
Halftime Report
1,522 episodes — Page 10 of 31
Big Tech Takes Center Stage 10/29/24
Scott Wapner and the Investment Committee prepare for Alphabet Earnings as big tech takes center stage. Plus, the Committee making some portfolio moves, they break them all down. And later, the desk talks about some other non-tech names reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Tech’s Big Week 10/28/24
Scott Wapner and the Investment Committee debate the biggest week for tech with the Nasdaq riding a seven-week winning streak. Plus, one of the committee members is trimming Alphabet, they explain why. And later, JPM’s Steven Tusa joins us with his bullish case on 3M, it’s our Call of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bracing for Mega Cap Earnings 10/25/24
Scott Wapner and the Investment Committee brace for big tech as mega caps are ready to report earnings next week. Plus the Committee making some major moves in their portfolio, they reveal their latest trades. And later, Deckers up double digits today after reporting earnings, it’s our Chart of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Pro Talks: How Carter Worth knows when it’s time to sell 10/22/24
CNBC’s Dominic Chu speaks with Carter Braxton Worth, founder and CEO of Worth Charting LLC, to find out how he uses charting alongside his 35 years of Wall Street expertise to decide which stocks are overbought and which could be on the cusp of an upswing. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The State of Stocks 10/24/24
Scott Wapner and the Investment Committee discuss the state of play for stocks with the election and big tech earnings getting closer. The chart of the day is ServiceNow hitting a new record intraday high. The experts debate a large group of earnings movers and analyst calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Popping Yields, Dropping Stocks 10/23/24
Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is linked to the Quarter Pounder, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Positioning Your Portfolio 10/22/24
Scott Wapner and the Investment Committee discuss the state of play for stocks with election day only two weeks away and big earnings on the horizon. Plus, Boeing Machinists are voting tomorrow on their strike, Phil Lebeau joins us with the Union President to discuss the latest on the strike and what’s next for his members. And later, the Committee discuss the latest calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The State of Play for Stocks 10/21/24
Scott Wapner and the Investment Committee debate the state of play for stocks as a big week for earnings gets underway. Plus, the Committee break down the latest Calls of the Day. And, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Positioning for the Bull Market 10/18/24
Scott Wapner and the Investment Committee debate how to best position your portfolio as the Dow comes off another record high. Plus, Kevin Simpson making some moves in his portfolio, he reveals the details. And later, the Investment Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Everything Rally 10/17/24
Scott Wapner and the Investment Committee debate the everything rally as stocks continue hitting record highs. Plus, the desk debate the latest Calls of the Day. And later, we’ve got a trade update on one name Josh recommended to a special guest last month. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fate of the Rally 10/16/24
Brian Sullivan and the Investment Committee debate whether investors are being too bullish as stocks eye fresh record highs. Plus, the desk shares their latest portfolio moves including a sell on ASML and a trim of Netflix. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Playbook at Record Highs 10/15/24
Scott Wapner is live from the Cais Alternative Investment Summit in Beverly Hills today with some exclusive interviews from several industry leaders. Plus, the Investment Committee debate the latest Calls of the Day. And later, Ian Charles tells us why his firm has focused on arguably the hottest alternative asset class of all, Sports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bull Market Enters Year 3 10/14/24
Brian Sullivan and the Investment Committee discuss stock hitting record highs as the bull market enters its third year. Plus, the desk making some moves in their portfolio. And later, we debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
S&P 500 Hits Major Milestone 10/11/24
Scott Wapner and the Investment Committee discuss the rally as the S&P 500 tops 5,800 for the first time. The chart of the day is Tesla, as shares drop after its robotaxi event. Calls of the day include Netflix, AbbVie, and Regeneron. The experts give the setup on key earnings to report next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fate of the Rally 10/10/24
Scott Wapner and the Investment Committee debate the record run for stocks as the markets digest another inflation report. The experts detail their latest portfolio moves. Kristina Partsinevelos joins with a News Alert on AMD. Calls of the Day include Netflix, PayPal, Honeywell, and more. Bob Pisani takes a look at the China trade in today’s ETF Edge. Plus, the desk reacts to new details on Pfizer’s activist fight.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Bull Market’s Birthday 10/9/24
Scott Wapner and the Investment Committee mark the second year of the bull market and debate where stocks go from here. Plus, we discuss the latest Calls of the Day. And later, the Committee reveal their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The State of the Tech Trade 10/8/24
Scott Wapner and the Investment Committee debate the state of the tech trade as Nvidia crosses back into a 3 trillion dollar market cap while other top tech names get downgrades. Plus, Rick Rieder joins us to share his view of the market. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The 4-Week Rally 10/7/24
Scott Wapner and the Investment Committee discuss the market as stocks are up 4 weeks in a row. They debate where the markets go with yields & oil rising and earnings season on tap. Plus, Brian Belski joins us for the hour with multiple moves in his portfolio, he shares the details. And later, the desk discuss the latest Calls of the Day, including a Street Fight brewing around Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“Goldilocks” for Stocks? 10/4/24
Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and debate whether stocks are in a “Goldilocks” range. Plus, the desk talks about some stocks on the move and how to play them. And later, Mike Santoli joins us with his mid-day word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Resilient Market 10/3/24
Scott Wapner and the Investment Committee debate the resilient market as stocks hold up despite a mounting wall of worry. Plus, the desk debates the latest Calls of the Day. And later, we talk sports valuations as one NFL team reportedly looks to sell a stake in its franchise to a PE firm. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Navigating the Volatile Market 10/2/24
Scott Wapner and the Investment Committee debate the volatile markets as stocks chop around on day 2 of Q4. Plus, the desk discusses the latest Calls of the Day. And later, the Committee question how safe it is to bet on China. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Q4 Outlook for Stocks 10/01/24
Scott Wapner and the Investment Committee discuss the new quarter for stocks with several major events looming. Plus, we debate the latest Calls of the Day. And later, Josh Brown has a Trade School on the 60/40 Portfolio. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What Will Q4 Hold?
