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Halftime Report

Halftime Report

1,482 episodes — Page 8 of 30

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.

Jan 30, 202544 min

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.

Jan 29, 202542 min

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.

Jan 28, 202549 min

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.

Jan 27, 202544 min

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.

Jan 24, 202547 min

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.

Jan 23, 202549 min

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.

Jan 22, 202547 min

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.

Jan 21, 202547 min

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.

Jan 17, 202544 min

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.

Jan 15, 202547 min

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.

Jan 14, 202544 min

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.

Jan 13, 202544 min

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.

Jan 10, 202547 min

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.

Jan 8, 202544 min

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.

Jan 7, 202544 min

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.

Jan 6, 202549 min

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.

Jan 3, 202544 min

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.

Jan 2, 202544 min

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.

Dec 31, 202443 min

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.

Dec 31, 202421 min

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.

Dec 30, 202444 min

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.

Dec 27, 202443 min

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.

Dec 26, 202444 min

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.

Dec 23, 202444 min

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.

Dec 20, 202443 min

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.

Dec 19, 202444 min

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.

Dec 18, 202444 min

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.

Dec 17, 202443 min

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.

Dec 16, 202444 min

Is a Year-End Run Likely? 12/13/24

Scot Wapner and the Investment Committee debate the year’s final stretch and whether another run for stocks is likely. Plus, Broadcom surging today after earnings and hitting a trillion-dollar market cap, it’s our Chart of the Day. And later, the desk 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.

Dec 13, 202444 min

The Trump Bump and Stocks 12/12/24

Scott Wapner and the Investment Committee debate the Trump Bump as the President-Elect rings the opening bell at the NYSE. Plus, Adobe tumbling lower today, it’s our Chart of the Day, Jim Lebenthal is holding onto it, he explains why. 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.

Dec 12, 202444 min

The Return of Big Tech 12/11/24

Scott Wapner and the Investment Committee discuss Nasdaq crossing 20,000 for the first time and what it means for the market from here. Plus, the desk detail some of their stocks that are on the move. And later, the Committee 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.

Dec 11, 202440 min

Momentum Meltdown 12/10/24

Scott Wapner and the Investment Committee debate the momentum meltdown as the strategy suffers its worst day in months. Plus, the desk is making some portfolio moves, they reveal all the details. And later, the Committee discusses the latest Calls of the Day in Block, Broadcom and UPS 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.

Dec 10, 202444 min

6,100 in Sight for the S&P 12/9/24

Scott Wapner and the Investment Committee debate the run for stocks as 6,100 is in sight for the S&P 500. Plus, Reddit hitting all time highs, it’s our Chart of the Day, shareholder Josh Brown calls in with his thoughts. And later, Steve Weiss reveals his 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.

Dec 9, 202444 min

Keep Buying the Rally? 12/6/24

Scott Wapner and the Investment Committee discuss rising stocks and whether you should keep buying the rally. Plus, Docusign surging after earnings, it’s our Chart of the Day. 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.

Dec 6, 202444 min

The Record-Setting Rally 12/5/24

Scott Wapner and the Investment Committee debate the record-setting rally and how to play it from here. Anthony Scaramucci joins us to discuss the crypto surge and his new book “The Little Book of Bitcoin” Plus, the desk discusses the latest Calls of the Day on Toast, Abbvie and Berkshire Hathaway. And later, Josh Brown shares some stocks on his market watchlist. 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.

Dec 5, 202444 min

Tech Surges Back 12/4/24

Scott Wapner and the Investment committee debate the resurgence in the as the Nasdaq hits a new record high. Plus, Nike falling today after missing earnings, it’s our Chart of the Day. And later, the desk discuss the latest Calls of the Day in Uber and Apollo Global. 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.

Dec 4, 202444 min

Positioning at Record Highs 12/3/24

Scott Wapner and the Investment Committee discuss stocks hovering at record highs as the desk make some major portfolio moves. Plus, the Committee debate the latest Calls of the Day. And later, Kate Rooney joins us with the latest comments from Andy Jassy at the Amazon re:Invent Conference in Las Vegas. 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.

