Halftime Report

As the NASDAQ continues to feel the pressure today, Scott Wapner and the Investment Committee debate what the rise in rates means for stocks and how you should play it. The Committee tell you about the changes they are making in their portfolio, and later, we are joined by Starbucks CEO Kevin Johnson ahead of the company’s annual meeting to discuss where the company, and the stock, go from here. Plus, Pete 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.

For the first time in a year, the biggest risk for your money is not the Covid Crisis. Scott Wapner and the Investment Committee debate how rising rates could impact the market and how you should play it. Plus we hit all of the Investment Committee’s moves and Jon shares some Unusual Activity in 3 big tech names. 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.

As stimulus checks begin hitting bank accounts around the U.S., Melissa Lee and the Investment Committee discuss whether that will fuel more gains in the near-term. Plus, the committee fiercely debate which sectors are investable, from airlines to financials, and share their money moves as the Dow continues to set record highs. 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.

The Dow hitting more record highs. Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee, who’s got a big new call on the S&P 500’s potential upside in the first half of the year. The Committee also share where they are putting their money to work. Plus, NBA Legend Kareem Abdul-Jabbar joins us later to discuss his foundation Skyhook, which works to give much needed opportunities to underserved students across the country. 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 and S&P both hit new record intraday highs today, Scott Wapner and the Investment Committee discuss the best Dow stocks to own and where your money will work best from here. Plus, the Committee share their biggest market moves and later we get some Unusual Activity from Jon. 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 the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their money to work. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

NASDAQ bouncing back in a big way after falling into correction territory. Scott Wapner and the Investment Committee debate where tech stocks go from here and which stocks look good right now. Plus, Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, tells us what’s next for the growth and value trades. And, we take 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 is joined by an all-star all female Investment Committee today to mark International Women’s day. They discuss David Tepper’s bullish call on the stock market and his call on rates. The Investment Committee also share their latest buys and sells the market hits record highs 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 NASDAQ has its third bad week in a row, Scott Wapner and the Investment Committee debate whether you need to stay away from tech, or buy the dip. Plus, we are joined by Morgan Stanley’s Christopher Toomey for his thoughts on the state of the market. And, the Committee share their moves as we head into the weekend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following a huge call from one of America’s most successful investors, Scott Wapner and the Investment Committee debate whether investors should stay away from the S&P 500 because of how much tech is in it. Plus, the Investment Committee share their biggest moves while Jon sees some Unusual Activity in 2 big energy 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 how to position your portfolio as the economy reopens. Also, the committee is making a lot of moves in this market we break them down. Plus, why one of them is selling out of one high-flying FANG stock and buying into an older, traditional tech name. And, 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.

As rate fears ease and several stocks try to stage a comeback, Scott Wapner and the Investment Committee debate which names in the space are worth a buy, from Apple to Zoom. Plus, the Kohl’s CEO calls in to respond to activist investor Jonathan Duskin’s plan to reorganize the Kohl’s board. And, Jon Najarian has some unusual activity in two big 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 market has its best day all year, Joe Kernan and the Investment Committee debate this new rally, trampled tech, and the reflation trade. Plus, the Investment Committee share their big moves for March and we get to 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.

The NASDAQ is having one of its worst weeks since October, Scott Wapner and the Investment Committee debate if the growth trade is at risk from rising interest rates and the Investment Committee shares their latest moves as we head into the weekend. Plus, Jon has some Unusual Activity in 2 big social names 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.

As rates continue to rise, Scott Wapner and the Investment Committee debate what it means for the state of your money and how you should play it. Plus we’re joined by Blackrock’s Rick Rieder, who manages 2.7 trillion dollars, to talk about how interest rates and inflation will affect the market. And, we discuss the Reddit Rally’s continued influence on certain stocks, and what moves the Investment Committee are making in 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.

Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to debate what’s next for the recent tech selloff and if you should be buying on the dips. Plus, what to buy in the reopening trade. And, Nvidia reports earnings after the bell. The stock is up 100% in a year. Cramer and the committee take their positions ahead of the results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Fed Chair Jerome Powell finishes up his testimony before the Senate Banking Committee, Scott Wapner and the Investment Committee pick up the conversation with what’s going on with the big tech names getting slammed today. We cover their market moves as stocks fall, and how you should position yourself to weather the storm. Plus, Pete shares some Unusual Activity in two popular 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.

