experts own. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.Investment Committee Disclosures
4/26/2023 • 45 minutes, 37 seconds
Earnings Front and Center 4/25/23
Courtney Reagan and the Investment Committee discuss and debate a big batch of today’s earnings results and get you ready for two tech titans reporting after the bell. Plus, a Chart of the Day on First Republic Bank, as shares sink. Our Calls of the Day include bullish commentary on two consumer-related stocks. And the panel grades your latest trades on CVS and Wynn Resorts.Investment Committee Disclosures
4/25/2023 • 45 minutes, 42 seconds
The State of Stocks 4/24/23
Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Plus, a Chart of the Day on the top performing sector this month. And our experts grade your latest trades.Investment Committee Disclosures
4/24/2023 • 45 minutes, 41 seconds
State of the Market 4/21/23
Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Plus, our Call of the Day on two big upgrades for one transportation stock. And our experts are making moves in their portfolios. We run through the latest trades.Investment Committee Disclosures
4/21/2023 • 45 minutes, 41 seconds
Weak Earnings, Weak Data Weighing on Stocks 04/20/23
Scott Wapner and the Investment Committee discuss the mixed bag of earnings and weak economic data. Plus, where the panel stands on energy as crude oil hits 3-week lows. A Call of the Day on one big defense player getting a downgrade. And later, our experts grade your latest trades on Albemarle and Accenture.Investment Committee Disclosures
4/20/2023 • 44 minutes, 43 seconds
The Moment of Truth for the NASDAQ 4/19/23
Scott Wapner and the Investment Committee debate what’s at stake for the NASDAQ as the biggest market cap companies begin to release earnings. Plus, we’ve got a Chart of the Day on Morgan Stanley, it’s the final big bank to report earnings. The Committee discuss what to do with the name and the sector. And later, a Call of the Day on Paypal, getting a price target cut, the stock is down 28% in a year, the Committee take their positions on $PYPLInvestment Committee Disclosures
4/19/2023 • 45 minutes, 43 seconds
The Collapse of Volatility 4/18/23
Scott Wapner and the Investment Committee debate the vaporized Vix and what the collapse of volatility says about the state of stocks. Plus, a Call of the Day on NVIDIA, the stock getting a double upgrade. And later, Valero down 9% this month, the Investment Committee debate what to do with oil stocks from here in our Chart of the Day. Investment Committee Disclosures
4/18/2023 • 45 minutes, 28 seconds
Positive Earnings Push Stocks Higher 4/17/23
Scott Wapner and the Investment Committee discuss whether one of the best starts to earnings in a decade is enough to keep stocks moving higher. Plus, a Chart of the Day on Alphabet, the stock down today on reports that Samsung debated switching to Bing on it’s devices for search. And later, a Call of the Day on Uber, the stock is a top pick at Jefferies, the Investment Committee debate what to do with the name. Investment Committee Disclosures
4/17/2023 • 38 minutes, 41 seconds
Kickoff to Earnings Season 4/14/23
Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology. Investment Committee Disclosures
4/14/2023 • 43 minutes, 32 seconds
The State of Tech 4/13/23
Scott Wapner and the Investment Committee debate if technology is teetering or just taking a breather, as the sector is among the worst performers this month. Plus, a Call of the Day on Merck, upgraded to buy at Citi. And, a Chart of the Day on Delta, as the airline forecasts a record-breaking summer. Our experts also grade your latest trades on Cleveland-Cliffs and Tesla. Investment Committee Disclosures
4/13/2023 • 45 minutes, 1 second
Cooling Inflation 4/12/23
Scott Wapner and the Investment Committee discuss the lighter than expected CPI report pushing stocks higher. All eyes are now on the Fed’s next move. Halftime Headliner Wharton Professor Jeremy Siegel joins us with his reaction. Plus, a Chart of the Day on American Airlines, shares pulling back on a downbeat profit outlook. What it means for the rest of the airlines. And later, Warren Buffett’s take on the streaming business and Berkshire’s stake in Paramount Global. Jim Lebenthal owns the stock and reacts. Investment Committee Disclosures
4/12/2023 • 44 minutes, 50 seconds
Countdown to CPI 4/11/23
A top strategist says your best move now is to sell before May and go away. Scott Wapner and the Investment Committee debate that strategy as investors await tomorrow's CPI report. Plus, a Chart of the Day on Carmax, the stock popping post earnings. And later, a special edition of Grade My Trade.Investment Committee Disclosures
4/11/2023 • 45 minutes, 2 seconds
Big Week For Your Money 4/10/23
Scott Wapner and the Investment Committee discuss the big week ahead for your money as earnings season kicks off and more inflation data rolls in. Plus, a Chart of the Day on Pioneer Natural Resources, and our Calls of the Day on Nike, McDonald’s and Ingersoll Rand. And later, we grade your latest trades! Investment Committee Disclosures
4/10/2023 • 44 minutes, 53 seconds
Critical Moment for Stocks 4/6/23
Scott Wapner and the Investment Committee debate the set-up for stocks ahead of a critical jobs report tomorrow. Plus, the committee’s top dividend plays for your portfolio, and a check on Jenny Harrington’s top ideas for 2023 in the Halftime Stock Summit.Investment Committee Disclosures
4/6/2023 • 44 minutes, 50 seconds
Stocks, Bonds and the Slowing Economy 4/5/23
Scott Wapner and the Investment Committee discuss the weakening economy, as several key reads suggest growth continues to slow. Halftime headliner BMO’s Brian Belski joins the conversation with his second quarter playbook. Plus, our Chart of the Day on FedEx as shares rise on the company’s transformation plan. And, Karen Firestone’s latest portfolio move: buying NextEra Energy.Investment Committee Disclosures
4/5/2023 • 45 minutes, 1 second
The Gold Rush 4/4/23
Scott Wapner and the Investment Committee discuss the pop in gold, as the precious metal hits its highest level in more than a year. Josh Brown is making a trade in that space. The panel also reacts to JPMorgan's Jamie Dimon, as he says the banking crisis is not over. Plus- more portfolio moves from our experts. Stephanie Link is selling Deere, while Jim Lebenthal is sticking with it. And, our Call of the Day on Boeing, as the Dow component is downgraded to sell at Northcoast Research.For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
4/4/2023 • 46 minutes, 39 seconds
The Q2 Playbook 4/3/23
Scott Wapner and the Investment Committee debate where your money will work best in the months ahead. Plus- oil prices on track for the biggest gain in nearly a year after OPEC's surprise output cut. Famed oil trader Mark Fisher, MBF Clearing Founder & CEO, joins with his take on energy. And more from Scott's exclusive interview with Ari Emanuel and Vince McMahon on Endeavor merging UFC with WWE in a $21 Billion agreement. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
4/3/2023 • 44 minutes, 47 seconds
Halftime Report+ Endeavor CEO Ari Emanuel & WWE’s Vince McMahon 4/3/22
Endeavor CEO Ari Emanuel and WWE Executive Chairman Vince McMahon joined CNBC’s Scott Wapner for an exclusive interview on the deal between UFC and WWE.
4/3/2023 • 17 minutes, 30 seconds
The Quarter Ahead For Stocks 3/31/23
As we close out the first quarter, Scott Wapner and the Investment Committee discuss what’s ahead as earnings, the Fed, and more economic data loom large. Plus, we’re tracking the trades, our experts reveal their latest portfolio moves. And, our Chart of the Day on one big semiconductor stock pulling back.Investment Committee Disclosures
3/31/2023 • 45 minutes, 5 seconds
Shifting Investor Sentiment 3/30/23
Scott Wapner and the Investment Committee discuss the changing sentiment for stocks as big tech continues to run, banking fears ease, and hopes for a Fed pause keep growing. Plus, our Call of the Day is a big upgrade for Walmart. And later, a Chart of the Day on GE, it's one of Stephanie Link’s Stock Summit picks, she reacts to the pop in shares.Investment Committee Disclosures
3/30/2023 • 44 minutes, 47 seconds
Rally On 3/29/23
Scott Wapner and the Investment Committee debate whether the tech run is sustainable. Plus, our Chart of the Day on Lululemon, shares soaring after earnings. And, Medtronic getting a double downgrade by UBS. Jenny Harrington is buying more of the medical device maker, she explains why in our Call of the Day. Investment Committee Disclosures
3/29/2023 • 45 minutes, 7 seconds
Buy It, or Fade It? 3/28/23
Scott Wapner and the investment committee debate the tech run this month and if it can last. Plus, Buffett's Berkshire buying more Occidental. The panel debates whether you should follow suit. And, our Call of the Day is an upgrade of media giant Paramount, saying its shares could gain over 50% from these levels. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
3/28/2023 • 44 minutes, 54 seconds
Halftime Report+ DoubleLine Capital CEO Jeffrey Gundlach 3/27/23
Jeffrey Gundlach, DoubleLine Capital CEO, discusses the ongoing banking crisis and his forecasts for the economy and stock market.
3/27/2023 • 21 minutes, 24 seconds
The State of Stocks 3/27/23
Scott Wapner and the Investment Committee debate the good, the bad, and whether things could still get ugly for stocks and your money. Plus, Steve Liesman joins us with some breaking news from the Fed, which is planning to propose long-term debt requirements for large banks. And later, we grade your latest trades.Investment Committee Disclosures
3/27/2023 • 45 minutes
Trading the Turbulence 3/24/23
Melissa Lee and the Investment Committee react to the fear out of Europe spilling into the U.S. market. Plus, Mark Newton of Fundstrat joins us with a warning about a near-term dip in stocks. And later, we grade your latest trades. Investment Committee Disclosures
3/24/2023 • 45 minutes, 1 second
The Market Move Post Powell 3/23/23
Frank Holland and the Investment Committee discuss the today’s rally as investors digest another quarter point rate hike. Steve Liesman joins us to break down the probabilities of another rate hike or a pause. Plus, we are monitoring the TikTok CEO on Capitol Hill today, Julia Boorstin brings us the headlines. And later, we grade your latest trades!Investment Committee Disclosures
3/23/2023 • 44 minutes, 53 seconds
Fed Decision Day: Your Game Plan 3/22/23
Frank Holland and the Investment Committee debate the game plan for one of the most critical Fed decisions in years. Steve Liesman joins us to break it all down. Plus, Tom Lee says the market could rally no matter what he Fed does today, he’s here to explain. And later, we grade your latest trades. Investment Committee Disclosures
3/22/2023 • 44 minutes, 50 seconds
The Fed & Your Money 3/21/23
Melissa Lee and the investment committee debate what's at stake for your money as the Fed kicks off a critical two-day meeting. Plus, the latest portfolio moves from our experts, the Call of the Day on Meta, and The Setup on Nike ahead of its earnings after the bell. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
3/21/2023 • 44 minutes, 55 seconds
Navigating the Banking Crisis 3/20/23
Frank Holland and the Investment Committee debate the latest headlines on the banks and how to position your portfolio for the turbulence. Plus, a Call of the Day on a big consumer staples stock. And later, we grade your latest trades. Investment Committee Disclosures
3/20/2023 • 45 minutes, 2 seconds
Wild Week on Wall Street 03/17/23
Frank Holland and the Investment Committee debate what’s next for your money after a wild week on Wall Street and ahead of a critical Fed decision next week. Plus, our Chart of the Day on FedEx, our Call of the Day on Nvidia, and our experts grade some of your recent trades.Investment Committee Disclosures
3/17/2023 • 44 minutes, 52 seconds
The Road Ahead for Stocks 3/16/23
Scott Wapner and the Investment Committee discuss the road ahead for stocks after the tumultuous events of the past week. The Investment Committee making some major moves, they break down their latest trades. Plus, a Call of the Day on semiconductors, one firm calling the bottom in the sector, the Committee debate whether its time to buy chip stocks.Investment Committee Disclosures
3/16/2023 • 46 minutes, 56 seconds
Market Sell-Off 3/15/23
The market selling off today as more pressure on banks weighs on overall sentiment. Scott Wapner and the Investment Committee debate what to do now, especially with yields plunging and big questions about what the Fed will do next week. Steve Liesman joins us to break it down. Plus, noted bull Tom Lee of Fundstrat says “It’s tough to be bullish here,” he’s on to explain why. And later, we cover some of the Investment Committee’s latest moves as markets continue their slide downward. Investment Committee Disclosures
3/15/2023 • 47 minutes, 12 seconds
Stocks Rebound, is the Worst Behind us? 3/14/23
Scott Wapner and the Investment Committee debate the big rebound in stocks and what’s next for the market. Plus, Ed Yardeni joins us with his reaction to the latest CPI data and what it means to the Fed and the market. And later, Mark Zuckerberg announcing more layoffs at Meta, the Investment Committee weigh in on what it means for the stock and the tech sector. Investment Committee Disclosures
3/14/2023 • 44 minutes, 44 seconds
The SVB Fallout 3/13/23
Scott Wapner and the Investment Committee discuss the Silicon Valley Bank failure and its implications on the markets, the Fed and your money. Also, reaction and insight with two Halftime exclusive interviews: Altimeter Capital’s Brad Gerstner and Light Street Capital’s Glen Kacher.Investment Committee Disclosures
3/13/2023 • 50 minutes, 13 seconds
The Jobs Report and SVB Fallout Weighing on Stocks 3/10/23
Scott Wapner and the Investment Committee discuss two major stories weighing on stocks today, the jobs report and the Silicon Valley Bank failure. Plexo Capital’s Lo Toney, Capital Wealth Planning’s Kevin Simpson, and Launchpad Capital Founder Ryan Gilbert, join us to discuss the fallout. Investment Committee Disclosures
3/10/2023 • 50 minutes, 18 seconds
Jobs, Stocks and your Money 3/9/23
With the jobs report looming large, Scott Wapner and the Investment Committee debate what it will mean for stocks and your money. Plus, Brian Belski joins us to talk about banks, the Fed, rates, and more. And later, Bill Baruch has a Setup on Oracle ahead of earnings. Investment Committee Disclosures
3/9/2023 • 47 minutes, 34 seconds
Day 2 on the Hill. 3/8/23
Fed Chair Powell testifies before the House Financial Services Committee on the state of the economy.
3/8/2023 • 1 hour, 1 minute, 44 seconds
Powell, Rates, and Stocks 3/7/23
Jerome Powell wraps up his testimony, suggesting interest rates could go higher, faster, and stay there longer than previously thought. Scott Wapner and the Investment Committee debate what all this means for the market and your money. Plus, we cover the latest moves by the Committee, Stephanie Link selling some names, she explains why. And later, we’ve got some Calls of the day on Delta, Bank of America, and Charles Schwabb. The Committee break down what to do with these names. Investment Committee Disclosures
3/7/2023 • 47 minutes, 52 seconds
The Most Critical Stretch of the Year Begins 3/6/23
Scott Wapner and the Investment Committee discuss what could be the most critical stretch of the year for stocks. Thirteen trading days that will likely hold the key to where your money heads from here. Plus, a Call of the Day on Apple, Goldman Sachs initiating a buy on the stock, the Investment Committee debate if now is the time to buy. And later, a Chart of the Day on Nat Gas, Joe Terranova explains why you should own more oil than gas at these levels. Investment Committee Disclosures
3/6/2023 • 45 minutes, 1 second
Stocks back in the Green 3/3/23
The S&P stays on pace to end its 3-week losing streak, Scott Wapner and the Investment Committee debate whether the trend will continue with rates taking a breather after pushing multi-month highs. Plus, the Committee making some big moves in big tech, they break down all their trades. And later, we grade your latest trades!Investment Committee Disclosures
3/3/2023 • 45 minutes, 4 seconds
Rising Rates and Hot Inflation 3/2/23
Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your money. Plus a bullish Call of the Day on Semis, the Committee debates whether you should be buying names in the sector. And later, we grade your latest trades!Investment Committee Disclosures
3/2/2023 • 45 minutes, 4 seconds
The March Markets 3/1/2023
Scott Wapner and the Investment Committee debate the markets in March and whether a new month will bring optimism or pain for investors. Plus, Greenlight Capital’s David Einhorn joins us to discuss the market, the Fed, his 2022 performance, his outlook for 2023 and more. And later, a Chart of the Day on Lowe’s, with a revenue miss and a weak outlook, is the stock a buy or sell at these level, the Committee weigh in. Investment Committee Disclosures
3/1/2023 • 44 minutes, 54 seconds
What March Holds for your Money 02/28/23
The final day of a down month for stocks, Scott Wapner and the Investment Committee debate what March might bring for your money. Plus, top banking analyst Mike Mayo joins us to grade the second ever investor day for Goldman Sachs. And later, a Call of the Day on some A.I. names by Bank of America. The Committee discuss the best name in the group.
2/28/2023 • 44 minutes, 58 seconds
Bracing for more Volatility 2/27/23
Scott Wapner and the Investment Committee are bracing for more volatility. What a flurry of new trades could be revealing about the road ahead for stocks and your money. Plus, Warren Buffett takes aim at the war against buybacks, calling the opponents “economically illiterate.” The Investment Committee weigh in. And later, we grade your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/27/2023 • 44 minutes, 37 seconds
Inflation Fears Slam Stocks 2/24/23
Scott Wapner and the Investment Committee discuss rates on the run and stocks on the retreat as inflation fears roil markets. Plus, a Call of the Day on JP Morgan, Morgan Stanley says the bank can hit a $1 trillion market cap by 2030, the Committee debate whether you can buy it here. And later, a Chart of the Day on Moderna, the stock getting downgraded. Steve Weiss owns the name and breaks down what to do from here. Investment Committee Disclosures
2/24/2023 • 43 minutes, 57 seconds
NVIDIA and the Tech Trade 2/23/23
Scott Wapner and the Investment Committee debate what NVIDIA means to the NASDAQ after beating earnings and the stock surging. Is it a must own name in tech? Plus, Jim Cramer joins us with an exclusive interview with JPMorgan’s Jamie Dimon. And, the Committee making some major moves, they share their latest trades and why they’re making them. Investment Committee Disclosures
2/23/2023 • 44 minutes, 44 seconds
The Great Debate in the Markets: Retest or Restart 2/22/23
Scott Wapner and the Investment Committee debate whether the market will retest the October lows or restart the rally. Plus, Intel cutting its dividend, Jenny owns it and weighs in on what to do with the name. And later, we grade your latest trades.Investment Committee Disclosures
2/22/2023 • 45 minutes, 7 seconds
The State of Stocks 2/21/23
Stocks falling sharply as rates continue to move higher, Scott Wapner and the Investment Committee debate whether the early year rally is over. Plus, a Chart of the Day on Home Depot, revenue and guidance misses, with ownership on the desk, the Committee weighs in on what to do with this and other retail names. And later, we grade your latest trades!Investment Committee Disclosures
2/21/2023 • 45 minutes, 6 seconds
Moment of Truth for the Consumer 2/17/23
Frank Holland and the Investment Committee debate the state of stocks with the market under pressure as mixed economic data raises the possibility of more rate hikes. Plus, a Chart of the Day on Draftkings, with the company’s 4th quarter revenue surging over 80%, is the stock a buy at these levels? And later, we grade your latest trades!For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
2/17/2023 • 44 minutes, 41 seconds
Don’t Fight the Fed or Don’t Fight the Tape 2/16/23
Scott Wapner and the investment committee on the most important debate in the market right now. Plus, the Chart of the Day on one stock dropping after earnings. And, our experts grade your latest trades. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
2/16/2023 • 45 minutes, 4 seconds
Retail Sales & the Rally 2/15/23
Scott Wapner and the investment committee debate what today’s strong retail report means for the rally, the Fed and hopes of a soft landing. Plus, our Chart of the Day on one big earnings winner. And our experts grade your latest trades. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV
2/15/2023 • 44 minutes, 1 second
The Road Ahead For Stocks 2/14/23
Scott Wapner and the investment committee debate the road ahead for stocks and the impact of today’s CPI report. Wharton Professor Jeremy Siegel joins with his take. Plus, the latest portfolio moves from our experts, our Chart of the Day on one earnings mover, and the grades on your trades.For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/14/2023 • 45 minutes, 4 seconds
Bracing for Key Inflation Data 2/13/23
Investors getting ready for the CPI report tomorrow. Scott Wapner and the Investment Committee debate if it’s a make or break moment and what’s at stake for stocks. Plus, the committee has some fresh moves to share. Also, our Call of the Day on one sector that may be ready to reclaim leadership. And, we are ready to grade your latest trades. For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/13/2023 • 44 minutes, 54 seconds
The Growth Trade Rollover 2/10/23
Scott Wapner and the Investment Committee debate the growth trade rollover and whether the early year rally is on its last legs. Plus, a Call of the Day on Target, with consumer discretionary leading the other sectors this year, the Committee discuss what to do with some consumer names. And later, we get to your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/10/2023 • 45 minutes, 4 seconds
The Activism Debate on Wall Street 2/9/23
Nelson Peltz declares victory and ends his proxy fight with Disney while Dan Love set his sights on Salesforce. Scott Wapner and the Investment Committee debate what all the activism on Wall Street means for stocks and how you can benefits from it. Plus, a Call of the Day on Bank of America, downgraded to underperform. Steve Weiss owns it and calls in to break down what to do next with the name. And later, Wynn surges on earning, Contessa Brewer joins us with an exclusive interview with Wynn CEO Craig Billings. For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/9/2023 • 44 minutes, 38 seconds
Uber, Alphabet and Disney in Focus 2/8/23
Scott Wapner and the Investment Committee discuss the three big stocks we’re watching today, Uber, Alphabet and Disney. Plus, we’ve got some Calls of the Day on multiple stocks, the Committee weigh in on each. And later, we grade your latest trades!Investment Committee Disclosures
2/8/2023 • 45 minutes, 2 seconds
Powell Speaks on Economy & Policy 02/07/23
Fed Chair Powell speaks about the economy and monetary policy. Scott Wapner and the Investment Committee debate what’s at stake for the markets. Plus, the committee is making moves. They reveal their latest buys. And, the big call on Buffett’s Berkshire Hathaway. Josh Brown weighs in on the stock.For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/7/2023 • 1 hour, 14 minutes, 29 seconds
High Stakes for Stocks This Week 2/6/23
Fed Chair Powell getting ready to speak following a strong jobs report. Plus, another big week of earnings. Scott Wapner and the Investment Committee discuss what’s at stake for the recent rally. Also, the biggest analyst calls on the street and a Chart of the Day on a stock that’s up 50% so far this year. And later, we grade your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/6/2023 • 44 minutes, 2 seconds
The Tech Trade: Poised to Run or Reverse? 2/3/23
Scott Wapner and the Investment Committee debate whether the mega cap misses last night will cause the tech run to stall. Plus, former Dallas Fed President Richard Fisher joins us to discuss the latest jobs report and what it means for the market and the Fed going forward. And later, we grade your latest trades! For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/3/2023 • 44 minutes, 9 seconds
Big Tech Earnings and META’s Mega Moment 2/2/23
The biggest earnings night of the season is upon us with Apple, Amazon, and Alphabet all reporting. Scott Wapner and the Investment Committee are joined by super investor Brad Gerstner to debate what the huge earnings night means for the tech trade specially after Meta’s blowout report. For Investment Committee Disclosures please visit:https://cnb.cx/3HSe4EV
2/2/2023 • 52 minutes, 33 seconds
FED DAY 2/1/23
It’s arguably the most important day of this early year for stocks. Scott Wapner and the investment committee debate the state of stocks ahead of today’s Fed decision. Plus, our Call of the Day on one fintech stock seeing nice gains this year. And, our experts grade your trades. For Investment Committee Disclosures please visit:https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html
2/1/2023 • 45 minutes, 8 seconds
Positioning for Earnings & Fed 1/31/23
The Fed kicks off a 2-day meeting as we get a slew of earnings today. Scott Wapner and the Investment committee debate the trade from here. Plus, one committee member buying more of one Dow stock. Plus, GM surging after reporting a big beat, should you get in or sell here? Also, a big call on Meta ahead of earnings tomorrow. And later, we grade your latest trades!For Investment Committee Disclosures please visit:https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html
1/31/2023 • 44 minutes, 30 seconds
A Huge Week for Your Money 1/30/23
Scott Wapner and the Investment Committee discuss the upcoming Fed Meeting, Jobs Report and Critical Earnings from the biggest tech companies on earth. Plus J&J sinks after a court rejects their latest talc bankruptcy case, what should you do with the name. And later, the Committee making some major moves and we cover all of them. Also, we grade your latest trades!
1/30/2023 • 45 minutes
The State of the Rally 1/27/23
Scott Wapner and the investment committee debate the road ahead for stocks, as another critical week looms large. Plus, trades on the day’s big earnings movers, and our experts grade your trades.
1/27/2023 • 45 minutes, 1 second
Stocks and the Resilient Economy 1/26/23
Scott Wapner and the Investment Committee debate the road ahead for stocks, on the back of surprisingly strong economic data. Plus, Chevron announcing a dividend hike and a massive stock buyback. Is this a bullish sign for energy stocks? And later, a Call of the Day on Las Vegas Sands. What’s next for this stock and other casino names. Also, we grade your latest trades.
1/26/2023 • 45 minutes, 6 seconds
Microsoft Slows: Fallout for Tech 1/25/23
Microsoft reporting weaker guidance, Scott Wapner and the Investment Committee debate what that could mean for tech and cloud stocks. Plus, Tesla earnings on deck. How the committee is viewing this stock. Plus, this stock is surging on its earnings beat, now up 30% since its last report. It also pays a nice dividend, too! And later, we grade your latest trades.
1/25/2023 • 45 minutes, 3 seconds
The Trade Ahead of Microsoft 1/24/23
Microsoft kicks off earnings for mega-cap tech. Scott Wapner and the Investment Committee debate what’s at stake for tech and for stocks overall. Plus, Steve Weiss has a new buy in the cyber space. Also, defense stocks driving higher. The Committee weighs in on the best names in the sector. And later, we grade your latest trades!
1/24/2023 • 45 minutes, 1 second
Positioning for the Big Week 1/23/23
Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment Committee take their positions in the sector.
1/23/2023 • 44 minutes, 2 seconds
Is the Rally Losing Steam? 1/20/23
The Dow and S&P coming off their longest losing streak in a month, Frank Holland and the Investment Committee debate whether the market is losing steam headed into a big week of earnings. Netflix surging on strong subscriber numbers, but is the stock ahead of itself? And later, we grade your latest trades!
1/20/2023 • 45 minutes, 7 seconds
Bull Market or Bear Bounce? 1/19/23
Scott Wapner and the Investment Committee debate whether we’re in a bear market bounce or entering a new bull market. Netflix is the first of the FANG names to report earnings today after the bell. What’s at stake and what do investors need to watch. Plus, a rare double downgrade for one financial stock. And, our Chart of the Day on one growth stock that’s up double-digits this year.
1/19/2023 • 45 minutes, 2 seconds
Chances of Soft-Landing Increasing? 1/18/23
With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what that would mean for stocks from here. Also, energy stocks continue their gains but a major name getting a big downgrade. Is it time to sell out of some of these stocks? Plus, 4 stocks that have reclaimed their long-term bullish trend.
1/18/2023 • 44 minutes, 50 seconds
Time to Get Less Bearish? 1/17/23
The S&P +4% so far this year, Nasdaq +6%. Scott Wapner and the Investment Committee debate whether it’s time to get less bearish following a strong start to the year. Plus, a tale of two investment banks – Goldman plunges on earnings, but Morgan Stanley rallies. How to play these two stocks from here. And later, we grade your most recent trades.
1/17/2023 • 45 minutes, 7 seconds
The Risk/Reward for Stocks 1/13/23
1/13/2023 • 44 minutes, 39 seconds
Inflation Eases Again: Game Changer for Stock? 1/12/23
Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down. Also, Nelson Peltz vs. Disney, the Committee debate whether the proxy fight can bring value back to Disney. And later, we’ve got some Calls of the Day on Cleveland Cliffs, American Tower, and ServiceNow - the Committee weighs in.
1/12/2023 • 45 minutes, 6 seconds
Counting Down to the CPI 1/11/23
Scott Wapner and the Investment Committee debate what tomorrow’s CPI will mean for the ongoing rally. We’ve got the latest must-see predictions from JP Morgan’s trading desk. Plus, a Call of the Day on Salesforce, getting downgraded to underperform at Bernstein, what should you do with the name now. And later, we grade your latest trades.
1/11/2023 • 45 minutes, 7 seconds
A Pivotal Moment for Stocks 1/10/23
Scott Wapner and the Investment Committee are on rally watch today as some say stocks have reached a critical point to start the year. Plus, Josh Brown sells Netflix, he explains why. Also, a Call of the Day on Boeing, downgraded by Morgan Stanley but target price raised, the Committee weigh in on this name, up 50% in the last 6 months. And later, we grade your latest trades!
1/10/2023 • 44 minutes, 50 seconds
Can This Rally Last? 1/9/23
As stocks are trying to build on last week’s gains, Scott Wapner and the Investment Committee debate the CPI looming large along with the start of earnings. Plus, Steve Liesman joins us to discuss the Fed and what they have in store for the market. And later, we grade your latest trades!
1/9/2023 • 45 minutes, 8 seconds
Cooler Wages, Hotter Stocks? 1/6/23
Fears about wage inflation eases. Scott Wapner and the Investment Committee debate what today’s data means for the Fed, stocks and your money. Plus, the Stock Summit continues, with the Investment Committee sharing their favorite stocks for 2023. And later, we grade your latest trades!
