Halftime Report

Scott Wapner and the Investment Committee discuss all the negative news in the market from Fed Fears to China and COVID. Plus, earnings season gets into full swing this week. The committee discuss the two stocks that matter the most for the market. The energy sector falling into correction territory, but still the best sector this year. How to play it from here. And later, cryptos getting crushed. Bitcoin back below $39,000. Is it safe to buy yet? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Fed fueled sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much 50 and 75 basis point rate hikes are priced into this market. Plus, Apple and Microsoft getting ready to report earnings next week. How much is riding on it for the tech trade? Plus, the committee take their positions on Cleveland-Cliffs and American Express on the back of their earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hedge fund titan Bill Ackman bailing on Netflix, but Josh Brown and Jon Najarian are buying. Scott Wapner and the investment committee debate what’s the right move from here, as Netflix falls for a second day. Plus, Tesla surging after reporting a record quarter. Is this now a must-own stock? Plus, Airlines flying high on earnings. Should you buy the group? And later, Jon Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares plunging after reporting its first subscriber loss in more than 10-years. But, Josh Brown is buying the stock! Scott Wapner and the Investment Committee debate his new move. Plus, IBM soaring to its earnings beat. Should you buy this old-tech name? And, Tesla gearing up to report earnings after the bell. The committee gets ready. And later, Pete Najarian shares some Unusual Activity in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rates hitting new highs and earnings front and center. Melissa Lee and the Investment Committee discuss how investors navigate this market now. Plus, Netflix and IBM getting ready to report earnings after the bell. The Committee take their positions ahead of the results. Also, Agriculture stocks soaring lately. But, two names getting downgraded. Is it too late to get into this red-hot trade? And, Jon Najarian shares some Unusual Activity in three names. 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 whether a deeper pullback is coming after a recent inflation relief rally. A widely-watched market technician tells us where he sees the S&P falling from here. Plus, the battle at Twitter and how one member of the committee is playing it. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. 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 Elon Musk’s attempt to buy Twitter. What does it mean for the stock and how should you play it? Plus, how low do rates need to settle before we can be confident in stocks going higher, the Committee weigh in. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation is still surging. Scott Wapner and the Investment Committee discuss if it’s actually time to get bullish on stocks now. Plus, the Committee is making a lot of moves in this market. They reveal their latest buys and sells. Also, casino stocks slammed this year, but rallying today. Is the bottom in for these names? And later, Pete Najarian shares some Unusual Activity in 3 names. 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 whether today’s CPI Read equals peak inflation like many influential market watchers are saying. Professor Jeremy Siegel of the Wharton School joins us to weigh in. Plus, big calls on some tech names like Crowdstrike and Cisco, the Committee take their positions. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names. 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 road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Melissa Lee and the Investment Committee debate what the rates shock means for stocks, as a key yield benchmark hits a new high. Plus, is it safe to buy tech on the dips? And, later, Pete Najarian unveils his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Melissa Lee and the Investment Committee discuss the 50-basis point rate hike and quantitative tightening on the horizon. Is the bad news now priced into the market? Steve Liesman also joins in to weigh in. Plus, the Committee making lots of moves today, we dive in to the buys and sells. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names. 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 if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as the big banks get ready to report earnings next week. Plus, the committee answer your questions in Ask Halftime. 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 if the stock market is ignoring major headlines from a prominent Fed member about reducing the balance sheet. Plus, the committee is making a lots of moves. They discuss their latest buys are sells. Also, Elon Musk joins the Twitter board, what does it mean for the stock and how should you play it. And later, Jon Najarian shares some Unusual Activity in two names. 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 whether the bear market rally is coming to an end, and how you should trade it, Jonathan Krinsky joins us to weigh in. Plus, Elon Musk buys a huge stake in Twitter, the Committee discuss what this means for the stock. And later, JP Morgan is our Call of the Day, Morgan Stanley naming the bank a top buy. The Committee take their positions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a reversal. Plus, Large Cap banks are being downgraded, the Committee take their positions. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March and whether April will see more gains. Or, have the gains been pulled forward? And later, Jim Cramer calls in to debate AMD and Intel, the Committee have some differing opinions! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Apple closes in on a three trillion dollar valuation, Scott Wapner and the Investment Committee debate whether this is a sign of the rally’s strength. Plus, Ed Yardeni of Yardeni Research on why this is still a bull market for stocks. Plus, Lululemon surging, on pace for its best month since May 2020. Is this the best athletic stock to own? And later, Jon Najarian shares Unusual Activity he’s seeing in two names. 