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Halftime Report

Halftime Report

1,482 episodes — Page 15 of 30

Big Day in the Markets 9/14/23

Scott Wapner and the Investment Committee discuss the move in stocks after another inflation reading was not as bad as feared. Plus, we’re focusing on the big IPO of the day: Arm Holdings. The calls of the day are on RTX and FedEx. Delta is the latest airline to cut its profit forecast. And broadcasting legend Al Michaels joins the committee.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 14, 202348 min

Road Ahead For Investors 9/13/23

Courtney Reagan and the investment committee react to today's hotter-than-expected CPI report just one week away from the Fed's next rate decision. We also talk the tech trade as Apple shares pull back again today. Our chart of the day is on American Airlines as it's the latest airline to warn that higher costs will hit profits. The panel talks chips as Arm gets ready to go public. And our experts get you setup for Adobe ahead of earnings on Thursday.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202348 min

Countdown to Apple's Event 9/12/23

Scott Wapner and the investment committee debate how important Apple is to the overall market ahead of its big event today. The chart of the day is Oracle with shares on pace for its worst day since March 2002. The call of the day is comments from JPMorgan CEO Jamie Dimon. And our Halftime headliner from the Future Proof conference is Katie Stockton, Fairlead Strategies Founder, with the key levels she's watching in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 12, 202344 min

Critical Week For Your Money 9/11/23

Leslie Picker and the investment committee debate the next moves for the market as we gear up for the big week ahead. The chart of the day is Qualcomm, as shares rise on a new agreement with Apple. The call of the day is an upgrade on Tesla by Morgan Stanley. The panel reacts to Disney and Charter's deal to end the cable blackout. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 11, 202345 min

CNBC SPECIAL: GAME PLAN 9/11/23

In a first-of-its-kind partnership, CNBC, First in Business Worldwide, and Boardroom, Kevin Durant and Rich Kleiman’s premier media brand covering the business of sports, music and entertainment, teamed up to produce Game Plan. From what drives the modern-day sports fan to emerging opportunities in teams and leagues, CNBC goes courtside with the most influential leaders from across the sports landscape including athletes, owners, investors and innovators to break down their game plan for these rapidly evolving businesses. This event took place on July 25th, 2023 in Los Angeles. Featuring: Andrew Ross Sorkin, “Squawk Box” Co-Anchor Scott Wapner, “Fast Money Halftime Report” and “Closing Bell” Host Julia Boorstin, CNBC Senior Media & Tech Correspondent Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 11, 202343 min

Losing Week 9/8/23

Dominic Chu and the investment committee debate if this week was a turning point for the market. Plus, what’s in store for investors as we head deeper into what’s historically one of the weakest months of the year. The chart of the day is Apple. We discuss if green shoots are ahead for the battered bank stocks. The call of the day is an upgrade for Gilead Sciences. And our experts grade your trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 8, 202345 min

Unsettled Apple 9/7/23

Scott Wapner and the investment committee debate the road ahead for Apple as the stock suffers its worst back-to-back selloff in nearly three years. The panel details their latest portfolio moves. The chart of the day is a focus on the small caps with the Russell 2000 pulling back five percent in the last month. The call of the day is HSBC's initiation on the banks. We check in on ChargePoint as shares slide after missing on earnings. And it's game on for sports betting with the NFL kicking off tonight on NBC and Peacock.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 7, 202344 min

Apple Under Pressure 9/6/23

Scott Wapner and the investment committee discuss the pullback in Apple shares and what it could mean to the market overall. The call of the day is a focus on health care. And the panel debates the best bank plays.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 6, 202345 min

The Month Ahead For Stocks 9/5/23

Scott Wapner and the investment committee debate what the month ahead will hold for your money after a volatile August. The chart of the day is on energy. We kick off the calls of the day with Disney. And the panel debates the semis trade as Arm kicks off its IPO roadshow.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 5, 202345 min

Ep 5September Playbook 9/1/23

Courtney Reagan and the investment committee debate the path ahead for your money as September trading kicks off. The Chart of the Day is a pop for Dell; shares surging after earnings. Our experts detail their latest portfolio moves. The Calls of the Day are on Vale, Chevron and ConocoPhillips. And the panel grades your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 1, 202345 min

Late Summer Rebound 8/31/23

Scott Wapner and the investment committee debate what fall might hold for your money as stocks continue to rally back from their August upset. The call of the day is an upgrade of Arista Networks; Citi calling it an "early AI play." The chart of the day is a dive for Dollar General. And we get you set up for ChargePoint earnings next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 31, 202345 min

