Halftime Report

Scott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. 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.

Scott Wapner and the Investment Committee debate new records for stocks as the resilient rally continues. Plus, Apple in positive territory after a 7-day losing streak, the Committee debate what to do with the stock 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.

Scott Wapner and the Investment Committee debate Nvidia’s nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald’s, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere.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.

As we continue to listen in to Jerome Powell’s testimony on Capitol Hill, Scott Wapner and the Investment Committee discuss New York Community Bank’s slide lower on reports the bank is seeking outside capital to shore up its balance sheet. Leslie Picker and Steve Liesman join us with the latest.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.

Scott Wapner and the Investment Committee debate how far Apple can fall as shares continue their early year slide. Plus, Josh Brown buys more Pfizer, calling it one of the best opportunities in the market. And later, we’ve got Calls of the Day on Toast, Oracle and Accenture, with ownership all over the desk, the Committee debate what to do with these names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins.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.

Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto 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.

Scott Wapner and the Investment Committee discuss the final day of another great month for stocks and whether you can believe in the broadening of the rally. Plus, Bill Baruch calls with his latest moves. And later, a chart of the day on Snowflake, having it’s worst day ever, shareholder Stephanie Link calls in with her strategy for the 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.

Scott Wapner and the Investment Committee debate Apple shares as the stock hasn’t moved much in 6 months. The Committee also making some major moves, they share them with us. And later, we go over some big winners and losers, including eBay and B&G Foods. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate how far the rally can go as yet another wall street firm bumps up its view for stocks. Plus, we’ve got some bullish calls of the day on Netflix, Eli Lilly, General Electric and Snowflake. And later, the Committee reveal their latest 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.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.