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 if a key indicator is signaling a recession. Plus, has the commodities trade peaked? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names. 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 whether it is time to get more bullish in the face of an ever-growing wall of worry. Plus, Jonathan Krinsky joins us to explain why the risk/reward in the market is generally less favorable as the S&P approaches 4600. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With tech titans on a tear, Scott Wapner and the Investment Committee debate whether new highs are ahead for the sector. Plus, 5-star fund manager Kevin Simpson joins us to explain why he’s buying Deere. And later, Disney reiterated overweight by Wells Fargo, Jason Snipe recently sold, the Committee weighs in on what to do with the stock. 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 trajectory of the market as the Dow is still on pace for a weekly loss. A big divide amongst the Committee on where the market is going from here, we dive in. Plus, one of Jim Lebenthal’s favorite picks, Cleveland Cliffs, just got reiterated as a top pick, can you still buy it up 10%, Jim weighs in. And later, Pete Najarian shares some Unusual Activity in an energy name. 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 discuss the rally and risks to it. Bullish sentiment is on the rise with multiple analysts calling for S&P ending the year higher, the Committee weighs in. Plus, BP getting upgraded to overweight by Morgan Stanley, we break down the best names in the energy sector. And later, Jon Najarian shares some Unusual Activity in two names. 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 whether the worst is over for stocks and if you can trust the recent rally. Plus, the Committee is also making a lot of moves in this markets. They unveil their latest buys and sells. And later, Pete Najarian has his latest trades in Unusual Activity 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 hottest question in the market right now, are we experiencing a bear market bounce or is this a reliable rally? Brian Belski of BMO joins us to explain why he thinks last week’s market moves demonstrates why you cannot be bearish. Plus, we dive into Coinbase after legendary short seller Jim Chanos said the name is in a bubble. And later Jon Najarian shares some Unusual Activity in 2 names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the best week for stocks this year comes to a close, Scott Wapner and the Investment Committee discuss if the damage is mostly done. Plus, Adam Parker of Trivariate Research making a big, bullish, call on one of the sectors that’s been beaten down. Plus, Stephanie Link buys a cyber security name, she calls in to explain why. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s shaping up to be the best week of the year for stocks. Scott Wapner and the Investment Committee debate a new note dropping from JPMorgan’s Marko Kolanovic, saying it’s time to start adding risk in many areas that overshot on the downside this year. Plus, Professor Jeremy Siegel of the Wharton School joins us to weigh in on where he thinks the market is headed from here. We also discuss how to play the financials on the back of the Fed rate hike. And later, Pete Najarian has his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve getting ready to raise rates today for the first time since December 2018. Scott Wapner and the Investment Committee discuss how investors position their portfolios from here. China stock are soaring. Kevin O’Leary was buying these names on Monday. Mr. Wonderful calls in to tell us how he’s playing it from here. Plus, a double upgrade for one chip stock. The Committee take their positions. And, Pete Najarian reveals his latest trades in Unusual Activity. 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 if stocks are close to a tradable bottom and if it’s safe to start nibbling at some of the beaten down tech names. Plus, Stephanie Link calls in to tell us about her latest buys. Also, Tom Lee tells us why the second half will still be rally-on for stocks. And later, Jon Najarian is making more big moves in the energy space. He also unveils his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple trading at a key support level. Scott Wapner and the investment committee debate what it would mean for the broader markets if Apple falls below that key support level. Plus, China internet stocks tanking today and a big warning from JPMorgan. But, Kevin O’Leary is buying some of these names. He reveals his new buys and the committee debate the moves. 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 if it’s time to start buying now as one Committee member begins putting money to work in this market. Plus, energy soaring more than 35% this year. Is the trade topping out? Or is there more room to run? And, Jon Najarian reveals his latest trades in Unusual Activity 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 whether a rally in stocks is just getting started. Plus, GE CEO Larry Culp joins us on GE’s investor day to talk about the company and his outlook for the future. And later, we dive into the Amazon stock split, how does it benefit the stock and where does it go from here. 