Streaking Stocks 8/30/23

Scott Wapner and the investment committee debate what this week's win streak means for your money. Our experts detail their latest portfolio moves. The Chart of the Day is Nvidia as its record run rolls on. The Calls of the Day are on Texas Instruments and Align Technology. And we hit the earnings setup on Salesforce and CrowdStrike ahead of results after the bell.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202345 min

Stabilizing Tech 8/29/23

Scott Wapner and the investment committee debate if the tech trade is back. Our experts detail their latest portfolio moves. A bitcoin ETF could be coming soon, the panel reacts. And we hit the energy trade as Strategas says the sector is "in a league of its own." Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 29, 202345 min

Final Trading Week of August 8/28/23

Scott Wapner and the investment committee discuss the final days of a rocky month for stocks and what the famously fragile fall will hold for your money. The chart of the day is on Disney. The call of the day is a downgrade for CrowdStrike ahead of earnings. And the panel talks biotech as shares of Horizon Therapeutics pop.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 28, 202345 min

Reaction to Powell 8/25/23

Scott Wapner and the investment committee react to Fed Chair Powell’s speech and what it means for the markets and your money in the months ahead. CNBC’s Steve Liesman sits down with Chicago Fed President Austan Goolsbee from the summit in Jackson Hole, WY. The Call of the Day is an upgrade for Netflix, seeing a 20% rise for that stock from here. And we get you set up for the big earnings to watch next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 25, 202345 min

One Down, One to Go 8/24/23

Scott Wapner and the investment committee start with two big stories of the day: NVIDIA’s blowout earnings and bracing for Fed Chair Powell’s speech at Jackson Hole tomorrow. The Chart of the Day is Dollar Tree, as shares fall after disappointing guidance. The panel debates two Dow stocks moving lower: Disney and Boeing. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 24, 202345 min

All Eyes on NVIDIA 8/23/23

Scott Wapner and the Investment Committee discuss what's really at stake for your money as the street awaits NVIDIA's earnings after the bell. The Chart of the Day is on Foot Locker, as it paces for its worst day ever. JPMorgan's Dubravko Lakos joins us with his take on the market. Plus, Brandon Copeland retiring from the NFL after 10 seasons, he tells us about his new non-profit.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202345 min

State of Stocks 8/22/23

Scott Wapner and the Investment Committee discuss whether a rough August is a precursor of an even tougher stretch this fall. The panel details their latest portfolio moves. The Chart of the Day is Dick’s Sporting Goods with shares tracking for its worst day ever. The Call of the Day is S&P Global’s credit rating cuts on several U.S. banks. And we grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 22, 202345 min

High Stakes Week 8/21/23

Dominic Chu and the Investment Committee discuss the best moves for your money as the 10-year treasury yield hits its highest level since 2007. The Chart of the Day is Palo Alto Networks, shares popping. We also hit the trades on NVIDIA ahead of earnings on Wednesday. Our experts grade your trades. And we set you up for some of the big retailers reporting earnings this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 21, 202345 min

August Struggles 8/18/23

Scott Wapner and the Investment Committee debate your best moves in this unsettled market. The Call of the Day is Mizuho sticking with its bullish view on PayPal. The Chart of the Day is Palo Alto Networks ahead of its Friday afternoon earnings report. We also set you up for the big earnings to watch in the week ahead.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 18, 202345 min

Falling Apple 8/17/23

Scott Wapner and the Investment Committee discuss Apple’s pullback this month and the road ahead for your money. The panel details their latest portfolio moves. The Chart of the Day is CVS. We debate the retail trade as Walmart beats the street on earnings. And our experts give you the earnings setup on Deere and Palo Alto Networks.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 17, 202345 min

Mild Correction or Something Bigger? 8/16/23

Scott Wapner and the Investment Committee debate whether we’re going through a mild correction or is something bigger happening in the market. Plus, a Chart of the Day on Target, ticking higher after earnings. And later, a Call of the Day on Chevron, getting an upgrade from Mizuho. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 16, 202345 min

State of Stocks 8/15/23

Scott Wapner and the Investment Committee discuss the road ahead as disappointing China data and a rise in yields dampens sentiment. The Chart of the Day is Nvidia. The panel debates how to play the banks after a Fitch warning. We review Berkshire’s bet on three homebuilders. And our the Call of the Day is a downgrade of several oil refiners by Bank of America.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 15, 202345 min

A Rocky August for Tech so far 8/14/23

Scott Wapner is back with the Investment Committee to discuss the rocky August for tech. The Nasdaq is now down two weeks in a row, the first time that’s happened this year, the Investment Committee debate what to do with your tech portfolio. Plus, we’ve got a Chart of the Day on US Steel, the stock surging after the company rejected a takeover offer from Cleveland Cliffs. And later, David Einhorn’s firm, Greenlight Capital releasing their investor letter. Leslie Picker joins us to help break it down. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 14, 202345 min