Scott Wapner and the Investment Committee debate what Q4 will hold as September ends without too much trouble for the market. Plus, the desk share their most recent portfolio moves. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Record Rally Rolls On 9/27/24
Brian Sullivan and the Investment Committee discuss stocks are record highs as another key inflation report shows that prices continue to cool. Plus, the desk reveal some major portfolio moves they’ve been making. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Chinese Market Surge 9/26/24
Scott Wapner and the Investment Committee discuss the rising market as Micron and China-related names surge. Plus, Bill Baruch calls to share what he’s doing with Micron and the rest of his portfolio. And later, the Committee discuss the latest Calls of the Day on Tesla and On Holding. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is Tech Still the Best? 9/25/24
Scott Wapner and the Investment Committee debate the road ahead for the Tech Trade. Plus, the desk discusses the latest Calls of the Day. And later, Bill Baruch joins us with his most recent Options trade on Micron. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More Bulls Buying Stocks 9/24/24
Scott Wapner and the Investment Committee debate the record run for stocks as the bull market sees major inflows. Plus, the Committee reveal their latest portfolio moves. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Post Rate Cut Playbook 9/23/24
Scott Wapner and the Investment Committee discuss stocks hitting new record highs and the post rate cut playbook. Plus, Steve Weiss making some moves in his portfolio, he reveals what he’s selling. And later, the committee debate the latest calls of the day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Street’s New Biggest Bull 9/20/24
Scott Wapner and the Investment Committee talk to BMO’s Brian Belski, the new biggest bull on Wall Street with a $6100 price target for the S&P 500. Plus, we’ve got a Chart of the Day on Nike, down 20% YTD and the CEO stepping down yesterday. The desk debates how to trade the name. And later, a Call of the Day on Paypal, the committee reacts to Amazon partnering with the payment processor. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Riding the Record Rally 9/19/24
Frank Holland and the Investment Committee discuss the record rally following yesterday’s historic rate cut. The Committee share their latest moves. Plus the desk debates the latest calls of the day. And later, gold nearing all-time highs, the committee discuss how to play the soaring commodity. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Great Fed Debate: How Much Will They Cut? 9/18/24
Frank Holland and the Investment Committee debate what the Fed will do with rates and how will it affect the market. Plus, the Committee makes some major portfolio moves ahead the Jerome Powell’s speech. And later, the desk discusses the latest calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading Ahead of the Fed 9/17/24
Scott Wapner and the Investment Committee are live in Huntington Beach, California at the Future Proof Conference to discuss the market ahead of tomorrow’s fed decision. Plus, the committee making some portfolio moves, they share the details. And later, CNBC’s Tanaya Macheel joins us to discus the future of crypto trading. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Dow Hits a New All-Time High 9/16/24
Melissa Lee and the Investment Committee discuss the Dow hitting a new all-time high ahead of this week’s critical fed decision. They debate whether we’ll see a 50 basis point cut. Plus, Apple iPhone pre-orders are not hitting their targets, it’s our Chart of the Day. And later, the desk debates the latest calls of the day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bigger Breakout Building? 9/13/24
Dominic Chu and the Investment Committee debate whether a bigger breakout is building as stocks close in on fresh record highs. Plus, the desk discusses what’s at stake for the rally as the market gears up for next week’s critical fed meeting. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Turnaround 9/12/24
Scott Wapner is live at One Market in San Francisco to discuss the tech turnaround with the Investment Committee. Plus, Jensen Huang chats with Megan Cassella as he an AI meeting at the White House. Plus, the desk share their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the NFL, markets, and his favorite trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Exclusive Interview with Goldman Sachs Chairman & CEO David Solomon 9/11/24
Scott Wapner is live at the Goldman Sachs Communacopia and Technology Conference with an exclusive interview with Goldman Sachs Chairman and CEO David Solomon. They talk about markets, the Fed, the financial sector and last night’s debate. The Investment Committee react to the conversation and discuss the direction of stocks from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trouble in the Bank Trade? 9/10/24
