Halftime Report

Hot inflation coming in hotter than expected and yields on the 10-year note hitting 2%. Courtney Reagan and the Investment Committee debate if the Fed will need to be more aggressive with rate hikes. Plus, the best inflation protection picks for your portfolio. Also, The trade after Disney’s earnings and a bullish call on one stock that’s plunged 30% this year. 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 debates a big call from one member of the Investment Committee, saying stocks won’t retest the January lows. Plus, the Committee making a lots of moves in this market. They reveal their latest buys. Plus, Mr. Wonderful, Kevin O’Leary, calls in to tell us why he thinks Meta shares have bottomed. And, Jon Najarian shares 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 discuss the fallout in Facebook, another Committee member bailing on the stock. We ask Stephanie Link, who got in to the name before the 30% drop, what she’s doing now. Plus, the Committee buying some Financial names, we break down the sector. And later, Avenue Capital’s Marc Lasry joins us to discuss rates, the Fed, and the 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 how to play the mega-cap trade now that the FANG+ names have all reported earnings. Plus, Scott grills the Committee on what they are doing with big cap tech like Meta and Amazon, what’s worth keeping, and what should you sell. And later, Jon 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 discuss the stronger than expected jobs report and whether that will have any effect on the number of rate hikes this year. Plus, Tom Lee joins us to reiterate his bullish view on the market ending the year up 13%. 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.

Dominic Chu and the Investment Committee dive in to Meta’s stock plunge and debate if the stocks has peaked, or if it’s a big buying opportunity. Plus, Amazon earnings after the bell, the Committee debates the best way to trade ahead of the call. And later, Jon 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.

Alphabet soaring to record highs on strong earnings and a plan to split its stock. Melissa Lee and the Investment Committee discuss if Alphabet saved the beaten up tech trade and looks ahead to Facebook earnings after the bell. Plus, the committee making a number of moves in the markets, especially in the semis. And later, Pete Najarian gives us 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 major averages coming off of their worst month since March 2020. Is more volatility ahead in February or is the worst over? The Committee take their positions. Plus, we cover some Calls of the Day in the Financial sector. 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.

The last trading day of January and it was a tough one for investors. Scott Wapner and the Investment Committee discuss if stocks have found a bottom. Plus, a big call on the growth trade – is time to start buying again? And later, the Committee making new moves in this 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 what’s ahead for the market after a volatile couple weeks. The Committee share their latest moves and describe what to watch out for next week. Plus, Steve Liesman joins us to discuss the Fed, Powell, and how many rate hikes he sees this year. And later, BMO’s Brian Belski doubles down his year-end market call of 5300 on the S&P. 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 dive in to yesterday’s Fed meeting and what it means to the market and your money. The Committee discuss the names they are looking at following Fed Chair Powell’s comments, especially Apple ahead of earnings. Plus, activist investor Bill Ackman buys in to Netflix, how will that affect the company and the stock going forward. 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.

Scott Wapner and the Investment Committee discuss positioning your portfolio ahead of the Fed Decision. Plus, JP Morgan’s Dubravko Lakos joins us to explain why he thinks the selloff is overdone and how it’s time to buy. And later, we dive into Auto stocks as Tesla is set to report tonight. Plus, Joe Terranova making a new buy in the commodities space. 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 if stocks have found a bottom, following Monday’s big rebound. Plus, the committee is making a lot of moves. They unveil their latest buys and sells. And, the trade ahead of Microsoft’s earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to CNBC's special report about today's market volatility. From which stocks were hit hardest, to fears of war between Russia and Ukraine, and whether the Federal Reserve is moving too fast. 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 this critical week for stocks with tons of earnings, a pivotal fed meeting, and turbulent times for the major averages. The Committee share what they’re doing with their portfolios. Plus, Steve Liesman joins us to discuss the upcoming Fed Meeting. And later, Jim Chanos joins us to discuss the markets and the Fed. 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 turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal calls in to discuss a big drop in his largest holding, Cleveland Cliffs. 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 if investors should use today’s big rebound to trim some overexposed and beaten down names.. Plus, what to do with the mega-cap tech trade from here. Plus, we’ve got some Calls of the Day on two big chip names, the Committee take their positions. And later, the trade ahead of Netflix’s earnings after the bell and Jon Najarian 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.

Nasdaq falls into correction and trading below its 200-day moving averages. Scott Wapner and the Investment Committee debate how much more selling is left. Plus, the Committee making moves in this market. Also, Blackrock’s Rick Rieder tells us why equities are going higher and where yields go from here. And later, 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.

Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much more pain is still ahead and the impact of rising rates. Plus, Microsoft is buying Activision-Blizzard, the gaming companies are up on the news, how should you play it. And later, a big activist investor is going after Kohl’s again. He joins Halftime to explain what he wants from the retailer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq falling below its key 200-day moving average. Scott Wapner and the Investment Committee discuss if a broader sell-off is ahead and how to protect your portfolio. Plus, Kevin O’Leary and Degas Wright reveal their Stock Summit picks for this year. And later, Jon Najarian’s 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 Nasdaq sells off again. Scott Wapner and the Investment Committee discuss just how much pain is still ahead for the Nasdaq and tech trade. Plus, Pete Najarian seeing a lot of options action on Boeing and Ford. He’ll also have his latest trades in Unusual Activity. And later, Kari has her top picks for 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks marching higher. The major averages now up for the week. Scott Wapner and the Investment Committee debate if you should trust the rebound. Plus, Prof. Jeremy Siegel weighs in on the latest red-hot inflation data and tell us where he sees stocks headed from here. Also, financials getting ready to report earnings later this week and one big banks stocks getting two bullish calls ahead of it. 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.

Scott Wapner and the Investment Committee debate if the NASDAQ’s big reversal means the tech trade is close to a bottom. Plus, the committee reveal big changes in their portfolios 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.

Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate if there’s more pain ahead for the tech wreck and if you should be buying on the drops right now. Plus, Rob Sechan gives us his top plays for 2022 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a tumultuous week in the market, Scott Wapner and the Investment Committee debate what’s next for stocks. With the tech selloff and rates moving sharply higher over the past five days, what’s next and how should you trade it. Plus, we round out the week with our 2022 Stock Summit picks. And later, Pete Najarian sees 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 how much more pain is ahead before the high-multiple stocks begin to look attractive. Plus, Josh Brown making three moves in this market, one of them is a new buy. And later, it’s day four of Halftime’s 2022 Stock Summit. The committee reveal their best stocks for the year and the one sector they are banking on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to discuss the Nasdaq’s plunge, financials at record highs and if those high-multiple stocks look attractive now. Plus, Jim joins the Committee with his own Stock Summit picks. And later, Jon Najarian shares 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.

Apple hitting a major milestone, but one member of the investment committee is trimming the stock. Find out why. Plus, Josh Brown and Stephanie Link both making new buys in this market. And, day 2 of the “Stock Summit”. The investment committee shares their best ideas for 2022 with Scott Wapner. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New year, new opportunities. Scott Wapner kicks off the 2022 Halftime Stock Summit. Our investment committee members give us their top 3 stocks for the year and their top sector. And later, Jon Najarian shares some Unusual Activity he’s seeing in two consumer 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 discuss the record-setting momentum in the market, and how much longer stocks can sustain this move. Plus, we wrap up our stock summit with Josh Brown’s 2nd half picks, how did he do and what’s next from here. 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 discuss the surge in stocks, with the S&P on its second best record run ever. Does this make the Committee more or less bullish about 2022? Plus, we continue checking in on our Committee’s second half picks. Are they sticking with their picks from 6 months ago, or is it time to move on to other names? And later, we answer some of 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 dive in to CNBC’s new survey about how long the record run can last. What stocks will continue to run higher, and which ones should you get out of. Plus, we discuss the future of EVs and which companies will benefit from the growth in the space. And later, Energy is a top pick for multiple analysts for 2022, the Committee weighs in on their favorite names in 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.

Scott Wapner and the Investment Committee debate how much fuel is left in this year-end rally. Big Cap Tech is surging this week, the Committee share their buys. Plus, we continue checking on the Committee’s 2nd half playbook picks, what are they doing with the stocks from here. 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 how far the year-end rally can take us, as the S&P 500 has already hit a new Intraday high. Fundstrat’s Tom Lee joins us to reiterate his 4800 target for the S&P, and what he sees in the cards for 2022. Plus, we check in on the Committee’s second half picks to see how they’ve done in the past 6 months, and what to do with these stocks from here. 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.

