Halftime Report

The Dow tries to set a new high and the NASDAQ reversing an early loss, Scott Wapner and the Investment Committee discuss where the best bargains in the market bay be. Former Fed President Richard Fisher joins us to weigh in. 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.

Fed policymakers opening the door on the taper debate. Scott Wapner and the Investment Committee debate if that’s actually a bullish sign for stocks. Plus, we hear from a key activist investor at Engine 1 about board battle with Exxon. Plus, we answer your questions in AskHalf. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Tech Rebound continues as the S&P goes positive for May, Scott Wapner and the Investment Committee debate whether we’re witnessing the return of the FAANG stocks and how you should play it. Can the tech bounce last? Plus, we have a Call of the Day on Shake Shack. 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 head into the final week of trading in May, Scott Wapner and the Investment Committee debate if we’re setting up for a Summer Surge. Kate Moore, Head of Thematic Strategy for Blackrock’s Global Allocation Team joins us to weigh in. Plus, the Committee making a lot of moves in this market. Pete’s seeing some unusual options activity. And, 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.

Stocks staging a comeback today after a volatile week of trading, Scott Wapner and the Investment Committee debate whether the environment is bullish or bearish for your money. Plus, Jon Najarian shares some Unusual Activity in 2 stocks. And later, Airzona Cardinals Linemen and philanthropist Kelvin Beachum joins us to discuss his efforts to increase access to clean water with the organization World Vision, his thoughts on stocks like Roblox, and his take on Crypto. 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 bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answered 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.

The market struggles to get traction as Tech Stocks and Crypto continue their downward trajectory, Scott Wapner and the Investment Committee discuss whether your money is safe or at risk. Plus, Avenue Capital Chairman and CEO Marc Lasry joins us to talk rates, the economy, and where he sees the market going from here. And later, we answer your video 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.

As retail stocks rally today, Scott Wapner and the Investment Committee debate whether Wall Street is too obsessed with the tech trade and ignoring the strength of the consumer, the Committee tells you how to trade it. Plus, Pete Najarian shares some Unusual Activity in one travel and one tech stock. And later, The Committee answers your video 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 whether the worst of the selling is over and if it’s time to start buying again. Plus, we cover the huge media merger announced by AT&T between Warner Media and Discovery, how will it change the media landscape and how should you play it. Also, the Committee share their latest moves, and later we get to your video 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.

Stocks continue to bounce back following a turbulent week for the market. Scott Wapner and the Investment Committee debate is the bottom in and where opportunities are emerging. Plus, Skybridge Capital’s Anthony Scaramucci joins Halftime to discuss why he thinks tech and growth will have a strong Summer. Plus, Home Depot, Walmart among the big names reporting earnings next week. The committee gets you ready. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bouncing today following the worst day for the market in 2 months, Scott Wapner and the Investment Committee debate whether the end of the selloff is in sight and if you should trust the bounce-back. Plus, BMO Chief Investment Strategist Brian Belski joins us to discuss the bull case for stocks amid the volatility. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The great tech Sell-off continues, Scott Wapner and the Investment Committee debate whether there’s more pain ahead. Or, is the growth trade is nearing a bottom. Plus, JP Morgan’s Chief Global Markets Strategist Marko Kolanovic joins us to discuss how much trouble tech is in and why he believes the rotation to value has started for real! Plus, the Investment Committee making a lot of moves in this market, they share them with you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As more than half of the stocks in the Nasdaq-100 are down 10% or more, Brian Sullivan and the Investment Committee discuss their strategies to avoid experiencing downside. Plus, we cover some Calls of the Day in some big retails names, and later, we answer your video 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.

The Dow hits 35,000 for the first time, but the Nasdaq plunges as tech sells off. Scott Wapner and the Investment Committee discuss what the big divergence in the market means for investors and how to navigate the tech and value trades. Plus, we cover earnings for two big hotel names and Jon Najarian’s latest unusual activity trades. Later, we answer your video 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.

As the market digests a massive jobs miss, Scott Wapner and the Investment Committee debate what it means for your money. Wharton Professor Jeremy Siegel joins us to discuss which inning this bull market is in and his view on inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow hits another record high and the NASDAQ continues its losing streak. Scott Wapner and the Investment Committee debate the viability of the wounded tech trade, and where your money is headed in the months ahead. Plus, we dive deep into The Call of the Day on a big restaurant name. And Jon Najarian shares some Unusual Activity in one consumer name & a chip stock. 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 debate if the tech trade is broken, as the sector comes off its worst day in more than a month. Plus, Cramer weighs in on GM and more. Plus, former NFL offensive lineman, Damien Woody, tells us about his investments in tech and real estate. 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 plunges as tech stocks tumble. Scott Wapner and the Investment Committee debate if the sector is in trouble as Treasury Secretary Janet Yellen suggests the Fed may need to raise rates. Also, hedge funds versus the rest of the us…who has the right view on the markets? Plus, we discuss a big bearish call on one red-hot sector. And we get to your video 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.