As the Dow continues to rise higher while the NASDAQ struggles to keep up, Scott Wapner and the Investment Committee debate if it’s time to start betting against big tech as one of our Committee Members has already done. Plus, we’re joined by JP Morgan’s Dubravko Lakos to discuss the powerful setup in the consumer trade as we head towards a global reopening. And the Investment Committee highlights some of their biggest moves to start the week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As rates keep rising, Scott Wapner and the Investment Committee debate whether stocks are reaching a breaking point. Plus, we hit all of the Investment Committee’s biggest moves as we head into the weekend, and Pete shares some Unusual Activity in a big chip name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we take live coverage of the Gamestop hearing on Capitol Hill, as leaders of Robinhood, Citadel, Reddit and one of its star traders, along with Melvin Capital, answer questions before the House Financial Services Committee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As fears of rising interest rates reverberate across the market, Scott Wapner and the Investment Committee debate whether the record bull run is finally at risk. We will also be joined by Cathie Wood, whose Ark Invesestment Fund has set the ETF World on Fire with an astounding return of 148% in 2020. Plus, Jon has some Unusual Activity in one big social stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks hitting new record highs and interest rates hitting one-year highs. Scott Wapner and the Investment Committee debate what it means for the stock market from here and where to put money to work. Plus, bullish calls on mega-cap tech and some earnings today as CVS and Zoetis beat estimates, and Palantir reports a loss. Plus, Jon shares some Unusual Activity in an important sector. 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 are on pace for another week of gains, Melissa Lee and the Investment Committee discuss the record inflows into equities and tech and how you should play it. Plus, we cover the Investment Committee’s biggest moves, get some Unusual Activity from Pete, and 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.

The Dow and tech sector hitting new record highs. Scott Wapner and the Investment Committee discuss the possible signs of froth in this market and how to position your portfolio. Plus, the trade ahead of Disney earnings after the bell. And, 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.

As the Russell 2000 surges to a new record high, Scott Wapner and the Investment Committee discuss why that’s a very positive sign for your money. Plus, we highlight yet another big wall street name announcing a sizable SPAC deal today. Keith Meister and Eli Casden join us to describe their new merger of CM Life Sciences with the healthcare company SEMA4. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the S&P 500 goes for its seventh straight up day and the Nasdaq topping 14k for the first time ever, Scott Wapner and the Investment Committee debate how much farther the market can go. Plus the Investment Committee share their biggest money moves, Jon’s got some Unusual Activity in a blockchain play, 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.

As the Bull Run for stocks continues, Scott Wapner and the Investment Committee debate whether the correction is over and if stocks are headed to higher highs. Plus the Investment Committee shares their new positions, and Pete has some Unusual Activity in one Dow stock ahead of earnings this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech hitting news high and record inflow into the sector. Scott Wapner and the Investment Committee discuss the catalysts and the best tech stocks beyond the usual mega-cap names. Plus, they get you ready for another big week of earnings ahead – Disney and Uber among the names set to report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With news that an Apple car is now on the horizon, Scott Wapner and the Investment Committee debate what it means for the stock and how you should trade it. Plus, Goldman’s global head of commodities research, Jeff Currie, joins us to discuss Silver, Crude Oil, and the rest of the commodities markets. And, we cover what he Investment Committee has been buying and selling recently. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech earnings are now in the books with most of them beating expectations, Scott Wapner and the Investment Committee weigh in on what the next catalyst will be for stocks and how you should play it. Plus, the Investment Committee share the next moves in their playbooks, Pete has some Unusual Activity in Alcoa and TIGR, 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 major averages rallying again, with tech in a tear. Scott Wapner and the investment committee debate if stocks have bottomed, or if a dip is still ahead. Plus, the trade ahead of earnings from Amazon and Alphabet 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.

