
Halftime Report
1,453 episodes — Page 5 of 30
Gearing Up for a Huge Week 7/25/25
Scott Wapner and the Investment Committee prepare for the huge week ahead as the Fed Decision, more mega cap earnings and the tariff deadline loom over the market. Plus, the desk share their most recent portfolio moves. And later, we get to the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Extend Record Highs 7/24/25
Scott Wapner and the Investment Committee debate what the AI arms race means for the rally as Alphabet increases its spending plans. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights another name on his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Critical Stretch for your Money 7/23/25
Scott Wapner and the Investment Committee debate the critical stretch for your money as mega cap earnings begin later today. Plus, we take a look at the latest Calls of the Day. And later, the desk discuss the earnings setup for the rest of the week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Gearing up for Tech Earnings 7/22/25
Frank Holland and the Investment Committee debate whether the rally is running on fumes as the market gears up for tech earnings. Plus, Stephanie Link details her latest portfolio move in the banking sector. And later, Josh Brown gives an update on his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Riding the Record Rally 7/21/25
Courtney Reagan and the Investment Committee debate whether investors should continue riding the record rally or take profits. Plus, the desk discuss the latest Calls of the Day. And later, the Committee share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Future of the Rally 7/18/25
Frank Holland and the Investment Committee debate the future of the rally as next week brings key economic data and quarterly earnings from nearly 20% of the S&P. Plus Kevin Simpson making some major portfolio moves, he shares them all with the Committee. And later, we hit the latest Calls of the Day on Eli Lilly and Materion. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Positioning Plays at All-Time Highs 7/17/25
Frank Holland and the Investment Committee debate whether its time to trim exposure in some of the high-flying stocks like Nvidia. Plus, the desk share their latest portfolio moves. And later, Josh Brown highlights another name in his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed, the Banks and the Market 7/16/25
Frank Holland and the Investment Committee debate the new White House Drama coming out of Washinton and what it means for the market. Plus, the desk discuss the latest Calls of the Day. And later, we get to the Earnings Setup on United Airlines, reporting after the bell today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Record Run 7/15/25
Frank Holland and the Investment Committee debate the record run, as the Nasdaq and S&P 500 hit fresh all-time highs. The experts discuss how to trade the big banks as they kick off earnings. Josh Brown is back with his “Best Stocks in the Market.” Calls of the Day include 3M, Otis Worldwide, and American Express. The panel reacts to Uber’s new partnership with Baidu.Investment Committee Disclosures 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 7/14/25
Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC’s Dominic Chu details today’s ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Resilient Market 7/11/25
Scott Wapner and the Investment Committee debate the best moves to make in this resilient market despite today’s pullback. Plus, the desk debate their latest portfolio moves. And later, Bitcoin hitting another record high, Tanaya Macheel joins us with the latest news in the crypto sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Keep Buying Stocks? 7/10/25
Scott Wapner and the Investment Committee debate whether it’s safe to continue buying stocks as another tech record hits the tape. Plus, the desk share their latest portfolio moves. And later, Josh Brown reveals another company making it into his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia hits a $4 Trillion Market Cap 7/9/25
Scott Wapner and the Investment Committee discuss Nvidia hitting a four trillion market cap for the first time and what it means for the stock and sector. Plus, Bill Baruch is launching a new portfolio focused on miners and precious metals, he calls in with the details. And later, we get to the Setup on some key names reporting this week.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Debate: The State of the Rally 7/8/25
Scott Wapner and the Investment Committee debate the continued run in stocks as more street strategists raise their S&P targets. Plus, the desk share their latest portfolio moves. And later, Uber hits a new record high as Tesla faces pressure, the Committee break down the trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Outlook for the Rally 7/7/25
Scott Wapner and the Investment Committee discuss whether the rally can continue as stocks trade at highs with tariffs and earnings looming. Plus, Bryn Talkington calls in with her options strategy on Tesla as Elon Musk returns to the political fray. And later, the desk debate the latest Calls of the Day.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Debate: The Best Trades Right Now 7/2/25
Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets an upgrade from Jefferies, the desk discuss whether the tide is turning for the name. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks in the Second Half 7/1/25
Scott Wapner and the Investment Committee focus in on the second half of the year as the strongest month of the year gets underway. Plus, the Senate passes President Trump’s sweeping tax bill, the desk debate what it means for the market. And later, Josh Brown adds another name to his ‘Best Stocks in the Market.’ Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your Record High Playbook 6/30/25
Scott Wapner and the Investment Committee discuss your playbook for a record high stock market as the second half is about to get underway. Plus, the desk share their latest portfolio moves. And later, the Committee debate the latest Call of the Day on Disney. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Record Setting Rally 6/27/25
Scott Wapner and the Investment Committee discuss the record setting rally as both the S&P and the Nasdaq hit new highs. Plus Brian Belski defends his $6,700 price target on the S&P. And later, the desk debate what to do with Nike after the stock surges following their Fiscal Q4 report.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Committee’s Playbook for New Highs 6/26/25
Scott Wapner and the Investment Committee debate their “New High Playbook” as stocks close in on another major milestone. Plus, the desk discuss some of their stocks on the move. And later, Josh Brown reveals a new name for his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Tech Sector’s New All-Time High 6/25/25
Scott Wapner and the Investment Committee debate the tech takeoff as the sector hits a new all-time high. Plus, Brian Belski calls in with his revised price target for the S&P 500. And later, the desk debates the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed, the Markets and your Money 6/24/25