Stocks coming off their best month since November as the first trading day of May begins. Scott Wapner and the Investment Committee debate the next catalysts for stocks. Plus, the Committee gives you their new stock strategies & why one top market technician thinks the risk/reward is unfavorable here. And, we get to your video 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.

After Big Tech crushing their Earnings expectations, Scott Wapner and the Investment Committee debate what to do from here with the market closing out it’s best month since November. The Committee weigh in with their top plays for May and we hit a big Call of the Day on JP Morgan, getting it’s price target raised. And 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.

Apple’s earnings hit an all-time high. Scott Wapner and the Investment Committee debate if this is as good as it gets for the tech giant and whether this week’s big tech results have cancelled fears of a market correction. Plus, the committee gives us their #1 draft picks ahead of the CNBC Annual Stock Draft. And, we’ll 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 what’s at stake for Apple and the markets as the world’s biggest tech company gets ready to report earnings after the bell. Plus, we’re also following The Fed and what Jerome Powell will say today with regard to the economy, inflation, and the interest rate. And later, we’re joined by NFL Network’s Rich Eisen to discuss the upcoming NFL draft, and his charity “Run Rich Run”, which has been raising millions of dollars for St. Jude’s Hospital over the last few years. 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 what Jim Cramer calls the most important 72 hours of the year. Critical earnings from Big Tech, The Fed meeting, and more. Plus, the Committee cover their latest moves ahead of this important week and 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.

We’re heading into the busiest week of earnings, Scott Wapner and the Investment Committee debate what this week will mean for big tech as Apple, Amazon, Alphabet, Facebook and Microsoft all report. Plus, the Investment Committee share their moves ahead of earnings, and we’re joined by Keith Banks, Vice Chairman of Bank of America to debate whether the market is heading for a correction. 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 Dow is on pace to break its 4-week win streak, Scott Wapner and the Investment Committee debate whether you should brace for a correction, or hold on for a lift-off in the market. We’re joined by Morgan Stanley’s Chris Toomey to discuss where he sees stocks headed, and the Investment Committee share how they are structuring their portfolio heading into the weekend. Plus, Jon Najarian shares some Unusual Activity in two e-commerce 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 stocks continue to struggle this week, Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee to discuss his latest prediction, that we have not hit the top in the market, and how he sees the S&P hitting 4400 by this summer. Plus, we check on our Investment Committee’s latest moves and we cover some Calls of the Day in auto and travel stocks. 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 FAANG names struggle, Scott Wapner and the Investment Committee debate whether the market can continue climbing while those names struggle. Plus, we hit some Calls of the day in one major bank and some consumer names. And, we get to your video 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.

As stocks suffer their biggest 2-day slide in a month, Scott Wapner and the Investment Committee debate with Canaccord’s Tony Dwyer about why he thinks a correction may be ahead. Plus, Apple underperforming the other FANG names ahead of their big event, will new product announcements help the stock out of it’s slump. 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.

Following another week of record highs, the market opens lower today, Scott Wapner and the Investment Committee debate whether it’s time to be cautious, or continue being bullish. Plus, one of Wall Street’s most prominent fund managers, Blackrock’s Rick Rieder joins us to share his new call on stocks, and how you should play it. And later, we cover some of the biggest Calls of the Day from tech to retail. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As all three indices flirt with record highs again today, Scott Wapner and the Investment Committee debate whether the Growth trade is back. Plus, the Committee share their latest big money moves and get you set up for all the big earnings next week. And, Jon Najarian has some Unusual Activity in a consumer and 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 debate the best retail stocks to own in the reopening on the back of surging retail sales data. Plus, the Dow crossing 34,000 for the first time. The Dow stocks that have lead the way and how to play them now. Plus, a bullish call on one red-hot stock that’s up more than 200% in the past year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Coinbase sets to go public and the big banks report earnings today, Scott Wapner and the Investment Committee debate how you should be investing amid a shakeup in the financial world. Plus, the traders outline their latest moves, and we cover some big calls of the day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As concerns over the J&J vaccine hits some stocks, others near record highs, Scott Wapner and the Investment Committee weigh in on what it could mean for this record run. Plus, Altimeter Capital’s Brad Gerstner joins us to talk about his latest SPAC deal, the biggest one ever. We’ll also get his thoughts on the market and where it can 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.