1/6/2023 • 45 minutes, 4 seconds
Jobs Hot: What Now for Fed & Stocks? 1/5/23
More strong jobs data sending stocks tumbling. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, we continue our 2023 Stock Summit, with top picks for 2023 from our committee members. And later, we grade your most recent trades in “Grade My Trade.”
1/5/2023 • 45 minutes, 10 seconds
Back to the Bottom in 2023? 1/4/23
Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is underway, with the Committee picking their favorite picks for 2023. And later, we grade your latest trades!
1/4/2023 • 45 minutes, 4 seconds
New Year, New Strategy? 1/3/23
Coming off the worst year since 2008, Scott Wapner and the Investment Committee debate the year ahead for your money and whether 2023 will provide new hope or another round of pain for investors. Plus, our second annual stock summit is under way where the Investment Committee share their best ideas for 2023. And later, a Call of the Day on Paypal, is the company a buy at these levels, the Committee weigh in.
1/3/2023 • 44 minutes, 39 seconds
Goodbye 2022 12/30/22
Hello, 2023. Scott Wapner and the investment committee debate what the year ahead holds for your money. Plus, the latest portfolio moves from our experts, our Chart of the Day on one big energy stock, and the committee grades your trades.
12/30/2022 • 43 minutes, 57 seconds
The Stretch Run and Beyond 12/29/22
Scott Wapner and the investment committee debate what the last trading days of the year may hold for your money in 2023. Plus, legendary play-by-play announcer Al Michaels joins us ahead of tonight’s big game. And later, our experts Grade your Trade.
12/29/2022 • 45 minutes, 12 seconds
What will 2023 hold for stocks? 12/28/22
$10 Trillion has been lost in U.S. stocks this year. The worst for your money since 2008. Scott Wapner and the investment committee debate if there will be a big reversal in 2023. Plus, our Chart of the Day on one hard hit travel stock. And later, our experts Grade your Trade.
12/28/2022 • 45 minutes, 3 seconds
Santa Claus Rally still in the cards? 12/27/22
The final stretch for stocks. Scott Wapner and the investment committee debate if the Santa Claus rally is still in the cards for your money. Plus, our chart of the day on one stock down over 65% this year. And later, our experts grade your trades.
12/27/2022 • 45 minutes, 8 seconds
Is this the Start of the Santa Claus Rally? 12/23/22
After a volatile and stormy week for stocks, Brian Sullivan and the Investment Committee debate whether today is the start of the Santa Claus Rally amidst the ongoing teck wreck. Plus, your money moves for the last 5 trading days of the year. And later, we grade your latest trades.
12/23/2022 • 44 minutes, 9 seconds
Stocks to Retest the Lows? 12/22/22
The sell-off is back. Brian Sullivan and the Investment Committee discuss if stocks are going to retest lows with the Nasdaq 3% away from its 52-week low. Plus, where’s the bottom for the beaten up tech trade? And, Tesla tanking today, now down 70% from its highs. Are more declines ahead?
12/22/2022 • 45 minutes, 6 seconds
Santa Claus Rally Still in Play? 12/21/22
Stocks jumping on the back of results from Nike and Fedex. Brian Sullivan and the Investment Committee discuss consumer confidence data that jumped to its highest level since April and what it means for the market. Plus, the Committee go hunting for yield, picking stocks with a great dividend. And later, we grade your latest trades!
12/21/2022 • 45 minutes, 11 seconds
Rising Rates & Mega-Cap Mauling 12/20/22
Brian Sullivan and the Investment Committee discuss the surprise move on global interest rates, the mega-cap mauling, and stocks struggling to snap a 4-day losing streak. How should you position in this market right now. Plus, Bill Gross joins us to explain why he thinks the Fed should stop raising rates right now. And later, we grade you latest trades!
12/20/2022 • 44 minutes, 56 seconds
More Tech Pain Ahead? 12/19/22
Tech getting wrecked again, building on last week’s big losses. Brian Sullivan and the Investment Committee debate how much more downside there is to go in the sector. Plus, energy also going lower, third worst sector this month, the Committee share their latest moves in these names. And later, we grade your latest trades!
12/19/2022 • 38 minutes, 28 seconds
Stocks into Year-End: Retreat or Rally? 12/16/22
Scott Wapner and the Investment Committee discuss this rough week for stocks and what the final ten trading days of the year might bring for your money. Plus BMO’s Brian Belski joins us to explain why he thinks the weakness and volatility he anticipated for early 2023 is happening now. Also, top health picks for 2023. And later, we grade your latest trades!
12/16/2022 • 43 minutes, 36 seconds
Hawkish Fed Sinks Stocks 12/15/22
A big sell-off on Wall Street. Scott Wapner and the Investment Committee discuss how to protect your portfolio amid rising rates and recession fears. Disney the worst stock in the Dow and Netflix the worst stock in the Nasdaq-100 today. Should you buy on this big drop? Plus, a fresh list of top stock picks for 2023.
12/15/2022 • 43 minutes, 49 seconds
Countdown to the Fed: Will Stocks Sink or Surge? 12/14/22
Scott Wapner and the Investment Committee get ready for the 2pm Fed meeting, what it will mean for your money and the rally. Plus, Tom Lee joins us to lay out his case for S&P 4,750 in 2023. And later, we grade your latest trades.
12/14/2022 • 44 minutes, 56 seconds
Inflation Cools: Game-Changer for Stocks? 12/13/22
Scott Wapner and the Investment Committee debate if the latest inflation data is a game-changer for a year-end rally. Plus, the committee making moves in financials, industrials and media. They reveal their latest buys. And, we are ready to grade your latest trades.
12/13/2022 • 43 minutes, 1 second
Will the Fed Send Stocks Surging or Sinking? 12/12/22
Scott Wapner and the Investment Committee debate whether there’s momentum for a rally and if the Fed is likely to send stocks surging into the end of the year. Plus, analysts expecting a choppy but bullish market for tech in 2023, are they right, the desk weigh in. And later, we Grade your Trades!
12/12/2022 • 45 minutes
Hot Inflation, Cold Stocks? 12/9/22
Scott Wapner and the Investment Committee discuss the frustration with inflation as the latest read comes in hotter than expected just as stocks looked ready to rally. Plus, Chief Global Markets Strategist for JP Morgan, Marko Kolanovic joins us to explain why he sees growing recession risks for 2023. And later, some Calls of the Day on consumer names Netflix and Costco, with ownership on the desk, the Committee weigh in on these names and what to do with them.
12/9/2022 • 45 minutes, 18 seconds
What Can Reverse the Tech Wreck? 12/8/22
The Nasdaq on a 4-day losing streak and now down 30% from highs. Scott Wapner and the Investment Committee debate what could stop tech’s big slide. Plus, we’re Grading your Trades! And, our chart of the day is a stock that’s a big winner today, and this year.
12/8/2022 • 45 minutes, 10 seconds
Santa Claus vs. the Grinch: Who Wins? 12/7/22
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate whether stocks can mount a rally in the face of the Fed and recession fears with such bad sentiment. Plus, oil now negative on the year and in a different direction compared to energy stocks. How to play the sector from here. And, ‘Grade my Trade’ – you’ve got moves, the committee weighs in.
12/7/2022 • 45 minutes, 6 seconds
A Directionless December? 12/6/22
Scott Wapner and the Investment Committee debate whether the year-end rally is possible with a directionless December. Plus, Jeffrey Gundlach shares his latest views on the market and the Fed in CNBC’s FA summit, we bring you the biggest headlines from that interview. And later, President Biden tours a TSMC facility with Apple’s Tim Cook, NVIDIA’s Jensen Hwang, and Micron’s Sanjay Mehrotra in attendance. The Committee break down what it means for Semi and Tech stocks.
12/6/2022 • 44 minutes, 28 seconds
Time to Buy or Sell Stocks? 12/5/22
Stocks sink. Scott Wapner and the Investment Committee debate whether to buy or sell into year-end. Plus, the committee reveal their latest buy and sells. Also, China stocks rallying again and one big Wall Street firm gets bullish on those stocks for the first time in 2-years. Should you buy? Or is it buyer beware?
12/5/2022 • 44 minutes, 59 seconds
Will Hot Jobs Cool Stocks? 12/2/22
The latest jobs report comes in higher-then-expected. Scott Wapner and the Investment Committee debate what the latest report means for an end of year rally. Plus, a 5-star stocks picker who’s beating the market this year gives us his best plays. And, this stock is on pace for its best week in a month. We’ll reveal it in our Chart of the Day.
12/2/2022 • 44 minutes, 48 seconds
Year-End Rally Possible? 12/1/22
Scott Wapner and the Investment Committee debate if a year-end rally is still possible on the back of Chair Powell’s comments. Plus, the investment committee share their latest buys and sells in this market. Also, Dollar General down after earnings, with a Committee member buying more, they call in to explain. And, ChargePoint out with earnings after the bell. Josh Brown tells us what he’s watching in the results.
12/1/2022 • 45 minutes, 4 seconds
The Powell Countdown 11/30/22
The market counting down the minutes to Powell’s Fed Speech, Scott Wapner and the Investment Committee discuss the best moves you can make no matter what he says. Plus, the Committee making some big moves in Healthcare and Tech, they explain why.
11/30/2022 • 44 minutes, 48 seconds
The Market’s Apple Problem 11/29/22
Apple stocks falling again today after a widely-followed analysts says iPhone shipments could be much worse than expected. Scott Wapner and the Investment Committee debate whether the market has an Apple problem, with the stock weighing heavily on the NASDAQ. Plus, a big week for cloud earnings, the Committee take their positions on these cyber names. And later, are dividend stocks your best bet right now? The Investment Committee debate and pick their favorite names.
11/29/2022 • 37 minutes
The Market’s Final Stretch 11/28/22
Scott Wapner and the Investment Committee discuss the final stretch for stocks with only five trading weeks left in the year. Will China risks bring the market down or will we end the year positive. Plus, the Retail trade, with holiday shopping in full swing, the Committee break down which names will see the most benefit. And later, some Calls of the Day on some defense names with ownership in the Committee, the desk weighs in.
11/28/2022 • 45 minutes
Year-End Rally Still on? 11/23/22
Stocks pushing higher ahead of the Fed Minutes, Dom Chu and the Investment Committee debate the recent rally and whether it can keep going into year-end. Plus, the retail sector on pace for its worst year since 2008, but a number of stock hitting new highs. We’ll tell you what’s working and not working in retail right now. And, Tesla shares down 35% in the past 2-months. Is the stock turning into a value opportunity?
11/23/2022 • 43 minutes, 45 seconds
Rally Refresh or Reversal 11/22/22
Scott Wapner and the Investment Committee debate the state of stocks and whether the year-end rally stays intact, or a reversal is coming. Plus, gray skies for cloud stocks, pacing for their worst month since April. Is there more pain to come? And, boring stock, but great returns. Why one ignored group is hitting all-time highs.
11/22/2022 • 45 minutes, 2 seconds
Iger’s Encore: Will it Reignite Disney 11/21/22
Bob Iger returns to Disney in a surprise move. Scott Wapner and the Investment Committee debate if the move will bring magic back to the stock and if investors should buy it from here. Plus, oil sliding again, now down 15% in 2-weeks. How to play the energy sector now.
11/21/2022 • 43 minutes, 21 seconds
Chasing the Rally 11/18/22
Scott Wapner and the Investment Committee debate whether stocks can rally into year end and beyond. One firm seeing the biggest inflows to stocks in more than six months. Plus, 4 big stock movers in retail and tech, the Committee break down the latest on those names. And later, energy at its lowest level since September, we discuss what to do with the sector from here. Also, a top biotech investor gives us his best ideas going into 2023
11/18/2022 • 44 minutes, 56 seconds
The Bullard Beat Down 11/17/22
Scott Wapner and the Investment Committee debate the latest hawkish remarks from Fed Member Jim Bullard and what it means for the market. Plus, we’ve got some Calls of the Day on ServiceNow and Deere, the Committee weigh in on these names. And later, the Committee’s top stocks to watch.
11/17/2022 • 44 minutes, 46 seconds
What’s Riding on NVIDIA’s Earnings 11/16/22
One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott Wapner and the Investment Committee debate NVIDIA earnings and what it means to the tech and chip sectors. Plus, a Call of the Day on Home Depot, with ownership on the desk, the Committee discuss if the name should be held or sold. And later, we go over some “unloved stocks with favorable signals”, a list released by Wolfe Research.
11/16/2022 • 43 minutes, 22 seconds
Cooling Inflation, Rising Stocks 11/15/22
Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the state of the rally, is 4,100 the next stop for the S&P? Plus, have semis bottomed? The group crossed above its 200-day, the Committee break down the best names in the sector. And later, a Call of the Day on Netflix, with a double upgrade on the name, and ownership on the desk, the Committee debate what to do with the stock.
11/15/2022 • 42 minutes, 15 seconds
Is There Enough Momentum For the Rally? 11/14/22
The S&P coming off its best week since June. Scott Wapner and the Investment Committee debate whether last week’s historic rally has enough momentum to keep going higher into year end. Plus, we’ve got a Call of the Day on Bank of America, with lots of ownership on the desk, the Committee break down the stock. And later, hedge funds are taking some major positions in semis, should you follow them?
11/14/2022 • 43 minutes, 45 seconds
The Future of the Rally 11/11/22
Scott Wapner and the Investment Committee debate how much stocks can rally after posting an incredible day yesterday. Can it keep going to the end of the year, and beyond? Plus, we dive in to the FTX fallout and debate whether it will affect the market at large. And later, on this Veterans Day, we honor our Committee members who served and take some questions from Veterans in Ask Halftime.
11/11/2022 • 45 minutes, 15 seconds
Is the End of Year Rally Back on? 11/10/22
Inflation cools, markets soar, yields fall. Scott Wapner and the Investment Committee discuss the big jump in stocks after CPI comes in cooler than expected. Plus, Jeremy Siegel joins us to break down everything from the Fed to crypto. And later, a Call of the Day on Tesla and it’s continued downward trend, the Committee debate what to do with the stock.
11/10/2022 • 45 minutes, 7 seconds
Positioning Ahead of Another Inflation Print 11/9/22
Scott Wapner and the Investment Committee debate what investors do if we get another hot CPI print. BMO’s Brian Belski joins us on the desk to weigh in. Plus, the Committee gets you ready for Wynn earnings after the bell. And later, some Calls of the Day on Cisco and Abbvie, the Committee take their positions on the names
11/9/2022 • 47 minutes, 6 seconds
Mixed Signals in the Market 11/8/22
Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher.
11/8/2022 • 44 minutes, 34 seconds
Gameplan for the Big Week Ahead 11/7/22
Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for your money. Plus, the Committee making some major moves, we dive in to all of them and the reasons why ahead. And later, we cover some Calls of the Day and big consumer names, the Committee take their positions on those stocks.
11/7/2022 • 43 minutes, 52 seconds
The Road Ahead for Your Money 11/4/22
Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week.
11/4/2022 • 45 minutes, 5 seconds
No pivot, No Pause: What Investors Do Now 11/3/22
Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish talk is priced into the market already? Plus, is a year-end rally still possible, the committee weigh in? And later, Morgan Stanley’s Chief Global Economist Seth Carpenter joins us to discuss why he sees a notable economic slowdown that borders on global recession coming.
11/3/2022 • 44 minutes, 22 seconds
Positioning Ahead of the Fed 11/2/22
The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a Fed ‘pivot’ is likely, or not. Plus, the Committee making a lot of moves in their portfolios – they break down their latest buys and sells. And, Boeing flying high on the back of comments from its analyst meeting. Is the worst over for the stock?
11/2/2022 • 44 minutes, 57 seconds
Keep Riding this Rally? 11/1/22
A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. Plus, Morgan Stanley’s Mike Wilson explains why he thinks the bear market isn’t over, but a tactical rally is still in the cards. Plus, Uber shares popping on its revenue beat. Josh Brown owns it and weighs in on the stock. And, the best stocks ideas for November
11/1/2022 • 45 minutes, 2 seconds
Positioning into Rates Hikes & Biggest Earnings Week 10/31/22
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out.
10/31/2022 • 44 minutes, 57 seconds
Time to Rotate Out of Tech? 10/28/22
Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Plus, Chevron and Exxon hitting record high. Does this trade still have legs?. And, later, the committee gets you ready for the busiest week of earnings season.
10/28/2022 • 43 minutes, 54 seconds
Can Apple and Amazon Save Big Tech? 10/27/22
Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Amazon can save mega cap tech. Plus, Josh Brown buys Meta sub-100, he explains why. And later, Amy Raskin making lots of moves as we close out this week, she breaks down her trading strategy.
10/27/2022 • 43 minutes, 59 seconds
Can Stocks Rally without Tech? 10/26/22
Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after the bell and Apple and Amazon tomorrow. And, is a year-end rally still possible without tech? Plus, Boeing hits session lows after reporting a surprising loss, Jim Lebenthal joins us on the phone, he owns the stock and breaks down what it means for the name. And, bullish calls on one metaverse play.
10/26/2022 • 44 minutes, 6 seconds
The Moment of Truth for Tech Stocks 10/25/22
Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech stocks. Plus, Wells Fargo analyst Mike Mayo joins us to explain why he thinks this will be the best recession for banks in the last half century. And an interesting new call on how to play Apple ahead of earnings.
10/25/2022 • 45 minutes, 4 seconds
The Market’s Moment of Truth 10/24/22
Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital sends an open letter to Mark Zuckerberg about Facebook, the Committee break down what it means for the name. And later, a Call of the Day on Disney, Wells Fargo calls it their favorite name in media, the Committee take their positions on the entertainment giant.
10/24/2022 • 45 minutes, 2 seconds
Earnings, Rates & Stocks 10/21/22
A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for mega-cap tech – the stocks the committee has the most and least confidence in. And, a lot more names outside of tech set to report. The names you should be watching.
10/21/2022 • 45 minutes
Can Good Earnings Overcome Rising Rates? 10/20/22
Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus the Committee making some moves in multiple sectors, we dive in to their trades. And later, a new bearish letter from Greenlight Capital’s David Einhorn tells his investors to sell stocks, the Committee weigh in on what it means for the market.
10/20/2022 • 44 minutes, 58 seconds
Can Good Earnings Keep Stocks Climbing? 10/19/22
Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good reports can keep stocks climbing. Plus, a Call of the Day on cybersecurity stocks, the Committee weigh in on the sector. And later, Energy continues to rally, are there still opportunities in the names?
10/19/2022 • 45 minutes, 1 second
The Rally: Believe it or Fade It? 10/18/22
Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘significant’ stake in Salesforce, sending the stock higher. Jim owns it and breaks down what it means for the name. Also, a big bearish bet on one stock ahead of earnings tomorrow – we have the options action. And later, Netflix reports after the bell, the Committee take their positions in the streaming sector.
10/18/2022 • 39 minutes, 30 seconds
Can the Rally Last? 10/17/22
Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate the better buy in this environment. And the committee weighs in on the biggest analyst calls on the street.
10/17/2022 • 43 minutes, 33 seconds
Is the Rally Sustainable? 10/14/22
Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belski joins us to explain why he’s cutting his S&P year-end target. And later, are semi stocks getting close to a bottom? The Committee weigh in on the sector.
10/14/2022 • 43 minutes, 28 seconds
What the Hot CPI Number Means for Stocks 10/13/22
Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Committee debate why, and how you should trade it. Professor Jeremy Siegel of the Wharton School joins us to help break it down. And later, the Committee get ready for a big earnings week for financials, kicking off this Friday.
10/13/2022 • 47 minutes, 27 seconds
Can Stocks Rally with Inflation Roaring? 10/12/22
Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big options bet on the 10-year yield executed today, Scott Nations, founder of the Nations Index, joins us to break it down. Also, big banks hitting new lows, the Committee take their positions ahead of earnings this Friday. And later, the one sector expected out outperform into year-end.
10/12/2022 • 43 minutes, 46 seconds
Stocks Rebound from Lows 10/11/22
A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plus, some bearish calls on streaming stocks, the Committee take their positions on some of the names they own. And, Uber shares slammed as it faces a major setback on the gig economy. Josh Brown owns the stock – he weighs in
10/11/2022 • 44 minutes, 47 seconds
Is the Rally Done? 10/10/22
Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on recession fears and market. The committee reacts.
10/10/2022 • 52 minutes, 24 seconds
Inflation vs. Recession: What’s the Bigger Risk? 10/7/22
Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the Investment Committee debate what the bigger risk is right now, inflation or recession? Plus, a warning on semis shocking the sector, with a lot of ownership amongst the Committee, what’s your best trade from here with these stocks. And later, Energy names continue rising higher, should you be in the sector?
10/7/2022 • 44 minutes, 56 seconds
The State of This Week’s Rally 10/6/22
Stocks are up and down and back again this week, Scott Wapner and the Investment Committee debate the rally ahead of a big earnings season set to kick off soon. Plus, semis are up for 3 straight days this week, can the sector keep rising? The Committee weigh in. And later, bank estimates have been cut ahead of earnings, the Committee take their positions in financials.
10/6/2022 • 45 minutes, 2 seconds
Your Next Money Move 10/5/22
Stocks down today after two days of big gains, Frank Holland and the Investment Committee debate where stocks go from here. Plus, Mr. Wonderful, Kevin O’Leary, unveils his new investing strategy – shifting away from growth. He also reveals his new buys around that strategy shift. And, OPEC is planning a historic price cut in oil, what does it mean for the energy sector.
10/5/2022 • 45 minutes, 2 seconds
Should You Buy the Rally? 10/4/22
Frank Holland and the Investment Committee debate the best start to a quarter since 2009. Should you trust the rally and buy some names, or is this a bear market bounce? Plus, sources says Elon Musk is agreeing to buy Twitter at 54.20/share, sending the stock higher, is it a buy at these levels? And later, we’ve got one of the top financial advisors in the country joining us to discuss how to navigate the volatility in the market.
10/4/2022 • 52 minutes, 19 seconds
Trust Today’s Rally? 10/3/22
Scott Wapner and the Investment Committee debate what this rally means and where stocks might go from here as we begin the final quarter of the year. Plus, oil and energy stocks surging on reports OPEC may slash production. How to play the sector from here. And later, we reveal some of Wall Street’s top fourth quarter ideas.
10/3/2022 • 44 minutes, 39 seconds
Q4: Retreat? or Rally? 9/30/22
Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. Plus, Nike is on pace for its worst day in two years, Stephanie Link calls in to explain why she’s holding the stock. And later, some big Calls of the Day on Disney and McDonald’s, the Committee take their positions on these household names.
9/30/2022 • 43 minutes, 57 seconds
Big Problem for Mega-Cap Tech? 9/29/22
Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again.
9/29/2022 • 45 minutes, 6 seconds
Stocks Finding a Bottom? 9/28/22
Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere close to bottoming. Plus, Apple sinking on reports it plans to drop production increases for its iPhone. What this could mean for the markets and tech. Plus, famed short-seller Jim Chanos joins us live to discuss his current position on the market and where he sees it going in the next few months.
9/28/2022 • 45 minutes, 3 seconds
Has the Fed Gone Too Far? 9/27/22
Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades.
9/27/2022 • 44 minutes, 57 seconds
More Pain for Stocks? 9/26/22
Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market goes from here. Plus, tech coming off its worst 2-week stretch since the start of the pandemic. And, the Investment Committee share the major moves they are making in their portfolios.
9/26/2022 • 44 minutes, 5 seconds
How Far Will Stocks Fall? 9/23/22
The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial question for the market, how far will stocks fall from here? Wharton Professor Jeremy Siegel weighs in on everything from the Fed, inflation and the markets. Plus, tech getting wrecked and one committee members is making moves in the space.
9/23/2022 • 49 minutes, 36 seconds
Rally or Retreat for Stocks? 9/22/22
Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown reveals his 3 new buys in this markets. Also, is it time to start buying the big banks? And later, the list of cheap stocks that are trading below their pre-covid levels and that Wall Street loves.
9/22/2022 • 45 minutes, 1 second
Positioning Ahead of the Fed Rate Hike 9/21/22
The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector.
9/21/2022 • 44 minutes, 58 seconds
Can Stocks Climb as Rates Rise? 9/20/22
As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector.
9/20/2022 • 44 minutes, 51 seconds
Positioning This Weeks’ Rate Hike 9/19/22
Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Committee making some major moves in dividend stocks. They reveal their new buy and favorite picks. And later, a big bullish call on beaten down housing stocks. Is it time to buy these names to get ahead of the curve?
9/19/2022 • 44 minutes, 56 seconds
FedEx Fallout 9/16/22
Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate hike plan. Plus, the committee is making a lot of moves in this market. They unveil their latest buys and sells. And later, a number of bullish calls on the beaten down cloud names. The desk debates if it’s safe to buy them yet.
9/16/2022 • 45 minutes, 2 seconds
Big Decline Ahead for Stocks? 9/15/22
Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his new buys. And later, the legendary Al Michaels joins us to talk about Amazon’s new venture into Thursday Night Football.
9/15/2022 • 50 minutes, 2 seconds
Buy the Drop vs. Retest Lows 9/14/22
The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a number of mega-cap tech names hitting new 52-week lows, how should you position your portfolio in this sector?
And, hunting for ‘quality’ stocks. The names that may be worth considering in this market.
9/14/2022 • 44 minutes, 57 seconds
Buy Today’s Big Drop? 9/13/22
The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, Wharton’s Jeremy Siegel joins us to break down all the data and discuss if the Fed is going to make a big policy mistake. And, energy hanging in today’s selloff. One stock in the group actually rallying today. It’s a Josh Brown stock – he weighs in.
9/13/2022 • 43 minutes, 59 seconds
Can this Rally Last? 9/12/22
Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the current rally. Plus, Skybridge Capital’s Anthony Scaramucci joins us to discuss whether the crypto winter is getting any closer to changing seasons. And later, Joe Terranova explains why he’s buying Disney at the close.
9/12/2022 • 44 minutes, 57 seconds
Are Lower Lows Ahead? 9/9/10
While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their June lows. Plus, Jim Lebenthal is buying more of one Dow component that’s in his portfolio. And later, two big software stocks getting ready to report earnings next week. The committee gets you ready.
9/9/2022 • 45 minutes, 8 seconds
Fed & Market Mindset 9/8/22
Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh Brown has two new buys in the energy space. He’s also adding to a name that’s already in his portfolio.
9/8/2022 • 44 minutes, 12 seconds
Tech Wreck: How to Play it Now 9/7/22
The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop.
9/7/2022 • 49 minutes, 35 seconds
Soft Landing vs. Recession 9/6/22
Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, can the tech behemoth save the tech sector? And later, some Calls of the Day on Fedex, with a price target cut, the Committee weigh in on the transports sector.
9/6/2022 • 45 minutes, 10 seconds
Goldilocks Jobs: What it Means for Stocks 9/2/22
Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks. Plus, we’re gearing up for Apple’s big iPhone event next week, the Committee take their position on the stock. And later, we’ve got some Calls of the Day on the cybersecurity names, should you put money in the sector?
9/2/2022 • 44 minutes, 43 seconds
Will September be Treacherous for Stocks? 9/1/22
Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions.
9/1/2022 • 45 minutes, 2 seconds
What September Hold for Stocks 8/31/22
Stocks on pace to end the month with losses. Scott Wapner and the Investment Committee debate what September will hold for stocks following a choppy August. Plus, oil on track for its worst month of the year – what is it signaling for the red-hot energy sector? And later, a bullish call on PayPal. The committee take their positions on the fintech space.
8/31/2022 • 45 minutes, 2 seconds
The Critical Level for Stocks 8/30/22
Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch.
8/30/2022 • 44 minutes
The Post Powell Playbook 8/29/22
Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of the market and what you should do from here. Plus, Tech stocks coming off their worst week since June, why one committee member is planning to buy more Apple.
8/29/2022 • 47 minutes, 27 seconds
The Post-Powell Playbook 8/26/22
Now that Powell has made his remarks, and stocks take a tumble, Scott Wapner and the Investment Committee debate where stocks go from here once the dust settles. Plus, Tom Lee joins us to explain why he’s even more confident in his greater than 4800 year-end target for the S&P. And later, a Call of the Day on NVIDIA as tech investor Paul Meeks says to forget about the stock, even on the dip. The Committee take their positions.
8/26/2022 • 47 minutes, 30 seconds
Fed Summit: What’s at Stake for Stocks 8/25/22
The Fed kicks off the big summit in Jackson Hole. Scott Wapner and the Investment Committee debate 50 vs. 75 when it comes to the next rate hike and what’s at stake for your portfolio. Plus, Salesforce dropping on the back of its earnings and outlook. One member of the committee is making a move on the stock – find out what they are doing. And later, Morgan Stanley unveils a list of stocks to own for the next 12 months, the Committee pick their favorites from the bunch.
8/25/2022 • 45 minutes, 8 seconds
Positioning Ahead of the Fed 8/24/22
Jackson Hole looming large and key tech earnings dropping soon. Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate how you should position yourself from here. Plus, JP Morgan Chief Global Market Strategist Marko Kolanovic explains why he is not on board with the bears. And later, Salesforce and Snowflake earnings after the bell, the Committee take their positions in the cloud names.
