
Halftime Report
1,454 episodes — Page 29 of 30
Bigger Retail Rebound Ahead?
Scott Wapner and the Investment Committee discuss the return in retail as several names hit new highs today. Plus, we take a look at some big names that report earnings next week and we answer your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Virus, Stimulus & Stock
Scott Wapner and the Investment Committee debate what to do with your money while stocks sell off because of dwindling hopes for stimulus and rising virus cases worldwide. Plus, we take a deep dive into the bombshell New York Times story that details the Trump administration’s private briefings that fueled the market sell off in February. Kate Kelly, one of the writers of the piece, joins us. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Threat to Stocks
Scott Wapner and the investment committee debate where this stock market goes from here with the threat of no stimulus before the November elections. Plus, this stock is up 1% since one of our traders told you about it at the beginning of the month. It’s now been added to Goldman’s conviction buy list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What Banks Are Signaling About Earnings Season
Scott Wapner and the Investment Committee debate big bank results from JPMorgan and Citi - both falling despite reporting a beat. Plus we talk to Mike Mayo, who’s called for Michael Corbat, CEO of Citigroup, to step down now. And, the traders discuss Apple’s “Hi, Speed” event, what it means for the stock and if you should jump in now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mega-Cap Comeback
Scott Wapner and the Investment Committee discuss the bounce back in Mega Cap stocks with Apple leading the Nasdaq’s push higher, ahead of its biggest event in year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus & Stocks: Your Next Money Move
With Stimulus talks seemingly back on track, Scott Wapner and the Investment Committee discuss the broadening rally and whether we’re looking at a year-end rally. Plus, we discuss Apple’s big event next week and we take your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Go big by going small
Scott Wapner and the Investment Committee discuss large vs small caps, where you should put your money as the election looms over the market, and stimulus talks hit another hurdle. Plus, we answer your burning questions in our Ask Halftime segment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus hangs in the balance
Scott Wapner and the Investment Committee debate whether stimulus is possible with the mixed messaging coming from the White House and how you should trade it. Plus, the threat of getting broken up looms over big tech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rising rates, rising risk to stocks?
Scott Wapner and the Investment Committee discuss the big move in yields and if it poses a big risk to the tech trade that has been fueling this stock market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The State of Stocks Ahead of the Election
Scott Wapner and the Investment Committee discuss the state of stocks with election day only four weeks away. Plus, what happens to the market if a second wave of the virus hits, and how should you react with your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The President Tests Positive: Markets react
Scott Wapner and the Investment Committee discuss the latest developments with President Trump testing positive for Covid-19 and how one expert believes it could be a turning point for the market. Plus the latest jobs report raises questions today about the pace of the recovery. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where to Invest in Q4
A great third quarter, but a rough September. Scott Wapner and the Investment Committee debate where to put your money to work in the final three months of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fourth Quarter Roadmap for your Money
Scott Wapner and the Investment Committee discuss where stocks are likely to go from here as September shapes up to be the worst month since March. Plus, we continue to highlight the Investment Committee’s 3rd quarter performance and their plays heading into the final quarter of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Road Ahead for Your Money
Scott Wapner and the Investment Committee discuss where stocks go from here as September shapes up to be the worst month since March. Plus, we go through the investment committee’s quarterly performance and what they’re planning to do for the next quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Has the Correction Run it Course?
Brian Sullivan and the Halftime Investment Committee debate what to make of Monday’s rally and whether the correction is almost done.Plus, one red-hot sector in the reopening trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Bigger Meltdown in the Cards?
Scott Wapner and the Investment committee discuss the damage that’s been done to the stock market and debate if you should buy on this drop or go to cash. Plus, some beatdown names upgraded to overweight, is it time to buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Mounting Risks for your Money
Scott Wapner and the Investment Committee debate the mounting risks for your money as stocks are on pace for their fourth down week in a row. Plus, one stock that’s down 40% this year just got a buy call. Why it may rally 70% from here Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The True State of Stocks
Scott Wapner and the Investment Committee are joined by Jim Cramer as they discuss the true state of stocks and whether tech is still in danger of a more dramatic pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More downside for stocks?
Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, joins Scott Wapner and the investment committee to make his case about why there could be bigger declines ahead for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Second Wave of the Correction Coming?
Scott Wapner and the investment committee debate if investors should buy on today’s sharp sell-off and whether a second wave of the stock market correction is coming. Plus, a number of bullish calls on Boeing, UPS and more Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More Tech Selling Ahead?
Scott Wapner and the investment committee debate if there’s more turbulence ahead for the tech trade and whether it’s time to put money to work, especially in the value-oriented names. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is Snowflake’s Incredible IPO a Warning Sign for Stocks?
Scott Wapner and the investment committee debate the possible warning signs for the tech and growth trade, as the Nasdaq falls into correction territory.Plus, one stock that’s up over 35% in 6 months getting a buy call. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Biggest IPO of the Year!
Snowflake is the biggest IPO of the year. Scott Wapner and the investment committee are joined by two of Snowflake’s biggest investors. What this offering means for the tech landscape and for this rally. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Correction Over?
Scott Wapner and the investment committee debate if the stock market correction is already over and what investors do now. Plus, the trade on Apple as it unveils its latest gadgets. And, one retail stock getting a buy call – it’s up about 10% in the past week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Primed to Pop?
Scott Wapner and the investment committee debate whether the market is set to rally with a number of Wall Street notes saying the S&P 500 is headed to 3,600 by the end of the year. Plus, why Jon Najarian is buying Apple and one hot chip stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is Apple Vulnerable?