Earnings season kicks off this week. Scott Wapner and the Investment Committee get you ready and debate if all the good news is already priced into stocks. JP Morgan’s head of U.S. Equity Strategy, Dubravko Lakos, weighs in on that and why he thinks selling in the momentum trade is near an end. Plus, the number one banking analyst on the street, Wells Fargo’s Mike Mayo, on which bank earnings you need to watch. 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 we are in the early innings of this rally. Plus, we are joined by Morgan Creek Capital’s CEO, Mark Yusko to discuss his cautiously optimistic view of the market and how he’s positioned. And, Pete Najarian has some Unusual Activity in a travel stock and an entertainment stock, how should you play them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to lay out his case about why he thinks the bull market for 2021 is on! Plus, a bullish call on one software stock that’s already up big over the past year. Apple vs. Amazon, Roku vs. Netflix, Alphabet vs. Facebook – the investment 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.

Scott Wapner and the Investment Committee debate the new big call on tech, which says tech can surge 25 to 30% from here. Plus, the Committee debate a new street high price target for JPMorgan ahead of its earnings next week. And 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.

The number 1 Apple Analyst on the street cuts the company’s price target from $164 to $156, Scott Wapner and the Investment Committee debate that call and what it means for the rest of the FAANG names. Plus, Jon Najarian has some Unusual Activity in a huge retail name. And, 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.

The market is hitting record highs following a strong jobs report last week, Scott Wapner and the Investment Committee discuss whether your money is now primed for a Spring jump. The Committee also shares their stock moves, and Pete has some Unusual Activity in an airline and consumer stock. And 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 investment committee discuss the best stock ideas for your money, as the S&P 500 hits 4,000 for the first time on the first trading day of the new quarter. Plus, Corvex CIO Keith Meister on the outlook for SPACs and where he sees tech going from here. And, one of the top investors in the Life Sciences space gives us his best under-the-radar plays. 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 by Mad Money’s Jim Cramer to debate what’s next for the markets in the months ahead, as we wrap up the first quarter. Plus, how to trade tech, growth and the reopening stocks from here. Plus, Lululemon dropping, despite an earnings beat and bullish outlook. Is it a buy 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.

Tech, the reopening trade and small-caps all under pressure. Melissa Lee and the investment committee discuss what’s actually working in this market. Plus, the most crowded stocks underperforming this year. Should you stock with then? Plus, Pete 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 last trading week of the month and quarter setting up to be a volatile one. Melissa Lee and the investment committee debate if gains will be tougher from here. Plus, one widely watched technician making a big call on why the S&P 500 is headed much high in April. Plus, it’s being called a ‘once in a decade’ margin call. The stocks being impacted and the fallout on Wall Street. And, we’re taking your questions in AskHalf. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As this turbulent week for stocks comes to a close, Scott Wapner and the Investment Committee discuss what comes next for your money and the market. Plus, we cover the biggest moves the Committee has made as we head into the weekend, what’s working, and what you need to stay away from. And later, Arizona Cardinals Offensive Linemen Kelvin Beachum joins us to discuss his philanthropic efforts to bridge the digital divide in education and what stocks he’s looking at. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As stocks project a downward trend for the third day in a row, Scott Wapner and the Investment Committee debate whether we are setting up for a great stock shakeout and the 5 signs that it may be underway. Plus, we are monitoring Capitol Hill today as the CEOs of Facebook, Google, and Twitter appear before lawmakers to testify on misinformation on their platforms. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow is coming off its worst day since March 4th, Scott Wapner and the Investment Committee debate what’s next for the market from here, and how you should put your money to work. Plus, we talk about Intel’s new CEO and his plans to turn the company around. And, Jon has some Unusual Activity in 2 big 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.

Eminence Capital’s Ricky Sandler returns after a year of stock market volatility to discuss why he is buying today and where he sees the market going from here. Meanwhile, Treasury Secretary Janet Yellen and Fed Chair Jerome Powell head to Capitol Hill to testify before the House Financial Services Committee, we will monitor that live. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner discusses and debates a ton of big moves made by our investment committee, including Facebook, Apple, Microsoft, the Semis and a number of stocks in the reopening trade. Plus, is the Nasdaq 100 correction over? Also, one retail name that’s doubled from a year ago named a top pick – it’s our call of the day. And, Jon Najarian has some Unusual Activity in some cloud 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 Dow is on pace for its third straight positive week, Scott Wapner and the Investment Committee debate one strategist’s contrarian call that could be the key to the markets and your money. Plus, the Committee shares their biggest moves as this week comes to a close, and later we 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 the tech wreck, higher rates, and whether the market is getting it all wrong. Plus, we’re joined by Sonal Desai, the CIO of Franklin Templeton’s Fixed Income Group to discuss inflation, the bond market, and the Fed. And don’t miss Jon’s Unusual Activity and your questions answered 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.