8/24/2022 • 44 minutes, 59 seconds
The Uncertain Road for Stocks 8/23/22
Scott Wapner and the Investment Committee discuss the uncertain road for the market and whether the summer sizzle for stocks is ending. Plus, legendary short seller Jim Chanos joins us to respond to Coinbase CEO Brian Armstrong on retail fees and the fate of the company. And later, Palo Alto Networks surges on an earnings beat, the Committee take their positions on the name.
8/23/2022 • 50 minutes, 5 seconds
Rally Reality Check: Big Bounce Over? 8/22/22
Scott Wapner and the Investment Committee debate if the Summer’s big bounce is over. Plus, NVIDIA reports earnings this Wednesday, the Committee weigh in on the name and the sector as the NASDAQ suffers heavy losses. And later, cloud earnings on deck, with Salesforce, Zoom, and Palo Alto all reporting, the Committee take their positions.
8/22/2022 • 45 minutes, 3 seconds
Rising Rate Fears & Tech 8/19/22
Nasdaq and Tech leading stocks lower. Frank Holland and the Investment Committee discuss if the mega-cap trade can keep the recent rally going. Plus, the Committee is making a lot of moves in this market. Also, General Motors is bringing back it’s dividend, the Committee gives their favorite dividend stocks right now. And, we’ll get you ready for big earnings next week.
8/19/2022 • 44 minutes, 58 seconds
The Great Rate Debate: Are Markets Right? 8/18/22
Frank Holland and the Investment Committee debate the mixed messages from the Fed and what it could mean for the market from here. Are the risks more to the downside for the summer rally? Plus, Apple is nearing a new 52-Week high, the Committee weigh in on the name and what it means for the rest of tech. And, Bryn Talkington reveals her latest buys.
8/18/2022 • 44 minutes, 57 seconds
Trust the Recent Rally? 8/17/22
Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show investors are piling back in to tech, the Committee debate if that’s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report.
8/17/2022 • 45 minutes
Retail, Inflation and the State of the Consumer 8/16/22
Dominic Chu and the Investment Committee debate the latest earnings out of Walmart and Home Depot, and what that signals with regard to consumers and inflation. Plus, is the slow melt-up in stocks a start of a new cycle in the market or just another bear market rally? And later, some Calls of the Day on the payment stocks, the Committee take their positions on the sector.
8/16/2022 • 44 minutes, 55 seconds
Can the Recent Rally Keep Going? 8/15/22
Stocks recover more than 50% of their losses from the January to June plunge. Melissa Lee and the Investment Committee debate if the rally can keep going. Plus, BMO’s Brian Belski joins us to explain why he thinks the secular bull market is still in place. And, two stocks moving higher on hedge fund moves – one of them is a Dow component. What it means for investors.
8/15/2022 • 44 minutes, 54 seconds
Four Weeks of Gains: Believe in the Rally? 8/12/22
Frank Holland and the Investment Committee discuss the markets longest winning streak in 9 months, should you believe in this rally? Plus, Apple closing in on a new 52 week high, with tech seeing its biggest in-flows in 2 months, is it safe to jump into the sector now? And, Tom Lee joins us to discuss the breadth of this rebound and to reiterate his belief in the second half rally.
8/12/2022 • 43 minutes, 33 seconds
The Big Market Comeback: Real or Head Fake? 8/11/22
Stocks pushing higher again with the NASDAQ up more than 20% from its June low. Frank Holland and the Investment Committee debate whether this rally is for real, or a head fake. Plus, big upgrades after Disney’s latest earnings report, the Committee discuss what to do with the stock now. The committee also reveal their latest buys and sells. And, two stocks in Josh Brown’s portfolio surging on the back of their earnings.
8/11/2022 • 45 minutes, 10 seconds
Inflation Cools: Green Light for Stocks? 8/10/22
Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Professor Jeremy Siegel joins us to weigh in on the latest numbers and how the Fed might respond now. Plus, big tech rallying today, the Committee take their positions on some of the biggest names in the sector. Also, one committee member making a lot of moves in this market. And later, Disney’s price target getting cut by multiple banks, how should you trade the stock from here?
8/10/2022 • 45 minutes, 17 seconds
Semis Slide: More Pain Ahead? 8/9/22
Micron the second semi stock to warn about revenue. Frank Holland and the Investment Committee debate what’s next for this group, in light of a new bill that would give them billions in subsidies. Plus, Boeing the best stock in the Dow over the past month. Is the stock back? And, Coinbase and Wynn Resorts getting ready to report earnings after the bell. The Committee takes their positions.
8/9/2022 • 44 minutes, 51 seconds
New Bull Market or a Bear Market Rally? 8/8/22
Frank Holland and the Investment Committee debate whether this market rally is a sign of a new bull market or just a bear market rally. Plus, we discuss the historic inflation reduction bill just pass in the Senate, what will it mean for buybacks and shareholders? And later, BTIG’s Jonathan Krinsky joins us to discuss some key levels for the S&P you should watch out for.
8/8/2022 • 43 minutes, 44 seconds
The Red Hot Jobs Report 8/5/22
Scott Wapner and the Investment Committee discuss the red hot jobs report and what it means to the market and your money. Plus, Tom Lee of Fundstrat joins us to explain why he’s confident in his S&P year-end target of 4800, with a chance at hitting 5100. And later, our Call of the Day on one big oil stock.
8/5/2022 • 45 minutes, 13 seconds
Mega Cap’s Mega Comeback 8/4/22
Scott Wapner and the Investment Committee discuss the huge comeback from Mega Cap stocks and whether it can keep going. Plus, BTIG’s Jonathan Krinsky joins us to discuss Apple’s relative strength vs the S&P. The Committee weigh in. And later, Paramount beats earnings, Jim Lebenthal is a believer in the stock, the Committee debate what to do from here.
8/4/2022 • 44 minutes, 34 seconds
Can the Rally Continue? 8/3/22
Scott Wapner and the Investment Committee debate if stocks can keep surging if the Fed keeps hiking rates. Plus, the Committee's latest portfolio moves. And, the stocks you need to watch ahead of earnings.
8/3/2022 • 45 minutes, 8 seconds
Should You Add to Stocks? 8/2/22
Earnings are holding up and there are signs that inflation is cooling so, should you be adding to your portfolio? The Investment Committee debates that and more. Plus, Stephanie Link is making several moves in her portfolio – what she sold and the three names she’s adding to. And, Uber posted positive cash flow for the first time ever.
8/2/2022 • 45 minutes
Bear Bounce or Something More? 8/1/22
Stocks post their best returns of the year but is this a bear market bounce or something you bank on? The Investment Committee debates your next money move, Plus, BMO’s Brian Belski on how the S&P 500 can rally double digits between now and the end of the year. And Joe Terranova is rebalancing the Terranova Momentum ETF – nearly 40 stocks were swapped out.
8/1/2022 • 43 minutes, 50 seconds
Has the Market Bottomed? 7/29/22
Stocks are on pace for their best month since 2020. Frank Holland and the Investment Committee debate whether the market has bottomed. Plus, Tom Lee joins to explain why he thinks the Bottom is indeed in and how you should play it. And later, the tech titans delivered on their earnings, the Committee take their positions in the sector.
7/29/2022 • 44 minutes, 59 seconds
The Rally and the Aftermath 7/28/22
Scott Wapner and the Investment Committee debate what the Fed’s decision on rates means for your money in the months ahead. Plus, Quadratic Capital’s Nancy Davis joins us with her strategy for a rising rate environment. And later, a Call of the Day on Best Buy, the Committee take their positions on the name.
7/28/2022 • 45 minutes, 33 seconds
Positioning Ahead of the Fed 7/27/22
Scott Wapner and the Investment Committee discuss the biggest day of the week for your money with the Fed decision looming and Meta’s mega earnings report dropping at market close. The Committee get you set for both market movers. Plus, Boeing Earnings also happening today, Phil Lebeau joins us to break it down. And later, Lululemon getting a big call at Jefferies, saying to sell shares now before it’s too late, the Committee weigh in.
7/27/2022 • 44 minutes, 37 seconds
Big Tech Earnings on Deck 7/26/22
Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance. Plus, retail getting whacked as Walmart lowers profit outlook, the Committee take their positions. And later, Paramount gets a double downgrade, Jim Lebenthal owns the name, he explains why he’s hanging on.
7/26/2022 • 44 minutes, 49 seconds
The Most Crucial Week of Summer 7/25/22
Scott Wapner and the Investment Committee discuss the most important week of the summer. From Mega Cap Tech Earnings to the Critical Fed Meeting, the market hangs in the balance over the next several days. Plus, the semi rally head fake, Barclays is bearish on the sector and says a correction is starting, the Committee weighs in. And later, the future of the energy trade. Joe Terranova is adding to his exposure with two new buys.
7/25/2022 • 44 minutes, 52 seconds
A Critical Week Ahead for Stocks 7/22/22
Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeting loom large. Plus, Courtney Garcia of Payne Capital explains why she thinks a .75% rate hike is in the cards. And later, a cut on Paramount and other media names, the Committee take their positions.
7/22/2022 • 44 minutes, 50 seconds
Is Tech a Buy Ahead of Earnings? 7/21/22
Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look?
7/21/2022 • 45 minutes, 3 seconds
New Momentum for Bulls? 7/20/22
The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names reporting earnings – are they a buy at these levels?
7/20/2022 • 45 minutes, 7 seconds
Bad Sentiment = Good for Stocks? 7/19/22
Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell – find out what he’s watching. And later, Industrials one of the best sectors today, the Committee take their positions.
7/19/2022 • 44 minutes, 59 seconds
Rally for Real? 7/18/22
Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves.
7/18/2022 • 45 minutes, 3 seconds
Are Stocks Finding Traction? 7/15/22
Scott Wapner and the Investment Committee discuss today’s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, it looks like Healthcare is everyone’s new favorite sector, the Committee weighs in. And later, Netflix gets a price cut ahead of earnings, it’s our Call of the Day.
7/15/2022 • 47 minutes, 31 seconds
A Market Downgrade from Major Bank 7/14/22
Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank’s star strategist cut her target for stocks to the lowest level on the street, what does it mean for the market from here. Plus, bank earnings miss, the Committee take their position on financials. And later, the auto industry is cutting estimates on recession fears, how do you play the sector now.
7/14/2022 • 45 minutes, 4 seconds
Scorching Inflation and Stocks: How to Play it 7/13/22
Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we’ll see. Professor Jeremy Siegel of the Wharton School also weighs in on what the Fed should do next and what it would means for stocks. Plus, mixed 2nd quarter earnings for banks, the Committee take their positions on the sector. And, Stephanie Link calls in to reveal her new stock buy.
7/13/2022 • 45 minutes, 1 second
The Teetering State of the Market 7/12/22
Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls.
7/12/2022 • 45 minutes, 3 seconds
A Huge Week for Your Money 7/11/22
Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all.
Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
7/11/2022 • 44 minutes, 39 seconds
Buy the Bounce? 7/8/22
Stocks aiming for a winning week, with a number of mega-cap names up between 5% and 9% this week. Should you buy the bounce?
Plus, Fundstrat’s Tom Lee joins us to give his outlook on the markets and explains why he has a supportive outlook for the second half.
And, Kevin O’Leary reveals his new buys.
7/8/2022 • 45 minutes, 8 seconds
Momentum for Stocks? 7/7/22
Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity.
7/7/2022 • 45 minutes, 9 seconds
Positioning Ahead of the Fed 7/6/22
David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name.
7/6/2022 • 45 minutes, 5 seconds
Recession Fears Rise: Portfolio Protection 7/5/22
Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your portfolio in the second half.
Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today’s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names.
7/5/2022 • 45 minutes, 4 seconds
Stocks in the Second Half 7/1/22
Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
7/1/2022 • 45 minutes, 8 seconds
Position for the Second Half 6/30/22
Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names
6/30/2022 • 45 minutes, 13 seconds
Your Second Half Playbook 6/29/22
With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names.
6/29/2022 • 45 minutes, 9 seconds
What’s Priced into Stocks? 6/28/22
Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in?
6/28/2022 • 45 minutes, 5 seconds
Bear Rally or Bottoming? 6/27/22
Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity.
6/27/2022 • 45 minutes
The Rally on Wall Street 6/24/22
Listen to CNBC breaking news coverage of the Supreme Court’s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committee discuss today’s big rally on Wall Street and what it may be signaling.
6/24/2022 • 1 hour, 42 seconds
The Fed & Your Money 6/23/22
Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some positions. Plus, the transports sector have some names reporting, how should you treat these stocks. And later, Pete Najarian’s latest options trades.
6/23/2022 • 52 minutes, 41 seconds
Powell on the Hill 6/22/22
Fed Chair Powell testifies before lawmakers on the economy. Melissa Lee and the investment committee debate what investors do from here. Plus, the committee making a lot of moves, especially in the mega-cap tech space. And, a bullish call on one semi stock that could go up 20% from here.
6/22/2022 • 44 minutes, 59 seconds
Stocks are cheap, but is it Time to Buy? 6/21/22
Stocks rallying after posting their worst week since March 2020. Melissa Lee and the Investment Committee debate whether stocks are cheap enough and whether it’s time to start buying after the big fall. Plus, the Committee making some moves, we give you their trades. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
6/21/2022 • 45 minutes, 9 seconds
When Will the Selling Stop? 6/17/22
Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Belski joins us to explain why he is still bullish in this environment. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
6/17/2022 • 46 minutes, 8 seconds
Protecting Your Portfolio 6/16/22
Stock hit new lows with the Dow falling below 30,000 for the first time since late January 2021. Scott Wapner and Investment Committee debate how to protect your money from here and the best strategies to navigate the volatility. Plus, Josh Brown hitting the sell button on two stocks in his portfolio. And later, Jon Najarian reveals his latest trades in Unusual Activity.
6/16/2022 • 44 minutes, 57 seconds
Bracing for Big Rate Hike 6/15/22
The Fed set to announce the biggest rate hike in almost 30-years as stocks sit at their lowest levels of the year. Scott Wapner and the Investment Committee debate how investors should be positioning ahead of this historic move. Also, the Committee making a lot of moves in this market. We debate their latest buys and sell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
6/15/2022 • 44 minutes, 57 seconds
Navigating the Volatility 6/14/22
The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how investors should position from here. Also, how to play the crash in cryptos. And, is one of the hottest trades of the year losing steam?
6/14/2022 • 44 minutes, 48 seconds
The Great Stock Shock 6/13/22
Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, Jonathan Krinsky joins us to explain why he thinks the risk is still to the downside for the market. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
6/13/2022 • 54 minutes, 49 seconds
Inflation Fears: Protecting Your Portfolio 6/10/22
Inflation hotter than feared. Scott Wapner and the Investment Committee debate when prices will peak, how to position your portfolio from here and if the Fed will get even more aggressive on rates hikes next week. Plus, another earnings report, another big plunge. DocuSign falling 25%. Kevin O’Leary calls in to tell us what he’s doing with the stock now. And later, Pete Najarian reveal his latest trades in Unusual Activity.
6/10/2022 • 45 minutes, 5 seconds
Resilient or Ready to Break Down? 6/9/22
Scott Wapner and the Investment Committee debate how to position your portfolio ahead of tomorrow’s big inflation read. Plus, Josh Brown reveals his new buy, it’s also a stock another committee member is looking at closely. And, this sector is up more than 10% on the past month. Is a big breakout ahead? And how much room does it have to run?
6/9/2022 • 45 minutes, 3 seconds
Can Stock Continue to Climb? 6/8/22
Scott Wapner and the Investment Committee debate if stocks can continue to climb higher and how to position ahead of this Friday’s crucial inflation report.
Plus, shares of Intel plunging as one firm on the street takes down its estimates again. And, is the housing trade starting to crack? And later, Pete Najarian reveals his latest trades in Unusual Activity.
6/8/2022 • 45 minutes, 4 seconds
The Great Margin Squeeze 06/07/22
Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St. not giving up on the hottest trade this year. How much more room is there to run? Also, have recession risks been fully priced into banks stocks? And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
6/7/2022 • 45 minutes
Time to Trust the Rally?
Scott Wapner and the Investment Committee discuss the rally in stocks and why some market analysts say it’s poised to continue. Plus, the Committee discuss Apple ahead of it’s big Worldwide Developer’s Conference today, is it time to buy the name? And later, Jon Najarian share some Unusual Activity he’s seeing in three names.
6/6/2022 • 44 minutes, 54 seconds
Trouble Ahead for Big Tech? 6/3/22
Scott Wapner and the Investment Committee debate the viability of tech stocks in this market after a star analyst raises new worries about Apple. Plus, Tom Lee joins us to explain why he thinks the FAANG names and the NASDAQ will be the first to rebound. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
6/3/2022 • 45 minutes, 2 seconds
Stocks Closer to a ‘Buy’ than ’Sell’? 6/2/22
Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings revisions coming? And what will it mean for this market? Plus, the best performing sector this year getting more bullish calls. The committee discuss how much higher it can go from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
6/2/2022 • 45 minutes, 1 second
June Swoon for Stocks? 6/1/22
Scott Wapner and the Investment Committee debate what June will hold for Stocks after a volatile, but ultimately flat May. Plus, Mark Fisher of MBF Trading Joins us to talk Energy and why Nat Gas remains the better trade over oil. And later, Jon Najarian shares some Unusual Activity in three names.
6/1/2022 • 44 minutes, 55 seconds
Trust the Recent Rally? 5/31/22
Melissa Lee and the Investment Committee debate whether the recent run is a bear market rally or something more meaningful. BTIG’s Jonathan Krinsky joins us to explain why he thinks the market is setup to go lower this Summer. Plus, BMO’s Brian Belski says why communication stocks are due for a rebound. And later, the Investment Committee weighs in on some big earnings after the bell.
5/31/2022 • 45 minutes, 2 seconds
Can Stocks Keep Rallying? 5/27/22
Scott Wapner and the Investment Committee debate if the move in stocks is sustainable as stocks look to break multi-week losing streaks. Plus, one top financial advisor is making a lot changes to his portfolio – and raising a lot of cash. And, Jon Najarian is tracking big options activity in three names.
5/27/2022 • 45 minutes, 6 seconds
Is The Bounce Sustainable? 5/26/22
Scott Wapner and the Investment Committee debate whether this bounce is sustainable after the market finally breaks the longest weekly losing streak in two decades. Plus, NVIDIA price targets have been cut across the board, what does it mean for the stock. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
5/26/2022 • 45 minutes, 4 seconds
The State of the Tech Trade 5/25/22
Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon. Plus, Ed Yardeni of Yardeni Research cuts his S&P Outlook, he joins us to explain why. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
5/25/2022 • 43 minutes, 6 seconds
Oh Snap! Long-Awaited Rally Doomed? 05/24/22
Scott Wapner and the Investment Committee debate whether Snap’s outlook and plunge in socials stocks have derailed the long-awaited rally. Plus, Best Buy and Abercrombie both cut their outlooks. What’s next for the retail wreck. And later, Pete Najarian shares some Unusual Activity he’s seeing in one energy name.
5/24/2022 • 44 minutes, 43 seconds
Is a Sustained Bounce Possible? 5/23/22
Scott Wapner and the Investment Committee debate whether a short-term rally is possible after the Dow’s eight straight week loss. Plus, financials rallying on bullish comments from JPMorgan. Is it time to start buying the battered banks? Also, Energy is up 50% year-to-date, is a shakeout coming? And, we’re answering your questions in Ask Halftime.
5/23/2022 • 44 minutes, 8 seconds
The S&P Enters a Bear Market 5/20/22
Scott Wapner and the Investment Committee debate when the selling will stop as the S&P officially enters a bear market on an intraday basis. Plus, is it safe to start buying the tech wreck? Also, the Committee making a lot of moves in this market. We unveil and debate them. Palo Alto surges on an earnings beat, should you buy the cyber names? And later, JP Morgan calls Salesforce “to cheap to ignore”. Is it the right call?
5/20/2022 • 44 minutes, 29 seconds
Is the Bottom Getting Closer? 5/19/22
Scott Wapner and the Investment Committee debate how close the market is to a bottom as the Dow hits a new intraday low today. Plus, Jim Lebenthal finally cuts his S&P price target, he’s on to explain how he feels about stocks right now. And later, BTIG’s Jonathan Krinsky says there’s nowhere to hide in this market, he’ll join us to explain.
5/19/2022 • 44 minutes, 1 second
Is the Bear Bounce Dead? 5/18/22
Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tech Trade under pressure, how should you trade this sector. And later, Visa and Mastercard initiated as buys, the payment stocks are our Call of the Day.
5/18/2022 • 52 minutes, 46 seconds
Is a Rally Coming? 5/17/22
Scott Wapner and the Investment Committee discuss the evaporating rally and why stocks can’t seem to gain traction and go higher. Also, what Walmart’s earnings are signaling about the consumer. Plus, a bullish call on one semi stock – why it can rally 50% from here. It’s our Call of the Day.
5/17/2022 • 45 minutes, 3 seconds
Bear Bounce Coming? 5/16/22
Scott Wapner and the Investment Committee debate the state of the market with the Dow coming off seven straight weeks of losses. Is a bear bounce coming or has it already passed us by? Plus, Steve Weiss, Mr. Negative himself is buying a stock. He calls in to the show to reveal the name. Plus, Joe Terranova selling out of two names.
5/16/2022 • 44 minutes, 58 seconds
The Great Big Bounce: Are we Going Higher? 5/13/22
Scott Wapner and the Investment Committee discuss the rebound in stocks and if you can trust in this bounce. BTIG’s Jonathan Krinsky joins us to weigh in on how high he thinks the market can go from here. Plus, Elon Musk wavers on his Twitter acquisition, is the deal in jeopardy? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
5/13/2022 • 47 minutes, 32 seconds
Mega Cap Meltdown in an Unsettled Market 5/12/22
Scott Wapner and the Investment Committee debate this unsettled market as mega caps continue falling. Are stocks getting ready for a rally or is more wreckage ahead? Plus, General Motors and Ford both getting downgraded, are the legacy car makers reaching peak profits in 2022? And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
5/12/2022 • 45 minutes, 1 second
Is a Market Bottom Close? 5/11/22
Scott Wapner and the Investment Committee go bottom hunting and debate whether the worst of the selling is behind us. Is it OK to buy stocks again? Wharton Professor Jeremy Siegel joins us to weigh in. Plus, Disney reports after the bell, the Committee take their positions on the name. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
5/11/2022 • 45 minutes, 3 seconds
Searching for a Bottom 5/10/22
Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in GM. The committee debates the move. SoFi tanking on the back of its earnings. How to play the Fintech trades from here. And later, Jon Najarian shares some Unusual Activity in three names.
5/10/2022 • 50 minutes, 19 seconds
How Much More Pain is Ahead? 5/9/22
Melissa Lee and the Investment Committee debate how much bad news has now been baked into the market, and how much more pain is ahead for stocks. Plus, Bitcoin crushed, sitting at a 3 month low, is now a good time to get in? And later, the energy sector is on pace for its worst day in 2 months, is this a good buying opportunity?
5/9/2022 • 44 minutes, 57 seconds
Navigating the Volatility 5/6/22
Scott Wapner and the Investment Committee debate the best way to navigate the market turmoil and quality stocks that look like bargains now.
Plus, safety in the sell-off – the top dividend names to watch. And later, Jon Najarian reveals his latest trades in unusual activity.
5/6/2022 • 47 minutes, 29 seconds
Protecting Your Portfolio 5/5/22
A massive sell-off after a massive rally. Scott Wapner and the Investment Committee debate how to protect yourself from all the volatility. Brian Belski of BMO joins us after he called for the Wednesday rally, he explains what he thinks about today’s reversal. Plus, our resident bull, Jim Lebenthal, calls in to describe his strategy on days like today. And later, Pete Najarian shares some Unusual Activity in four names.
5/5/2022 • 1 hour, 25 seconds
The Market’s Moment of Truth 5/4/22
Scott Wapner and the Investment Committee debate the state of the market with a historic fed decision dropping today. What needs to happen for stocks to stage a rally? Plus, Stephanie Link buys Starbucks and sells all of her chip stocks. She explains why. Plus, results of the CNBC Stock Picker poll. The sectors and stocks to watch from here.
5/4/2022 • 44 minutes, 56 seconds
The True State of Stocks: Is the Bottom In? 5/3/22
Scott Wapner and the Investment Committee debate whether the correction has run its course and the bottom is in. Plus, Alitmeter Capital’s Brad Gerstner joins us to discuss everything from the Fed, to the Market, to stocks he’s buying now. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
5/3/2022 • 45 minutes, 6 seconds
New Month, New Risks? 5/2/22
Scott Wapner and the Investment Committee debate whether stocks are in for better days as the Fed looms and the market braces for more volatility. Plus, BMO’s Brian Belski joins us to explain why he’s bullish with a 5300 price target for the S&P by year end. And later, Pete Najarian shares Unusual Activity he’s seeing in two names.
5/2/2022 • 44 minutes, 39 seconds
Big Tech in the Books: What’s Next for Stocks 4/29/22
Big tech earnings drawing to a close and a rough month comes to an end. Scott Wapner and the Investment Committee debate the road ahead for your money as the Fed gears up for rate hikes next week. Plus, Elon Musk selling Tesla to fund his Twitter purchase. Is Tesla stock at risk? And later, Jon Najarian’s latest trades in Unusual Activity
4/29/2022 • 45 minutes, 2 seconds
Moment of Truth for Tech 4/28/22
Apple reports earnings after the bell. Scott Wapner and the Investment Committee debate how to position your trades headed into the results and discuss how much is riding on the results for the stock market. Plus, Teladoc shares plunging after earnings, losing half their value. But, one committee member is buying the stock! Plus, the trade ahead of Intel earnings. And later, Jon Najarian reveals his latest trades in Unusual Activity.
4/28/2022 • 44 minutes, 52 seconds
The Unsettled Market 4/27/22
Scott Wapner and the Investment Committee debate the real state of tech as mixed earnings come out of the biggest names, with even more earnings releasing today. Plus, Boeing getting crushed, Jim Lebenthal calls in to say he’s made mistake owning the company. What’s he going to do from here? And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
4/27/2022 • 43 minutes, 53 seconds
Judgement Day for Big Tech 4/26/22
The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alphabet earnings after the bell. How much is riding on it for the markets? Also, the Committee unveil their latest buys and sells. Plus, GM set to report earnings after the bell, the committee take their positions. And later, Pete Najarian reveals his new trades in Unusual Activity.
4/26/2022 • 43 minutes, 27 seconds
How to Navigate the Volatility 4/25/22
Scott Wapner and the Investment Committee discuss all the negative news in the market from Fed Fears to China and COVID. Plus, earnings season gets into full swing this week. The committee discuss the two stocks that matter the most for the market. The energy sector falling into correction territory, but still the best sector this year. How to play it from here. And later, cryptos getting crushed. Bitcoin back below $39,000. Is it safe to buy yet?
4/25/2022 • 44 minutes, 7 seconds
Hawkish Fed & Stocks 4/22/22
A Fed fueled sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much 50 and 75 basis point rate hikes are priced into this market. Plus, Apple and Microsoft getting ready to report earnings next week. How much is riding on it for the tech trade? Plus, the committee take their positions on Cleveland-Cliffs and American Express on the back of their earnings.
4/22/2022 • 44 minutes, 20 seconds
Netflix: Buy vs. Bail 4/21/22
Hedge fund titan Bill Ackman bailing on Netflix, but Josh Brown and Jon Najarian are buying. Scott Wapner and the investment committee debate what’s the right move from here, as Netflix falls for a second day. Plus, Tesla surging after reporting a record quarter. Is this now a must-own stock? Plus, Airlines flying high on earnings. Should you buy the group? And later, Jon Najarian reveals his latest trades in Unusual Activity.
4/21/2022 • 44 minutes, 1 second
A Nightmare on Wall Street: Netflix Crushed 4/20/22
Netflix shares plunging after reporting its first subscriber loss in more than 10-years. But, Josh Brown is buying the stock! Scott Wapner and the Investment Committee debate his new move. Plus, IBM soaring to its earnings beat. Should you buy this old-tech name? And, Tesla gearing up to report earnings after the bell. The committee gets ready. And later, Pete Najarian shares some Unusual Activity in three names.
4/20/2022 • 43 minutes, 55 seconds
Rising Rates & Earnings: How to Position Your Portfolio 4/19/22
Rates hitting new highs and earnings front and center. Melissa Lee and the Investment Committee discuss how investors navigate this market now. Plus, Netflix and IBM getting ready to report earnings after the bell. The Committee take their positions ahead of the results. Also, Agriculture stocks soaring lately. But, two names getting downgraded. Is it too late to get into this red-hot trade? And, Jon Najarian shares some Unusual Activity in three names.
4/19/2022 • 44 minutes
Peak Inflation Pullback For Stocks? 4/18/22
Scott Wapner and the Investment Committee debate whether a deeper pullback is coming after a recent inflation relief rally. A widely-watched market technician tells us where he sees the S&P falling from here. Plus, the battle at Twitter and how one member of the committee is playing it. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
4/18/2022 • 43 minutes, 54 seconds
Twitter Takedown? What it means for the Stock 04/14/22
Scott Wapner and the Investment Committee debate Elon Musk’s attempt to buy Twitter. What does it mean for the stock and how should you play it? Plus, how low do rates need to settle before we can be confident in stocks going higher, the Committee weigh in. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
4/14/2022 • 43 minutes, 40 seconds
Time to Get Bullish on Stocks? 4/13/22
Inflation is still surging. Scott Wapner and the Investment Committee discuss if it’s actually time to get bullish on stocks now. Plus, the Committee is making a lot of moves in this market. They reveal their latest buys and sells. Also, casino stocks slammed this year, but rallying today. Is the bottom in for these names? And later, Pete Najarian shares some Unusual Activity in 3 names.
