
Halftime Report
1,453 episodes — Page 7 of 30
Time to Buy the Tech Wreck? 2/28/25
Scott Wapner and the Investment Committee debate the tech wreck and how you should trade it. Plus, the committee making some major portfolio moves, they reveal them all. And later, the desk reacts to the fiery meeting at the White House today and what it means for stocks. 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 Nvidia Aftermath 2/27/25
Scott Wapner and the Investment Committee debate the Nvidia aftermath with the stock under pressure today after reporting earnings last night. Plus, the Committee share their latest portfolio moves. And later, Bob Pisani brings us the latest on the first ever private equity ETF that opened for trading this morning. 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 Fate of the Momentum Trade 2/26/25
Scott Wapner and the Investment Committee debate the much anticipated moment of truth for Nvidia, as the company is set to report earnings tonight. Plus, multiple committee stocks are on the move, the desk discuss their strategies. And later, we give you the setup on some other 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.
Is it Time for Risk-Off? 2/25/25
Scott Wapner and the Investment Committee debate the troubled tech sector as the Nasdaq heads for its 4th straight down day. Plus, Jenny Harrington details her latest portfolio moves. And later, Josh Brown reveals his two 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.
Trading Around the Unsettled Market 2/24/25
Scott Wapner and the Investment Committee debate the unsettled market and what it means for you money. Plus, the Committee detail their latest portfolio moves. And later, the desk picks through some of the most overbought and oversold 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.
Momentum’s Miserable Week 2/21/25
Scott Wapner and the Investment Committee discuss the miserable week for momentum stocks and what it means for the broader market. Plus, multiple committee members making some major portfolio moves, they reveal them all. And later, a Call of the Day on Defense stocks, the Committee debate the 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 Momentum Trade Stalls 2/20/25
Scott Wapner and the Investment Committee debate the Palantir plunge and what this means for the other momentum names. Plus, the desk debate the latest Calls of the Day on multiple names they own. And later, the committee detail 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.
Threats to the Momentum Rally 2/19/25
Scott Wapner and the Investment Committee debate the rally’s momentum and whether it’s starting to fade. Plus, the desk share their latest portfolio moves. And later, we get to the Setup on some key names reporting tomorrow. 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.
Buy Tech’s Bounce? 2/18/25
Scott Wapner and the Investment Committee debate tech’s re-emergence as the NASDAQ 100 looks to build on its best week of 2025. Plus, the desk debate the latest Calls of the Day on Merck and Gilead. And later, the Committee give you 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.
The Resilient Rally 02/14/25
Scott Wapner and the Investment Committee debate the resilient rally as the S&P trades near a new closing high. Plus, the desk debates the latest Calls of the Day. And later, Josh Brown shares some of 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.
Can the Market’s Momentum Continue 02/13/25
Scott Wapner and the Investment Committee discuss tariffs, inflation and Meta on a hot streak. Plus, the Committee debate the latest Calls of the Day. And later, Josh Brown reveals one chart you should be watching.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 Sticky Inflation 02/12/25
Scott Wapner and the Investment Committee debate the hotter-than-expected CPI report and what it means for the record-setting rally. Plus the desk share their latest portfolio moves. And later, the Committee discuss the latest Calls of the Day. 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 Bull Market 02/11/25
Scott Wapner and the Investment Committee debate the state of the bull market following Fed Chair Powell’s Testimony before the Senate Banking Committee. Plus, the desk debates the latest Calls of the Day on Schwab, Vertex and Transocean. And later, the Committee reveal 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.
Fmr. CFPB Director Rohit Chopra, Metal-Tariff Mania, Power of Super Bowl Ads 2/10/25
Elon Musk’s DOGE took down the CFPB this weekend with little to no notice. The agency’s now-former director joins us in a First on CNBC interview. Plus, President Trump announcing new tariffs on steel and aluminum imports into the U.S. And we’ll break down the best and worst ads of the big game, and hear from the CEO of Fetch on the heels of their $1.2M giveaway last night. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Debating the Tech Trade 2/10/25
Scott Wapner and the Investment Committee debate the tech trade as the sector remains the only negative one so far this year. Plus, multiple Committee stocks are on the move, they detail their trading strategies on those names. And later, the desk give you the Setup on key earnings 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.
Meta: The Magnificent “One” 2/7/25
Scott Wapner and the Investment Committee discuss Meta as the stock marches higher, distancing itself from the other Mag7 names. Plus, the desk debate the latest Calls of the Day on Skywroks and Roblox. And later, Josh Brown gives a trade update on Moody’s, the stock he recommended to Al Michaels yesterday. 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.
Momentum Stocks Moving Higher 2/6/25
Scott Wapner and the Investment Committee debate several wide-held names hitting new all-time highs today. Plus, the desk detail their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the Super Bowl and get some stock picks from the Committee. 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.