Scott Wapner and the Investment Committee react to Fed Chair Jerome Powell’s testimony on Capitol Hill today. Plus, the desk debate the latest Calls of the Day. And later, Josh Brown reveals a new addition to his “Best Stocks in the Market.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Markets, the Middle East, and your Money 6/23/25
Scott Wapner and the Investment Committee debate the busy week for your money with investors watching the Middle East and the Fed Chair on the Hill over the next two days. Plus, we discuss the latest Calls of the Day. And later, the desk reacts to breaking news out of Qatar. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can Stocks Hit New Highs? 6/20/25
The Investment Committee debate whether the market can hit new highs following the fed meeting and the uncertainty over Iran. Plus, the desk discusses how to trade some of their stocks on the move. And later, Josh Brown gives an update on one of his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks and the Fed 6/18/25
Scott Wapner and the Investment Committee debate the outlook for stocks ahead of Chair Powell’s Fed meeting today. Plus, the Investment Committee share their latest portfolio moves. And later, the desk discuss what the GENIUS act passage means for the crypto sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Edgy Markets 6/17/25
Scott Wapner and the Investment Committee discuss the edgy markets with weaker retails sales, the VIX rising, and tensions in the Middle East affect stocks. Plus, the Committee reveal their strategies so some of their stocks on the move. And later, Josh Brown gives us an update on some of his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Debate: The Path for Stocks 6/16/25
Scott Wapner and the Investment Committee debate the path for stocks as the market rises with many variables in the background, from the Israel – Iran conflict, a Fed Meeting, and the G7. Plus, the Investment Committee share their latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets on Edge 6/13/25
Scott Wapner and the Investment Committee debate the fallout of Israel’s attack on Iran and the impact on stocks and other asset classes. Plus, we discuss the latest Calls of the Day and how to trade them. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Altimeter Capital’s Brad Gerstner joins us Live 6/12/25
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the Committee detail their latest portfolioe moves. And later, Chime Financial goes public in our hour, Leslie Picker joins us with the latest. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Road to New Records 6/11/25
Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Surging Tech Trade 6/10/25
Scott Wapner and the Investment debate the tech sector’s surge over the past month, pushing stocks within distance of new highs. Plus, McDonald’s getting a double downgrade to sell at Redburn Atlantic, it’s our Call of the Day, the Investment Committee discuss how to trade the name. And later, the desk share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Live from Apple Park at WWDC 6/9/25
Scott Wapner and the Investment Committee are live in Cupertino, California at Apple’s Worldwide Developer’s Conference to debate what to expect from the company. Plus, Stephanie Link details her latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Records in reach? 6/6/25
The Halftime Report Investment Committee breaks down today’s market action as stocks jump following a strong jobs report. Plus, Kevin Simpson lays out his strategy for Tesla amid the brewing battle between Pres. Trump and Elon Musk. And Josh Brown has a big update to his “best stocks in the market”. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Reacting to Trump’s Call with Xi 6/5/25
Scott Wapner and the Investment Committee react to the news that President Trump and President Xi held a call discussing trade this morning. Plus, the desk making some major portfolio moves, they share the details. And later, we delve into the brewing fight between President Trump and Elon Musk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Slowing Economy and Stocks 6/4/25
Scott Wapner and the Investment Committee debate stocks nearing all-time highs as the economy shows signs of weakening. Plus, Jim Lebenthal shares his latest portfolio moves. And later, the desk discuss what to do with some of their stocks hitting hot streaks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Summer Playbook for Stocks 6/3/25
Scott Wapner and the Investment Committee debate the Summer Setup for stocks as another firm says record highs are coning in the months ahead. Plus, the Committee share their latest portfolio moves. And later, the desk debate the rideshare wars heating up, with Waymo, Uber and Tesla battling for dominance in the space. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Summer Setup for Stocks 6/2/25
Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge? Plus, Oppenheimer downgrading the banks, it’s our Call of the Day. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures 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 Stocks 5/30/25
Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023. Plus, we go live to Morgan Brennan’s interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point’s Dan Loeb. Mad Money Disclaimer 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 the AI Trade 5/29/25
Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia’s earnings report showing strong demand. Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Banking on Nvidia 5/28/25
Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Surge on Tariff Delay 5/27/25
Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading Trump’s Tariffs 5/23/25
Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee’s May report cards. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will Rising Rates Wreck Stocks? 5/22/25
Scott Wapner and the Investment committee debate whether rising rates pose a threat to the record rally. Plus, Stephanie Link shares her latest portfolio move. And later, Josh Brown highlights another stock on his “best stocks in the market” list. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Navigating an "Unfamiliar Market" 5/21/25
Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber’s wide-ranging interview with Elon Musk yesterday. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Road to Record Highs 5/20/25
Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trading the Downgrade 5/19/25
Frank Holland and the Investment Committee debate the Moody’s Downgrade of America’s credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Does the Rally have Legs? 5/16/25
Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rising Rates and the Road Ahead for Stocks 5/15/25
Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock to his “Best Stocks in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Run to New Highs 5/14/25
Scott Wapner and the Investment Committee discuss the markets run to new highs and how to navigate the move. Plus, we debate the latest calls of the day on Robin Hood, UnitedHealth, Abbvie and more. And later, the desk reveal their latest portfolio moves. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
New Highs in Sight 5/13/25
Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.