4/13/2022 • 44 minutes, 29 seconds
Has Inflation Peaked? 4/12/22
Scott Wapner and the Investment Committee debate whether today’s CPI Read equals peak inflation like many influential market watchers are saying. Professor Jeremy Siegel of the Wharton School joins us to weigh in. Plus, big calls on some tech names like Crowdstrike and Cisco, the Committee take their positions. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
4/12/2022 • 43 minutes, 40 seconds
When Will the Tech Wreck End? 4/11/22
Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector.
4/11/2022 • 44 minutes, 5 seconds
Rates Shock & Stocks 4/8/22
Melissa Lee and the Investment Committee debate what the rates shock means for stocks, as a key yield benchmark hits a new high. Plus, is it safe to buy tech on the dips? And, later, Pete Najarian unveils his latest trades in Unusual Activity.
4/8/2022 • 51 minutes, 29 seconds
Bad News Now Priced In? 4/7/22
Melissa Lee and the Investment Committee discuss the 50-basis point rate hike and quantitative tightening on the horizon. Is the bad news now priced into the market? Steve Liesman also joins in to weigh in. Plus, the Committee making lots of moves today, we dive in to the buys and sells. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
4/7/2022 • 44 minutes, 21 seconds
Fed Game-Changer for Stocks? 4/6/22
Scott Wapner and the Investment Committee debate if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as the big banks get ready to report earnings next week. Plus, the committee answer your questions in Ask Halftime.
4/6/2022 • 44 minutes, 47 seconds
Stocks Ignoring Big Fed Headlines 4/5/22
Scott Wapner and the Investment Committee debate if the stock market is ignoring major headlines from a prominent Fed member about reducing the balance sheet. Plus, the committee is making a lots of moves. They discuss their latest buys are sells. Also, Elon Musk joins the Twitter board, what does it mean for the stock and how should you play it. And later, Jon Najarian shares some Unusual Activity in two names.
4/5/2022 • 44 minutes, 51 seconds
Is the Bear Bounce Ending? 4/2/22
Scott Wapner and the Investment Committee debate whether the bear market rally is coming to an end, and how you should trade it, Jonathan Krinsky joins us to weigh in. Plus, Elon Musk buys a huge stake in Twitter, the Committee discuss what this means for the stock. And later, JP Morgan is our Call of the Day, Morgan Stanley naming the bank a top buy. The Committee take their positions.
4/4/2022 • 44 minutes, 28 seconds
The New Quarter: Rally or Reversal 4/1/22
As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a reversal. Plus, Large Cap banks are being downgraded, the Committee take their positions. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
4/1/2022 • 45 minutes, 2 seconds
March Powers, April Sours? 3/31/22
The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March and whether April will see more gains. Or, have the gains been pulled forward? And later, Jim Cramer calls in to debate AMD and Intel, the Committee have some differing opinions!
3/31/2022 • 52 minutes, 11 seconds
Apple Nears Market Milestone 3/30/22
As Apple closes in on a three trillion dollar valuation, Scott Wapner and the Investment Committee debate whether this is a sign of the rally’s strength. Plus, Ed Yardeni of Yardeni Research on why this is still a bull market for stocks. Plus, Lululemon surging, on pace for its best month since May 2020. Is this the best athletic stock to own? And later, Jon Najarian shares Unusual Activity he’s seeing in two names.
3/30/2022 • 43 minutes, 43 seconds
Recession Watch? 3/29/22
Scott Wapner and the Investment Committee debate if a key indicator is signaling a recession. Plus, has the commodities trade peaked? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
3/29/2022 • 52 minutes, 52 seconds
The Remarkable Resilience of Stocks 3/28/22
Scott Wapner and the Investment Committee debate whether it is time to get more bullish in the face of an ever-growing wall of worry. Plus, Jonathan Krinsky joins us to explain why the risk/reward in the market is generally less favorable as the S&P approaches 4600. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
3/28/2022 • 47 minutes, 39 seconds
New Highs Next for Tech? 3/25/22
With tech titans on a tear, Scott Wapner and the Investment Committee debate whether new highs are ahead for the sector. Plus, 5-star fund manager Kevin Simpson joins us to explain why he’s buying Deere. And later, Disney reiterated overweight by Wells Fargo, Jason Snipe recently sold, the Committee weighs in on what to do with the stock.
3/25/2022 • 44 minutes, 51 seconds
The Shifting State of Stocks 3/24/22
Scott Wapner and the Investment Committee debate the trajectory of the market as the Dow is still on pace for a weekly loss. A big divide amongst the Committee on where the market is going from here, we dive in. Plus, one of Jim Lebenthal’s favorite picks, Cleveland Cliffs, just got reiterated as a top pick, can you still buy it up 10%, Jim weighs in. And later, Pete Najarian shares some Unusual Activity in an energy name.
3/24/2022 • 44 minutes, 37 seconds
The Rally, Rates, and Risk to your Money 3/23/22
Scott Wapner and the Investment Committee discuss the rally and risks to it. Bullish sentiment is on the rise with multiple analysts calling for S&P ending the year higher, the Committee weighs in. Plus, BP getting upgraded to overweight by Morgan Stanley, we break down the best names in the energy sector. And later, Jon Najarian shares some Unusual Activity in two names.
3/23/2022 • 44 minutes, 10 seconds
Is the Worst Over? 3/22/22
Scott Wapner and the Investment Committee debate whether the worst is over for stocks and if you can trust the recent rally. Plus, the Committee is also making a lot of moves in this markets. They unveil their latest buys and sells. And later, Pete Najarian has his latest trades in Unusual Activity
3/22/2022 • 44 minutes, 34 seconds
Reliable Rally or Bear Bounce? 3/21/22
Scott Wapner and the Investment Committee debate the hottest question in the market right now, are we experiencing a bear market bounce or is this a reliable rally? Brian Belski of BMO joins us to explain why he thinks last week’s market moves demonstrates why you cannot be bearish. Plus, we dive into Coinbase after legendary short seller Jim Chanos said the name is in a bubble. And later Jon Najarian shares some Unusual Activity in 2 names.
3/21/2022 • 49 minutes, 58 seconds
Best Week of the Year for Stocks 3/18/22
As the best week for stocks this year comes to a close, Scott Wapner and the Investment Committee discuss if the damage is mostly done. Plus, Adam Parker of Trivariate Research making a big, bullish, call on one of the sectors that’s been beaten down. Plus, Stephanie Link buys a cyber security name, she calls in to explain why. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
3/18/2022 • 44 minutes, 49 seconds
Time to Add Risk Again? 3/17/22
It’s shaping up to be the best week of the year for stocks. Scott Wapner and the Investment Committee debate a new note dropping from JPMorgan’s Marko Kolanovic, saying it’s time to start adding risk in many areas that overshot on the downside this year. Plus, Professor Jeremy Siegel of the Wharton School joins us to weigh in on where he thinks the market is headed from here. We also discuss how to play the financials on the back of the Fed rate hike. And later, Pete Najarian has his latest trades in Unusual Activity.
3/17/2022 • 44 minutes, 47 seconds
Positioning Ahead of the Fed 3/16/22
The Federal Reserve getting ready to raise rates today for the first time since December 2018. Scott Wapner and the Investment Committee discuss how investors position their portfolios from here. China stock are soaring. Kevin O’Leary was buying these names on Monday. Mr. Wonderful calls in to tell us how he’s playing it from here. Plus, a double upgrade for one chip stock. The Committee take their positions. And, Pete Najarian reveals his latest trades in Unusual Activity.
3/17/2022 • 44 minutes, 56 seconds
Stocks at a Tradable Bottom?
Scott Wapner and the Investment Committee debate if stocks are close to a tradable bottom and if it’s safe to start nibbling at some of the beaten down tech names. Plus, Stephanie Link calls in to tell us about her latest buys. Also, Tom Lee tells us why the second half will still be rally-on for stocks. And later, Jon Najarian is making more big moves in the energy space. He also unveils his latest trades in Unusual Activity.
3/15/2022 • 44 minutes, 49 seconds
Apple Key to the Market?
Apple trading at a key support level. Scott Wapner and the investment committee debate what it would mean for the broader markets if Apple falls below that key support level. Plus, China internet stocks tanking today and a big warning from JPMorgan. But, Kevin O’Leary is buying some of these names. He reveals his new buys and the committee debate the moves.
3/14/2022 • 44 minutes, 41 seconds
Get Bullish? Or Stay Cautious?
Scott Wapner and the Investment Committee debate if it’s time to start buying now as one Committee member begins putting money to work in this market. Plus, energy soaring more than 35% this year. Is the trade topping out? Or is there more room to run? And, Jon Najarian reveals his latest trades in Unusual Activity
3/11/2022 • 44 minutes, 11 seconds
Can Stocks Sustain a Rally?
Scott Wapner and the Investment Committee debate whether a rally in stocks is just getting started. Plus, GE CEO Larry Culp joins us on GE’s investor day to talk about the company and his outlook for the future. And later, we dive into the Amazon stock split, how does it benefit the stock and where does it go from here.
3/10/2022 • 52 minutes, 20 seconds
The Big Bounce: Time to Get Back In?
Scott Wapner and the Investment Committee debate whether the big bounce in stocks today is a signal to get back in. Plus, legendary commodity trader Mark Fisher joins us to explain where he thinks the energy trade is headed amidst the volatility. And later, Jon shares some Unusual Activity he’s seeing in two names.
3/9/2022 • 47 minutes, 27 seconds
Buying Opportunity Ahead?
Markets on edge following the worst day in the market in more than a year. Scott Wapner and the Investment Committee debate if there’s more downside ahead or are we close to a buying opportunity. Plus, the U.S. will stop buying Russian oil, the Committee discuss what that means for the energy sector. And later, Jim Lebenthal buys NIVIDIA, he calls in to explain why.
3/8/2022 • 44 minutes, 42 seconds
Wall St. Worries
Stocks plunge again and a number of firms on the street cutting their year-end targets for the S&P 500. Scott Wapner and the investment committee debate if it’s time to reset expectations for stocks. Plus, a new note raising questions about EV makers. And, Kohl’s shares plunge as the retailer meets investors to lay out its game plan. Activist investor Jonathan Duskin joins Halftime to spell out what he wants.
3/7/2022 • 49 minutes, 56 seconds
Time to Get Bullish or Cautious?
Scott Wapner and the Investment Committee debate whether it’s time to get bullish, or cautious, on stocks. Plus, Apple shareholders meeting today. The stock is trading below its 50-day and 100-day moving average, and trading around correction territory. Is the stock a buy at these levels? Plus, Jon Najarian making a huge move with his energy trades.
3/4/2022 • 44 minutes, 53 seconds
The Big Call on Stocks & Tech
Scott Wapner and the Investment Committee debate Citi’s huge call on the markets, the firm taking U.S. stocks and tech back to overweight, has the market bottomed? And, is it time to buy again? Plus, Josh Brown is making moves in his portfolio and Jenny Harrington has a new dividend buy. Plus, Steve Weiss selling two chip stocks and Pete Najarian reveals his latest trades in Unusual Activity.
3/3/2022 • 44 minutes, 45 seconds
Jay Powell Testifies: We Break it Down
As Jay Powell testifies before Congress, Scott Wapner and the Investment Committee debate what it means for interest rates and the market. Steve Liesman joins us to break down what’s been said so far and how you should interpret it. Plus, Tom Lee joins us to reiterate his bullish call on stocks. And later, Brian Belski explains why Jay Powell is the ‘smartest person in the room.’
3/2/2022 • 58 minutes, 1 second
Navigating the Sell-Off
A big mid-day sell-off on Wall Street. Scott Wapner and the Investment Committee discuss the best way to ride out the volatility. Plus, banks getting battered as treasury yields fall. Is this a good buying opportunity? And, the new trading month begins. Is this Tech’s ‘moment of truth’ with the Fed getting ready to raise interest rates in March.
3/1/2022 • 49 minutes, 58 seconds
The Big Debate: Is the Bottom In?
Scott Wapner and the Investment Committee debate the big question in the market, is the bottom in? The Committee all weigh in with their thoughts. Plus, Steve Liesman joins us to discuss the sanctions on Russia and what the Fed’s Path will be in all this. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
2/28/2022 • 44 minutes, 31 seconds
Buy the Big Reversal?
Melissa Lee and the investment committee debate if yesterday’s big reversal in stocks is signaling a bottom and if it’s time to start buying oversold names, especially in tech. Plus, a bullish call on one of the top financials.
Plus, the committee gets you ready for a slew of retail earnings next week. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2/25/2022 • 44 minutes, 26 seconds
Protecting Your Portfolio in the Turmoil
Markets fall deeper into correction territory as Russia invades Ukraine. Melissa Lee and the Investment Committee debate the best way to protect your portfolio as the crisis worsens. The committee is making a lot of moves, including Josh Brown who’s buying a beaten down mega-cap name. Plus, Pete Najarian reveals his latest trades in Unusual Activity.
2/24/2022 • 43 minutes, 58 seconds
Stocks Close to the Bottom?
S&P moves deeper into correction territory. Brian Sullivan and the Investment Committee discuss if stock are close to a bottom or if there’s more to go. Plus, what Russia tensions mean for the hot energy trade. And later, Jon Najarian shares Unusual Activity in two names.
2/23/2022 • 43 minutes, 41 seconds
Managing Volatility Amidst a Crisis
Brian Sullivan and the Investment Committee debate the best strategy to protect your portfolio as the escalating crisis in Ukraine unfolds. Plus, Jonathan Krinsky joins us to explain why the lack of capitulation in the market keeps him cautious. And later, we dive in to the proxy fight Carl Icahn is waging against McDonald’s…and what it means for the stock
2/22/2022 • 44 minutes, 56 seconds
The Volatile Road Ahead
Scott Wapner and the Investment Committee discuss the volatile week for stocks as the Fed, Rates, and Russia impact investor sentiment. Plus, Shake Shack slammed, we’ve got Josh Brown to comment on the company’s tough earnings call
2/18/2022 • 47 minutes, 11 seconds
Exclusive: ARK’s Cathie Wood
ARK’s Cathie Wood joins Scott Wapner and the Investment Committee to discuss her investment strategy, the critics, and the stocks in her portfolio that have plunged from their highs. She also weighs in on the impact Fed rate hikes have on innovation stocks. Cathie also answers your stocks questions. Plus, Jon Najarian has his latest trades in Unusual Activity.
2/17/2022 • 55 minutes, 21 seconds
Navigating the ‘Eye of the Storm’
Scott Wapner and the Investment Committee debate a call from top technician Jonathan Krinsky that stocks are in the ‘Eye of the Storm.’ How should you navigate your portfolio amidst all the uncertainty. Plus Roblox and Paramount taking a dive, the committee take their positions. And later, Pete Najarian shares some Unusual Activity in two names.
2/16/2022 • 44 minutes, 52 seconds
Inflation Hot: Risk On Anyway?
Russia tensions ease, but more bad news on inflation. Melissa Lee and the Investment Committee debate what investors do from here. Is it time to go ‘risk on’? Also, hedge funds are making major moves in the market, trimming tech and going big on retail. Plus, the trade ahead of Wynn and Roblox earnings after the bell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
2/15/2022 • 44 minutes, 40 seconds
Rising Rates and Russia: How to Trade it
Melissa Lee and the Investment Committee navigate the rising rate environment and the uncertainty in Europe with Russian troops amassing on Ukraine’s border. What stocks should you own in the current market landscape. Plus, a Call if the Day on JP Morgan. What is the committee doing with the name. And later, we get to your questions in Ask Halftime.
2/14/2022 • 45 minutes, 7 seconds
Great Rate Debate: 20 or 50?
Scott Wapner and the investment Committee debate if the Fed will raise by 25 or 50 basis points in March, on the back of hot inflation data and rising yields.
Plus, bond king Jeffrey Gundlach of Doubleline Capital weighs in on how much he thinks the Fed will hike and how high rates will go.
2/11/2022 • 49 minutes, 57 seconds
Hotter Inflation & 2% Yield
Hot inflation coming in hotter than expected and yields on the 10-year note hitting 2%. Courtney Reagan and the Investment Committee debate if the Fed will need to be more aggressive with rate hikes. Plus, the best inflation protection picks for your portfolio. Also, The trade after Disney’s earnings and a bullish call on one stock that’s plunged 30% this year.
2/10/2022 • 44 minutes, 36 seconds
Is the Bottom in for Stocks?
Scott Wapner debates a big call from one member of the Investment Committee, saying stocks won’t retest the January lows. Plus, the Committee making a lots of moves in this market. They reveal their latest buys. Plus, Mr. Wonderful, Kevin O’Leary, calls in to tell us why he thinks Meta shares have bottomed. And, Jon Najarian shares his latest trades in Unusual Activity.
2/9/2022 • 44 minutes, 45 seconds
Meta Meltdown: What to do with Facebook
Scott Wapner and the Investment Committee discuss the fallout in Facebook, another Committee member bailing on the stock. We ask Stephanie Link, who got in to the name before the 30% drop, what she’s doing now. Plus, the Committee buying some Financial names, we break down the sector. And later, Avenue Capital’s Marc Lasry joins us to discuss rates, the Fed, and the Market.
2/8/2022 • 44 minutes, 43 seconds
Mega-Cap Trade After Earnings
Scott Wapner and the Investment Committee debate how to play the mega-cap trade now that the FANG+ names have all reported earnings. Plus, Scott grills the Committee on what they are doing with big cap tech like Meta and Amazon, what’s worth keeping, and what should you sell. And later, Jon shares some Unusual Activity in two names.
2/7/2022 • 44 minutes, 16 seconds
Jobs, Rates & Stocks
Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and whether that will have any effect on the number of rate hikes this year. Plus, Tom Lee joins us to reiterate his bullish view on the market ending the year up 13%. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
2/4/2022 • 44 minutes, 50 seconds
Meta Meltdown: Buy or Sell?
Dominic Chu and the Investment Committee dive in to Meta’s stock plunge and debate if the stocks has peaked, or if it’s a big buying opportunity. Plus, Amazon earnings after the bell, the Committee debates the best way to trade ahead of the call. And later, Jon shares some Unusual Activity he’s seeing in three names.
2/3/2022 • 44 minutes, 45 seconds
Alphabet & the Tech Trade
Alphabet soaring to record highs on strong earnings and a plan to split its stock. Melissa Lee and the Investment Committee discuss if Alphabet saved the beaten up tech trade and looks ahead to Facebook earnings after the bell. Plus, the committee making a number of moves in the markets, especially in the semis. And later, Pete Najarian gives us his latest trades in Unusual Activity.
2/2/2022 • 44 minutes, 43 seconds
Stock Strategies for the New Month
Melissa Lee and the Investment Committee discuss the major averages coming off of their worst month since March 2020. Is more volatility ahead in February or is the worst over? The Committee take their positions. Plus, we cover some Calls of the Day in the Financial sector. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
2/1/2022 • 45 minutes, 14 seconds
Have Stocks Bottomed?
The last trading day of January and it was a tough one for investors. Scott Wapner and the Investment Committee discuss if stocks have found a bottom. Plus, a big call on the growth trade – is time to start buying again? And later, the Committee making new moves in this market.
1/31/2022 • 44 minutes, 41 seconds
The Rocky Road for the Market
Scott Wapner and the Investment Committee debate what’s ahead for the market after a volatile couple weeks. The Committee share their latest moves and describe what to watch out for next week. Plus, Steve Liesman joins us to discuss the Fed, Powell, and how many rate hikes he sees this year. And later, BMO’s Brian Belski doubles down his year-end market call of 5300 on the S&P.
1/28/2022 • 44 minutes, 48 seconds
The Fed and Your Money
Scott Wapner and the Investment Committee dive in to yesterday’s Fed meeting and what it means to the market and your money. The Committee discuss the names they are looking at following Fed Chair Powell’s comments, especially Apple ahead of earnings. Plus, activist investor Bill Ackman buys in to Netflix, how will that affect the company and the stock going forward. And later, Pete Najarian shares some Unusual Activity in two names.
1/27/2022 • 44 minutes, 52 seconds
The Trade Ahead of the Fed
Scott Wapner and the Investment Committee discuss positioning your portfolio ahead of the Fed Decision. Plus, JP Morgan’s Dubravko Lakos joins us to explain why he thinks the selloff is overdone and how it’s time to buy. And later, we dive into Auto stocks as Tesla is set to report tonight. Plus, Joe Terranova making a new buy in the commodities space.
1/26/2022 • 44 minutes, 40 seconds
Have Stocks Found a Bottom?
Scott Wapner and the Investment Committee discuss if stocks have found a bottom, following Monday’s big rebound. Plus, the committee is making a lot of moves. They unveil their latest buys and sells. And, the trade ahead of Microsoft’s earnings after the bell.
1/25/2022 • 49 minutes, 46 seconds
Special Report | Markets in Turmoil
Listen to CNBC's special report about today's market volatility. From which stocks were hit hardest, to fears of war between Russia and Ukraine, and whether the Federal Reserve is moving too fast.
1/25/2022 • 45 minutes, 31 seconds
A Huge Week for Your Money
Scott Wapner and the Investment Committee discuss this critical week for stocks with tons of earnings, a pivotal fed meeting, and turbulent times for the major averages. The Committee share what they’re doing with their portfolios. Plus, Steve Liesman joins us to discuss the upcoming Fed Meeting. And later, Jim Chanos joins us to discuss the markets and the Fed.
1/24/2022 • 58 minutes, 6 seconds
Close to a Buyable Bottom?
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal calls in to discuss a big drop in his largest holding, Cleveland Cliffs.
1/21/2022 • 47 minutes, 16 seconds
Trim on the Rebound?
Scott Wapner and the Investment Committee discuss if investors should use today’s big rebound to trim some overexposed and beaten down names.. Plus, what to do with the mega-cap tech trade from here. Plus, we’ve got some Calls of the Day on two big chip names, the Committee take their positions. And later, the trade ahead of Netflix’s earnings after the bell and Jon Najarian latest trades in Unusual Activity
1/20/2022 • 47 minutes, 41 seconds
Nasdaq Below Key Level
Nasdaq falls into correction and trading below its 200-day moving averages. Scott Wapner and the Investment Committee debate how much more selling is left. Plus, the Committee making moves in this market. Also, Blackrock’s Rick Rieder tells us why equities are going higher and where yields go from here. And later, Jon Najarian has his latest trades in Unusual Activity.
1/19/2022 • 44 minutes, 35 seconds
Navigating the Sell-Off
Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much more pain is still ahead and the impact of rising rates. Plus, Microsoft is buying Activision-Blizzard, the gaming companies are up on the news, how should you play it. And later, a big activist investor is going after Kohl’s again. He joins Halftime to explain what he wants from the retailer.
1/18/2022 • 44 minutes, 59 seconds
Nasdaq Breaks a Key Level
Nasdaq falling below its key 200-day moving average. Scott Wapner and the Investment Committee discuss if a broader sell-off is ahead and how to protect your portfolio. Plus, Kevin O’Leary and Degas Wright reveal their Stock Summit picks for this year. And later, Jon Najarian’s latest trades in Unusual Activity
1/14/2022 • 43 minutes, 44 seconds
Tech Pain Ahead?
The Nasdaq sells off again. Scott Wapner and the Investment Committee discuss just how much pain is still ahead for the Nasdaq and tech trade. Plus, Pete Najarian seeing a lot of options action on Boeing and Ford. He’ll also have his latest trades in Unusual Activity. And later, Kari has her top picks for 2022.
1/13/2022 • 44 minutes, 6 seconds
Trust the Rebound?
Stocks marching higher. The major averages now up for the week. Scott Wapner and the Investment Committee debate if you should trust the rebound. Plus, Prof. Jeremy Siegel weighs in on the latest red-hot inflation data and tell us where he sees stocks headed from here. Also, financials getting ready to report earnings later this week and one big banks stocks getting two bullish calls ahead of it. And later, Jon Najarian reveals his latest trades in Unusual Activity.
1/12/2022 • 44 minutes, 34 seconds
Tech close to a bottom?
Scott Wapner and the Investment Committee debate if the NASDAQ’s big reversal means the tech trade is close to a bottom. Plus, the committee reveal big changes in their portfolios
And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
1/11/2022 • 43 minutes, 59 seconds
More Pain, or Near a Bottom?
Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate if there’s more pain ahead for the tech wreck and if you should be buying on the drops right now. Plus, Rob Sechan gives us his top plays for 2022
1/10/2022 • 46 minutes, 52 seconds
The Risk for Stocks
After a tumultuous week in the market, Scott Wapner and the Investment Committee debate what’s next for stocks. With the tech selloff and rates moving sharply higher over the past five days, what’s next and how should you trade it. Plus, we round out the week with our 2022 Stock Summit picks. And later, Pete Najarian sees some Unusual Activity in two names
1/7/2022 • 44 minutes, 45 seconds
More Tech Pain Ahead?
Scott Wapner and the investment committee debate how much more pain is ahead before the high-multiple stocks begin to look attractive. Plus, Josh Brown making three moves in this market, one of them is a new buy. And later, it’s day four of Halftime’s 2022 Stock Summit. The committee reveal their best stocks for the year and the one sector they are banking on.
1/6/2022 • 47 minutes, 28 seconds
Cramer’s Market View & Stock Summit
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to discuss the Nasdaq’s plunge, financials at record highs and if those high-multiple stocks look attractive now.
Plus, Jim joins the Committee with his own Stock Summit picks. And later, Jon Najarian shares reveals his latest trades in unusual activity.
1/5/2022 • 45 minutes, 2 seconds
Day 2 of the 2022 Stock Summit
Apple hitting a major milestone, but one member of the investment committee is trimming the stock. Find out why. Plus, Josh Brown and Stephanie Link both making new buys in this market.
And, day 2 of the “Stock Summit”. The investment committee shares their best ideas for 2022 with Scott Wapner.
1/4/2022 • 45 minutes, 2 seconds
The 2022 Stock Summit
New year, new opportunities. Scott Wapner kicks off the 2022 Halftime Stock Summit. Our investment committee members give us their top 3 stocks for the year and their top sector. And later, Jon Najarian shares some Unusual Activity he’s seeing in two consumer names.
1/3/2022 • 44 minutes, 57 seconds
The Final Countdown: What’s in Store for 2022
Scott Wapner and the Investment Committee discuss the record-setting momentum in the market, and how much longer stocks can sustain this move. Plus, we wrap up our stock summit with Josh Brown’s 2nd half picks, how did he do and what’s next from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
12/31/2021 • 44 minutes, 48 seconds
Will 2022 Be a Boon or Bust for Stocks
Scott Wapner and the Investment Committee discuss the surge in stocks, with the S&P on its second best record run ever. Does this make the Committee more or less bullish about 2022? Plus, we continue checking in on our Committee’s second half picks. Are they sticking with their picks from 6 months ago, or is it time to move on to other names? And later, we answer some of your questions in Ask Halftime!
12/30/2021 • 42 minutes, 37 seconds
Can Stocks Keep Powering Ahead?
Scott Wapner and the Investment Committee dive in to CNBC’s new survey about how long the record run can last. What stocks will continue to run higher, and which ones should you get out of. Plus, we discuss the future of EVs and which companies will benefit from the growth in the space. And later, Energy is a top pick for multiple analysts for 2022, the Committee weighs in on their favorite names in the sector.
12/29/2021 • 44 minutes, 42 seconds
How Much Fuel is Left in the Rally?
Scott Wapner and the Investment Committee debate how much fuel is left in this year-end rally. Big Cap Tech is surging this week, the Committee share their buys. Plus, we continue checking on the Committee’s 2nd half playbook picks, what are they doing with the stocks from here. And later, Jon Najarian shares some Unusual Activity in two names.
12/28/2021 • 44 minutes, 30 seconds
The Year-End Rally is in Full Swing
Scott Wapner and the Investment Committee debate how far the year-end rally can take us, as the S&P 500 has already hit a new Intraday high. Fundstrat’s Tom Lee joins us to reiterate his 4800 target for the S&P, and what he sees in the cards for 2022. Plus, we check in on the Committee’s second half picks to see how they’ve done in the past 6 months, and what to do with these stocks from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
12/27/2021 • 44 minutes, 44 seconds
The March to New Highs Continues
Frank Holland and the Investment Committee discuss the continued march to new highs, as stocks are up for the third straight day. Can the move higher hold, and how should you play it? Plus, Nikola soars after delivering its first truck, is the stock worth another look? And later, Jon Najarian shares some Unusual Activity in multiple names.
12/23/2021 • 44 minutes, 47 seconds
The Relief Rally Holds For Now
Frank Holland the Investment Committee debate whether the Relief Rally can hold as we head into the second day of gains in the market. The Committee discuss the best moves you can make right now. Plus, an upgrade in the Housing Sector has the Committee picking their favorite names. And later, birthday boy Pete Najarian shares some Unusual Activity in some tech and consumer names.