How to Trade Tech 2/5/25
Scott Wapner and the Investment Committee discuss the big tech trade as Alphabet, Amazon and Apple all under pressure today. Plus, Joe Terranova details more of his JOET rebalance. And later, the Committee discuss the latest Calls of the Day on Exxon and Robinhood. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trade War Tit-For-Tat 2/4/25
Frank Holland and the Investment Committee debate the Trade War and what it means for the market and your money. Plus, Planatir hitting new all-time highs, it’s our Chart of the Day. And later, Brian Belski joins us with his portfolio rebalance, he details all the moves Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Tariff Turnaround 2/3/25
Frank Holland and the Investment Committee debate the tariff turnaround as stocks come off their lows after the White House pauses tariffs on Mexico for one month. Plus, Joe Terranova details his quarterly ETF rebalance. And later, Brian Sullivan joins us with the latest on the oil markets as tariffs loom. 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’s No Good, Very Bad Week 1/31/25
Scott Wapner and the Investment Committee debate Nvidia, Apple and Tariffs with special guest Jim Cramer. Plus, Deckers sinks on weak Q4 outlook, it's our Chart of the Day. And later, the desk discusses 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.
Mega Cap Moment of Truth 1/30/25
Scott Wapner and the Investment Committee debate the aftermath of Meta and Microsoft earnings and the look ahead for the market. Plus, the desk making some major portfolio moves, they reveal them all. And later, Josh Brown shares 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.
The Moment of Truth for Mega Cap Tech 1/29/25
Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen and more. And later, the desk discuss the latest Calls of the Day and how to trade the names. 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.
AI and Big Tech 1/28/25
Scott Wapner and the Investment Committee debate the AI fallout as Nvidia tries to bounce back after its worst selloff in years. Plus, former Disney CEO Michael Ovitz joins us to discuss AI, Tech, and what it means for the future of Media and Technology. And later, billionaire Investor Mark Cuban calls in to discuss the AI and tech 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 Deepseek Selloff 1/27/25
Scott Wapner and the Investment Committee debate the AI stock plunge as fears of an emerging Chinese competitor take over the market. Plus, Josh Brown making a new buy in this home improvement name, he explains why he’s buying it now. And later, the Committee 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.
The Road Ahead for the Record-Setting Rally 1/24/25
Scott Wapner and the Investment Committee debate the road ahead for stocks with some making the case that this rally still has a long way to go. Plus, the desk debates some fintech Calls of the Day. And later, former NFL player Brandon Copeland joins us to discuss the big business of college football. 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.
Battle Over the Broadening 1/23/25
Scott Wapner and the Investment Committee debate the best way to play this bull market. The panel reacts to President Trump’s address to world economic leaders at Davos. The experts detail their latest portfolio moves. Josh Brown updates 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.
The AI Stock Surge 1/22/25
Scott Wapner and the Investment Committee debate the AI stock surge and what it means for your money. Plus, Steve Weiss making some major portfolio moves, he shares the details of his trades. And later, the Committee discuss the latest Calls of the Day in Royal Caribbean and Costco. 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 Trump Trade 1/21/25
Scott Wapner and the Investment Committee debate the Trump 2.0 Trade and where your money will work best. Plus, the desk discusses some of their stocks that are on the move today. And later, we cover the latest Calls of the Day on Teradyne, Reddit, Northrop Grumman and more. 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.
Back on Track 1/17/25
Frank Holland and the Investment Committee discuss the Dow and S&P as they head for their best weeks since November with rates falling and big tech popping. Plus, the desk making some major portfolio moves, we reveal them all. And later, the Committee 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.
Stocks Surge on Rate Relief 1/15/25
Scott Wapner and the Investment Committee discuss today’s stock surge as the latest inflation report brings some much-needed rate relief. The experts detail their latest portfolio moves. The Calls of the Day include Netflix, Walmart, Devon Energy, and EQT. Jenny Harrington explains her dividend investing strategy. The Setup ahead of earnings includes UnitedHealth, Taiwan Semiconductor and Fastenal.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 and Rates Rise Together? 1/14/25
Scott Wapner and the Investment Committee debate the battle between rates and stocks and what it means for where the markets might go from here. Plus, the Investment Committee detail their latest portfolio moves. And later, Josh Brown shares some updates to his “Best Stocks in the Markets” 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.
Rising Rates and Falling Stocks 1/13/25
Scott Wapner and the Investment Committee discuss rising rates and whether the bullish backdrop has now changed. The experts detail their latest portfolio moves. Josh Brown revisits 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.