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 whether the big bounce in stocks today is a signal to get back in. Plus, legendary commodity trader Mark Fisher joins us to explain where he thinks the energy trade is headed amidst the volatility. And later, Jon shares some Unusual Activity he’s seeing in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets on edge following the worst day in the market in more than a year. Scott Wapner and the Investment Committee debate if there’s more downside ahead or are we close to a buying opportunity. Plus, the U.S. will stop buying Russian oil, the Committee discuss what that means for the energy sector. And later, Jim Lebenthal buys NIVIDIA, he calls in to explain why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks plunge again and a number of firms on the street cutting their year-end targets for the S&P 500. Scott Wapner and the investment committee debate if it’s time to reset expectations for stocks. Plus, a new note raising questions about EV makers. And, Kohl’s shares plunge as the retailer meets investors to lay out its game plan. Activist investor Jonathan Duskin joins Halftime to spell out what he wants. 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 whether it’s time to get bullish, or cautious, on stocks. Plus, Apple shareholders meeting today. The stock is trading below its 50-day and 100-day moving average, and trading around correction territory. Is the stock a buy at these levels? Plus, Jon Najarian making a huge move with his energy trades. 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 Citi’s huge call on the markets, the firm taking U.S. stocks and tech back to overweight, has the market bottomed? And, is it time to buy again? Plus, Josh Brown is making moves in his portfolio and Jenny Harrington has a new dividend buy. Plus, Steve Weiss selling two chip stocks and Pete Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Jay Powell testifies before Congress, Scott Wapner and the Investment Committee debate what it means for interest rates and the market. Steve Liesman joins us to break down what’s been said so far and how you should interpret it. Plus, Tom Lee joins us to reiterate his bullish call on stocks. And later, Brian Belski explains why Jay Powell is the ‘smartest person in the room.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big mid-day sell-off on Wall Street. Scott Wapner and the Investment Committee discuss the best way to ride out the volatility. Plus, banks getting battered as treasury yields fall. Is this a good buying opportunity? And, the new trading month begins. Is this Tech’s ‘moment of truth’ with the Fed getting ready to raise interest rates in March. 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 big question in the market, is the bottom in? The Committee all weigh in with their thoughts. Plus, Steve Liesman joins us to discuss the sanctions on Russia and what the Fed’s Path will be in all this. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Melissa Lee and the investment committee debate if yesterday’s big reversal in stocks is signaling a bottom and if it’s time to start buying oversold names, especially in tech. Plus, a bullish call on one of the top financials. Plus, the committee gets you ready for a slew of retail earnings next week. And later, Jon Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets fall deeper into correction territory as Russia invades Ukraine. Melissa Lee and the Investment Committee debate the best way to protect your portfolio as the crisis worsens. The committee is making a lot of moves, including Josh Brown who’s buying a beaten down mega-cap name. Plus, Pete Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P moves deeper into correction territory. Brian Sullivan and the Investment Committee discuss if stock are close to a bottom or if there’s more to go. Plus, what Russia tensions mean for the hot energy trade. And later, Jon Najarian shares Unusual Activity in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Sullivan and the Investment Committee debate the best strategy to protect your portfolio as the escalating crisis in Ukraine unfolds. Plus, Jonathan Krinsky joins us to explain why the lack of capitulation in the market keeps him cautious. And later, we dive in to the proxy fight Carl Icahn is waging against McDonald’s…and what it means for the stock 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 discuss the volatile week for stocks as the Fed, Rates, and Russia impact investor sentiment. Plus, Shake Shack slammed, we’ve got Josh Brown to comment on the company’s tough earnings call Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

ARK’s Cathie Wood joins Scott Wapner and the Investment Committee to discuss her investment strategy, the critics, and the stocks in her portfolio that have plunged from their highs. She also weighs in on the impact Fed rate hikes have on innovation stocks. Cathie also answers your stocks questions. Plus, Jon Najarian has his latest trades in Unusual Activity. 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 a call from top technician Jonathan Krinsky that stocks are in the ‘Eye of the Storm.’ How should you navigate your portfolio amidst all the uncertainty. Plus Roblox and Paramount taking a dive, the committee take their positions. And later, Pete Najarian shares some Unusual Activity in two names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Russia tensions ease, but more bad news on inflation. Melissa Lee and the Investment Committee debate what investors do from here. Is it time to go ‘risk on’? Also, hedge funds are making major moves in the market, trimming tech and going big on retail. Plus, the trade ahead of Wynn and Roblox earnings after the bell. And later, Jon Najarian reveals his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Melissa Lee and the Investment Committee navigate the rising rate environment and the uncertainty in Europe with Russian troops amassing on Ukraine’s border. What stocks should you own in the current market landscape. Plus, a Call if the Day on JP Morgan. What is the committee doing with the name. And later, we get to your questions in Ask Halftime. 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 if the Fed will raise by 25 or 50 basis points in March, on the back of hot inflation data and rising yields. Plus, bond king Jeffrey Gundlach of Doubleline Capital weighs in on how much he thinks the Fed will hike and how high rates will go. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.