
Halftime Report
1,522 episodes — Page 11 of 31
The Great Debate: Bullish or Cautious 8/21/24
Scott Wapner and the Investment Committee debate the rally and whether it’s time to be even more bullish or a little cautious. Plus, Target surging today after earnings, it’s our Chart of the Day. And later, the desk discusses the latest Calls of the Day on American Express, Crowdstrike, Charles Schwab and more. 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’s Next for the Rally 8/20/24
Scott Wapner and the Investment Committee debate what’s next for the rally as the S&P goes for a nine-day winning streak. Plus, Bill Baruch trimming multiple stocks from his portfolio, he calls in with all the details. 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.
Play for Gains or Cut Risk? 8/19/24
Scott Wapner and the Investment Committee debate the best trading strategy as stocks look to build on their best week of the year. Plus, the desk share their latest 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.
Stocks Heading to New Highs? 8/16/24
Scott Wapner and the Investment committee debate whether stocks are heading towards new highs. Plus, the Committee reveals their latest portfolio moves. And later, H&R Block hitting record highs, it’s our Chart of the Day. Shareholder Rob Sechan calls in with his strategy on the stock 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.
Is the Goldilocks Market Back? 08/15/24
Scott Wapner and the Investment Committee debate the surging market and whether we are in a “Goldilocks” period. Plus, the Committee share their latest portfolio moves. And later, Cisco surging today after reporting earnings last night, 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.
Trading the Rebound: Time to Book Profits? 8/14/24
Scott Wapner and the Investment Committee debate whether it’s time to book some profits in your portfolio. Plus, the Committee making some moves, they reveal them all. And later, the desk discuss the latest Calls of the Day on Intuit, TJX Companies, Diamondback Energy and more. 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 Consumer Triple Play 8/13/24
Scott Wapner and the Investment Committee discuss three big consumer stories, including a major shakeup at Starbucks. Plus, the desk debates the cyber trade. And we look at Alibaba ahead of earnings. 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 Big Week Ahead 8/12/24
Scott Wapner and the Investment Committee discuss the big week ahead with key earnings and inflation data looming large. Plus, the desk making some major moves in their portfolios, they reveal them all. 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.
Trading the Market Volatility 8/9/24
Scott Wapner and the Investment Committee discuss the wild week for stocks and how to play the markets right now. Plus the desk discusses their latest portfolio moves. And later, the Committee give you the setup for earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Bounce Back 8/8/24
Scott Wapner and the Investment Committee discuss the bounce back market as stocks and yields both move higher. Plus, a Chart of the Day on Eli Lilly, the stock up today after earnings, the Committee discuss the health care sector. And later, we share the desk’s 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 Continued Market Bounce Back 8/7/24
Scott Wapner and the Investment Committee discuss the continued bounce back for stocks and where your money is heading from here. Plus, a Chart of the Day on Super-Micro, slumping today. And later, The Committee 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.
Trading the Unsettled Markets 8/6/24
Scott Wapner and the Investment Committee discuss the attempted bounce-back for stocks wand what’s best right now for your money. Plus, the Committee making some major moves in their portfolios following yesterday’s sell-off, they share all the details. And later, Uber having its best day since February, 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.
The Market Sell-Off 8/5/24
Scott Wapner and the Investment Committee debate the market sell-off which is front and center today. Plus, Josh Brown calls in with his thoughts on Berkshire Hathaway’s latest moves. And later, the desk reveal their portfolio strategy as stocks sinkInvestment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today’s Market Sell-Off 8/2/24
Brian Sullivan and the Investment Committee discuss today’s market sell-off following a weaker than expected jobs report. Plus, Bill Baruch sells Intel after buying it just a few weeks ago. He calls in to explain why. And later, a Call of the Day on Morgan Stanely, getting downgraded at Wells Fargo, the desk debates the banking sector. 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-Fed Earnings Playbook 8/1/24
Scott Wapner and the Investment Committee discuss the post-Fed playbook as Chair Powell says cuts could be coming soon. Plus, more key tech earnings are in focus, the desk discuss what they’ll be looking for. And, a Chart of the Day on Shake Shack, up 15% so far today, Josh Brown breaks down what he’s doing after the big move higher. 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 Surging Nasdaq 7/31/24
Scott Wapner and the Investment Committee discuss the surging Nasdaq as AMD lights a much-needed fire under the chip trade. Plus, the desk discusses the latest Calls of the Day on McDonald’s Arista Networks and Uber. And later, the Committee give you the setup on some energy earnings coming up 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.