Can Stocks Withstand the Rate Surge? 1/10/25
Scott Wapner and the Investment Committee debate the blowout jobs report pushing yields higher and stocks lower. The desk debates the fallout for the market and your money. Plus, the Committee discuss the crypto trade with the Trump administration taking office later this month, CNBC’s Tanaya Macheel 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 Great Rate Shock 1/8/25
Scott Wapner and the Investment Committee discuss if rising rates will ruin the rally. The experts detail their latest portfolio moves. The Calls of the Day include Leidos, Accenture, Travelers, and Allstate. The panel debates the software playbook for 2025. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. 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: Breakout or Breakdown 1/7/25
Scott Wapner and the Investment Committee debate the Nvidia reversal as the stock trades at record highs. Plus, the desk discusses the latest Calls of the Day in Shake Shack, Lululemon, Freeport-McMoran and more. And later, Josh Brown discusses the risks of a purely dividend-focused stock strategy. 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 Nvidia Comeback 1/6/25
Scott Wapner and the Investment Committee debate Nvidia’s comeback as the stock surges to start the new year. Plus, the desk making some major moves in their portfolios, they reveal them all. 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 2025 Portfolio Rebalance 1/3/25
Courtney Reagan and the Investment Committee debate the big moves the desk is making as we start a new year of trading. Plus, the Committee discuss the latest Calls of the Day on Netflix, Dell, TJX and more. And later, the road ahead for crypto in 2025. 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 2025 Playbook 1/2/25
Courtney Reagan and the Investment Committee discuss the first trading day of 2025 and what’s to come for stocks and your money. Plus, Josh Brown says this Joe Terranova name is shaping up to be one of the best stocks in the market. And later, the desk discusses the travel trade in 2025. 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.
Final Trading Day of the Year 12/31/24
Frank Holland and the Investment Committee discuss the final trading hours of the year. Plus, Communication Services and Tech leading the charge again, up nearly 40 percent this year, the Committee reveal their 2025 strategies. And later, class is in session, Josh Brown shares his Trade School on ETFs in the new year. 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.

CNBC Pro Talks: Grayscale's Zach Pandl on bitcoin's rally and the crypto market's setup for 2025 12/31/24
CNBC's Tanaya Macheel speaks with Zach Pandl, Managing director of research for Grayscale, to break down the cryptocurrency market's explosive 2024. Pandl also shares what thinks could drive digital asset prices even higher in 2025 and takes questions from Pro subscribers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Stock Selloff 12/30/24
Frank Holland and the Investment Committee debate the selloff in stocks as we get ready to close the books on December. Plus, we discuss some Committee stocks on the move today. And later, Nat Gas is up 58% year-to-date, the desk debates the energy 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 Fate of the Rally 12/27/24
Frank Holland and the Investment Committee debate the fate of the rally as stocks come under pressure one of the last trading days of the year. Plus, Josh Brown shares his bull case for Starbucks as the stock heads into year-end down over 3%. And later, Kevin Simpson reveals his latest portfolio move. 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 Pull Off a Year-End Rally 12/26/24
Frank Holland and the Investment Committee debate whether stocks can pull off a year-end rally with only 4 trading days left in 2024. Plus, the Committee discuss some of Wall Street’s favorite stocks for the New Year including 3M, Amazon and Dell. And later, we’ll give Bryn Talkington her year-end portfolio 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.
Trading the Final Stretch 12/23/24
Scott Wapner and the Investment committee debate the final stretch with just six trading days left in 2024. Plus, the Committee share their latest portfolio moves. And later, Rob Sechan gets his year-end portfolio graded. 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 fate of the rally 12/20/24
The investment committee debates the fate of the rally as stocks bounce midday. Plus, we debate the trade on Jenny Harrington's newest buy. And we're talking the committee's big winners and losers as we close out 2024. 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.
Post-Fed Portfolio Moves 12/19/24
Scott Wapner and the Investment Committee debate the next moves for the market. Senior Markets Commentator Michael Santoli joins with his Midday Word. Josh Brown talks about Warner Brothers Discovery as the new Superman trailer is released. The experts review some of their top leaders and laggards in the Halftime year-end report card.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 roars back 12/18/24
Scott Wapner and the Investment Committee debate if Nvidia can regain its momentum. The experts detail their latest portfolio moves ahead of the Fed decision. Our Calls of the Day are on Tesla, Uber, Citizens Financial, and Netflix. CNBC Senior Markets Commentator Michael Santoli joins with is Midday Word. The Setup ahead of earnings includes Lennar, Accenture, and Cintas. 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.
Rally or retreat to end 2024? 12/17/24
The investment committee debates what stocks could do in the last two weeks of the year. Should you stick with what’s working or look for opportunity beyond the Magnificent 7? Plus, Bitcoin continues to rally – why one trader says to keep riding the momentum. And the Dow’s next move as the index heads for its ninth straight day of declines. 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.
Stick with what’s working for 2025? 12/16/24
With two weeks to go in 2024, the Investment Committee debates the momentum in the tech trade and whether it can keep rallying in the new year. Plus, the next move for semiconductors as Broadcom hits a new record high. And Nike quarterly results – the company has underperformed but could this be an inflection point?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.