Frank Holland and the Investment Committee discuss the continued march to new highs, as stocks are up for the third straight day. Can the move higher hold, and how should you play it? Plus, Nikola soars after delivering its first truck, is the stock worth another look? And later, Jon Najarian shares some Unusual Activity in multiple names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland the Investment Committee debate whether the Relief Rally can hold as we head into the second day of gains in the market. The Committee discuss the best moves you can make right now. Plus, an upgrade in the Housing Sector has the Committee picking their favorite names. And later, birthday boy Pete Najarian shares some Unusual Activity in some tech and consumer names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following yesterday’s sharp drop, stocks are up today. Melissa Lee and the Investment Committee debate whether you should trust the rebound and where the best place is for your money in the remaining few weeks of the year. Plus, we have some Calls of the Day on nVidia and the semis sector, which name is the best of the group. And later, we evaluate some of the streets’ top 2022 picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks tanks as Omicron takes a grip on global markets. Melissa Lee and the investment committee debate if the Santa Claus rally is in jeopardy and whether investors should be buying on this big drop. Tech, Energy and Financials all down big. The names you need to watch from here. Plus, a big call on Tesla and Lucid. Are investors overestimating growth in the EV space? And later, Jon Najarian reveal 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 how much selling is left in the market, and if a “Santa Claus” rally is still in the cards. Plus, is the market starting to price in a Fed rate hike in March? And later, Pete shares some Unusual Activity in an energy and e-commerce 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 are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs in on the recent drop in high-valuations stocks and where they go from here. And later, Jon Najarian shares some Unusual Activity he’s seeing in Rivian ahead of earnings after the bell. 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 today’s imminent Fed Decision on policy and what it will mean for stocks and your money in the coming months. Will it be a turning point, and how you should trade it. Plus, BMO’s Brian Belski joins us to discuss why he thinks investors need to focus less on the index levels and more on individual stocks. And later, UPS was named a top pick by UBS, the Committee weighs in. 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 critical moment for stocks. A change in Fed Policy seems certain in the hours ahead, what will that mean for your portfolio, and how should you trade it. Plus, Morgan Stanley’s Mike Wilson joins us to discuss his previous calls on the show and where he sees the market headed into year end and beyond. Plus, Goldman Sachs out with its list of top restaurant stocks for 2022. And later, Pete Najarian shares some Unusual Activity he’s seeing in two consumer names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple hitting record highs again and the Fed gets ready to meet this week. Scott Wapner and the investment committee debate how to position your money headed into a crucial week. Plus, bullish calls on two chip stocks. Should you buy them now? Plus, Joe Terranova reveals his new buys and sells. And, Jon Najarian is seeing unusual activity in two stocks that are falling today. 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 what the hot inflation read means for stocks and future rate hikes ahead. Plus the committee share their latest buys and sells. And, Kevin O’Leary making a bigger play in the crypto space. He reveals his trade. And 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.

Apple getting closer to $3 trillion market-cap with shares hitting all-time highs again. Scott Wapner and the investment committee debate what that magic milestone would mean for the company, the stock, the tech trade and the market overall. Plus, are high-valuation stocks in a bubble? And, big calls on Biotech. Is this going to be a hot space to invest in 2022? 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 what’s next for stocks as the S&P 500 knocks on the door of new highs. Apple continues to hit new highs should you buy at these levels? Plus, it’s a big-bank stocks that’s up more than 40% this year, and it’s just been named a top pick for 2022. The committee debates it. 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.

Another big rally, led by tech. Scott wapner and the investment committee debate if the rebound is for real and if the year-end rally is back on. Also, should you buy the recently battered high-growth stocks again? Plus, the committee shares their latest buy and sells in this market. And jon najarian shares 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.

Is the tech trade dead? The Investment Committee debates the future of the tech trade as the market faces the possibility of a more hawkish Fed. Senior Economics Reporter says a major shift is underway at the Federal Reserve that could see a speedier end to its easy policies. Plus, the desk discusses CNBC’s new Next Generation 50 Index – why they like it and how they’re playing the next generation of investors. And, one Wall Street analyst says, electric car marker Rivian is “The One.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nasdaq getting slammed, fueled by tech and growth. Frank Holland and the Investment Committee debate whether the stay-at-home trade is done and if the Santa Claus Rally is still intact. The Committee is also making a lot of moves in this drop. They reveal their latest buys. Plus, Josh Brown making a big play in the crypto world. He joins us to explain. And later, Jon Najarian shares some Unusual Activity 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.

Scott Wapner and the Investment Committee debate the state of stocks and if investors should be buying right now. Plus, Jim vs Jim, the epic debate that Farmer Jim is having with legendary investor Jim Chanos over Wynn Resorts. Who is right and how should you play it? And later, 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.