Microsoft Earnings Loom Large 7/30/24
Scott Wapner and the Investment Committee debate where Microsoft could go as the rotation away from the Nasdaq continues today. Plus, a Chart of the Day on Merck, the stock sliding 10% today, the committee discuss the biotech sector. And later, the desk discuss the latest Calls of the Day on Netflix and Whirlpool. 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’s Biggest Test Yet 7/29/24
Scott Wapner and the Investment Committee discuss the Tech Sector’s biggest test yet as several big names report this week and try to reverse their recent slide. Plus, Joe Terranova gives a Trade School on Crowdstrike and how he would trade it from here. 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.
Friday Rally Caps Off a Wild Week 7/26/24
Frank Holland and the Investment Committee discuss the rally today following a tumultuous week in the market. Plus, 3M on pace for it’s best day ever, it’s our Chart of the Day. And later, Bill Baruch calls in to discuss his 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.

CNBC Pro Talks: Frank Cappelleri on charting stocks for success 7/26/24
CNBC’s Dominic Chu sits down with Frank Cappelleri, founder and president of independent research firm CappThesis, as he breaks down how he uses technical analysis to navigate the ever-changing stock market. Cappelleri shares how charts help him find small-cap stars, ETFs poised for a breakout and more. 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 the Tech Trade 7/25/24
Frank Holland and the Investment Committee debate the state of the tech trade as the rest of the magnificent seven names get set to report next week. Plus, we discuss the latest Calls of the Day. And later, the biggest IPO of the year, Lineage, starts trading. Leslie Picker joins us with all the details. 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 Tech Selloff 7/24/24
Frank Holland and the Investment Committee break down the fierce tech selloff pushing the Nasdaq to it’s worst day of the year. Plus, Bill Baruch calls in with his Tesla strategy as the stock is experiencing one of its worst days since January. 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 Market’s Moment of Truth 7/23/24
Dom Chu and the Investment Committee discuss the market’s moment of truth as it gears up for the first round of mega cap tech earnings. Plus, a Chart of the Day on UPS, Jenny owns it and breaks down what to do with the stock from here. And later, Josh Brown gives a Trade School on what to do when a stock like Crowdstrike has a really bad 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.
Navigating the Political Uncertainty 7/22/24
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.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 on Track for Worst Week in 3 Months 07/19/24
Frank Holland and the Investment Committee debate stocks sinking today with the S&P 500 heading for its worst week in 3 months. Plus, Crowdstrike plunging today as a botched software update triggers one of the biggest IT global outages in history, it’s our Chart of the Day. And later, the Committee discuss 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 Fate of the Rally 7/18/24
Frank Holland and the Investment Committee debate the fate of the rally as tech takes another tumble. The experts detail their latest portfolio moves. The call of the day is on CrowdStrike. The chart of the day is Warner Bros. Discovery. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday 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.
Semi Smackdown 7/17/24
Melissa Lee and the Investment Committee discuss the Semi Smackdown as chip stocks get whacked and the Nasdaq heads for its worst day of the year. Plus, we cover the latest Calls of the Day. And later, the desk detail 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.
Debating the Rotation Rally 7/16/24
Dom Chu and the Investment Committee discuss small caps soaring and a fresh record high for the Dow. Plus, the Committee share their latest portfolio moves. 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.
Stocks Continue their Record Run 7/15/24
Dom Chu and the Investment Committee discuss stocks at record highs as we await Fed Chair Powell’s interview at the Economic Club in Washington. 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 Rotation Conversation 7/12/24
Scott Wapner and the Investment Committee debate whether the rotation is real as stocks push higher today. Plus, the desk detail their latest portfolio moves. And later, Bill Baruch joins the Committee with his Options trade on Intel in what we’re calling “Your Best Option.”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.
Small Caps Surge 7/11/24
Scott Wapner and the Investment Committee discuss the Russell 2000 with small caps staging the sharpest rally of the year right now. Plus, Tesla down sharply after postponing a robotaxi announcement, shareholdrs Bryn Talkington and Bill Baruch detail their strategy in the stock. And later, the desk 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 Record Run Continues 7/10/24
Scott Wapner and the Investment Committee debate the record run for the market as stocks hit new highs again. Plus, we’re continuing to monitor Fed Chair Powell’s testimony at the House Financial Services Committee. 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 Playbook after Powell’s Testimony 7/9/24
Scott Wapner and the Investment Committee discuss their strategy following Powell’s testimony at the Senate Banking Committee this morning. Plus, the desk discusses the latest Calls of the Day on Netflix, American Express, Devon Energy and more. And later, the Committee talk about some stocks that are hitting new 52-week highs. 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 Continued Stock Surge 7/8/24
Scott Wapner and the Investment Committee discuss the continued stock surge as the S&P and NASDAQ hit more new highs. Plus, the desk discusses the latest Calls of the Day on Union Pacific, JPMorgan, ServiceNow and more. And later, Corning leads the S&P today, it’s our Chart of the Day. Shareholder Josh Brown calls in with his strategy on the stock 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.