Scott Wapner and the investment committee debate how vulnerable Apple is in this recent sell-off and volatility. Plus, what to do with the other high-flying growth names, like Peloton. And, The #1 semiconductor analyst on the street on his latest top idea Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Diversity in the Boardroom
Scott Wapner is joined by a star-studded lineup to tackle the issues of diversity in America’s boardroom/ Altimeter’s Brad Gerstner, Merck’s CEO, Zillow CEO, United Airlines’ Oscar Munoz and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Bad is the Tech Wreck Going to Get?
Scott Wapner at the investment committee debate if tech is headed to bigger declines and what to do with the so-called FAANG trade.Plus, a bullish call on Disney. Is it time to buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Pullback Part of a Healthy Correction?
Dominic Chu and the investment committee debate if investors have been too complacent. Or, if this market plunge is part of a healthy correction. Plus, the opportunities that may be opening up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Start of the ‘September swoon’?
Tyler Mathisen and the investment committee debate if today’s market plunge is the start of a September sell-off and what should investors do now. Plus, the bright spots in this market Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are stocks getting frothy?
Tyler Mathisen and the investment committee debate if stocks are getting too expensive and if investors are too complacent. Plus, one red-hot chip stock getting its price target raised to a new street high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
September Stock Strategies
After wrapping up the best August in decades, Tyler Mathisen and the investment committee debate what investors do now as they head into what is usually the worst month for stocks. Plus, the stocks that should be on your buy and sell list. And, Zoom shares soaring 35%, now up 550% this year. Is there more room to run? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Fall Rise for Stocks?
After one of the best August months for stocks in decades, Scott Wapner and the investment committee debate if stocks can continue to rise headed into the Fall. Plus, an exclusive with Milwaukee Bucks owner, Marc Lasry, on the NBA Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your Stocks to buy list
Dominic Chu and the investment committee debate if this record breaking rally can keep going and how much more tech continues to drive it. Plus, the stocks that are on the investment committee’s buy list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rally on to new highs?
Brian Sullivan and the investment committee debate what’s next for this record breaking rally on the back of the Fed’s historic move. Plus, the tech stock worth looking at, as the Nasdaq hits new highs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Big Trade About to Break Out?
Brian Sullivan and the investment committee debate whether the cyclical trade is about to break out and if investors should increase their exposure. Plus, a bullish call on one stock that’s up 170% this year Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Time to Trim Apple?
Brian Sullivan and the investment committee debate Josh’s decision to sell 20% of his positions in Apple and NVIDIA. His move comes as Apple’s price target gets raised to a new street high. Plus, what the big shakeup in the Dow means for those stocks and what it’s saying about the market and economy. And, a bullish call on Starbucks. Should you buy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Keep riding the tech-fueled rally? Or, brace for a pullback?
Melissa Lee and the investment committee debate where investors should be in this market, as the S&P and Nasdaq hit new highs. Plus, Apple gets its price target raised to a new street high. Should you buy soon after it splits its stock? And, One red-hot stock that’s up 40% in the past two months getting its price target raised to a new street high ahead of earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the value trade already over?
A winning week for the Nasdaq, as tech hits a new record high. Scott Wapner and the investment committee debate whether investors should stick with what’s working and the risks in this market that investors need to know about. Plus, a sell call on one red-hot software stock that’s up 40% in a year and sitting near highs Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Record Rally vs. Real Economy
Scott Wapner and the investment committee debate where the record-breaking stock market is running ahead of the real economy and whether stocks will run out of steam Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s Historic Milestone
Scott Wapner and the investment committee debate what’s next for Apple’s stock after the tech giant becomes the first publicly traded company to hit $2 trillion in valuation. Plus, the bullish call on Salesforce ahead of earnings next week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are Higher Highs Ahead?
Scott Wapner and the investment committee debate what’s next for the this rally as the S&P and Nasdaq hit record highs. Plus, how to play the retail trade after Walmart and Home Depot’s blowout results. They also debate a red-hot stock that’s doubled this year and just got its price target raised to a new street high. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple’s March to $2 Trillion
Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-brainer” buy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Rally Ahead?
Scott Wapner and the investment committee debate if there’s a big rally ahead for cyclical stocks. Plus, the trade ahead of big retail earnings next week from Walmart, Target, Home Depot and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Catalysts for New Highs
As the S&P inches close to record closing highs, Scott Wapner and the investment committee debate if the rally can keep going and the catalysts that will drive the market higher.They also debate whether gaming stocks are now worth betting on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will the Rotation in Stocks Continue?
Scott Wapner and the investment committee debate what’s next for this rally as the S&P gets closer to its record closing high. They also discuss what happens to the high-flying tech names outside of FANG.Plus, how to play Target and Home Depot, following bullish calls on those stocks Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Rotation for Real?
Scott Wapner and the investment committee debate if the rotation in stocks is for real, as the S&P 500 gets closer to record highs. They also discuss why it may be time to get bullish on the big banks. Plus, five stocks for the new normal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rotate to New Highs?
Scott Wapner and the investment committee debate whether it’s time to start shifting your strategy from growth to value, and the stocks you should be looking at. They also debate a bullish call on one red-hot chip stock that’s up about 90% this year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Monster Rally Ahead for Reopening Stocks?
Scott Wapner and the investment committee debate a big, bold call on the street that the markets may see a "monstrous rally" in epicenter stocks next week. Plus, a new bullish call on why Fedex may be the best idea for the rest of 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tech Towers Over the Market
Scott Wapner and the investment committee debate whether you should keep buying tech, as the Nasdaq tops 11,000. Or, Should investors begin to rotate out of those stocks and into value names. We’ll also get the trade ahead of Uber’s earnings after the bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.