Volatile Week 8/11/23

Dominic Chu and the Investment Committee discuss if the market is at a critical turning point as the Nasdaq looks to hand in its first week of back-to-back losses this year. The panel details their latest portfolio moves. The Call of the Day is on Chevron, as Wells Fargo says the stock could rise 30% from here. The Chart of the Day is on health care. And we give you the setup on the big retail stocks to watch ahead of earnings next week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 11, 202345 min

Your Next Money Move 8/10/23

Dominic Chu and the Investment Committee react to the market gains after soft inflation data. Our experts detail their latest portfolio moves. Plus we talk Disney the day after earnings. And later, The Calls of the Day are bullish notes on Nvidia and Palo Alto Networks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 10, 202344 min

A Critical 24 hours 8/9/23

Courtney Reagan and the Investment Committee discuss a critical 24 hours for you money with a key inflation report on deck and more earnings coming our way. Plus, we’ve got a Call of the Day on Datadog, getting downgraded to hold from buy. And, oil hitting it’s highest level in a year, the Investment Committee debate the energy sector.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202344 min

Stocks Under Pressure 8/8/23

Courtney Reagan and the Investment Committee react to the sell-off as Moody’s downgrades the credit rating on several regional banks. The Chart of the Day is on health care and the big gainers in the sector. The Call of the Day is a downgrade for both Home Depot and Lowe's. The panel grades your latest trades. And our experts set you up for the big earnings on deck. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 8, 202345 min

Fate of the Rally 8/7/23

Frank Holland and the Investment Committee debate if today’s bounce is for real, with S&P 500 coming off its worst week in nearly five months. The Chart of the Day is Apple, as shares trade lower for a fifth straight session. The energy trade is in focus, the panel discusses their strategy. Our Call of the Day is on United Airlines, upgraded to buy at Redburn. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 7, 202344 min

State of the Tech Trade 8/4/23

Melissa Lee and the Investment Committee react to Amazon’s blowout earnings as the stock is having its best day of the year. While Apple reports its third straight quarter of declining revenue. The panel tackles the travel trade as Booking Holdings shares surge post earnings. Plus, top energy picks as the sector leads this week. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 4, 202344 min

Big Tech on Deck 08/03/23

Dominic Chu and the Investment Committee discuss the $4 Trillion test for the market: Apple and Amazon earnings. Plus, the Chart of the Day is Qualcomm, shares of the chipmaker falling on a Q3 revenue miss and disappointing guidance. We also get the panel’s reaction to the dip in Shake Shack shares post earnings. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 3, 202345 min

Downgrade Dampens Sentiment 8/2/23

Dominic Chu and the Investment Committee discuss what the U.S. debt downgrade means for your money. The panel talks semi stocks as AMD shares fall after weaker-than-expected guidance. We do a health care check up as that sector is among the biggest laggards this year. The Chart of the Day is on SolarEdge. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 2, 202345 min

New Month for Stocks 8/1/23

Frank Holland and the Investment Committee debate the fate of the rally as we start a new trading month. The Chart of the Day is Uber, shares pulling back after earnings results. We hit the banks trade as the S&P Bank ETF (KBE) posts its best month in seven years. Today’s earnings setup is on Starbucks, CVS and Shake Shack. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 1, 202345 min

State of the Rally 7/31/23

Frank Holland and the Investment Committee discuss a critical week for your money with key tech earnings on deck, plus the jobs report. Our panel details where you want to be positioned. The Chart of the Day is onsemi, higher after earnings. The Call of the Day is on Chevron, getting an upgrade to buy. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 31, 202345 min

The Rally Resumes 7/28/23

Scott Wapner and the Investment Committee discuss the renewed rally and whether it’s about to enter a new phase following Apple and Amazon Earnings next week. Plus, we’ve got a Chart of the Day on Intel. And a Call of the Day on Uber. The Investment Committee break it all down. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 28, 202345 min

Monumental Move 7/27/23

Frank Holland and the Investment Committee discuss the major moves in the market as the Dow tries for its 14th straight day of gains. The Chart of the Day is Meta, as shares pop on better-than-expected earnings results and strong guidance. The Call of the Day is on Apple ahead of its earnings next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 27, 202345 min

The Dow’s Winning Streak Continues 7/26/23

Courtney Reagan and the Investment Committee discuss the fate of this rally with the Fed and earnings looming. Plus, a Chart of the Day on Boeing, Jim Lebenthal calls in to discuss the stock’s breakout. And later, a Call of the Day on Disney, Morgan Stanley cut it’s price target, saying the Hollywood strike weighs heavy on the name, the Investment Committee break down the streaming stocks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 26, 202345 min