12/22/2021 • 43 minutes, 11 seconds
Should You Trust the Rebound?
Following yesterday’s sharp drop, stocks are up today. Melissa Lee and the Investment Committee debate whether you should trust the rebound and where the best place is for your money in the remaining few weeks of the year. Plus, we have some Calls of the Day on nVidia and the semis sector, which name is the best of the group. And later, we evaluate some of the streets’ top 2022 picks.
12/21/2021 • 44 minutes, 39 seconds
Protecting Your Portfolio
Stocks tanks as Omicron takes a grip on global markets. Melissa Lee and the investment committee debate if the Santa Claus rally is in jeopardy and whether investors should be buying on this big drop. Tech, Energy and Financials all down big. The names you need to watch from here.
Plus, a big call on Tesla and Lucid. Are investors overestimating growth in the EV space? And later, Jon Najarian reveal his latest trades in Unusual Activity.
12/20/2021 • 44 minutes, 30 seconds
Navigating the Unsettled Market
Scott Wapner and the Investment Committee debate how much selling is left in the market, and if a “Santa Claus” rally is still in the cards. Plus, is the market starting to price in a Fed rate hike in March? And later, Pete shares some Unusual Activity in an energy and e-commerce name.
12/17/2021 • 44 minutes, 42 seconds
The Fed Speaks & the Market Rallies
Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs in on the recent drop in high-valuations stocks and where they go from here. And later, Jon Najarian shares some Unusual Activity he’s seeing in Rivian ahead of earnings after the bell.
12/16/2021 • 47 minutes, 5 seconds
Stocks at a Crossroads
Scott Wapner and the Investment Committee discuss today’s imminent Fed Decision on policy and what it will mean for stocks and your money in the coming months. Will it be a turning point, and how you should trade it. Plus, BMO’s Brian Belski joins us to discuss why he thinks investors need to focus less on the index levels and more on individual stocks. And later, UPS was named a top pick by UBS, the Committee weighs in.
12/15/2021 • 44 minutes, 18 seconds
A New Course for the Market?
Scott Wapner and the Investment Committee discuss the critical moment for stocks. A change in Fed Policy seems certain in the hours ahead, what will that mean for your portfolio, and how should you trade it. Plus, Morgan Stanley’s Mike Wilson joins us to discuss his previous calls on the show and where he sees the market headed into year end and beyond. Plus, Goldman Sachs out with its list of top restaurant stocks for 2022. And later, Pete Najarian shares some Unusual Activity he’s seeing in two consumer names.
12/14/2021 • 47 minutes
Apple Close to $3 Trillion & Fed In Focus
Apple hitting record highs again and the Fed gets ready to meet this week. Scott Wapner and the investment committee debate how to position your money headed into a crucial week. Plus, bullish calls on two chip stocks. Should you buy them now?
Plus, Joe Terranova reveals his new buys and sells. And, Jon Najarian is seeing unusual activity in two stocks that are falling today.
12/13/2021 • 44 minutes, 33 seconds
Inflation, Fed and your next money move
Brian Sullivan and the investment committee debate what the hot inflation read means for stocks and future rate hikes ahead. Plus the committee share their latest buys and sells. And, Kevin O’Leary making a bigger play in the crypto space. He reveals his trade. And Pete Najarian has his latest trades in unusual activity.
12/10/2021 • 44 minutes, 28 seconds
Apple’s Path to $3 Trillion
Apple getting closer to $3 trillion market-cap with shares hitting all-time highs again. Scott Wapner and the investment committee debate what that magic milestone would mean for the company, the stock, the tech trade and the market overall. Plus, are high-valuation stocks in a bubble? And, big calls on Biotech. Is this going to be a hot space to invest in 2022?
12/9/2021 • 44 minutes, 37 seconds
State of Stocks after the Big Rebound
Scott Wapner and the investment committee debate what’s next for stocks as the S&P 500 knocks on the door of new highs. Apple continues to hit new highs should you buy at these levels? Plus, it’s a big-bank stocks that’s up more than 40% this year, and it’s just been named a top pick for 2022. The committee debates it. And later, Jon Najarian reveals his latest trades in Unusual Activity.
12/8/2021 • 44 minutes, 42 seconds
Trust the big rebound?
Another big rally, led by tech. Scott wapner and the investment committee debate if the rebound is for real and if the year-end rally is back on. Also, should you buy the recently battered high-growth stocks again? Plus, the committee shares their latest buy and sells in this market. And jon najarian shares his latest trades in unusual activity.
12/7/2021 • 44 minutes, 56 seconds
The True State of Tech
Is the tech trade dead? The Investment Committee debates the future of the tech trade as the market faces the possibility of a more hawkish Fed. Senior Economics Reporter says a major shift is underway at the Federal Reserve that could see a speedier end to its easy policies. Plus, the desk discusses CNBC’s new Next Generation 50 Index – why they like it and how they’re playing the next generation of investors. And, one Wall Street analyst says, electric car marker Rivian is “The One.”
12/6/2021 • 44 minutes, 55 seconds
Tech & Growth Tumble
Nasdaq getting slammed, fueled by tech and growth. Frank Holland and the Investment Committee debate whether the stay-at-home trade is done and if the Santa Claus Rally is still intact. The Committee is also making a lot of moves in this drop. They reveal their latest buys. Plus, Josh Brown making a big play in the crypto world. He joins us to explain. And later, Jon Najarian shares some Unusual Activity in two tech names.
12/3/2021 • 44 minutes, 40 seconds
Buy or Beware?
Scott Wapner and the Investment Committee debate the state of stocks and if investors should be buying right now. Plus, Jim vs Jim, the epic debate that Farmer Jim is having with legendary investor Jim Chanos over Wynn Resorts. Who is right and how should you play it? And later, Pete Najarian reveals his latest trades in unusual activity.
12/2/2021 • 49 minutes, 51 seconds
Your December Stock Playbook
Scott Wapner and the Investment Committee are joined by Jim Cramer to discuss the final stretch of the year for stocks. What does December hold for your portfolio and what moves should you make. BMO’s Brian Belski also joins us with new moves he’s making in his portfolio. Plus, the CEO of United Airlines joins us with his outlook for the industry amid new Covid fears.
12/1/2021 • 47 minutes, 12 seconds
Fed, Taper and Your Money
Stocks plunge and treasury yields spike following comments from Fed Chair Powell on tapering ahead. Scott Wapner and the investment committee debate how investors protect their portfolio from here. Plus, the committee is buying on this big drop. They reveal their latest buys.
Plus, short-term pain versus long-term gain. Why one firm is bullish on Boeing, despite new covid variant fears.
And later, Jon Najarian reveals his latest trades in Unusual Activity.
11/30/2021 • 44 minutes, 19 seconds
Buy the Big Drop?
President Biden speaks about the Omicron COVID variant. Scott Wapner and the investment committee debate if the year-end rally is in jeopardy, or if the near-term pullback some have been expecting is already done. Plus, where opportunities are opening up in this market. Jack Dorsey out at Twitter. What’s next for the social media giant?
11/29/2021 • 52 minutes, 24 seconds
Buy the High-Valuation Tech Wreck?
The Nasdaq trying to avoid a third day of losses. Frank Holland and the investment committee debate if the damage is done for the high-growth tech names and whether you should buy on this big drop.
Plus, the committee is making new buys in the EV and energy space. Plus, Jon Najarian tells us why he’s out of Meta stock. He also reveal his latest trades in Unusual Activity.
And, Thanksgiving travel is underway. Are the airlines set for a rebound?
11/24/2021 • 44 minutes, 48 seconds
The Big Divide in Tech
High valuation growth stocks getting weaker, but FANG+ stocks getting stronger. Scott Wapner and the Investment Committee debate what this means for the record rally and if it’s healthy sign. Manscaped going public via SPAC. The CEO joins us. Plus, Pete Najarian tells us about some unusual options activity he’s seeing in Micron and Starbucks. And later, we hit the retail sector as Best Buy plunges, the Committee shares their moves.
11/23/2021 • 44 minutes, 45 seconds
Green Light for Year-End Rally?
Fed Chair Powell is renominated. Scott Wapner and the investment committee debate if this is a green light for a year-end rally. Plus, a major reversal going on in this market. The committee discusses what it is and what it means for your money.
Plus, EV stock getting crushed today. Is it time to take money off the table on this red-hot trade? And later, this stock just got its price target raised and is now a top 5 holding for hedge funds. We’ll reveal the name and debate where this stock goes from here.
11/22/2021 • 44 minutes, 22 seconds
Rising risks to a year-end rally
Scott Wapner and the Investment Committee debate the state of stocks as rising COVID cases in Europe cause a new lockdown in the region. Are the fears overblown? The Committee lay out their strategy. Plus, a Call of the Day on Robinhood has the Committee picking sides on this controversial name. And later, Pete Najarian shares some Unusual Activity in a stock and a sector.
11/19/2021 • 44 minutes, 39 seconds
The New “N” in FANG
Nvidia soaring on the back of its earnings and on its way to becoming a trillion dollar company. Scott Wapner and the investment committee debate if it’s too late to get into the stock, which is now up 145% this year. Also, Macy’s surging on the back of its earnings. Hedge funds and activists are getting in on this retailer. Should you be following Macy’s on latest results? And later, Jon Najarian reveals his latest trades in Unusual Activity.
11/18/2021 • 47 minutes, 15 seconds
Near-Term Peak for S&P?
Scott Wapner and the Investment Committee debate a big call from Fundstrat, Wall Street’s most bullish firm, that the S&P could hit a near term peak this week. Tom Lee joins us to break down the call and the Committee discuss how to trade it. Plus, NVIDIA earnings after the bell, how is the Committee positioning themselves ahead of the call. And later, we break down the EV space, which names are worth a look, and which ones should you stay away from.
11/17/2021 • 44 minutes, 42 seconds
Trim Some Tech Winners?
The latest 13-F filings show a number of hedge funds scaling back their tech holdings. Scott Wapner and the Investment Committee discuss if it’s a warning sign, or just profit-taking. And, whether you should follow their moves. Also, Qualcomm hitting record highs as the chip giant meets investors. Should you buy at these levels? Plus, the Committee making a lot of moves in the market. They unveil their latest buys. And later, Jon Najarian reveals his latest trades in Unusual Activity.
11/16/2021 • 47 minutes, 36 seconds
Year-End Rally Still Intact?
Brian Sullivan and investment committee debate if the year-end rally is still on the cards, in wake of hot inflation data and a losing week. Plus, Boeing flying higher, the best stock in the Dow today. Is it time to buy now? Also, a bullish call on one big oil stock. A monster week for retail earnings. The committee will get you ready. And later, Pete Najarian reveals his latest trades in Unusual Activity.
11/15/2021 • 44 minutes, 33 seconds
The State of the Record Rally
Scott Wapner and the Investment Committee debate the record rally and if this week confirmed or put into question the future of the move. Plus, Josh and Steve discuss NVIDIA, what is the stock worth and how you should trade it. And later, Jon Najarian sees some Unusual Activity in two consumer names.
11/12/2021 • 47 minutes, 19 seconds
Endgame for Disney?
Disney shares slammed after missing earnings across the board, Scott Wapner and the Investment Committee debate what it means to the owners of the stock, including some of the committee members. Plus, Rivian’s run, why one firm says it could mean trouble for the overall market. And, we honor all veterans today, including two of our very own Committee members, Jim and Degas. We’re also joined by a veteran who started a fintech platform designed to better align a company’s charitable giving with the interests of their employees. Jon Najarian also has his latest trades in Unusual Activity
11/11/2021 • 44 minutes, 40 seconds
Buy Rivian and sell Tesla?
Rivian making its public debut in one of the biggest IPOs of the year. Scott Wapner and the Investment Committee debate if you should buy the stock, and whether you should sell out of Tesla.
Also, Disney getting ready to report earnings after the bell. The committee gets you ready ahead of the results. And, Pete Najarian has his latest trades in unusual activity
11/10/2021 • 48 minutes, 51 seconds
A ‘Buy Everything’ Market?
Many areas of the market hitting record highs. Scott Wapner and the Investment Committee debate the best place for your money right now. Plus, several stocks are in focus today, the GE Split, the Roblox surge, with Robinhood, Paypal and Ford in the headlines. The Committee weighs in on all these stocks and more. And later, Pete Najarian shares some unusual activity in 2 consumer names.
11/9/2021 • 44 minutes, 7 seconds
New Week, New Rally
Rally on. Scott Wapner and the Investment Committee debate how far the record-breaking rally can go – and where you want to be positioned. The traders are all making a lot of moves in their portfolios from tech, travel, EVs and more. Plus, Tesla’s new street high price target. The desk debates the analyst’s call that Tesla’s gap with legacy automakers is widening rather than closing. And later Jon Najarian reveals his latest trades in Unusual Activity.
11/8/2021 • 43 minutes, 36 seconds
How Far Can the Record Rally Go?
The Dow, S&P and Nasdaq hitting new record highs. Scott Wapner and the Investment Committee debate how far the record-breaking rally can go. Widely followed strategist, Tom Lee of Fundstrat, has a year-end S&P target of 4,800. He tells us where he sees the S&P 500 in 2022. Plus, four stocks moving double-digits – Peloton, Expedia, Shake Shack and Live Nation. How to play them from here. Also, the investment committee making a lot of moves – they reveal their latest buys and sells. And later Pete Najarian reveals his latest trades in Unusual Activity
11/5/2021 • 44 minutes, 16 seconds
5 Big Stock Movers
Moderna, Qualcomm, Qorvo, Penn and Lumen - Five stocks moving either down double digits, or up double-digits. Scott Wapner and the Investment Committee debate whether you should be buying them at these levels. Plus, we get you ready ahead of earnings from Uber, Shake Shack and Square after the bell. And later, Jon Najarian shares some Unusual Activity in one big auto name.
11/4/2021 • 44 minutes, 48 seconds
Taper & The Tech Trade
The Fed expected to announce today when it will begin tapering. Scott Wapner and the investment committee debate what tapering and a rising rate environment will mean for the tech and growth trade. Will tapering spark a correction in these stocks?
Plus, the committee weigh in with their top taper picks. Also, China tech stocks have been slammed in the past six months. But, a new call today saying these names are “too important to be ignored”.
And, Jon Najarian has his latest trades in Unusual Activity.
11/3/2021 • 44 minutes, 38 seconds
The big breakout many are watching
Stocks hitting record highs again. Scott Wapner and the investment committee debate what’s ahead for your money as the fed gets ready to begin tapering. Also, it’s the big breakout that many on the street are watching and it looks like it’s already underway.
Plus, the number of stocks hitting new all-time highs. But should you buy them at these levels?
11/2/2021 • 44 minutes, 39 seconds
Ride the Record Run?
Stocks hitting new record highs as investors go into one of the biggest weeks of the year. The busiest week of earnings season, Fed meets to announce tapering, a new trading month and the jobs report. Scott Wapner and the investment committee debate how to position your portfolio from here and where to put your money to work right now.
Also, one big bank stock getting downgraded after a 10% rally in the past month. We’ll debate it in our ‘Call of the Day’. Plus, Tesla hitting new record highs. How the options market is betting on this red-hot stock from here.
And later, Pete Najarian has his latest trades in Unusual Activity.
11/1/2021 • 44 minutes, 44 seconds
Title: Apple and Amazon: Buy the Drop?
Amazon growth slows and costs rise. Apple reports its first revenue miss since 2017. Scott Wapner and the investment committee debate if you should buy these two names on today’s drop. Plus, can the record rally keep going without mega-cap tech’s participation?
Plus, Starbucks getting slammed on its revenue miss. Is this a big buying opportunity? Or should you stay way?
10/29/2021 • 44 minutes, 40 seconds
Apple and Amazon Earnings: Your Next Move
Scott Wapner and the Investment Committee get you ready for earnings from Apple and Amazon after the bell today. Plus, Ford shares hitting 7-year highs on the back of blowout earnings and guidance. Is it time to add the stock to your portfolio? And, Jon Najarian has his latest trades in Unusual Activity.
10/28/2021 • 52 minutes, 34 seconds
The Best Mega-Cap Tech to Own
Scott Wapner and the Investment Committee dig in to the big earnings beats by Microsoft and Alphabet, and debate which is the best mega-cap tech stock to own right now. Plus, should you buy Boeing on its big miss? And, another big oil company in the crosshairs of activists. Should you buy now?
10/27/2021 • 44 minutes, 45 seconds
Facebook & Mega-Cap Tech
Scott Wapner and the Investment Committee fiercely debate Facebook’s earnings call. Some members are selling, while others buy. They’ll explain why. Plus, the Committee gets you ready ahead of Microsoft and Alphabet’s earnings after the bell. And, Tesla on a tear. The Committee owns it and tells you what’s next for the name. Later, Jon Najarian is seeing unusual options activity in one beaten down social media stock.
10/26/2021 • 44 minutes, 40 seconds
Judgement Week for Stocks
Scott Wapner and the Investment Committee discuss what’s at stake for the markets as the big tech names all report earnings this week. Amazon, Alphabet, Apple, Facebook and Microsoft are all on deck, the Committee tells you their trade. Plus, a Call of the day on bank stocks sending the sector higher, which stocks should you buy. And later, Tesla joins the 1 trillion dollar club, is it still a buy from here?
10/25/2021 • 47 minutes, 17 seconds
Inflation, Fed and Stocks
We round out our anniversary week with some big name market players. David Tepper talks about his latest market positions, Jim Reynolds weighs in on where he sees the market going from here, Michael Ovitz discusses his big bet on the retail investors and the Bond King, Jeffrey Gundlach, discusses his view on rates, bonds and the dollar.
10/22/2021 • 45 minutes, 13 seconds
Big End of Year Rally?
Scott Wapner and the Investment Committee are joined by some of the world’s top investors to discuss the record rally and their best ideas in this market. Ricky Sandler, Keith Meister, Nancy Davis and Mario Gabelli give us their best picks. And later, Jon Najarian shares some Unusual Activity in Pinterest after the deal with Paypal was announced yesterday, as well as one China play.
10/21/2021 • 49 minutes, 10 seconds
Record High: Keep Riding the Rally?
The Dow hits record highs and the S&P getting very close to its own record high. Jim Cramer joins Scott Wapner and the investment committee to debate which stocks to buy and where do they go from here. Plus, hedge fund titan David Einhorn of Greenlight shares his best ideas. And, activist investor Nelson Peltz on his outlook for the markets and inflation. Later, the trade ahead of earnings after the bell.
10/20/2021 • 52 minutes, 43 seconds
The Rally Continues, But For How Long?
Scott Wapner and the Investment Committee discuss the continued rally in stocks and whether they see any road blocks ahead. Plus, Altimeter Capital’s Brad Gerstner, Blackrock’s Rick Rieder, and Former Dallas Fed President Richard Fisher join us to weigh in with their view of the market, inflation, the Fed, and more. Plus Jon Najarian’s latest trades in Unusual Activity.
10/19/2021 • 44 minutes, 28 seconds
Halftime 10 Year
Halftime Report celebrates our 10 year anniversary with two huge guests go kick off the week, legendary investors Carl Icahn and Jim Chanos join us to talk about stocks, inflation, earnings and more. Plus, Netflix reports earnings tomorrow, should you buy now?
10/18/2021 • 50 minutes, 6 seconds
A Big Rally on the Horizon?
Scott Wapner and the Investment Committee discuss the rally in stocks and whether an even bigger rally is coming soon. Brian Belski joins us to weigh in on what he sees in store for stocks. Plus, a Call of the Day on Moderna, the stock reacting to news from the FDA approving the company’s vaccine. And later, Jon Najarian shares some Unusual Activity he’s seeing in two energy names.
10/15/2021 • 44 minutes, 20 seconds
Market Fears Overblown?
A Rally on Wall Street. Bank earnings beat and inflation reports come in better than expected, Scott Wapner and the Investment Committee debate whether the market fears are overblown and where you should be investing right now. Plus, Josh Brown reveals his new buy. And later, Pete Najarian shares some Unusual Activity he’s seeing in a casino name.
10/14/2021 • 44 minutes, 35 seconds
Chip Stocks Signaling a Warning?
Scott Wapner and the investment committee debate if the recent weakness in the semis is signaling a warning sign for the overall market. Plus, the trade on Apple following reports of iPhone production cuts. Plus, a bullish call on one red-hot retail stocks that’s doubled this year. And, the committee reveal their new stock buys.
10/13/2021 • 44 minutes, 34 seconds
Are the Market Fears Overblown?
One top strategist says markets are on a knife’s edge. Scott Wapner and the Investment Committee debate if he’s right and whether fears of stagflation and market turmoil are overblown. Plus, the Committee share their new moves and debate what you should do with your money. And later, semis are up about 15% this month as supply shortages hit multiple sectors of the market, how should you trade it.
10/12/2021 • 44 minutes, 32 seconds
Trust the Stock Market Rebound?
Stocks coming off their best week in months. Scott Wapner and the Investment Committee debate if you should trust the bounce-back. Plus, the big banks kick off earnings season this week. How investors should position their portfolios headed into a crucial few weeks ahead.
Later, bullish calls on Starbucks & SoFi. Should you buy at these levels? And, Jon Najarian has his latest trades in Unusual Activity.
10/11/2021 • 44 minutes, 58 seconds
Big Jobs Miss: What it Means for Stocks
Scott Wapner and the Investment Committee debate the state of stocks after a jobs miss and a volatile week. Morgan Stanley’s Chris Toomey tells us why it may be time to get cautious. Plus, we cover the Calls of the Day on Home Depot and Lowe’s, what do the downgrades mean to the sector. And later, Pete Najarian shares some Unusual Activity in 2 big names. Earnings season kicks off next week. The committee get you ready with trades ahead of the results
10/8/2021 • 44 minutes, 48 seconds
Trust the Rebound?
Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names?
10/7/2021 • 44 minutes, 32 seconds
Your Volatility Strategy
From triple-digit losses to triple-digit gains. Scott Wapner and the Investment Committee debate the best way to navigate the volatility in this market and where opportunities are opening up, especially in the tech sector. Plus, the moves the committee are making right now. And later, Jon Najarian shares some Unusual Activity he’s seeing in two tech names.
10/6/2021 • 44 minutes, 39 seconds
Buy the Bounce Back?
After a sharp decline yesterday, the market is bouncing back today. Scott Wapner and the Investment Committee debate whether it’s time to buy on the way back up. Plus, the Facebook whistleblower is testifying today on Capitol Hill. Where the stocks goes from here. Plus, this stock has doubled this year and a new call says it can go up another 30% form here. We’ll reveal the name in Call of the Day.
10/5/2021 • 44 minutes, 36 seconds
Facebook Fallout & Tech Wreck
Scott Wapner and the Investment Committee debate the sell-off in Facebook and tech. Should you buy on these drops? The Committee shares how they will navigate the sharp decline and give you some tips on what to do from here. Plus, a big call on GM has Jim Lebenthal happy, we call him to break it down. And later, Steve Weiss says you should still own Moderna, find out why.
10/4/2021 • 44 minutes, 43 seconds
Is an October Rollover Coming?
Scott Wapner and the Investment Committee debate what the final three months of this year will bring. The Committee discuss The Fed, Earnings, the names they like and so much more. Plus, Tom Lee joins us to defend his continued bullish stance on the market. And later, Steve Weiss calls in to give us his thoughts on Moderna falling today.
10/1/2021 • 44 minutes, 25 seconds
Will the Tech Pullback get Worse?
Scott Wapner and the Investment Committee debate whether tech is about to face an even bigger pullback. Plus, legendary investor Lee Cooperman joins us to discuss everything from the market, the Fed, and interest rates. And Later, Pete Najarian shares some Unusual Activity in two big consumer names.
9/30/2021 • 50 minutes, 11 seconds
Are Stocks Broken or Buyable?
Scott Wapner and the Investment Committee discuss the state of stocks. Are they broken or buyable, and is the correction closer as interest rates move higher? Plus, one of the most successful commodity traders, Mark Fisher, joins us to explain why he thinks energy prices are going much higher from here. And later, we hit some Calls of the Day on a commodity and an industrial stock.
9/29/2021 • 44 minutes, 36 seconds
The Tech Takedown and How to Trade it
Tech taken down by rising rates. Scott Wapner and the Investment Committee discuss how to navigate today’s big drop. Fundstrat’s Tom Lee joins us to weigh in and defend his bullish thesis for the market. Plus, all the moves the investment committee is making right now – their latest buys and sells. And later, Pete Najarian shares some Unusual Activity in two names.
9/28/2021 • 47 minutes, 15 seconds
Rates, The Rotation, and Your Money
As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street.
9/27/2021 • 44 minutes, 30 seconds
Where the Money is Flowing
A wild week on Wall Street. Scott Wapner and the Investment Committee debate what the stunning comeback for stocks means for the remainder of the year. Is a year-end rally on the cards? Plus, the committee is making a ton of moves in this market. We’ll reveal their latest buys. And, former Evergrande bond holder Marc Lasry of Avenue Capital joins us to discuss what he’s hearing, if there will be a default and contagion fears.
9/24/2021 • 44 minutes, 42 seconds
Is the Pullback Over?
A big rally again. Scott Wapner and the Investment Committee debate if the pullback is already over and if it’s time to buy stocks again. Plus, the Committee reveal their latest buys. And, the trade ahead of Nike’s earnings after the bell.
9/23/2021 • 44 minutes, 20 seconds
Stocks Bounce Back: Will it Hold?
Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown?
9/22/2021 • 44 minutes, 37 seconds
Safe to Buy the Dip? Or too Soon?
Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio?
And, Fedex earnings after the bell. Should you buy ahead of the numbers?
9/21/2021 • 44 minutes, 42 seconds
U.S. markets fall amid Chinese contagion fears
Scott Wapner and the investment committee debate the market selloff amid concerns that one of China’s largest property developers could default on its debt. Also, BlackRock’s bond king Rick Rieder weighs in on global markets. Plus, Pete Najarian’s latest trades in unusual activity
9/20/2021 • 44 minutes, 31 seconds
4 Reasons to Stick with Stocks
Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market.
Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio.
Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity
9/17/2021 • 44 minutes, 6 seconds
What will get the record rally running again?
Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names.
9/16/2021 • 43 minutes, 54 seconds
Breakout or Breakdown: What’s Next?
Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why.
9/15/2021 • 44 minutes, 24 seconds
Apple’s Big Event: What’s Riding on it
Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile.
9/14/2021 • 46 minutes, 45 seconds
Breakdown or Bounce? What’s next for Stocks
The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future.
9/13/2021 • 44 minutes, 21 seconds
Fleeing the Financials
New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done.
Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks.
9/10/2021 • 44 minutes, 17 seconds
Worry vs. Momentum
Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally.
Plus, airlines cutting their outlook. Is the reopening trade in trouble?
And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season.
9/9/2021 • 44 minutes, 45 seconds
Risks to the Record Rally
Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell.
9/8/2021 • 44 minutes, 32 seconds
U.S. Stocks Downgraded: Time to get Cautious?
Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity.
9/7/2021 • 44 minutes, 30 seconds
Bad Economic Data = Good News for Stocks?
The latest employment report misses big, Brian Sullivan and the Investment Committee debate whether that’s good, or bad for stocks. Should you keep riding the rally, or is it time to take a pause? And, the Fintech wars are heating up, the Committee discusses how you should play it. Plus, Wall Street is bullish on semis, are they right? And later, Biotech is breaking out, we discuss which names are worth a look.
9/3/2021 • 44 minutes, 42 seconds
The New Best Performing Sector
Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity
9/2/2021 • 44 minutes, 49 seconds
Rally on? Or, as good as it gets?
The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy.
9/1/2021 • 44 minutes, 20 seconds
Risks to the Record Rally
The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions.
8/31/2021 • 44 minutes, 18 seconds
Keep Riding the Record Rally?
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall?
Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall.
8/30/2021 • 44 minutes, 38 seconds
Taper Coming: Your Next Money Move
Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity.
8/27/2021 • 45 minutes
Taper Talk: how to play it
Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move.
8/26/2021 • 44 minutes, 26 seconds
The State of Stocks and your Next Move
As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names.
8/25/2021 • 44 minutes, 39 seconds
Market Milestone: Nasdaq 15K
Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names.
8/24/2021 • 44 minutes, 40 seconds
Record Highs & Fed in Focus
Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell.
8/23/2021 • 45 minutes
Tale of Two Mega-Cap Techs
Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity.
8/20/2021 • 44 minutes, 44 seconds
The Rally’s Red Flags
Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime
8/19/2021 • 44 minutes, 35 seconds
The Biggest Correction of the Year?
Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions.
8/18/2021 • 44 minutes, 29 seconds
Is the Market on the Cusp of a Correction?
Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos.
8/17/2021 • 47 minutes, 11 seconds
Impact of Fed Taper on Stocks
Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results.
8/16/2021 • 44 minutes, 31 seconds
Delta, Disney, and your Dollars
Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade.
And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity.
8/13/2021 • 44 minutes, 41 seconds
Have Reopening Stocks Bottomed?
Scott Wapner and the Investment Committee debate the state of play for stocks as the S&P has now almost doubled since the pandemic lows of last year. The committee also debate a big call, saying cyclical stocks have bottomed. Plus, we cover the latest call on Micron, and Jon shares some Unusual Activity in two names.