Dec 3, 202447 min

Trading the Year’s Final Stretch 12/2/24

Scott Wapner and the Investment Committee debate what the final stretch of the year will hold for stocks. Plus, Intel’s CEO Pat Gelsinger is stepping down and Jenny Harrington is selling, it’s our Chart of the Day. And later the Invest Committee debate the latest Calls of the Day in Tesla and Block.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.

Dec 2, 202443 min

Positioning into Year-End 11/27/24

Frank Holland and the Investment Committee discuss the fate of the record rally as we head into the final stretch of the year. Plus, the desk debates the latest Calls of the Day. And later, the Committee reveal their biggest winners and losers for November, and what they’re doing with those stocks now. 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.

Nov 27, 202440 min

Trading Trump and Tariffs 11/26/24

Scott Wapner and the Investment Committee discuss the rally amid potential tariffs coming with the new administration. Plus, Amgen on pace for its worst day since October, 2000, it’s our Chart of the Day, the desk debates the name and the biotech sector. And late, the Investment Committee debate the latest Calls of the Day on Zoom and Delta. 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.

Nov 26, 202444 min

The Rally Continues 11/25/24

Scott Wapner and the Investment Committee debate how far stocks can rally as the market hits new all-time highs. Plus, UBS reiterates their sell on Tesla, it’s our Call of the Day. And later, the desk details 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.

Nov 25, 202444 min

CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24

CNBC's Dominic Chu speaks with Dan Clifton, partner and head of policy research for Strategas Securities, to look beyond the postelection rally and find out which businesses could get a boost in Trump's next term. Plus, he takes stock-specific 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.

Nov 25, 202422 min

Brad Gerstner Joins us Live in San Francisco 11/21/24

Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus, Snowflake surging today, it’s our Chart of the Day. Brad Gerstner and Stephanie Link both own the stock and discuss what’s next for the name. 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.

Nov 21, 202449 min

Markets Brace for Nvidia 11/20/24

Scott Wapner and the Investment Committee are live from the Schwab Impact Conference in San Francisco discussing the current market set-up and gearing up for Nvidia earnings tomorrow. Plus, Target plunging today to a 52-week low after earnings, it’s our Chart of the Day, shareholder Stephanie Link calls in to detail her strategy on the name. And later, Jeffrey Kleintop, Schwab Chief Global Investment Strategist join's CNBC's "Halftime Report" to discuss global strategies and his 2025 outlook 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.

Nov 20, 202443 min

Geopolitical and Regulatory Risks to the Market 11/19/24

Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps into positive territory. Plus, Kate Rooney joins us with an exclusive interview with Robinhood CEO Vlad Tenev and TradePMR CEO Robb Baldwin as they announce Robinhood’s purchase of TradePMR. And later, a Call of the Day on Reddit, getting a big price target raise at Piper Sandler. 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.

Nov 19, 202443 min

The Fate of the Rally 11/18/24

Scott Wapner and the Investment Committee debate the fate of the rally as the post-election pop has begun to cool. Plus, Tesla surging since the election, it’s our Chart of the Day, the desk debates how to trade the stock now. And later, Netflix hitting a new record high, the Investment Committee discuss their streaming 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.

Nov 18, 202443 min

Nvidia Earnings Looming 11/15/24

Scott Wapner and the Investment Committee debate the state of stocks as Nvidia earnings loom large next week. Plus, Kevin Simpson and Jenny Harrington share their latest portfolio moves. And later, The Investment Committee discuss how the Tyson/Paul fight tonight on Netflix will affect the stock and how you should trade it. 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.

Nov 15, 202443 min

Playing the Post-Election Pop 11/14/24

Scott Wapner and the Investment Committee debate the post-election rally and how to position your portfolio into year-end. Plus, Josh Brown says some stocks are poised for a breakout, he shares the details. And later, Steve Weiss buys Bitcoin again, he explains why. 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.

Nov 14, 202449 min

Keep Buying the Rally? 11/13/24

Scott Wapner and the Investment Committee debate the post-election rally and how to trade it now. Plus, the Investment Committee discuss what they’re buying and selling at record highs. And later, we cover 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.

Nov 13, 202441 min