Rally’s Moment of Truth 7/25/23

Courtney Reagan and the Investment Committee discuss the market rally as investors await big tech earnings. Charts of the Day include RTX Corp., Boeing, General Electric and Alaska Air. The Call of the Day is on Nike, as UBS thinks shares could double. Stephanie Link details her latest portfolio moves. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 25, 202345 min

The Market’s Big Week on Deck 7/24/23

Courtney Reagan and the Investment Committee discuss the critical week ahead for your money as tech earnings get underway. Plus, we’ve got some Calls of the Day on Disney and D.R. Horton. And later, the Investment Committee break down Chevron’s EPS beat and the energy sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 24, 202344 min

The Big Week Ahead 7/21/23

Scott Wapner and the Investment Committee debate the rally’s most critical week as earnings and the Fed take center stage in the days ahead. Plus, we’ve got a Chart of the Day on American Express, Stephanie Link owns it and calls in to discuss. And later, some Calls of the Day on travel names like Uber and Marriott, the investment Committee break it all down. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 21, 202345 min

Growth vs. Value 7/20/23

Scott Wapner and the Investment Committee debate where your money will work best in the months ahead as the Dow continues to rise, while the Nasdaq pulls back. Our experts are making moves in their portfolios. The Chart of the Day is Taiwan Semiconductor. Plus, the trades on a handful of other big earnings movers of the day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 20, 202345 min

The March to New Highs 7/19/23

Scott Wapner and the Investment Committee debate the next move for the markets as the Dow goes for an 8-day winning streak. We hit the IBM trade ahead of earnings as shares have underperformed the broader market this year. The Calls of the Day include Cisco Systems and Qualcomm. The panel also sets you up for earnings on SL Green Realty, J&J, Freeport-McMoRan, DR Horton and Las Vegas Sands. And the Chart of the Day is the transports, hitting a new 52-week high.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 19, 202345 min

The Bull Run in Stocks 7/18/23

Scott Wapner & the Investment Committee discuss the Dow's 7-day win streak and where your money is likely to go from here. The panel reveals their latest portfolio moves. The Chart of the Day is Morgan Stanley, shares surging post-earnings. We hit a few Calls of the Day on American Express, Uber and UnitedHealth. Plus, your setup on Netflix ahead of earnings. And Inter Miami CF Managing Owner Jorge Mas joins us to talk Lionel Messi's U.S. debut and more.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 18, 202343 min

Earnings, the Rally and Your Money 7/17/23

Scott Wapner and the Investment Committee debate what’s at stake for your money as earnings season gains steam this week. The panel talks Nvidia’s surge this year as Citigroup raises its price target on the stock. And, the Call of the Day tackles crude oil and the energy trade. Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 17, 202344 min

EARNINGS KICK OFF 7/14/23

Frank Holland and the Investment Committee debate if earnings season will be enough to keep the rally going after the banks start off strong. The Chart of the Day is UnitedHealth, as shares pace for its best day in a year. The Call of the Day is a price target cut on Disney. And our experts grade your latest trades on Palo Alto Networks, 3M, Uber and AMD.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 14, 202345 min

Green Light For More Gains? 7/13/23

Scott Wapner and the Investment Committee discuss today’s rally on more encouraging inflation data. Plus, two special guests join Scott live from the American Century Championship celebrity golf event in Lake Tahoe: actor Ray Romano and NFL Hall of Famer Tim Brown. David Faber highlights his CNBC exclusive interview with Disney CEO Bob Iger. And the Chart of the Day is Delta, after it posted record quarterly earnings. Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 13, 202345 min

Falling Inflation & Your Money 7/12/23

Frank Holland and the Investment Committee discuss today's cooler-than-expected CPI report and what it means for your money. Halftime headliner Ed Yardeni also joins us with his reaction. The Calls of the Day include Netflix, Broadcom and General Motors. The Chart of the Day is energy, this week's top performing sector. The panel sets you up for Delta Air Lines and PepsiCo earnings before the bell tomorrow. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 12, 202345 min

State of the Tech Trade 7/11/23

Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 11, 202345 min

The Kick-off to Earnings Season 7/10/23

A big week ahead for your money as the CPI and earnings season looms large over the market. Scott Wapner and the Investment Committee debate the road ahead. The Chart of the Day is Meta as Threads hits 100 million subscribers in only 5 days. And the Investment Committee pit Disney against Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 10, 202348 min

The Road Ahead 7/7/23

Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 7, 202344 min