8/12/2021 • 44 minutes, 50 seconds
The “Everything Rally”
Tom Lee joins Scott Wapner and the Investment Committee to discuss the “Everything Rally” and whether your money is about to take off in the second half. The Committee share their latest moves as the S&P and Dow hit new records once again. And later, we get to your questions in Ask Halftime!
8/11/2021 • 43 minutes, 54 seconds
A Late Summer Surge?
Scott Wapner and the Investment Committee debate what’s in store for the market in the months ahead as two new calls from two major market watchers, Tom Lee and Marko Kolanovic, come out today. Is a late summer surge on the horizon? Plus, Blackrock’s Rick Rieder joins us to weigh in and reiterate his call that equities are going higher. And later, we cover AMC and ‘meme’ stocks following an interview with AMC CEO Adam Aron, are they safe to buy or should you stay away
8/10/2021 • 44 minutes, 36 seconds
The Playbook for your Money
Has the strong jobs report moved forward Fed taper talk? Scott Wapner and the Investment Committee debate what that would mean for stocks – especially the financials. Two committee member making moves in the space. Plus, Moderna ripping higher, shares hitting new all-time highs and almost doubling in the past month. How to play this red-hot stock from here. And later, Pete shares some Unusual Activity in some social stocks.
8/9/2021 • 43 minutes, 18 seconds
The Jobs Jump & What it Means for Stocks
As the jobs numbers comes in better than expected, Scott Wapner and the Investment Committee what it means for stocks and your money. We’re joined by Corvex Capital’s Keith Meister to weigh in on where he sees the market going and where you need to invest. Plus Jon Najarian shares the Unusual Activity going on in Robinhood and how he’s playing it.
8/6/2021 • 44 minutes, 26 seconds
Is a Mid-Summer Run Coming?
Scott Wapner and the Investment Committee debate a new S&P target from Goldman’s David Kostin, who says the market is set for another big run up. Plus, Adam Parker, founder of Trivariate Research, joins us to share his bullish view on U.S. Equities, the committee will jump in to discuss. And later, we’re joined by Penn National Gaming CEO Jay Snowden to discuss his acquisition of Score Media and the future of sports betting in America.
8/5/2021 • 44 minutes, 53 seconds
Are “Meme” Stocks a Safe Buy?
Scott Wapner and the Investment Committee discuss the sharp selloff in stocks and the quick rise in Robinhood. Are the so called “meme” stocks taking over and should you get in? The Committee debate the right moves. Plus, GM having its worst day since March 2020, what’s next for the floundering stock? And later, we get to your questions in Ask Halftime.
8/4/2021 • 44 minutes, 16 seconds
Is the Market View Dimming?
Stocks coming off their fourth negative session in five. Scott Wapner and the Investment Committee debate whether the market view is dimming for stocks, as fears of the Delta Variant spread. Plus, famed value investor, Bill Nygren of Oakmark, reveals which stocks he’s buying and selling in this market. And, Pete Najarian has his latest trades in Unusual Activity.
8/3/2021 • 44 minutes, 36 seconds
August Stock Strategies: Delta Factor
A new trading month gets underway. Scott Wapner and the Investment Committee debate whether the COVID-19 Delta variant bring the market down, or if the news is priced in. Plus, the Committee shares their latest buys and sells. And, Ed Yardeni joins us to discuss why he thinks his latest S&P 500 target is set to 5000 by year-end 2022. And later, Jon Najarian shares his Unusual Activity in a tech and crypto name.
8/2/2021 • 44 minutes, 45 seconds
Robinhood’s Big Day
Scott Wapner and the Investment Committee closely watch the Robinhood IPO debut and debate whether the stock is safe to buy. Jim Cramer joins us to weigh in. Plus, Facebook reports blowout earnings but the stock is lower, is it a good time to get in? And later, the Committee gets ready for Amazon reporting tonight.
7/29/2021 • 55 minutes, 16 seconds
The F.A.N.G. Fallout
As Apple, Alphabet and Microsoft report blowout earnings, Scott Wapner and the Investment Committee react and the Committee discuss their next moves. Plus, Facebook on deck after the bell, will it continue the trend? And later, we hit the upcoming IPO of Robinhood, should you be involved, or stay away?
7/28/2021 • 44 minutes, 22 seconds
Tech’s Moment of Truth
Scott Wapner and the Investment Committee gear up for some huge earnings after the bell today. Apple, Microsoft and Alphabet all report, what’s at stake for each company and how should you trade it. Plus, Tesla tumbles despite topping their target, GE back on track and UPS getting slammed. How the investment committee are playing these names from here. And, the trade on Visa, Starbucks and AMD ahead of their earnings after the bell.
7/27/2021 • 44 minutes, 59 seconds
The Most Important Week of the Summer
A momentous week for the markets, as mega-cap tech gets ready to report earnings and the Fed meets on interest rates. Scott Wapner and the Investment Committee discuss how to get ready for results from Apple, Amazon, Alphabet, Microsoft and Facebook. Plus, Fundstrat’s Tom Lee tells us why the markets will see a stronger “risk-on” soon. And later, China stocks getting crushed on new regulations, should you buy on these big drops? Is China a safe place to invest? Finally, Pete shares some Unusual Activity in Tesla ahead of earnings after the bell.
7/26/2021 • 43 minutes, 55 seconds
The End of a Wild Week
As this wild week comes to a close, Scott Wapner and the Investment Committee discuss how we went from a major selloff to new record highs. BMO Chief Investment Strategist Brian Belski joins us to weigh in on the volatile week, and what we should expect going forward. Plus, Pete Najarian shares some Unusual Activity in Facebook ahead of earnings, and later, we get to your questions in Ask Halftime.
7/23/2021 • 43 minutes, 56 seconds
Stocks Still at Risk?
Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson joins Scott Wapner and the Investment Committee today to make his case on why stocks are still likely to go lower. Wilson says he’s looking for a 10-15% correction in the market. The Committee weigh in and we debate whether he’s right. And later we hit Calls of the Day in some industrial names.
7/22/2021 • 44 minutes, 47 seconds
The End of the Correction?
Scott Wapner and the Investment Committee debate whether the correction is over and if it’s safe to buy stocks again. Plus, the Committee shares their latest moves, and later, we get to your questions is Ask Halftime.
7/21/2021 • 44 minutes, 54 seconds
The Correction Direction
Scott Wapner and the Investment Committee are joined by legendary investor Leon Cooperman and Blackrock’s Bond King Rick Rieder to talk the market, interest rates, inflation, yields, and much more. Plus, we talk about where the correction is going from here and what you should do to protect yourself.
7/20/2021 • 50 minutes, 21 seconds
Inside Today’s Selloff
As the market experiences some heavy selling pressure today, Scott Wapner and the Investment Committee debate whether a bigger and more painful pullback is coming, and how you should navigate it. Plus, Pete Najarian shares some Unusual Activity he’s seeing in 2 stocks, and we preview some earnings in IBM later today.
7/19/2021 • 44 minutes, 38 seconds
Is the Rally Weakening? How To Trade it
As we head into a big week of earnings next week, Scott Wapner and the Investment Committee discuss whether there are signs of a weakening rally or if low rates will send stocks higher. Anthony Scaramucci of Skybridge Capital joins us to weigh in, and respond to Gundlach’s comments yesterday on the bitcoin bear market. And later, Jon Najarian shares some Unusual Activity he sees in a healthcare and retail name.
7/16/2021 • 43 minutes, 56 seconds
Exclusive Interview with ‘Bond King’ Jeffrey Gundlach
Scott Wapner and the Investment Committee are joined today by DoubleLine CEO Jeffrey Gundlach to discuss the state of the market as stocks hover around record highs. They cover everything from The Fed, Interest Rates, Inflation, Wages, and more. Don’t miss it.
7/15/2021 • 55 minutes, 9 seconds
Fed Chairman Powell Testifies before Congress
Scott Wapner and the Investment Committee discuss rates and the market today as we closely monitor Fed Chairman Jay Powell’s testimony before congress. Steve Liesman joins us to break down what to expect, and the Committee debate how you should play it.
7/14/2021 • 1 hour, 15 seconds
How Inflation will Affect Stocks
Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to discuss inflation, stocks, and the market. The Committee reacts to Siegel’s comments and shares their moves. And later, we cover some Calls of the Day in Caterpillar and General Motors.
7/13/2021 • 44 minutes, 49 seconds
Tech Record Highs: Sector in Sweet Spot?
Stocks hitting new records today, Scott Wapner and the Investment Committee debate where to put your money now as a slew of companies report earnings this week. Plus, we cover some Calls of the Day today, including Chipotle and Chevron. And later, 3 stocks that the committee own are hitting new all-time highs today, what will they do with the stocks from here.
7/12/2021 • 44 minutes, 21 seconds
Time to Buy Reopening Stocks Again?
Tom Lee joins Scott Wapner and the Investment Committee to discuss his big reversal on one part of the market. He’ll explain his change in direction and the Committee weighs in on how to play it. Plus, Jon Najarian shares some Unusual Activity he’s seeing in an industrial and a tech name. And later, we get a special question in Ask Halftime.
7/9/2021 • 44 minutes, 17 seconds
Protecting Your Portfolio
Stock and rates both plunging today. Scott Wapner and the Investment Committee debate whether the market is in trouble, or setting up for a mid-summer rally. Plus, Blackrock’s Bond King Rick Rieder joins us to discuss where he thinks rates are going from here, and what it will ultimately mean for the market.
7/8/2021 • 44 minutes, 42 seconds
Tech Rises and Rates Fall: How to Play it
Rates keep dropping and tech continues to hit record highs. Scott Wapner and the Investment Committee debate how long that winning trade is likely to last for your money. Plus, China cracking down on multiple companies in their country, impacting the entire sector. The committee weighs in on how to trade it. And later, Jon Najarian shares some Unusual Activity he sees in a travel and tech stock.
7/7/2021 • 44 minutes, 36 seconds
Stocks Drop as Mega-Cap Names Hit Record Highs
As Amazon, Microsoft, Facebook and Google all reach new milestones today, Scott Wapner and the Investment Committee debate whether those stocks are key to a summer rally. Is it too late to buy them, or do you still have time to get in? BMO chief Investment Strategist, Brian Belski, also joins us to share his bull case for stocks and why slow and steady will win the race. Plus, China stocks getting whacked on fears about a crackdown. Should you buy on the drop? Or, stay away?
7/6/2021 • 44 minutes, 24 seconds
Money Back in Tech
Stocks hitting new highs and money flowing back to tech again. Are higher highs ahead? Brian Sullivan and the Investment Committee debate the best names in tech right now and the red-hot semis. Plus, the Committee share their latest moves ahead of a long weekend. And, a double upgrade on one under-the-radar bank stock that’s up about 30% this year.
7/2/2021 • 45 minutes, 4 seconds
Second Half Plays
The first half of the year is now behind us, stocks have had their best first half since 1998. Tyler Mathisen and the Investment Committee debate whether you should keep riding the rally as all major averages are up double digits. Plus, the Committee give you their second half playbook.
7/1/2021 • 44 minutes, 38 seconds
Will Stocks Rally in the Second Half?
Tyler Mathisen and the Investment Committee debate what they think is in store for the second half of the trading year, will stocks keep rallying or is a correction ahead? The Committee share their latest moves and their picks for the second half. Plus, Chinese ride-hailing Company DiDi going public, should you get in the action.
6/30/2021 • 47 minutes, 19 seconds
Time to Get in to Industrials?
Brian Sullivan and the Investment Committee discuss one of the best performing sectors in the last year, Industrials. We have four bullish calls on some of the biggest names in the space. Plus, we get to your questions in Ask Halftime.
6/29/2021 • 45 minutes, 26 seconds
Your Second Half PlaybookYour Second Half Playbook
Tyler Mathisen fills in for Scott Wapner today as we get ready to close the books on the first half of the trading year. The Investment Committee share their second half plays as markets hit record highs. And later, we get to your questions in Ask Halftime.
6/28/2021 • 44 minutes, 41 seconds
The Race to Rebuild America’s Infrastructure
The White House reached an infrastructure deal to improve the nation’s roads, bridges and broadband - that historic deal is helping lift the market to new highs. The investment committee reveal their best ideas for investing in this theme. Plus, Nike’s blowout earnings report. Shares soar to a new record high. And a bullish call on Netflix. One Wall Street analyst forecasts double digit returns despite its underperformance in 2021.
6/25/2021 • 44 minutes, 43 seconds
The Next Catalyst for Stocks
Bank stress test results are on deck and the focus will be on how much capital they return to shareholders. Frank Holland and the investment committee discuss the record amount of cash that companies could spend on buybacks and dividends. Plus, the homebuilders are under pressure following KB Home’s quarterly results. And a look ahead of FedEx’s earnings and what you need to know
6/24/2021 • 44 minutes, 46 seconds
The New Momentum in Tech
As Microsoft tops a two trillion market cap for the first time, Scott Wapner and the Investment Committee debate whether big tech is once again the best bet for your money. Plus, Marc Lasry joins us to discuss where he sees the market going from here, and how you should play it. And later, Jon shares some Unusual Activity he sees in some travel names.
6/23/2021 • 44 minutes, 44 seconds
The Halftime Report Stock Summit: Day 2
Day 2 of the Halftime Report Stock Summit, where our Investment Committee share their stock playbooks for the second half of the year. This is your inside look on the actionable information you need to make the most from your money.
6/22/2021 • 44 minutes, 49 seconds
The Halftime Report Stock Summit: Day 1
We’re kicking off the second half of the year with the Halftime Report Stock Summit, where our Investment Committee share their stock playbooks for the months ahead. This is your inside look on the actionable information you need to make the most from your money.
6/21/2021 • 44 minutes, 31 seconds
Looking for Opportunity in the Market Drop
As stocks fall hard today following some hawkish comments from St. Louis Fed President James Bullard, Scott Wapner and the Investment Committee debate which names are most at risk and when you should step in and buy. The Committee shares their moves in this volatile market and Pete Najarian sees some Unusual Activity in a hot commodity.
6/18/2021 • 44 minutes, 32 seconds
Fed’s New View: Green Light for Stocks?
Following a momentous Fed meeting yesterday, Scott Wapner and the Investment Committee are again joined by the man that called yesterday’s Fed surprise, Wharton Professor Jeremy Siegel. He helps us break down what’s next on the horizon for the Fed and the Market. Blackrock’s Rick Rieder calls in with his take on what investors do from here. Plus, Jon Najarian’s latest trades in unusual activity
6/17/2021 • 50 minutes, 4 seconds
Is a “Taper Tremor ” Coming?
The Fed’s rate decision and Powell’s news conference today. Scott Wapner and the Investment Committee are joined by Wharton Professor Jeremy Siegel to debate all the possible outcomes of today’s meeting. What happens to stocks if the Fed gets aggressive about tapering. Plus, oil prices at two and a half year highs and energy the best performing sector this year. Is it time to sell energy stocks?
6/16/2021 • 47 minutes, 25 seconds
The Great Inflation Debate: Who’s Right?
Temporary or permanent? Scott Wapner and the Investment Committee discuss who’s right on inflation as the Fed meets, and how to invest in this market right now. Plus, the semi stocks on a roll recently and the committee is making moves in the space. Later, Pete Najarian sees some Unusual Activity in a tech and healthcare name. And we get to your questions in Ask Halftime.
6/15/2021 • 44 minutes, 49 seconds
Go all in on the Inflation Trade?
The Fed front and center this week. Scott Wapner and the investment committee debate the big call from billionaire investors, Paul Tudor Jones, that if the Fed treats inflation with “nonchalance” then it’s time to bet heavily on every inflation trade. Plus, is the rotation back to growth for real? Jon Najarian also has his latest trades in Unusual Activity. And, a big call on one red-hot restaurant stock
6/14/2021 • 44 minutes, 41 seconds
3 Big Calls on the Rotation
Scott Wapner and the Investment Committee are joined by star strategist Tom Lee, who double upgraded the FANG stocks. Plus, why he’s downgrading the Financials. The Committee weighs in and tells you how to trade it. Plus, market technician Jonathan Krinsky, makes his case on why it’s time to sell industrial stocks.
6/11/2021 • 44 minutes, 5 seconds
Green Light for Summer Rally?
Investors shrugging off inflations fears as the S&P 500 hits a new record high. Scott Wapner and the Investment Committee debate if a summer rally is ahead and where you should put money to work – growth or value? J.P. Morgan’s head of U.S. equity strategy Dubravko Lakos weighs in. Plus, the traders share their latest moves and we get to your questions in Ask Halftime.
6/10/2021 • 44 minutes, 8 seconds
A Return to Growth?
Jim Cramer joins Scott Wapner and the Investment Committee to debate Ark Invest Cathie Wood’s latest call that a return to growth is right around the corner. The Committee weighs in and shares their moves. Plus, Jon Najarian shares some Unusual Activity in two consumer names. And later, we get to your questions in Ask Halftime.
6/9/2021 • 44 minutes, 42 seconds
The Next Leg of the Rally
Scott Wapner and the Investment Committee debate Marko Kolanovic’s latest call that the market’s next leg higher is upon us. The Committee shares their latest moves. And later, we get to your questions in Ask Halftime.
6/8/2021 • 44 minutes, 30 seconds
Apple, Tapering & Road to Record Highs
We’re following two major market stories today. The push to new record highs and whether Apple’s much anticipated WWDC event can jumpstart the stock after having an abysmal year to date as the Dow’s worst performer. Scott Wapner and the Investment Committee debate all that and are later joined by Steve Liesman and Rick Rieder to discuss the Fed’s taper timeline. Plus, we get to your questions in Ask Halftime.
6/7/2021 • 44 minutes, 57 seconds
A New Market Rally on the Horizon?
As stocks approach new highs, Scott Wapner and the Investment Committee discuss the softer than expected jobs report and if that could re-ignite the rally. While major averages move closer to new highs, the Committee share their latest moves, and Pete reveals some Unusual Activity in 2 big names. And later, Eamon Javers brings Deputy Attorney General Lisa Monaco on the show to discuss the Justice Department’s new focus on ransomware attacks that are plaguing companies in the U.S
6/4/2021 • 46 minutes, 37 seconds
Navigating the Meme Stocks Mania
While the market deals with some morning volatility, Scott Wapner and the Investment Committee debate the “meme stocks” that have seen enormous gains and precipitous falls. Robert Chapman of Chapman Capital joins us to weigh in. Plus, Mike Mayo joins us later to talk about a 200 billion dollar opportunity he sees in this market. And, we get to your questions in Ask Halftime.
6/3/2021 • 44 minutes, 9 seconds
The Hottest Trade in the Market
As the Dow continues its winning streak, Scott Wapner and the Investment Committee debate whether it’s time to jump into the hottest trade in the market right now, energy. Adam Parker, founder of Trivariate Research joins us to discuss the sector and how to play it. Plus, we follow AMC’s meteoric rise and halt for volatility today, what’s causing it and if you should get in. And later, we answer some of your questions in Ask Halftime.
6/2/2021 • 47 minutes, 4 seconds
Summer Surge for Stocks?
The trading month kicks off. Scott Wapner and the Investment Committee debate whether a summer surge for stocks is coming. Plus, small-caps on their longest monthly win streak since September 1995. The committee give us their best picks in that space. And, Jon Najarian shares some Unusual Activity he’s seeing in an oil and a chip name. Finally, we hit the trade ahead of Zoom’s earnings after the bell
6/1/2021 • 44 minutes, 34 seconds
Hunt for Record Highs
On the last day of trading in May, Scott Wapner and the Investment Committee discuss what will take stocks higher as the S&P get closer to record levels. BMO Chief Market Strategist Brian Belski joins us to give his take on where you should put your money. Plus, meme-stock mania is back in a big way. What Jon Najarian is seeing that most people are not, and how he’s playing it. And later, your questions answered in Ask Halftime.
5/28/2021 • 44 minutes, 34 seconds
Return of the Fang Trade
The Dow tries to set a new high and the NASDAQ reversing an early loss, Scott Wapner and the Investment Committee discuss where the best bargains in the market bay be. Former Fed President Richard Fisher joins us to weigh in. And later, we get to your questions in Ask Halftime.
5/27/2021 • 47 minutes, 19 seconds
Taper Talk Bullish Sign for Stocks?
Fed policymakers opening the door on the taper debate. Scott Wapner and the Investment Committee debate if that’s actually a bullish sign for stocks. Plus, we hear from a key activist investor at Engine 1 about board battle with Exxon. Plus, we answer your questions in AskHalf.
5/26/2021 • 44 minutes, 18 seconds
The Return of the FAANGs
The Tech Rebound continues as the S&P goes positive for May, Scott Wapner and the Investment Committee debate whether we’re witnessing the return of the FAANG stocks and how you should play it. Can the tech bounce last? Plus, we have a Call of the Day on Shake Shack.
5/25/2021 • 47 minutes, 27 seconds
Summer Surge for Stock?
As we head into the final week of trading in May, Scott Wapner and the Investment Committee debate if we’re setting up for a Summer Surge. Kate Moore, Head of Thematic Strategy for Blackrock’s Global Allocation Team joins us to weigh in. Plus, the Committee making a lot of moves in this market. Pete’s seeing some unusual options activity. And, we get to your questions in Ask Halftime.
5/24/2021 • 44 minutes, 26 seconds
Bulls vs. Bears: Which one is right?
Stocks staging a comeback today after a volatile week of trading, Scott Wapner and the Investment Committee debate whether the environment is bullish or bearish for your money. Plus, Jon Najarian shares some Unusual Activity in 2 stocks. And later, Airzona Cardinals Linemen and philanthropist Kelvin Beachum joins us to discuss his efforts to increase access to clean water with the organization World Vision, his thoughts on stocks like Roblox, and his take on Crypto.
5/21/2021 • 43 minutes, 43 seconds
Is the Tech Sell-Off Over?
The Nasdaq bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answered in Ask Halftime!
5/20/2021 • 43 minutes, 27 seconds
Value Trade Peaking?
The market struggles to get traction as Tech Stocks and Crypto continue their downward trajectory, Scott Wapner and the Investment Committee discuss whether your money is safe or at risk. Plus, Avenue Capital Chairman and CEO Marc Lasry joins us to talk rates, the economy, and where he sees the market going from here. And later, we answer your video questions in Ask Halftime.
5/19/2021 • 43 minutes, 44 seconds
Retail and the Reopen Trade
As retail stocks rally today, Scott Wapner and the Investment Committee debate whether Wall Street is too obsessed with the tech trade and ignoring the strength of the consumer, the Committee tells you how to trade it. Plus, Pete Najarian shares some Unusual Activity in one travel and one tech stock. And later, The Committee answers your video questions in Ask Halftime!
5/18/2021 • 43 minutes, 38 seconds
Is it Time to Buy Again?
Scott Wapner and the Investment Committee debate whether the worst of the selling is over and if it’s time to start buying again. Plus, we cover the huge media merger announced by AT&T between Warner Media and Discovery, how will it change the media landscape and how should you play it. Also, the Committee share their latest moves, and later we get to your video questions in Ask Halftime.
5/17/2021 • 43 minutes, 44 seconds
Is the Bottom in for Stocks?
Stocks continue to bounce back following a turbulent week for the market. Scott Wapner and the Investment Committee debate is the bottom in and where opportunities are emerging. Plus, Skybridge Capital’s Anthony Scaramucci joins Halftime to discuss why he thinks tech and growth will have a strong Summer. Plus, Home Depot, Walmart among the big names reporting earnings next week. The committee gets you ready.
5/14/2021 • 44 minutes, 45 seconds
End of the Selloff in Sight?
Stocks bouncing today following the worst day for the market in 2 months, Scott Wapner and the Investment Committee debate whether the end of the selloff is in sight and if you should trust the bounce-back. Plus, BMO Chief Investment Strategist Brian Belski joins us to discuss the bull case for stocks amid the volatility.
5/13/2021 • 49 minutes, 56 seconds
Tech Wreck: More Pain? Or Near a Bottom?
The great tech Sell-off continues, Scott Wapner and the Investment Committee debate whether there’s more pain ahead. Or, is the growth trade is nearing a bottom. Plus, JP Morgan’s Chief Global Markets Strategist Marko Kolanovic joins us to discuss how much trouble tech is in and why he believes the rotation to value has started for real! Plus, the Investment Committee making a lot of moves in this market, they share them with you.
5/12/2021 • 52 minutes, 25 seconds
The Tech Tumble Continues
As more than half of the stocks in the Nasdaq-100 are down 10% or more, Brian Sullivan and the Investment Committee discuss their strategies to avoid experiencing downside. Plus, we cover some Calls of the Day in some big retails names, and later, we answer your video questions in Ask Halftime!
5/11/2021 • 44 minutes, 50 seconds
The Troubled Tech Trade
The Dow hits 35,000 for the first time, but the Nasdaq plunges as tech sells off. Scott Wapner and the Investment Committee discuss what the big divergence in the market means for investors and how to navigate the tech and value trades. Plus, we cover earnings for two big hotel names and Jon Najarian’s latest unusual activity trades. Later, we answer your video questions in Ask Halftime!
5/10/2021 • 48 minutes, 36 seconds
Massive Jobs Miss: What Now for Stocks?
As the market digests a massive jobs miss, Scott Wapner and the Investment Committee debate what it means for your money. Wharton Professor Jeremy Siegel joins us to discuss which inning this bull market is in and his view on inflation.
5/7/2021 • 52 minutes, 42 seconds
Battle Royale: The Dow vs. the Nasdaq
The Dow hits another record high and the NASDAQ continues its losing streak. Scott Wapner and the Investment Committee debate the viability of the wounded tech trade, and where your money is headed in the months ahead. Plus, we dive deep into The Call of the Day on a big restaurant name. And Jon Najarian shares some Unusual Activity in one consumer name & a chip stock.
5/6/2021 • 44 minutes, 58 seconds
Safe to Jump into Tech Again?
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate if the tech trade is broken, as the sector comes off its worst day in more than a month. Plus, Cramer weighs in on GM and more. Plus, former NFL offensive lineman, Damien Woody, tells us about his investments in tech and real estate.
5/5/2021 • 44 minutes, 33 seconds
Is Tech in Trouble?
The Nasdaq plunges as tech stocks tumble. Scott Wapner and the Investment Committee debate if the sector is in trouble as Treasury Secretary Janet Yellen suggests the Fed may need to raise rates. Also, hedge funds versus the rest of the us…who has the right view on the markets? Plus, we discuss a big bearish call on one red-hot sector. And we get to your video questions in Ask Halftime.
5/4/2021 • 44 minutes, 34 seconds
Rally on in the New Month?
Stocks coming off their best month since November as the first trading day of May begins. Scott Wapner and the Investment Committee debate the next catalysts for stocks. Plus, the Committee gives you their new stock strategies & why one top market technician thinks the risk/reward is unfavorable here. And, we get to your video questions in Ask Halftime!
5/3/2021 • 44 minutes, 25 seconds
Your May Money Moves
After Big Tech crushing their Earnings expectations, Scott Wapner and the Investment Committee debate what to do from here with the market closing out it’s best month since November. The Committee weigh in with their top plays for May and we hit a big Call of the Day on JP Morgan, getting it’s price target raised. And Pete Najarian shares some Unusual Activity in two names.
4/30/2021 • 43 minutes, 45 seconds
Apple’s Record Results: As Good as it Gets?
Apple’s earnings hit an all-time high. Scott Wapner and the Investment Committee debate if this is as good as it gets for the tech giant and whether this week’s big tech results have cancelled fears of a market correction. Plus, the committee gives us their #1 draft picks ahead of the CNBC Annual Stock Draft. And, we’ll answer your questions in Ask Halftime!
4/29/2021 • 43 minutes, 52 seconds
The Trade Ahead of Apple Earnings
Scott Wapner and the Investment Committee debate what’s at stake for Apple and the markets as the world’s biggest tech company gets ready to report earnings after the bell.
Plus, we’re also following The Fed and what Jerome Powell will say today with regard to the economy, inflation, and the interest rate. And later, we’re joined by NFL Network’s Rich Eisen to discuss the upcoming NFL draft, and his charity “Run Rich Run”, which has been raising millions of dollars for St. Jude’s Hospital over the last few years.
4/28/2021 • 43 minutes, 30 seconds
How to Play the Most Important 72 Hours of the Year
Scott Wapner and the Investment Committee discuss what Jim Cramer calls the most important 72 hours of the year. Critical earnings from Big Tech, The Fed meeting, and more. Plus, the Committee cover their latest moves ahead of this important week and we get to your questions in Ask Halftime!
4/27/2021 • 43 minutes, 45 seconds
Make it or Break it Week for Tech
We’re heading into the busiest week of earnings, Scott Wapner and the Investment Committee debate what this week will mean for big tech as Apple, Amazon, Alphabet, Facebook and Microsoft all report. Plus, the Investment Committee share their moves ahead of earnings, and we’re joined by Keith Banks, Vice Chairman of Bank of America to debate whether the market is heading for a correction.
4/26/2021 • 43 minutes, 39 seconds
Is a Correction Coming?
