Halftime Report

Scott Wapner and the Investment Committee debate how long the tech tailwind can last and what happens if it doesn’t. Plus, a Trade Alert from Josh Brown, he details his position on Toast. The Chart of the Day is Broadcom, as shares hit new highs on a deal with Apple. The Call of the Day is an upgrade for Chevron. And our experts grade your recent 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 discuss the road ahead as several of the biggest names in technology hit new highs, but Apple is hit with a rare downgrade. The Chart of the Day is on Micron, as shares fall after Beijing says it poses a “major security risk.” The Call of the Day is on Nike, as Citi opens a negative catalyst watch on the stock. And our experts get you setup for some of the big stocks to report 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 move in stocks as the debt ceiling duel appears to take a negative turn. Our experts are making moves in their portfolios. Bryn Talkington and Bill Baruch go through their trades. The Call of the Day is on Devon Energy, as Mizuho names it a top pick. And Jim Lebenthal calls in for reaction on Deere after it beat the street on 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 what the real story is with AI stocks, whether it’s time to buy in to the hype or not? Plus, our experts are making moves in their portfolios. Jenny Harrington and Jim Lebenthal detail their trades. And Josh Brown talks about the breakout he’s seeing in Oracle. 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 what a debt limit deal could mean for stocks, as some suggest an agreement might not be that far away. Discretionary stocks rising, Stephanie Link calls in with her reaction to Target and TJX earnings results. The Calls of the Day are two bullish notes on Salesforce and CrowdStrike. Plus, the setup on Cisco Systems 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 debate the Big Money’s big AI bets and what it says about the stocks that can still work in this market. The Chart of the Day is Home Depot, shares lower after posting its worst revenue miss in about 20 years. And Stephanie Link is making moves in her portfolio, she goes through her latest 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 the technology sector and whether the space is about to crack or if it can keep climbing. Joe Terranova discusses his recent buy, Datadog. The Chart of the Day is Magellan Midstream Partners, as shares soar on news ONEOK will acquire it. And Josh Brown joins us to react to Shake Shack's 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.

Scott Wapner and the Investment Committee debate if the tech trade is still a winner or if you should take some profits after this year’s early run. The Call of the Day is a downgrade for Disney. Our experts set you up for earnings in the week ahead with three Dow stocks on deck. Legendary broadcaster Al Michaels joins us with a look ahead to Thursday Night Football on Amazon Prime. 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.

Scott Wapner and the Investment Committee discuss what the state of the economy, debt ceiling and regional bank declines means for your money. Plus, the bright spot, Alphabet shares higher after its annual I/O conference. The Chart of the Day is Disney, shares having its worst day since November. The Calls of the Day include analyst notes on Block, Roblox and Northrop Grumman. 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.

Scott Wapner and the Investment Committee discuss the better-than-feared CPI report, and what it means for stocks and your money. Wharton’s Professor Jeremy Siegel joins the panel to react. The Chart of the Day is on Twilio, sinking on a weaker-than-expected revenue forecast. Plus, our experts get you setup 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 critical market events this week and what it means for your investments. The Chart of the Day is on Skyworks, as shares of the semiconductor stock trade lower on weaker than expected guidance. Calls of the Day include bullish notes on energy and industrials. 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 which way stocks are likely to go as one top strategist bumps his S&P target, while another says not so fast. Plus, a recap of Warren Buffett from Berkshire Hathaway’s annual meeting. Buffett’s comments on the banks, Apple and Occidental Petroleum. An upgrade for Albemarle is our Call of the Day. And our experts react to the pop in cybersecurity 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 a tough week for stocks and the road ahead after another rate hike, today’s jobs report, apple earnings and the regional bank turmoil. The Call of the Day is Credit Suisse’s upgrade of software to overweight. Our experts also making some 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 another rate hike by the Fed and more regional bank turmoil. Plus- our experts get you setup for Apple’s earnings after the bell. The Chart of the Day is on Paramount Global, as shares plunge after missing street expectations. We also bring you Josh Brown's latest buy.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, as Wall Street awaits the Fed rate decision. Our experts are making moves in their portfolios. Plus, the panel gets you setup for Apple 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 discuss the market selloff ahead of a pivotal Fed meeting on interest rates. BMO’s Brian Belski joins us to defend his base case for the S&P hitting 4300. Plus, Stephanie Link is making moves in her portfolio, buying UPS. And our Chart of the Day is on Uber, the stock trying for its best day of the year after earnings results.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 stock as a new month begins and a big week gets underway. Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more. And later, Joe Terranova is rebalancing his JOET ETF, he reveals his new strategy.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 next move for your money as tech earnings continue to roll in. Plus, we’ve got a chart of the day on one oil name that just beat on earnings. It’s higher today. And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain. 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 momentum in mega cap stocks and how you should trade it. Plus, we’ve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs. And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group. 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.

Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Plus, the latest on First Republic’s dramatic drop. We’ve also got a bearish Call of the Day on one financial services stock that a few of our experts own. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.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 and debate a big batch of today’s earnings results and get you ready for two tech titans reporting after the bell. Plus, a Chart of the Day on First Republic Bank, as shares sink. Our Calls of the Day include bullish commentary on two consumer-related stocks. And the panel grades your latest trades on CVS and Wynn Resorts.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 what's next for your money as a critical week of earnings kicks off. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Plus, a Chart of the Day on the top performing sector this month. 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.

Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Plus, our Call of the Day on two big upgrades for one transportation stock. And our experts are making moves in their portfolios. We run through the 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.

Scott Wapner and the Investment Committee discuss the mixed bag of earnings and weak economic data. Plus, where the panel stands on energy as crude oil hits 3-week lows. A Call of the Day on one big defense player getting a downgrade. And later, our experts grade your latest trades on Albemarle and Accenture.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’s at stake for the NASDAQ as the biggest market cap companies begin to release earnings. Plus, we’ve got a Chart of the Day on Morgan Stanley, it’s the final big bank to report earnings. The Committee discuss what to do with the name and the sector. And later, a Call of the Day on Paypal, getting a price target cut, the stock is down 28% in a year, the Committee take their positions on $PYPLInvestment 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 vaporized Vix and what the collapse of volatility says about the state of stocks. Plus, a Call of the Day on NVIDIA, the stock getting a double upgrade. And later, Valero down 9% this month, the Investment Committee debate what to do with oil stocks from here in 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.

Scott Wapner and the Investment Committee discuss whether one of the best starts to earnings in a decade is enough to keep stocks moving higher. Plus, a Chart of the Day on Alphabet, the stock down today on reports that Samsung debated switching to Bing on it’s devices for search. And later, a Call of the Day on Uber, the stock is a top pick at Jefferies, the Investment Committee debate what to do with the 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.

Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology. 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 technology is teetering or just taking a breather, as the sector is among the worst performers this month. Plus, a Call of the Day on Merck, upgraded to buy at Citi. And, a Chart of the Day on Delta, as the airline forecasts a record-breaking summer. Our experts also grade your latest trades on Cleveland-Cliffs and Tesla. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee discuss the lighter than expected CPI report pushing stocks higher. All eyes are now on the Fed’s next move. Halftime Headliner Wharton Professor Jeremy Siegel joins us with his reaction. Plus, a Chart of the Day on American Airlines, shares pulling back on a downbeat profit outlook. What it means for the rest of the airlines. And later, Warren Buffett’s take on the streaming business and Berkshire’s stake in Paramount Global. Jim Lebenthal owns the stock and 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.

A top strategist says your best move now is to sell before May and go away. Scott Wapner and the Investment Committee debate that strategy as investors await tomorrow's CPI report. Plus, a Chart of the Day on Carmax, the stock popping post earnings. And later, a special edition of Grade My 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 big week ahead for your money as earnings season kicks off and more inflation data rolls in. Plus, a Chart of the Day on Pioneer Natural Resources, and our Calls of the Day on Nike, McDonald’s and Ingersoll Rand. And later, 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.