As the market kicks off a new month of trading, Scott Wapner and the Investment Committee debate whether a correction has arrived and if it’s likely to get worse. Plus, we discuss the Investment Committee moves and Pete tells us about some Unusual Activity he’s seeing in the Options Market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 rally following Wednesday’s big selloff, Scott Wapner and the Investment Committee discuss the state of the markets and your money. Plus, Chairman and CEO of Omega Family Offices, Leon Cooperman joins us to discuss his views on the Gamestop situation, as well as AMC, which he owns, and what he is reminded of by this market action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Reddit Rebellion continues as Gamestop and AMC surge, Scott Wapner and the Investment Committee debate how it affects the market and your money, plus, Chamath Palihapitiya joins us to explain why he got in to Gamestop and what it means for the future of trading. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As some of the biggest tech names in the market report earnings this week, Scott Wapner and the Investment Committee tell you how to play stocks like Microsoft, Apple, and Facebook. Plus we have some Calls of the Day on Bank of America & Electronic Arts, and we’re joined by Michael Thomas, Walter Payton Man of the Year Nominee and Houston Texans Safety, to discuss his work on financial literacy for young people and social justice reform. 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 like Gamestop and Blackberry see huge gains and volatility, Scott Wapner and the Investment Committee break down what exactly is going on in these names and the risks for traders and investors. Mad Money’s Jim Cramer make a surprise appearance to weigh in. Plus, the investment committee making a lot of moves in this market. We break down their latest buys and sells 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 market is about to get a reality check and how you should play it. Plus, IBM and Intel plunging after their earnings. Should you buy in the drop? Plus, big calls on Disney, Walmart & Ford. And, the Investment Committee reveal their latest moves. 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 rise to what some call ‘dangerously overvalued’ levels, Scott Wapner and the Investment Committee debate whether the bubble is about to burst. One of the biggest fund managers on Wall Street, Blackrock’s Rick Rieder, joins us to weigh in. Plus Jon Najarian shares some Unusual Activity in one auto stock and a media name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rebounding today after a rough week, Scott Wapner and the Investment Committee debate a big call from JP Morgan that says to buy big tech again ahead of their earnings reports. Plus, Mike Wilson of Morgan Stanley says higher rates are a matter of when, not if, he joins us to explain. And, legendary oil patch trader Mark Fisher discusses the future of crude as ESG investing begins to creep into the energy trade Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The investment committee is making a ton of moves in this market. Scott Wapner breaks it down and debates it with them – from tech to the financials. Plus, Pete tells us about some unusual activity in JETS and RRC. And we look ahead to some big earnings reports next week. 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 hits record highs yet again, Scott Wapner and the Investment Committee discuss the state of stocks, big and small, and how you should play them. Plus, we hear comments from Fed Chair Jerome Powell, hit some Calls of the Day, and Jon Najarian shares some Unusual Activity in Intel. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares soaring on a CEO shakeup. Scott Wapner and the investment committee debate if you buy the stock now. Plus, one of the committee members trimming Apple – just as the stock gets its price target raised to near a street high. And, we hit some Calls of the Day on Twitter, GM, Home depot and Exxon Mobil, and Pete tells us about some Unusual Activity he’s seeing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As yields continue to rise, Scott Wapner and the Investment Committee discuss how the rate run and the 10-year hitting its highest level since March will affect your portfolio and what your next move should be. Plus, we are joined by Meg Tirrell and her exclusive interview with Novartis CEO Vasant Narasimhan, and Jon Najarian shares some Unusual Activity he’s seeing in Momo and Axalta Coating. 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 markets and your money, and where both are likely to head in the coming weeks. Plus, Doubleline Capital’s Jeffrey Gundlach joins us to give his take on what’s happening and what’s to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the record run for stocks continues, Scott Wapner and the Investment Committee debate whether it’s sustainable or starting to teeter. Plus we go over some interesting buys and sells from the committee and Pete hits some Unusual Activity in MGM and Vale. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following one of the darkest days in American history, Scott Wapner and the Investment Committee discuss how the market continues to rally and where you should invest your money. Plus, we are joined for the hour by visionary investor Chamath Palihapitiya to talk about a range of topics, from yesterday’s events to his new SPAC acquisition of Anthony Noto’s SOFI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Democrats move closer to taking control of the Senate, Scott Wapner and the Investment Committee debate what the implications are for your money. Stocks are hitting record highs, so what should you do in the months ahead? Plus, the traders give their best ideas for 2021 and we hit some Unusual Activity with Jon Najarian. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the markets bounce back following one of the worst opening days in years, Scott Wapner and the Investment Committee debate the best places to make money in 2021. Plus, we go over some of Jim Cramer’s top picks of the new year and we hit some Unusual Activity with Jon Najarian in Target and Teva Pharmaceutical. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the market tumbles on the first trading day of the year, Scott Wapner and the Investment Committee debate what your strategy should be ahead of a momentous election in Georgia tomorrow which could switch the balance of power in the Senate. Plus, Scott relays a warning from legendary investor Carl Icahn on a possibly painful correction coming in the market. And, we have some Unusual Activity from Pete Najarian in two semiconductor names. x i Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.