As the Dow is on pace to break its 4-week win streak, Scott Wapner and the Investment Committee debate whether you should brace for a correction, or hold on for a lift-off in the market. We’re joined by Morgan Stanley’s Chris Toomey to discuss where he sees stocks headed, and the Investment Committee share how they are structuring their portfolio heading into the weekend. Plus, Jon Najarian shares some Unusual Activity in two e-commerce names.
4/23/2021 • 40 minutes, 1 second
Summer Record Rally?
As stocks continue to struggle this week, Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee to discuss his latest prediction, that we have not hit the top in the market, and how he sees the S&P hitting 4400 by this summer. Plus, we check on our Investment Committee’s latest moves and we cover some Calls of the Day in auto and travel stocks.
4/22/2021 • 44 minutes, 28 seconds
The FAANG Fumble
As the FAANG names struggle, Scott Wapner and the Investment Committee debate whether the market can continue climbing while those names struggle. Plus, we hit some Calls of the day in one major bank and some consumer names. And, we get to your video questions in Ask Halftime!
4/21/2021 • 44 minutes, 39 seconds
Correction Around the Corner?
As stocks suffer their biggest 2-day slide in a month, Scott Wapner and the Investment Committee debate with Canaccord’s Tony Dwyer about why he thinks a correction may be ahead. Plus, Apple underperforming the other FANG names ahead of their big event, will new product announcements help the stock out of it’s slump. And later, we get to your questions in Ask Halftime.
4/20/2021 • 44 minutes, 32 seconds
Time to be Cautious or Bullish?
Following another week of record highs, the market opens lower today, Scott Wapner and the Investment Committee debate whether it’s time to be cautious, or continue being bullish. Plus, one of Wall Street’s most prominent fund managers, Blackrock’s Rick Rieder joins us to share his new call on stocks, and how you should play it. And later, we cover some of the biggest Calls of the Day from tech to retail.
4/19/2021 • 43 minutes, 58 seconds
Growth Rebound for Real?
As all three indices flirt with record highs again today, Scott Wapner and the Investment Committee debate whether the Growth trade is back. Plus, the Committee share their latest big money moves and get you set up for all the big earnings next week. And, Jon Najarian has some Unusual Activity in a consumer and an energy name.
4/16/2021 • 44 minutes, 36 seconds
Record Highs & Retail Blowout
Scott Wapner and the Investment Committee debate the best retail stocks to own in the reopening on the back of surging retail sales data. Plus, the Dow crossing 34,000 for the first time. The Dow stocks that have lead the way and how to play them now. Plus, a bullish call on one red-hot stock that’s up more than 200% in the past year.
4/15/2021 • 47 minutes, 23 seconds
Banks, Crypto, and Your Money
As Coinbase sets to go public and the big banks report earnings today, Scott Wapner and the Investment Committee debate how you should be investing amid a shakeup in the financial world. Plus, the traders outline their latest moves, and we cover some big calls of the day.
4/14/2021 • 44 minutes, 40 seconds
J&J Vaccine Fallout for Reopening Stocks
As concerns over the J&J vaccine hits some stocks, others near record highs, Scott Wapner and the Investment Committee weigh in on what it could mean for this record run. Plus, Altimeter Capital’s Brad Gerstner joins us to talk about his latest SPAC deal, the biggest one ever. We’ll also get his thoughts on the market and where it can go from here.
4/13/2021 • 49 minutes, 30 seconds
A Critical Week for Stocks
Earnings season kicks off this week. Scott Wapner and the Investment Committee get you ready and debate if all the good news is already priced into stocks. JP Morgan’s head of U.S. Equity Strategy, Dubravko Lakos, weighs in on that and why he thinks selling in the momentum trade is near an end. Plus, the number one banking analyst on the street, Wells Fargo’s Mike Mayo, on which bank earnings you need to watch.
4/12/2021 • 50 minutes, 13 seconds
The Third Inning
Scott Wapner and the Investment Committee debate if we are in the early innings of this rally. Plus, we are joined by Morgan Creek Capital’s CEO, Mark Yusko to discuss his cautiously optimistic view of the market and how he’s positioned. And, Pete Najarian has some Unusual Activity in a travel stock and an entertainment stock, how should you play them.
4/9/2021 • 43 minutes, 59 seconds
The Case for Sticking with Stocks
Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to lay out his case about why he thinks the bull market for 2021 is on! Plus, a bullish call on one software stock that’s already up big over the past year. Apple vs. Amazon, Roku vs. Netflix, Alphabet vs. Facebook – the investment committee take their positions.
4/8/2021 • 44 minutes, 15 seconds
The Big Call on Tech
Scott Wapner and the Investment Committee debate the new big call on tech, which says tech can surge 25 to 30% from here. Plus, the Committee debate a new street high price target for JPMorgan ahead of its earnings next week. And we get to your questions in Ask Halftime.
4/7/2021 • 44 minutes, 3 seconds
Your Next Move on Apple
The number 1 Apple Analyst on the street cuts the company’s price target from $164 to $156, Scott Wapner and the Investment Committee debate that call and what it means for the rest of the FAANG names. Plus, Jon Najarian has some Unusual Activity in a huge retail name. And, we get to your questions in Ask Halftime.
4/6/2021 • 43 minutes, 43 seconds
Stocks Primed for a Spring Jump?
The market is hitting record highs following a strong jobs report last week, Scott Wapner and the Investment Committee discuss whether your money is now primed for a Spring jump. The Committee also shares their stock moves, and Pete has some Unusual Activity in an airline and consumer stock. And we get to your questions in Ask Halftime.
4/5/2021 • 43 minutes, 43 seconds
New Quarter, New Highs
Scott Wapner and investment committee discuss the best stock ideas for your money, as the S&P 500 hits 4,000 for the first time on the first trading day of the new quarter.
Plus, Corvex CIO Keith Meister on the outlook for SPACs and where he sees tech going from here. And, one of the top investors in the Life Sciences space gives us his best under-the-radar plays.
4/1/2021 • 44 minutes, 50 seconds
Q2 Money Moves
Scott Wapner and the investment committee are joined by Mad Money’s Jim Cramer to debate what’s next for the markets in the months ahead, as we wrap up the first quarter. Plus, how to trade tech, growth and the reopening stocks from here. Plus, Lululemon dropping, despite an earnings beat and bullish outlook. Is it a buy from here?
3/31/2021 • 44 minutes, 42 seconds
What’s Working in this Market
Tech, the reopening trade and small-caps all under pressure. Melissa Lee and the investment committee discuss what’s actually working in this market. Plus, the most crowded stocks underperforming this year. Should you stock with then? Plus, Pete Najarian’s latest trades in Unusual Activity.
3/30/2021 • 44 minutes, 37 seconds
S&P 500 to 4,100 Next Month?
The last trading week of the month and quarter setting up to be a volatile one. Melissa Lee and the investment committee debate if gains will be tougher from here. Plus, one widely watched technician making a big call on why the S&P 500 is headed much high in April. Plus, it’s being called a ‘once in a decade’ margin call. The stocks being impacted and the fallout on Wall Street. And, we’re taking your questions in AskHalf.
3/29/2021 • 44 minutes, 3 seconds
A Turbulent Week for Stocks
As this turbulent week for stocks comes to a close, Scott Wapner and the Investment Committee discuss what comes next for your money and the market. Plus, we cover the biggest moves the Committee has made as we head into the weekend, what’s working, and what you need to stay away from. And later, Arizona Cardinals Offensive Linemen Kelvin Beachum joins us to discuss his philanthropic efforts to bridge the digital divide in education and what stocks he’s looking at.
3/26/2021 • 44 minutes, 40 seconds
Is a Shakeout in Stocks Coming?
As stocks project a downward trend for the third day in a row, Scott Wapner and the Investment Committee debate whether we are setting up for a great stock shakeout and the 5 signs that it may be underway. Plus, we are monitoring Capitol Hill today as the CEOs of Facebook, Google, and Twitter appear before lawmakers to testify on misinformation on their platforms.
3/25/2021 • 52 minutes, 20 seconds
Take Some Profits Now?
The Dow is coming off its worst day since March 4th, Scott Wapner and the Investment Committee debate what’s next for the market from here, and how you should put your money to work. Plus, we talk about Intel’s new CEO and his plans to turn the company around. And, Jon has some Unusual Activity in 2 big consumer names.
3/24/2021 • 44 minutes, 40 seconds
Eminence’s Ricky Sandler on Where to Invest
Eminence Capital’s Ricky Sandler returns after a year of stock market volatility to discuss why he is buying today and where he sees the market going from here. Meanwhile, Treasury Secretary Janet Yellen and Fed Chair Jerome Powell head to Capitol Hill to testify before the House Financial Services Committee, we will monitor that live.
3/23/2021 • 1 hour, 22 seconds
The Investment Committee’s Big Moves
Scott Wapner discusses and debates a ton of big moves made by our investment committee, including Facebook, Apple, Microsoft, the Semis and a number of stocks in the reopening trade. Plus, is the Nasdaq 100 correction over? Also, one retail name that’s doubled from a year ago named a top pick – it’s our call of the day. And, Jon Najarian has some Unusual Activity in some cloud names.
3/22/2021 • 44 minutes, 33 seconds
The Key to the Market
As the Dow is on pace for its third straight positive week, Scott Wapner and the Investment Committee debate one strategist’s contrarian call that could be the key to the markets and your money. Plus, the Committee shares their biggest moves as this week comes to a close, and later we answer your questions in Ask Halftime!
3/19/2021 • 43 minutes, 34 seconds
Navigating the Tech Wreck
Scott Wapner and the Investment Committee debate the tech wreck, higher rates, and whether the market is getting it all wrong. Plus, we’re joined by Sonal Desai, the CIO of Franklin Templeton’s Fixed Income Group to discuss inflation, the bond market, and the Fed. And don’t miss Jon’s Unusual Activity and your questions answered in Ask Halftime!
3/18/2021 • 43 minutes, 47 seconds
Will Rising Rates Kill Stocks?
As the NASDAQ continues to feel the pressure today, Scott Wapner and the Investment Committee debate what the rise in rates means for stocks and how you should play it. The Committee tell you about the changes they are making in their portfolio, and later, we are joined by Starbucks CEO Kevin Johnson ahead of the company’s annual meeting to discuss where the company, and the stock, go from here. Plus, Pete shares some Unusual Activity in 2 names.
3/17/2021 • 44 minutes, 16 seconds
The Biggest Risk for Stocks Now
For the first time in a year, the biggest risk for your money is not the Covid Crisis. Scott Wapner and the Investment Committee debate how rising rates could impact the market and how you should play it. Plus we hit all of the Investment Committee’s moves and Jon shares some Unusual Activity in 3 big tech names. And later, we get to your questions in Ask Halftime.
3/16/2021 • 43 minutes, 44 seconds
Which Value Stocks Still Look Cheap
As stimulus checks begin hitting bank accounts around the U.S., Melissa Lee and the Investment Committee discuss whether that will fuel more gains in the near-term. Plus, the committee fiercely debate which sectors are investable, from airlines to financials, and share their money moves as the Dow continues to set record highs. And later, we get to your questions in Ask Halftime!
3/15/2021 • 44 minutes, 1 second
S&P 500 Breakout Ahead?
The Dow hitting more record highs. Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee, who’s got a big new call on the S&P 500’s potential upside in the first half of the year. The Committee also share where they are putting their money to work. Plus, NBA Legend Kareem Abdul-Jabbar joins us later to discuss his foundation Skyhook, which works to give much needed opportunities to underserved students across the country.
3/12/2021 • 49 minutes, 43 seconds
Stocks at Record Highs: Best Stocks to Buy
As the Dow and S&P both hit new record intraday highs today, Scott Wapner and the Investment Committee discuss the best Dow stocks to own and where your money will work best from here. Plus, the Committee share their biggest market moves and later we get some Unusual Activity from Jon. And we get to your questions in Ask Halftime!
3/11/2021 • 44 minutes, 41 seconds
Brad Gerstner on Roblox & the Market
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their money to work.
3/10/2021 • 49 minutes, 46 seconds
Tech Wreck: Start Buying? Or More Pain?
NASDAQ bouncing back in a big way after falling into correction territory. Scott Wapner and the Investment Committee debate where tech stocks go from here and which stocks look good right now.
Plus, Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, tells us what’s next for the growth and value trades. And, we take your questions in Ask Halftime.
3/9/2021 • 42 minutes, 10 seconds
Bull Market Bounce Back
Scott Wapner is joined by an all-star all female Investment Committee today to mark International Women’s day. They discuss David Tepper’s bullish call on the stock market and his call on rates. The Investment Committee also share their latest buys and sells the market hits record highs
3/8/2021 • 44 minutes, 34 seconds
Buy the Tech Selloff?
As the NASDAQ has its third bad week in a row, Scott Wapner and the Investment Committee debate whether you need to stay away from tech, or buy the dip. Plus, we are joined by Morgan Stanley’s Christopher Toomey for his thoughts on the state of the market. And, the Committee share their moves as we head into the weekend.
3/5/2021 • 44 minutes, 44 seconds
Stay Away from the S&P?
Following a huge call from one of America’s most successful investors, Scott Wapner and the Investment Committee debate whether investors should stay away from the S&P 500 because of how much tech is in it. Plus, the Investment Committee share their biggest moves while Jon sees some Unusual Activity in 2 big energy names.
3/4/2021 • 46 minutes, 54 seconds
How to Play the Boom Trade
Scott Wapner and the investment committee discuss how to position your portfolio as the economy reopens. Also, the committee is making a lot of moves in this market we break them down.
Plus, why one of them is selling out of one high-flying FANG stock and buying into an older, traditional tech name. And, Pete Najarian’s latest trades in Unusual Activity.
3/3/2021 • 44 minutes, 55 seconds
Safe to Buy Tech Again?
As rate fears ease and several stocks try to stage a comeback, Scott Wapner and the Investment Committee debate which names in the space are worth a buy, from Apple to Zoom. Plus, the Kohl’s CEO calls in to respond to activist investor Jonathan Duskin’s plan to reorganize the Kohl’s board. And, Jon Najarian has some unusual activity in two big names.
3/2/2021 • 44 minutes, 1 second
A New Rally
As the market has its best day all year, Joe Kernan and the Investment Committee debate this new rally, trampled tech, and the reflation trade. Plus, the Investment Committee share their big moves for March and we get to some of your questions in Ask Halftime!
3/1/2021 • 43 minutes, 40 seconds
A Tough Week for Tech
The NASDAQ is having one of its worst weeks since October, Scott Wapner and the Investment Committee debate if the growth trade is at risk from rising interest rates and the Investment Committee shares their latest moves as we head into the weekend. Plus, Jon has some Unusual Activity in 2 big social names and we get to your questions in Ask Halftime!
2/26/2021 • 43 minutes, 57 seconds
Rising Rates and Your Money
As rates continue to rise, Scott Wapner and the Investment Committee debate what it means for the state of your money and how you should play it. Plus we’re joined by Blackrock’s Rick Rieder, who manages 2.7 trillion dollars, to talk about how interest rates and inflation will affect the market. And, we discuss the Reddit Rally’s continued influence on certain stocks, and what moves the Investment Committee are making in the market.
2/25/2021 • 46 minutes, 42 seconds
Is the Worst of the Tech Selling Over
Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to debate what’s next for the recent tech selloff and if you should be buying on the dips. Plus, what to buy in the reopening trade.
And, Nvidia reports earnings after the bell. The stock is up 100% in a year. Cramer and the committee take their positions ahead of the results.
2/24/2021 • 43 minutes, 51 seconds
High Growth Stocks Hit a Wall
As Fed Chair Jerome Powell finishes up his testimony before the Senate Banking Committee, Scott Wapner and the Investment Committee pick up the conversation with what’s going on with the big tech names getting slammed today. We cover their market moves as stocks fall, and how you should position yourself to weather the storm. Plus, Pete shares some Unusual Activity in two popular consumer names.
2/23/2021 • 54 minutes, 40 seconds
The Great Divergence
As the Dow continues to rise higher while the NASDAQ struggles to keep up, Scott Wapner and the Investment Committee debate if it’s time to start betting against big tech as one of our Committee Members has already done. Plus, we’re joined by JP Morgan’s Dubravko Lakos to discuss the powerful setup in the consumer trade as we head towards a global reopening. And the Investment Committee highlights some of their biggest moves to start the week.
2/22/2021 • 43 minutes, 50 seconds
The Breaking Point for Stocks
As rates keep rising, Scott Wapner and the Investment Committee debate whether stocks are reaching a breaking point. Plus, we hit all of the Investment Committee’s biggest moves as we head into the weekend, and Pete shares some Unusual Activity in a big chip name.
2/19/2021 • 44 minutes, 33 seconds
Live Coverage of the Gamestop Hearing
Today, we take live coverage of the Gamestop hearing on Capitol Hill, as leaders of Robinhood, Citadel, Reddit and one of its star traders, along with Melvin Capital, answer questions before the House Financial Services Committee.
2/18/2021 • 1 hour, 25 seconds
Bull Run at Risk from Rising Rates?
As fears of rising interest rates reverberate across the market, Scott Wapner and the Investment Committee debate whether the record bull run is finally at risk. We will also be joined by Cathie Wood, whose Ark Invesestment Fund has set the ETF World on Fire with an astounding return of 148% in 2020. Plus, Jon has some Unusual Activity in one big social stock.
2/17/2021 • 52 minutes, 6 seconds
Record Rally & Rising Rates
Stocks hitting new record highs and interest rates hitting one-year highs. Scott Wapner and the Investment Committee debate what it means for the stock market from here and where to put money to work. Plus, bullish calls on mega-cap tech and some earnings today as CVS and Zoetis beat estimates, and Palantir reports a loss. Plus, Jon shares some Unusual Activity in an important sector.
2/16/2021 • 44 minutes, 40 seconds
Has the Easy Money Been Made?
As stocks are on pace for another week of gains, Melissa Lee and the Investment Committee discuss the record inflows into equities and tech and how you should play it. Plus, we cover the Investment Committee’s biggest moves, get some Unusual Activity from Pete, and answer some of your questions in Ask Halftime!
2/12/2021 • 44 minutes, 53 seconds
Signs of Froth?
The Dow and tech sector hitting new record highs. Scott Wapner and the Investment Committee discuss the possible signs of froth in this market and how to position your portfolio. Plus, the trade ahead of Disney earnings after the bell. And, Jon Najarian’s latest trades in Unusual Activity.
2/11/2021 • 44 minutes, 38 seconds
The Small Caps Surge
As the Russell 2000 surges to a new record high, Scott Wapner and the Investment Committee discuss why that’s a very positive sign for your money. Plus, we highlight yet another big wall street name announcing a sizable SPAC deal today. Keith Meister and Eli Casden join us to describe their new merger of CM Life Sciences with the healthcare company SEMA4.
2/10/2021 • 49 minutes, 50 seconds
Nasdaq 14,000: Your Next Money Move
As the S&P 500 goes for its seventh straight up day and the Nasdaq topping 14k for the first time ever, Scott Wapner and the Investment Committee debate how much farther the market can go. Plus the Investment Committee share their biggest money moves, Jon’s got some Unusual Activity in a blockchain play, and we get to your questions in Ask Halftime!
2/9/2021 • 43 minutes, 29 seconds
Correction Already Over?
As the Bull Run for stocks continues, Scott Wapner and the Investment Committee debate whether the correction is over and if stocks are headed to higher highs. Plus the Investment Committee shares their new positions, and Pete has some Unusual Activity in one Dow stock ahead of earnings this week.
2/8/2021 • 44 minutes, 16 seconds
Tech Takes Off
Tech hitting news high and record inflow into the sector. Scott Wapner and the Investment Committee discuss the catalysts and the best tech stocks beyond the usual mega-cap names. Plus, they get you ready for another big week of earnings ahead – Disney and Uber among the names set to report.
2/5/2021 • 47 minutes, 3 seconds
The Apple Car: Will it Drive the Stock Higher?
With news that an Apple car is now on the horizon, Scott Wapner and the Investment Committee debate what it means for the stock and how you should trade it. Plus, Goldman’s global head of commodities research, Jeff Currie, joins us to discuss Silver, Crude Oil, and the rest of the commodities markets. And, we cover what he Investment Committee has been buying and selling recently.
2/4/2021 • 43 minutes, 47 seconds
The Next Market Catalyst
Big Tech earnings are now in the books with most of them beating expectations, Scott Wapner and the Investment Committee weigh in on what the next catalyst will be for stocks and how you should play it. Plus, the Investment Committee share the next moves in their playbooks, Pete has some Unusual Activity in Alcoa and TIGR, and we get to your questions in Ask Halftime!
2/3/2021 • 44 minutes, 7 seconds
Have Stocks Bottomed?
The major averages rallying again, with tech in a tear. Scott Wapner and the investment committee debate if stocks have bottomed, or if a dip is still ahead. Plus, the trade ahead of earnings from Amazon and Alphabet after the bell
2/2/2021 • 44 minutes, 26 seconds
Has the Correction Arrived?
As the market kicks off a new month of trading, Scott Wapner and the Investment Committee debate whether a correction has arrived and if it’s likely to get worse. Plus, we discuss the Investment Committee moves and Pete tells us about some Unusual Activity he’s seeing in the Options Market.
2/1/2021 • 44 minutes, 5 seconds
Wild Week on Wall Street
1/29/2021 • 44 minutes, 13 seconds
The State of the Markets
As stocks rally following Wednesday’s big selloff, Scott Wapner and the Investment Committee discuss the state of the markets and your money. Plus, Chairman and CEO of Omega Family Offices, Leon Cooperman joins us to discuss his views on the Gamestop situation, as well as AMC, which he owns, and what he is reminded of by this market action.
1/28/2021 • 48 minutes, 58 seconds
Chamath Palihapitiya discusses his Gamestop trade
The Reddit Rebellion continues as Gamestop and AMC surge, Scott Wapner and the Investment Committee debate how it affects the market and your money, plus, Chamath Palihapitiya joins us to explain why he got in to Gamestop and what it means for the future of trading.
1/27/2021 • 48 minutes, 25 seconds
The Big Test for Big Tech
As some of the biggest tech names in the market report earnings this week, Scott Wapner and the Investment Committee tell you how to play stocks like Microsoft, Apple, and Facebook. Plus we have some Calls of the Day on Bank of America & Electronic Arts, and we’re joined by Michael Thomas, Walter Payton Man of the Year Nominee and Houston Texans Safety, to discuss his work on financial literacy for young people and social justice reform.
1/26/2021 • 44 minutes, 58 seconds
Short Squeeze Stampede
As stocks like Gamestop and Blackberry see huge gains and volatility, Scott Wapner and the Investment Committee break down what exactly is going on in these names and the risks for traders and investors. Mad Money’s Jim Cramer make a surprise appearance to weigh in. Plus, the investment committee making a lot of moves in this market. We break down their latest buys and sells
1/25/2021 • 52 minutes, 21 seconds
Market Reality Check
Scott Wapner and the Investment Committee debate whether the market is about to get a reality check and how you should play it. Plus, IBM and Intel plunging after their earnings. Should you buy in the drop? Plus, big calls on Disney, Walmart & Ford. And, the Investment Committee reveal their latest moves.
1/22/2021 • 47 minutes, 13 seconds
Are Stocks In a Bubble?
As stocks continue to rise to what some call ‘dangerously overvalued’ levels, Scott Wapner and the Investment Committee debate whether the bubble is about to burst. One of the biggest fund managers on Wall Street, Blackrock’s Rick Rieder, joins us to weigh in. Plus Jon Najarian shares some Unusual Activity in one auto stock and a media name.
1/21/2021 • 44 minutes, 23 seconds
The Case to Keep Buying Big Tech
Stocks rebounding today after a rough week, Scott Wapner and the Investment Committee debate a big call from JP Morgan that says to buy big tech again ahead of their earnings reports. Plus, Mike Wilson of Morgan Stanley says higher rates are a matter of when, not if, he joins us to explain. And, legendary oil patch trader Mark Fisher discusses the future of crude as ESG investing begins to creep into the energy trade
1/19/2021 • 44 minutes, 10 seconds
Tracking the Trades
The investment committee is making a ton of moves in this market. Scott Wapner breaks it down and debates it with them – from tech to the financials. Plus, Pete tells us about some unusual activity in JETS and RRC. And we look ahead to some big earnings reports next week.
1/15/2021 • 44 minutes, 39 seconds
Trading Markets at Record Highs
As the market hits record highs yet again, Scott Wapner and the Investment Committee discuss the state of stocks, big and small, and how you should play them. Plus, we hear comments from Fed Chair Jerome Powell, hit some Calls of the Day, and Jon Najarian shares some Unusual Activity in Intel.
1/14/2021 • 57 minutes, 23 seconds
How to Play Intel & Apple Now
Intel shares soaring on a CEO shakeup. Scott Wapner and the investment committee debate if you buy the stock now. Plus, one of the committee members trimming Apple – just as the stock gets its price target raised to near a street high. And, we hit some Calls of the Day on Twitter, GM, Home depot and Exxon Mobil, and Pete tells us about some Unusual Activity he’s seeing.
1/13/2021 • 49 minutes, 49 seconds
Market Outlook amid Rising Rates
As yields continue to rise, Scott Wapner and the Investment Committee discuss how the rate run and the 10-year hitting its highest level since March will affect your portfolio and what your next move should be. Plus, we are joined by Meg Tirrell and her exclusive interview with Novartis CEO Vasant Narasimhan, and Jon Najarian shares some Unusual Activity he’s seeing in Momo and Axalta Coating.
1/12/2021 • 44 minutes, 23 seconds
The Bond King on Rising Rates & the Rally
Scott Wapner and the Investment Committee discuss the markets and your money, and where both are likely to head in the coming weeks. Plus, Doubleline Capital’s Jeffrey Gundlach joins us to give his take on what’s happening and what’s to come.
1/11/2021 • 55 minutes, 17 seconds
The Market’s Meteoric Rise
As the record run for stocks continues, Scott Wapner and the Investment Committee debate whether it’s sustainable or starting to teeter. Plus we go over some interesting buys and sells from the committee and Pete hits some Unusual Activity in MGM and Vale.
1/8/2021 • 44 minutes, 37 seconds
Social Unrest and Markets
Following one of the darkest days in American history, Scott Wapner and the Investment Committee discuss how the market continues to rally and where you should invest your money. Plus, we are joined for the hour by visionary investor Chamath Palihapitiya to talk about a range of topics, from yesterday’s events to his new SPAC acquisition of Anthony Noto’s SOFI.
1/7/2021 • 55 minutes, 11 seconds
The Senate Sea Change
As Democrats move closer to taking control of the Senate, Scott Wapner and the Investment Committee debate what the implications are for your money. Stocks are hitting record highs, so what should you do in the months ahead? Plus, the traders give their best ideas for 2021 and we hit some Unusual Activity with Jon Najarian.
1/6/2021 • 44 minutes, 44 seconds
Top Picks for 2021
As the markets bounce back following one of the worst opening days in years, Scott Wapner and the Investment Committee debate the best places to make money in 2021. Plus, we go over some of Jim Cramer’s top picks of the new year and we hit some Unusual Activity with Jon Najarian in Target and Teva Pharmaceutical.
1/5/2021 • 45 minutes, 57 seconds
Where to Invest in 2021
As the market tumbles on the first trading day of the year, Scott Wapner and the Investment Committee debate what your strategy should be ahead of a momentous election in Georgia tomorrow which could switch the balance of power in the Senate. Plus, Scott relays a warning from legendary investor Carl Icahn on a possibly painful correction coming in the market. And, we have some Unusual Activity from Pete Najarian in two semiconductor names. x i
1/4/2021 • 44 minutes, 43 seconds
Your 2021 Playbook
On the last day of 2020, Morgan Brennan and the Halftime Investment Committee discuss what worked and what didn’t over the past year, and what your playbook should be for 2021. We’ve also got some Unusual Activity with Jon Najarian, plus we hit Nordstrom in our Call of the Day. And don’t miss our final round of Ask Halftime as we wrap up 2020.
12/31/2020 • 44 minutes, 38 seconds
Trading a Record-Setting Market
As stocks set another record today off of the open, Scott Wapner and the Investment Committee discuss what a remarkable run the market has had, and how much longer it can last. Plus, don’t miss Pete’s Unusual activity in Freeport-McMoran & TJ Maxx, our Calls of the Day on Mastercard & Applied Materials, and we get to your questions in Ask Halftime!
12/30/2020 • 44 minutes, 35 seconds
Top Stocks and Sectors for 2021
As 2020 comes to a close, Scott Wapner and the Investment Committee discuss the road ahead for your money and which stocks and sectors will work best for the year ahead. Plus, we have a Call of the Day on Wells Fargo & Snap, and Jon Najarian gives us some Unusual Activity on Alibaba & Pitney Bowes. And we answer your questions in a special edition of Ask Halftime!
12/29/2020 • 47 minutes, 10 seconds
The Best Investments for 2021
As the last trading week of the year starts, Scott Wapner and the Investment Committee debate what the best investments of the new year are likely to be and why some say the rotation from growth stocks to value is already over. Plus we have a Call of the Day on AMD, we hit some Unusual Activity with Pete, and we get to your questions in Ask Halftime!
12/28/2020 • 44 minutes, 42 seconds
Time to Get Back into Growth?