Brian Sullivan and the Investment Committee discuss the battered banks as tech turns higher. Plus, Oracle surging after an earnings beat, it’s our Chart of the Day, Bill Baruch owns the stock and calls in with his strategy from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Believe the Bounce? 9/9/24
Brian Sullivan and the Investment Committee debate the path forward for your money as stocks bounce back. The experts detail their latest portfolio moves. CNBC's Steve Kovach reports live from Cupertino ahead of Apple's product event. The calls of the day include Eli Lilly and Netflix.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Rocky Week for Stocks 9/6/24
Scott Wapner and the Investment Committee debate the state of stocks as a rocky week winds down. Plus, the desk making some major moves in their portfolio, they break them down. And later, we cover the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Best Stock Strategy 9/5/24
Scott Wapner and the Investment Committee debate the road ahead for your money amid the volatility. The experts detail their latest portfolio moves. The Calls of the Day include Berkshire Hathaway, GE Aerospace, Dupont, and Target. Your Best Option is on Tesla.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Unsettled Market 9/4/24
Scott Wapner and the Investment Committee debate the unsettled market as fears over the economy weigh on stocks. Plus, Rob Sechan making some portfolio moves, he reveals what stock he’s buying more of. And later, the Committee discuss the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Under Pressure as Semis Slide 9/3/24
Scott Wapner and the Investment Committee discuss stocks sliding today as semi stocks fall. They are having their worst day since August 2nd. Plus, Josh Brown gets stopped out of NetApp, he explains what to do with the stock now. And later, the desk debate the latest Calls of the Day on Oracle, Autodesk and Steel Dynamics. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Pro Talks: Mike Khouw on the ins and outs of options trading 9/3/24
CNBC’s Mike Santoli and Mike Khouw, chief strategist at Openinterest.PRO, discuss how investors can use options trading to minimize risk and avoid chasing the stock market. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The September Setup 8/30/24
Frank Holland and the Investment Committee discuss their September Setup following an anxious august for the markets. Plus, multiple committee members reveal their latest portfolio moves. And later, the desk talks about their August Winners and Losers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia Earnings, Tech and the Markets 08/29/24
Scott Wapner and the Investment Committee discuss the tech trade after Nvidia’s earnings. The desk debates how to trade tech as Nvidia falls. Plus, the Committee talk about some of their stocks that are on the move today. And later, Bill Baruch sells Duke Energy but Kevin Simpson still owns it, they debate what’s the right move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will Nvidia Deliver (Again) 8/28/24
Scott Wapner and the Investment Committee debate the big earnings on tap tonight as Nvidia, Salesforce and Crowdstrike report in a matter of hours. Plus, a Chart of the Day on Super Micro, down big today after delaying its 10k, Joe Terranova owns it and discusses his strategy from here. And later, the Committee look at some of their “comeback kid” stocks that are up big from their August 5 lows. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Broadening Market 8/27/24
Scott Wapner and the Investment Committee debate the broadening story for stocks and whether you should finally believe in it. Plus, some major moves in the Committee’s portfolios, they reveal them all. And later, the desk discusses the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jerome Powell Deliver, Will Nvidia? 8/26/24
Scott Wapner and the Investment Committee debate whether the entire rally is riding on Nvidia’s earnings results as the stock is set to report this week. Plus, the Committee making some portfolio moves, they share their strategy. And later, the desk discusses the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Rate Cut Playbook 8/23/24
Frank Holland and the Investment Committee discuss their rate cut playbook following Fed Chair Jerome Powell’s comments laying the groundwork for coming rate cuts. Plus, the desk share their latest portfolio moves. And later, Steve Liesman joins us with Chicago Fed President Austan Goolsbee to discuss the Fed, rate cuts and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Preparing for the Fed Meeting 08/22/24
Frank Holland and the Investment Committee are on record-high watch as investors await a critical speech from Fed Chair Jerome Powell in Jackson Hole. Steve Liesman joins us with the latest. Plus, the desk share their latest portfolio moves. And later, we take a look at some of the Committee’s high-flying stocks and what they’re doing with them now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.