Stocks Hit New Highs after Jobs Report 7/5/24
Scott Wapner and the Investment Committee debate stocks at record highs led once again by several mega cap tech names. Plus, Jenny Harrington and Bill Baruch making some moves in their portfolios, they share all the details. And later, charged for checking? The Committee discuss how charging banking customers for checking accounts will affect the banks. 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 Second Half Strategy 7/3/24
Scott Wapner and the Investment Committee discuss the second half strategy on this holiday shortened trading day. Plus, we cover some Calls of the Day on Adobe, Oracle, Union Pacific and more. And later, Jim Lebenthal weighs in the reported merger between Paramount and Skydance. 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 Stocks in Q3 7/2/24
Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we’ve got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Second Half Strategy 7/1/24
Frank Holland and the Investment Committee discuss a second half strategy with stocks near record highs and tech up nearly 30 percent this year. Plus, the Committee share their latest trades. And later, Energy stocks hitting a speed bump, the desk discuss their top energy picks. 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.
Final Trading Day of the First Half 6/28/24
Scott Wapner and the Investment Committee debate what the second half of the year will hold for stocks. The experts detail their latest portfolio moves. The desk reacts to CNBC’s exclusive Delivering Alpha Investor Survey. The call of the day is on Qualcomm. Legendary sports broadcaster Al Michaels joins to talk AI and the Olympics.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 Next Leg of the Rally 6/27/24
Scott Wapner and the Investment Committee debate how much is hinging on tomorrow’s inflation report, as the first half of the year comes to a close. Josh Brown doubles his position in Amazon. Micron dips after earnings; Bill Baruch is back with a trade update. The calls of the day include Rio Tinto, Coca-Cola, Disney and AT&T. Jenny Harrington explains why she’s buying more of one medical technology stock.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.
Volatile Summer or Smooth Sailing? 06/26/24
Scott Wapner and the Investment Committee discuss if this will be a summer of volatility or more smooth sailing for stocks. The experts detail their latest portfolio moves. The desk debates Nvidia as its annual shareholder meeting gets underway. The calls of the day include Home Depot, Accenture, Shopify, Blackstone, and Caterpillar. 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 Nvidia Correction 6/25/24
Scott Wapner and the Investment Committee discuss what Nvidia’s correction means for stocks. The experts detail their latest portfolio moves. The calls of the day include Uber, Tesla, and McDonald’s. Bitcoin is bouncing back. The panel checks in on their top contrarian ideas for 2024.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 Second Half for Stocks 6/24/24
Scott Wapner and the Investment Committee discuss whether the rally can last as we approach the second half of the year. The calls of the day include Chipotle, UnitedHealth, and Nike. The experts debate the energy trade. The chart of the day is Alnylam Pharmaceuticals.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 Rally’s Durability 6/21/24
Scott Wapner and the Investment Committee debate the rally’s durability, Nvidia’s meteoric rise and pullback, and what to do with your money. Plus, we cover the latest Calls of the Day on Palo Alto, Tesla and Freeport-McMoran. And later, the committee discuss the winners in their portfolio and what to do 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.
Nvidia’s Surge: Is It Justified? 6/20/24
Scott Wapner and the Investment Committee discuss surging stocks as the S&P tops 5,500 for the first time ever, led by Nvidia. The desk debates whether Nvidia’s meteoric rise is justified. Plus, we cover the latest calls of the day. And later, oil hitting $80 a barrel, the Committee share their energy sector plays. 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.
Wall Street gets more Bullish 6/18/24
Scott Wapner and the Investment Committee discuss Wall Street getting more bullish as several firms raise their price targets and a survey of fund managers reveals the most optimism in three years. Plus, the desk is making some moves in their portfolios, they reveal them all. And later, we cover the latest Calls of the Day on Corning, Accenture and Carmax.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 Tech 6/17/24
Scott Wapner and the Investment Committee break down the state of the tech trade as Jim Lebenthal adds a new name to his portfolio. Plus, the setup on Lennar ahead of earnings after the bell. And we're going global with a look at international opportunities in ETF market.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.
Apple Back on Top of the Market 6/14/24
Scott Wapner and the Investment Committee discuss Apple reacting the mantle of most valuable stock in the market. The Committee debate what it means for your money. Plus, a Chart of the Day on Adobe, soaring after earnings. And later, we cover the latest Calls of the Day Amazon, Roblox, Citi and more. 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.
Your Summer Playbook as Inflation Cools 6/13/24
Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. 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 Key Day for your Money 6/12/24
Frank Holland and the Investment Committee debate what’s at stake for the market as stocks continue to touch new highs and a Fed meeting is less than two hours away. Plus, The Committee share their latest moves. And we’ve got some Calls of the Day on Lennar, KB Homes, Nextera Energy and more. 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.