Scott Wapner and the Investment Committee debate whether the growth trade is back and how you should play it. Plus, we are joined by Brad Gerstner of Altimeter Capital to discuss the SEC’s approval of the NYSE’s plan for direct listing of IPOs and what it means for investing.
12/23/2020 • 47 minutes, 16 seconds
An iCAR in your Future?
With news reports that Apple is building a new and improved electric & autonomous car, Scott Wapner and the Investment Committee debate whether it’s a good idea for Apple, will they succeed, and how you should play it. Plus, tech staging a nice rebound as we head into the new year, can it hold? And we talk Bitcoin with Skybridge Capital’s Founder & Co-Managing Partner, Anthony Scaramucci, what he thinks the future holds for the breakout crypto-currency.
12/22/2020 • 44 minutes, 43 seconds
The Fate of the Rally
Scott Wapner and the Investment Committee debate the fate of the Santa Claus Rally as news of a mutated and more contagious virus in the UK threatens to overshadow the stimulus deal reached in the US. Plus Mike Mayo joins us as we dive deep into the news that banks have passed their latest stress test, and the Fed will now allow them to buy back stocks. Should you be bullish on the banks? And, we get to your questions in Ask Halftime!
12/21/2020 • 47 minutes, 28 seconds
Stick with Tech in 2021?
Scott Wapner and the Investment Committee debate whether the best trade of 2020 will continue to boom into the new year. Plus, our traders are making a lot of moves in this market. We break them down and get to your questions in Ask Halftime!
12/18/2020 • 44 minutes, 56 seconds
Correction, then Big Rally?
The man who called the 2020 comeback before most joins Scott Wapner and the investment committee to discuss why there’s a correction coming for stocks… followed by a BIG rally.Plus, the top stock picks for 2021.
12/17/2020 • 44 minutes, 37 seconds
What to Buy: Lockdown vs Reopen Stock
Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to discuss whether investors will see an end of year rally. Or, if there’s a pause coming.Plus, lockdown stocks vs. reopen stocks - where to put your money to work
12/16/2020 • 47 minutes, 17 seconds
Time to Rotate Again?
Scott Wapner and the investment committee debate if it’s time to rotate back into the so-called ‘stay-at-home’ stocks. Plus, Ariel Investment’s John Rogers on where he’s putting money to workAnd, a bold call on some big energy stocks.
12/15/2020 • 47 minutes, 14 seconds
Vaccine Rolls Out: Your Next Money Move
An historic day, as Pfizer’s COVID-19 vaccine begins to ship out. Scott Wapner and the investment committee debate what that means for growth, reopening stocks and your next money move.Plus, one investor finding value in tech. And, a number of big analysts calls. How to play these names
12/14/2020 • 46 minutes, 17 seconds
Red Hot IPO’s a Harbinger of the Market?
Stocks down on the week following a slew of successful IPOs, Scott Wapner and the Investment Committee discuss what that disconnect could mean for your money and how you should position yourself as the year comes to a close. Plus, we analyze the Disney vs. Netflix battle following some blockbuster announcements from Disney’s investor day yesterday. And we get to your questions in Ask Halftime!
12/11/2020 • 47 minutes, 21 seconds
Is There Too Much Froth in the Market?
As we await yet another high flying IPO in AIRBNB, Scott Wapner and the Investment Committee debate whether the valuations in the tech sector have gotten too far ahead of themselves. Plus, we look ahead to Disney’s Investor Day happening later this afternoon and we get to your questions in Ask Halftime!
12/10/2020 • 47 minutes, 13 seconds
Valuations on Growth too High?
As DoorDash joins a slew of companies that have listed for IPOs this year, Scott Wapner and the Investment Committee debate whether growth valuations are too high, or still a good place to invest your money. Plus, we look ahead to AirBNB’s IPO pricing tonight, we have a Call of the Day on Disney, and Pete Najarian goes over his Unusual Activity in Spirit Airlines and Rocket Companies.
12/9/2020 • 51 minutes, 56 seconds
What the Vaccine Means for the Market
As the first vaccine for COVID-19 is administered in the U.K., Scott Wapner and the Investment Committee debate what this means for your money and where you should position yourself going forward. Plus we hit Nike in our Call of the Day, we have some Unusual Activity in Draft Kings & Rackspace, and we get to your questions in Ask Halftime!
12/8/2020 • 44 minutes, 23 seconds
Is it Time to Invest Outside the U.S.?
Scott Wapner and the Investment Committee debate whether most of the recovery is already baked into the market. Will the road ahead for your money include markets outside of the U.S.? Plus, we go through the investment committee stock moves and we have a Call of the Day on Boeing.
12/7/2020 • 49 minutes, 17 seconds
All Time Highs, Again: Next Year’s Strategy
As the major indices hit record highs again today, Scott Wapner and the Investment Committee debate what the best strategy for the next several months will be for your money. Plus we get to a big earnings week next week, Pete Najarian shows us some Unusual Activity, and we get to your questions in Ask Halftime!
12/4/2020 • 44 minutes, 41 seconds
The Market’s Record Run Continues
With stocks brushing off almost any risk or worry, Scott Wapner and the Investment Committee debate whether it’s safe to continue buying into a record breaking market. And, we get to some of Jon Najarian’s Unusual Activity in Emerging Markets and Nio.
12/3/2020 • 44 minutes, 42 seconds
The Risks to the Rally
Scott Wapner and the Investment Committee debate whether stocks are increasingly vulnerable to a pullback into the end of the year. Plus, a surprise guest joins us as we discuss whether the high-flying growth names, like Salesforce and DocuSign, are too extended. And, a Call of the Day on Disney.
12/2/2020 • 46 minutes, 45 seconds
The Final Stretch for Stocks
With stocks higher across the board on the first day of December, Scott Wapner and the Investment Committee debate what a record-breaking November could mean for the year end push. Plus, we discuss Tom Lee’s note that history suggests a 100% probability of December gains, and a bullish call on the FANG names.
12/1/2020 • 44 minutes, 36 seconds
Stay Bullish on Stocks?
It’s been a November to remember for stocks. Scott Wapner and the investment committee debate if stocks have gotten ahead of themselves and whether investors should stay bullish into the final weeks of the year.Plus, how to play the financials from here and a bullish call on GE – should you buy?
11/30/2020 • 46 minutes, 25 seconds
Strategies Beyond Dow 30k
The Dow coming off its first ever close above 30k, giving some back today, are stocks too tired for an end of the year burst or perfectly primed for one last push? Scott Wapner and the Investment Committee discuss where you need to position your portfolio to maximize gains. Plus, we get to some Calls of the Day on Ford and Fisker, Unusual Activity on Palantir and Lowe’s, and answer your questions in Ask Halftime.
11/25/2020 • 44 minutes, 41 seconds
Dow Hits 30,000: Your Next Money Move
An historic milestone, as the Dow crosses 30k and stocks are having their best month since 1987. Scott Wapner and the Investment Committee discuss what worked and what to own going forward. Also, a double upgrade on one big-bank stock. Plus, we get to your questions in Ask Halftime.
11/24/2020 • 47 minutes, 25 seconds
Are Markets Getting Tired?
Scott Wapner and the investment committee debate if stocks are actually losing steam, despite positive news on the vaccine front. How investors play the remainder of the year.Plus, going big by going small – The best small-caps stocks to buy in this market.
11/23/2020 • 46 minutes, 30 seconds
The Bull Case for Stocks in 2021
Scott Wapner and the investment committee debate a bullish new call on why the S&P 500 will hit 4200 in 2021, and the sectors that will lead the way.Plus, why two gaming stocks that are both up triple-digits this year may still have room to run.
11/20/2020 • 44 minutes, 54 seconds
Turbulence Ahead for Stocks?
Scott Wapner and the investment committee debate what will get stocks moving higher again and the names you should be watching right now.Plus, banking on the financials – bullish calls on a number of names.
11/19/2020 • 46 minutes, 35 seconds
Stocks That Will Work the Best
More positive news on the vaccine front. Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to discuss which stocks will work the best in the months ahead. Will value outperform growth?Plus, is it time to start buy Boeing?
11/18/2020 • 47 minutes, 32 seconds
Buffett’s Big Moves
Scott Wapner and the investment committee discuss the latest buy and sells by Warren Buffett’s Berkshire Hathaway and if investors should follow him.Plus, Tesla being added to the S&P 500. But, should you buy the stock?
11/17/2020 • 44 minutes, 41 seconds
Halftime Report 11/16/20
Listen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day.
11/16/2020 • 46 minutes, 51 seconds
The Road Ahead for Your Money
COVID cases continue to surge. But, the bulls look forward to promising vaccine news. Scott Wapner and the Investment Committee debate how you should position yourself to make the most out of your portfolio. Plus, the trades ahead of big earnings next week from Home Depot, Lowe’s, Walmart, Target and NVIDIA
11/13/2020 • 44 minutes, 27 seconds
COVID cases rising, what now for stocks?
As COVID-19 cases rise nationwide, Scott Wapner and the Investment Committee debate how to position yourself with a vaccine still months away. Should you prepare for more shutdowns and a market pullback, or continue buying stocks?
11/12/2020 • 46 minutes, 35 seconds
Veterans Day Special: Honoring Those Who Serve
On this Veterans Day, Scott Wapner and the Investment Committee answer questions from veterans across the country about their investing goals. We also debate all the market moves you need to make as the Russell 2000 hits record highs and the Dow and S&P continue riding higher.
11/11/2020 • 44 minutes, 37 seconds
The State of Stocks
After Monday’s monster rally, Scott Wapner and the Investment Committee debate where your money will work best in the weeks and months ahead. We’re joined by special guest Brad Gerstner, founder and CEO of Altimeter Capital.
11/10/2020 • 49 minutes, 55 seconds
Vaccine in Sight, What Now for Stocks?
Pfizer’s Covid Vaccine shows to be more than 90% effective in clinical trials, Scott Wapner and the Investment Committee discuss the stunning news as the market soars to record highs. Is it time to buy the ‘reopening’ stocks and sell the high-flying ‘stay-at-home’ stocks?
11/9/2020 • 51 minutes, 55 seconds
How to Invest Beyond the Election
As vote counts continue to stream in, Scott Wapner and the Investment Committee discuss the moves that you need to make to stay ahead of the market. Plus, what asset class should you be laser-focused on beyond the election, and how can you protect your portfolio in the coming months.
11/6/2020 • 44 minutes, 56 seconds
Your Post-Election Playbook
As the election results begin to crystalize, Scott Wapner and the Investment Committee discuss the best moves for your money no matter what the results will be. Plus, we keep you updated on where the remaining battleground states fall as new numbers are reported in.
11/5/2020 • 49 minutes, 55 seconds
The Day After
Our Breaking News coverage continues as the winner of the U.S. election is still unclear. Scott Wapner and the Investment Committee discuss what multiple scenarios will mean for your portfolio.
11/4/2020 • 44 minutes, 39 seconds
Your Election Day Playbook
As America heads to the polls, Scott Wapner and the Investment Committee votes on where your money will work best in the years ahead. Plus, we discuss the “market trifecta” with Citi’s Private Bank Head of Capital Markets and how it could be a catalyst for stocks in 2021.
11/3/2020 • 44 minutes, 36 seconds
The Election Tomorrow, What to do Today
Scott Wapner and the Investment Committee break down what’s in store for your money no matter the outcome of the election tomorrow. Plus, we discuss two beaten down stocks in our Call of the Day!
11/2/2020 • 49 minutes, 15 seconds
The Big 4 in the Books. How to Trade it.
Scott Wapner and the Investment Committee break down earnings of the big four tech giants a day after they reported. How those earnings reports as well as the looming election will hit markets and what you should do with your portfolio. Plus we get to your questions in Ask Halftime!
10/30/2020 • 43 minutes, 53 seconds
Will the Big 4 Deliver?
Apple, Amazon, Alphabet and Facebook set to report earnings after the bell. Scott Wapner and the Investment Committee debate whether they will deliver and how investors should be positioning their portfolio ahead of the results.
10/29/2020 • 44 minutes, 32 seconds
Bigger Declines Ahead for Stocks?
As we continue to monitor the Big Tech hearing on Capitol Hill, Scott Wapner and the Investment Committee discuss the rising COVID cases in the U.S. & Europe, while the markets continue their precipitous fall. What you should do to protect your money in an increasingly volatile environment.
10/28/2020 • 44 minutes, 52 seconds
Tech Bubble Troubles
Scott Wapner and the Investment Committee discuss famed hedge fund manager David Einhorn’s new note that says we’re now in the midst of an enormous tech bubble. We also break down Microsoft’s critical earnings report and what it means for your portfolio.
10/27/2020 • 44 minutes, 38 seconds
How to Play the Sell-Off
Scott Wapner and the Investment Committee discuss the market drop as cases of COVID-19 surge, stimulus fizzles and the most critical week in earnings looms. What kinds of moves you should make with your money with all of these events hanging over your portfolio.
10/26/2020 • 49 minutes, 19 seconds
A Market Spike in the Cards?
A huge new call from a big time fund manager overseeing more than 2.5 trillion dollars in assets, Scott Wapner and the Investment Committee discuss with Blackrock’s Rick Rieder why he says stocks are going much higher. Plus, we talk about some disappointing earnings this week and brace for a slew of big tech earnings reporting next week.
10/23/2020 • 44 minutes, 28 seconds
Stimulus, Virus, and the Election
Scott Wapner and the Investment Committee count down to the election and what lies ahead for your money. We discuss stimulus, the virus, and what should be in your playbook. Plus, what are the speed bumps that lie ahead for big tech and we go over some big names that report earnings next week.
10/22/2020 • 44 minutes, 51 seconds
Correction Coming?
Scott Wapner and the Investment Committee debate whether a 10% correction is coming with one big-time market watcher, Mike Wilson from Morgan Stanley. And later, we discuss growth vs. value and get to your questions in Ask Halftime.
10/21/2020 • 44 minutes, 43 seconds
Top-ranked macro strategist on the state of stocks
Scott Wapner and the Investment committee are joined today by JP Morgan’s Marko Kolanovic, a man known to move markets, to talk about where stocks will go from here. We discuss the election, a COVID-19 vaccine, risks for big tech, and reopening the economy. And later, we’re joined by Patriots linebacker Brandon Copeland to talk about how to manage your money during the pandemic.
10/20/2020 • 43 minutes, 31 seconds
Correction in the Cards?
Scott Wapner and the Investment Committee discuss whether the market is being too complacent with virus fears and stimulus uncertainty hanging in the balance. We debate a call from one major market watcher that says a major correction is coming in the near term. Plus we get to your video questions in Ask Halftime.
10/19/2020 • 46 minutes, 44 seconds
Bigger Retail Rebound Ahead?
Scott Wapner and the Investment Committee discuss the return in retail as several names hit new highs today. Plus, we take a look at some big names that report earnings next week and we answer your questions in Ask Halftime.
10/16/2020 • 44 minutes, 50 seconds
Virus, Stimulus & Stock
Scott Wapner and the Investment Committee debate what to do with your money while stocks sell off because of dwindling hopes for stimulus and rising virus cases worldwide. Plus, we take a deep dive into the bombshell New York Times story that details the Trump administration’s private briefings that fueled the market sell off in February. Kate Kelly, one of the writers of the piece, joins us.
10/15/2020 • 44 minutes, 6 seconds
The Threat to Stocks
Scott Wapner and the investment committee debate where this stock market goes from here with the threat of no stimulus before the November elections. Plus, this stock is up 1% since one of our traders told you about it at the beginning of the month. It’s now been added to Goldman’s conviction buy list.
10/14/2020 • 44 minutes, 52 seconds
What Banks Are Signaling About Earnings Season
Scott Wapner and the Investment Committee debate big bank results from JPMorgan and Citi - both falling despite reporting a beat. Plus we talk to Mike Mayo, who’s called for Michael Corbat, CEO of Citigroup, to step down now. And, the traders discuss Apple’s “Hi, Speed” event, what it means for the stock and if you should jump in now.
10/13/2020 • 44 minutes, 39 seconds
Mega-Cap Comeback
Scott Wapner and the Investment Committee discuss the bounce back in Mega Cap stocks with Apple leading the Nasdaq’s push higher, ahead of its biggest event in year.
10/12/2020 • 46 minutes, 57 seconds
Stimulus & Stocks: Your Next Money Move
With Stimulus talks seemingly back on track, Scott Wapner and the Investment Committee discuss the broadening rally and whether we’re looking at a year-end rally. Plus, we discuss Apple’s big event next week and we take your questions in Ask Halftime.
10/9/2020 • 43 minutes, 36 seconds
Go big by going small
Scott Wapner and the Investment Committee discuss large vs small caps, where you should put your money as the election looms over the market, and stimulus talks hit another hurdle. Plus, we answer your burning questions in our Ask Halftime segment.
10/8/2020 • 44 minutes, 54 seconds
Stimulus hangs in the balance
Scott Wapner and the Investment Committee debate whether stimulus is possible with the mixed messaging coming from the White House and how you should trade it. Plus, the threat of getting broken up looms over big tech.
10/7/2020 • 46 minutes, 55 seconds
Rising rates, rising risk to stocks?
Scott Wapner and the Investment Committee discuss the big move in yields and if it poses a big risk to the tech trade that has been fueling this stock market.
10/6/2020 • 43 minutes, 50 seconds
The State of Stocks Ahead of the Election
Scott Wapner and the Investment Committee discuss the state of stocks with election day only four weeks away. Plus, what happens to the market if a second wave of the virus hits, and how should you react with your money.
10/5/2020 • 46 minutes, 51 seconds
The President Tests Positive: Markets react
Scott Wapner and the Investment Committee discuss the latest developments with President Trump testing positive for Covid-19 and how one expert believes it could be a turning point for the market. Plus the latest jobs report raises questions today about the pace of the recovery.
10/2/2020 • 44 minutes, 23 seconds
Where to Invest in Q4
A great third quarter, but a rough September. Scott Wapner and the Investment Committee debate where to put your money to work in the final three months of the year.
10/1/2020 • 44 minutes, 51 seconds
Fourth Quarter Roadmap for your Money
Scott Wapner and the Investment Committee discuss where stocks are likely to go from here as September shapes up to be the worst month since March. Plus, we continue to highlight the Investment Committee’s 3rd quarter performance and their plays heading into the final quarter of the year.
9/30/2020 • 44 minutes, 58 seconds
The Road Ahead for Your Money
Scott Wapner and the Investment Committee discuss where stocks go from here as September shapes up to be the worst month since March. Plus, we go through the investment committee’s quarterly performance and what they’re planning to do for the next quarter.
9/29/2020 • 44 minutes, 56 seconds
Has the Correction Run it Course?
Brian Sullivan and the Halftime Investment Committee debate what to make of Monday’s rally and whether the correction is almost done.Plus, one red-hot sector in the reopening trade.
9/28/2020 • 46 minutes, 43 seconds
A Bigger Meltdown in the Cards?
Scott Wapner and the Investment committee discuss the damage that’s been done to the stock market and debate if you should buy on this drop or go to cash. Plus, some beatdown names upgraded to overweight, is it time to buy?
9/25/2020 • 46 minutes, 51 seconds
The Mounting Risks for your Money
Scott Wapner and the Investment Committee debate the mounting risks for your money as stocks are on pace for their fourth down week in a row. Plus, one stock that’s down 40% this year just got a buy call. Why it may rally 70% from here
9/24/2020 • 47 minutes, 7 seconds
The True State of Stocks
Scott Wapner and the Investment Committee are joined by Jim Cramer as they discuss the true state of stocks and whether tech is still in danger of a more dramatic pullback.
9/23/2020 • 46 minutes, 19 seconds
More downside for stocks?
Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, joins Scott Wapner and the investment committee to make his case about why there could be bigger declines ahead for stocks.
9/22/2020 • 23 minutes, 30 seconds
Second Wave of the Correction Coming?
Scott Wapner and the investment committee debate if investors should buy on today’s sharp sell-off and whether a second wave of the stock market correction is coming. Plus, a number of bullish calls on Boeing, UPS and more
9/21/2020 • 47 minutes
More Tech Selling Ahead?
Scott Wapner and the investment committee debate if there’s more turbulence ahead for the tech trade and whether it’s time to put money to work, especially in the value-oriented names.
9/18/2020 • 46 minutes, 58 seconds
Is Snowflake’s Incredible IPO a Warning Sign for Stocks?
Scott Wapner and the investment committee debate the possible warning signs for the tech and growth trade, as the Nasdaq falls into correction territory.Plus, one stock that’s up over 35% in 6 months getting a buy call.
9/17/2020 • 45 minutes, 24 seconds
Biggest IPO of the Year!
Snowflake is the biggest IPO of the year. Scott Wapner and the investment committee are joined by two of Snowflake’s biggest investors. What this offering means for the tech landscape and for this rally.
9/16/2020 • 53 minutes, 24 seconds
Is the Correction Over?
Scott Wapner and the investment committee debate if the stock market correction is already over and what investors do now. Plus, the trade on Apple as it unveils its latest gadgets. And, one retail stock getting a buy call – it’s up about 10% in the past week.
9/15/2020 • 46 minutes, 35 seconds
Stocks Primed to Pop?
Scott Wapner and the investment committee debate whether the market is set to rally with a number of Wall Street notes saying the S&P 500 is headed to 3,600 by the end of the year. Plus, why Jon Najarian is buying Apple and one hot chip stock.
9/14/2020 • 46 minutes, 45 seconds
Is Apple Vulnerable?
Scott Wapner and the investment committee debate how vulnerable Apple is in this recent sell-off and volatility. Plus, what to do with the other high-flying growth names, like Peloton. And, The #1 semiconductor analyst on the street on his latest top idea
9/11/2020 • 38 minutes, 9 seconds
Diversity in the Boardroom
Scott Wapner is joined by a star-studded lineup to tackle the issues of diversity in America’s boardroom/ Altimeter’s Brad Gerstner, Merck’s CEO, Zillow CEO, United Airlines’ Oscar Munoz and more.
9/9/2020 • 46 minutes, 16 seconds
How Bad is the Tech Wreck Going to Get?
Scott Wapner at the investment committee debate if tech is headed to bigger declines and what to do with the so-called FAANG trade.Plus, a bullish call on Disney. Is it time to buy?
9/8/2020 • 46 minutes, 43 seconds
Is the Pullback Part of a Healthy Correction?
Dominic Chu and the investment committee debate if investors have been too complacent. Or, if this market plunge is part of a healthy correction. Plus, the opportunities that may be opening up.
9/4/2020 • 46 minutes, 19 seconds
Start of the ‘September swoon’?
Tyler Mathisen and the investment committee debate if today’s market plunge is the start of a September sell-off and what should investors do now. Plus, the bright spots in this market
9/3/2020 • 44 minutes, 45 seconds
Are stocks getting frothy?
Tyler Mathisen and the investment committee debate if stocks are getting too expensive and if investors are too complacent. Plus, one red-hot chip stock getting its price target raised to a new street high.
9/2/2020 • 45 minutes, 42 seconds
September Stock Strategies
After wrapping up the best August in decades, Tyler Mathisen and the investment committee debate what investors do now as they head into what is usually the worst month for stocks. Plus, the stocks that should be on your buy and sell list. And, Zoom shares soaring 35%, now up 550% this year. Is there more room to run?
9/1/2020 • 46 minutes, 13 seconds
A Fall Rise for Stocks?
After one of the best August months for stocks in decades, Scott Wapner and the investment committee debate if stocks can continue to rise headed into the Fall. Plus, an exclusive with Milwaukee Bucks owner, Marc Lasry, on the NBA
8/31/2020 • 46 minutes, 38 seconds
Your Stocks to buy list
Dominic Chu and the investment committee debate if this record breaking rally can keep going and how much more tech continues to drive it. Plus, the stocks that are on the investment committee’s buy list.
8/28/2020 • 46 minutes, 8 seconds
Rally on to new highs?
Brian Sullivan and the investment committee debate what’s next for this record breaking rally on the back of the Fed’s historic move. Plus, the tech stock worth looking at, as the Nasdaq hits new highs.
8/27/2020 • 47 minutes, 1 second
A Big Trade About to Break Out?
Brian Sullivan and the investment committee debate whether the cyclical trade is about to break out and if investors should increase their exposure. Plus, a bullish call on one stock that’s up 170% this year
8/26/2020 • 47 minutes, 10 seconds
Time to Trim Apple?
Brian Sullivan and the investment committee debate Josh’s decision to sell 20% of his positions in Apple and NVIDIA. His move comes as Apple’s price target gets raised to a new street high. Plus, what the big shakeup in the Dow means for those stocks and what it’s saying about the market and economy. And, a bullish call on Starbucks. Should you buy?
8/25/2020 • 47 minutes, 15 seconds
Keep riding the tech-fueled rally? Or, brace for a pullback?
Melissa Lee and the investment committee debate where investors should be in this market, as the S&P and Nasdaq hit new highs. Plus, Apple gets its price target raised to a new street high. Should you buy soon after it splits its stock? And, One red-hot stock that’s up 40% in the past two months getting its price target raised to a new street high ahead of earnings.
8/24/2020 • 46 minutes, 46 seconds
Is the value trade already over?
A winning week for the Nasdaq, as tech hits a new record high. Scott Wapner and the investment committee debate whether investors should stick with what’s working and the risks in this market that investors need to know about. Plus, a sell call on one red-hot software stock that’s up 40% in a year and sitting near highs
8/21/2020 • 50 minutes, 56 seconds
Record Rally vs. Real Economy
Scott Wapner and the investment committee debate where the record-breaking stock market is running ahead of the real economy and whether stocks will run out of steam
8/20/2020 • 53 minutes, 14 seconds
Apple’s Historic Milestone
Scott Wapner and the investment committee debate what’s next for Apple’s stock after the tech giant becomes the first publicly traded company to hit $2 trillion in valuation. Plus, the bullish call on Salesforce ahead of earnings next week.
8/19/2020 • 45 minutes, 17 seconds
Are Higher Highs Ahead?
Scott Wapner and the investment committee debate what’s next for the this rally as the S&P and Nasdaq hit record highs. Plus, how to play the retail trade after Walmart and Home Depot’s blowout results. They also debate a red-hot stock that’s doubled this year and just got its price target raised to a new street high.
8/18/2020 • 48 minutes, 42 seconds
Apple’s March to $2 Trillion
Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-brainer” buy
8/17/2020 • 46 minutes, 44 seconds
Big Rally Ahead?
Scott Wapner and the investment committee debate if there’s a big rally ahead for cyclical stocks. Plus, the trade ahead of big retail earnings next week from Walmart, Target, Home Depot and more.
8/14/2020 • 46 minutes, 44 seconds
The Catalysts for New Highs
As the S&P inches close to record closing highs, Scott Wapner and the investment committee debate if the rally can keep going and the catalysts that will drive the market higher.They also debate whether gaming stocks are now worth betting on.
8/13/2020 • 46 minutes, 52 seconds
Will the Rotation in Stocks Continue?
Scott Wapner and the investment committee debate what’s next for this rally as the S&P gets closer to its record closing high. They also discuss what happens to the high-flying tech names outside of FANG.Plus, how to play Target and Home Depot, following bullish calls on those stocks
8/12/2020 • 48 minutes, 56 seconds
Is the Rotation for Real?
Scott Wapner and the investment committee debate if the rotation in stocks is for real, as the S&P 500 gets closer to record highs. They also discuss why it may be time to get bullish on the big banks. Plus, five stocks for the new normal.
8/11/2020 • 46 minutes, 49 seconds
Rotate to New Highs?
Scott Wapner and the investment committee debate whether it’s time to start shifting your strategy from growth to value, and the stocks you should be looking at. They also debate a bullish call on one red-hot chip stock that’s up about 90% this year.
8/10/2020 • 46 minutes, 51 seconds
Monster Rally Ahead for Reopening Stocks?
Scott Wapner and the investment committee debate a big, bold call on the street that the markets may see a "monstrous rally" in epicenter stocks next week. Plus, a new bullish call on why Fedex may be the best idea for the rest of 2020.
8/7/2020 • 50 minutes, 49 seconds
Tech Towers Over the Market
Scott Wapner and the investment committee debate whether you should keep buying tech, as the Nasdaq tops 11,000. Or, Should investors begin to rotate out of those stocks and into value names. We’ll also get the trade ahead of Uber’s earnings after the bell.
8/6/2020 • 46 minutes, 39 seconds
Is the banks trade about to break out?
Scott Wapner and the investment committee debate Warren Buffett's Berkshire Hathaway buying Bank of America shares for 12 straight days and what that means for bank stocks. They also debate what's next for Disney and a rare downgrade for Apple.
8/5/2020 • 46 minutes, 57 seconds
Apple and Nasdaq march to milestones – what do investors do now?
Scott Wapner and the investment committee debate if anything can stop big tech and Apple as it heads toward a $2 trillion market-cap. Josh Brown also unveils his new buy. Plus, 4 hot stock picks from Tiffany McGhee of Momentum Advisors
8/4/2020 • 50 minutes, 46 seconds
August Stock Strategies
After a great July for the markets, Scott Wapner and the investment committee debate what’s ahead for stocks in August, which has been the worst month for investors over the past decade.
8/3/2020 • 46 minutes, 47 seconds
Introducing CNBC's Halftime Report
Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Coming soon. Halftime Report airs weekdays 12-1PM ET on CNBC.