Halftime Report

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

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

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

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 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 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 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 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. 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 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 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 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 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 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 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 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 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 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 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 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 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 if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfolios.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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

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

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