Scott Wapner and the Investment Committee debate the set-up for stocks ahead of a critical jobs report tomorrow. Plus, the committee’s top dividend plays for your portfolio, and a check on Jenny Harrington’s top ideas for 2023 in the Halftime Stock Summit.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 weakening economy, as several key reads suggest growth continues to slow. Halftime headliner BMO’s Brian Belski joins the conversation with his second quarter playbook. Plus, our Chart of the Day on FedEx as shares rise on the company’s transformation plan. And, Karen Firestone’s latest portfolio move: buying NextEra Energy.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 pop in gold, as the precious metal hits its highest level in more than a year. Josh Brown is making a trade in that space. The panel also reacts to JPMorgan's Jamie Dimon, as he says the banking crisis is not over. Plus- more portfolio moves from our experts. Stephanie Link is selling Deere, while Jim Lebenthal is sticking with it. And, our Call of the Day on Boeing, as the Dow component is downgraded to sell at Northcoast Research.For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV 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 where your money will work best in the months ahead. Plus- oil prices on track for the biggest gain in nearly a year after OPEC's surprise output cut. Famed oil trader Mark Fisher, MBF Clearing Founder & CEO, joins with his take on energy. And more from Scott's exclusive interview with Ari Emanuel and Vince McMahon on Endeavor merging UFC with WWE in a $21 Billion agreement. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Endeavor CEO Ari Emanuel and WWE Executive Chairman Vince McMahon joined CNBC’s Scott Wapner for an exclusive interview on the deal between UFC and WWE. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As we close out the first quarter, Scott Wapner and the Investment Committee discuss what’s ahead as earnings, the Fed, and more economic data loom large. Plus, we’re tracking the trades, our experts reveal their latest portfolio moves. And, our Chart of the Day on one big semiconductor stock pulling back.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 changing sentiment for stocks as big tech continues to run, banking fears ease, and hopes for a Fed pause keep growing. Plus, our Call of the Day is a big upgrade for Walmart. And later, a Chart of the Day on GE, it's one of Stephanie Link’s Stock Summit picks, she reacts to the pop in shares.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 tech run is sustainable. Plus, our Chart of the Day on Lululemon, shares soaring after earnings. And, Medtronic getting a double downgrade by UBS. Jenny Harrington is buying more of the medical device maker, she explains why in our Call of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the investment committee debate the tech run this month and if it can last. Plus, Buffett's Berkshire buying more Occidental. The panel debates whether you should follow suit. And, our Call of the Day is an upgrade of media giant Paramount, saying its shares could gain over 50% from these levels. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jeffrey Gundlach, DoubleLine Capital CEO, discusses the ongoing banking crisis and his forecasts for the economy and stock market. 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 and the Investment Committee debate the good, the bad, and whether things could still get ugly for stocks and your money. Plus, Steve Liesman joins us with some breaking news from the Fed, which is planning to propose long-term debt requirements for large banks. And later, 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.

Melissa Lee and the Investment Committee react to the fear out of Europe spilling into the U.S. market. Plus, Mark Newton of Fundstrat joins us with a warning about a near-term dip in stocks. And later, 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.

Frank Holland and the Investment Committee discuss the today’s rally as investors digest another quarter point rate hike. Steve Liesman joins us to break down the probabilities of another rate hike or a pause. Plus, we are monitoring the TikTok CEO on Capitol Hill today, Julia Boorstin brings us the headlines. And later, 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.

Frank Holland and the Investment Committee debate the game plan for one of the most critical Fed decisions in years. Steve Liesman joins us to break it all down. Plus, Tom Lee says the market could rally no matter what he Fed does today, he’s here to explain. And later, 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.

Melissa Lee and the investment committee debate what's at stake for your money as the Fed kicks off a critical two-day meeting. Plus, the latest portfolio moves from our experts, the Call of the Day on Meta, and The Setup on Nike ahead of its earnings after the bell. For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV 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 latest headlines on the banks and how to position your portfolio for the turbulence. Plus, a Call of the Day on a big consumer staples stock. And later, 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.

Frank Holland and the Investment Committee debate what’s next for your money after a wild week on Wall Street and ahead of a critical Fed decision next week. Plus, our Chart of the Day on FedEx, our Call of the Day on Nvidia, and our experts grade some of your recent 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 discuss the road ahead for stocks after the tumultuous events of the past week. The Investment Committee making some major moves, they break down their latest trades. Plus, a Call of the Day on semiconductors, one firm calling the bottom in the sector, the Committee debate whether its time to buy chip 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.