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Halftime Report

Halftime Report

1,453 episodes — Page 8 of 30

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

Time to Take Some Profits? 11/12/24

Courtney Reagan and the Investment Committee debate the state of stocks as the record rally takes a breather. The experts detail their latest portfolio moves. The Chart of the Day is bitcoin. The Calls of the Day include Snowflake, Wells Fargo, and Salesforce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 12, 202442 min

Trading the Post-Election Surge 11/11/24

Scott Wapner and the Investment Committee debate the post-election surge and how long it might last. Plus, Jim Lebenthal buying more of one pharma stock getting slammed today, he reveals why. And later, the desk gives you the setup on earnings 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.

Nov 11, 202447 min

Taking Stock of the Rally 11/8/24

Scott Wapner and the Investment Committee discuss the amazing week for the markets as stocks close in on yet another milestone. Plus, the desk reveal their latest portfolio moves. And later, Josh Brown calls in with a trade update on two of his food 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.

Nov 8, 202444 min

The Rally and the Rate Cut 11/7/24

Scott Wapner and the Investment Committee debate the rally in stocks with another rate cut likely today. Plus, Vistra surging after earnings, it’s our Chart of the Day, Rob Sechan owns it and calls in with his strategy. And later, Josh Brown gives you the setup on two of his names reporting after the bell todayInvestment 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 7, 202444 min

The Trump Trade 11/06/24

Scott Wapner and the Investment Committee discuss the market surging today as Donald Trump is elected President once again. Plus, the Healthcare trade is ripping today, the desk discusses how to trade the move. 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.

Nov 6, 202443 min

The Election Front and Center 11/5/24

Scott Wapner and the Investment Committee discuss the election and what the results will mean for the market and your money. Plus, Oppenheimer raises their price targets for the big banks, it’s our Call of the Day, the Committee debate it. 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.

Nov 5, 202444 min

A Critical Week for Stocks 11/4/24

Scott Wapner and the Investment Committee debate the critical week for stocks with the election tomorrow and a Fed decision looming. Plus, Josh Brown making some major moves in his portfolio, he reveals his latest buys. And later, the Committee 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.

Nov 4, 202444 min

The State of Play for Stocks 11/1/24

Scott Wapner and the Investment Committee debate the state of play for stocks with mega cap earnings out of the way and the Election and the Fed looming large. Plus, Steve Weiss and Josh Brown making some moves in their portfolios, they give you the details. And later, the Investment Committee 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.

Nov 1, 202444 min

The Mega Cap Melt 10/31/24

Scott Wapner and the Investment Committee debate big tech as Meta and Microsoft fall after earnings. Apple and Amazon on deck tonight. The desk explains their latest portfolio moves. Josh Brown and Bill Baruch also join in with their latest trades. Calls of the day include KLA Corp., Target, and GE Healthcare.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.

Oct 31, 202444 min

Will Microsoft and Meta Deliver? 10/30/24

Scott Wapner and the Investment Committee count down to Meta and Microsoft earnings after Alphabet beats and the stock surges. Plus, the desk debates the latest Calls of the Day. And later, the Committee give you the Earnings Setup for some stocks 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.

Oct 30, 202449 min

Big Tech Takes Center Stage 10/29/24

Scott Wapner and the Investment Committee prepare for Alphabet Earnings as big tech takes center stage. Plus, the Committee making some portfolio moves, they break them all down. And later, the desk talks about some other non-tech 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.

Oct 29, 202442 min

Big Tech’s Big Week 10/28/24

Scott Wapner and the Investment Committee debate the biggest week for tech with the Nasdaq riding a seven-week winning streak. Plus, one of the committee members is trimming Alphabet, they explain why. And later, JPM’s Steven Tusa joins us with his bullish case on 3M, it’s our Call 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.

Oct 28, 202444 min

Bracing for Mega Cap Earnings 10/25/24

Scott Wapner and the Investment Committee brace for big tech as mega caps are ready to report earnings next week. Plus the Committee making some major moves in their portfolio, they reveal their latest trades. And later, Deckers up double digits today after reporting earnings, it’s our Chart 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.

Oct 25, 202444 min

CNBC Pro Talks: How Carter Worth knows when it’s time to sell 10/22/24

CNBC’s Dominic Chu speaks with Carter Braxton Worth, founder and CEO of Worth Charting LLC, to find out how he uses charting alongside his 35 years of Wall Street expertise to decide which stocks are overbought and which could be on the cusp of an upswing. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks] Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 25, 202417 min

The State of Stocks 10/24/24

Scott Wapner and the Investment Committee discuss the state of play for stocks with the election and big tech earnings getting closer. The chart of the day is ServiceNow hitting a new record intraday high. The experts debate a large group of earnings movers and analyst 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.

Oct 24, 202443 min

Popping Yields, Dropping Stocks 10/23/24

Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is linked to the Quarter Pounder, it’s our Chart of the Day. 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.

Oct 23, 202444 min

Positioning Your Portfolio 10/22/24

Scott Wapner and the Investment Committee discuss the state of play for stocks with election day only two weeks away and big earnings on the horizon. Plus, Boeing Machinists are voting tomorrow on their strike, Phil Lebeau joins us with the Union President to discuss the latest on the strike and what’s next for his members. 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.

Oct 22, 202444 min

The State of Play for Stocks 10/21/24

Scott Wapner and the Investment Committee debate the state of play for stocks as a big week for earnings gets underway. Plus, the Committee break down the latest Calls of the Day. And, 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.

Oct 21, 202442 min

Positioning for the Bull Market 10/18/24

Scott Wapner and the Investment Committee debate how to best position your portfolio as the Dow comes off another record high. Plus, Kevin Simpson making some moves in his portfolio, he reveals the details. And later, the Investment Committee 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.

Oct 18, 202444 min

The Everything Rally 10/17/24

Scott Wapner and the Investment Committee debate the everything rally as stocks continue hitting record highs. Plus, the desk debate the latest Calls of the Day. And later, we’ve got a trade update on one name Josh recommended to a special guest last month. 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.

Oct 17, 202444 min

The Fate of the Rally 10/16/24

Brian Sullivan and the Investment Committee debate whether investors are being too bullish as stocks eye fresh record highs. Plus, the desk shares their latest portfolio moves including a sell on ASML and a trim of Netflix. And later, the Committee 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.

Oct 16, 202444 min

The Playbook at Record Highs 10/15/24

Scott Wapner is live from the Cais Alternative Investment Summit in Beverly Hills today with some exclusive interviews from several industry leaders. Plus, the Investment Committee debate the latest Calls of the Day. And later, Ian Charles tells us why his firm has focused on arguably the hottest alternative asset class of all, Sports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 15, 202449 min

Bull Market Enters Year 3 10/14/24

Brian Sullivan and the Investment Committee discuss stock hitting record highs as the bull market enters its third year. Plus, the desk making some moves in their portfolio. And later, we 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.

Oct 14, 202443 min

S&P 500 Hits Major Milestone 10/11/24

Scott Wapner and the Investment Committee discuss the rally as the S&P 500 tops 5,800 for the first time. The chart of the day is Tesla, as shares drop after its robotaxi event. Calls of the day include Netflix, AbbVie, and Regeneron. The experts give the setup on key earnings to report next 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.

Oct 11, 202444 min

The Fate of the Rally 10/10/24

Scott Wapner and the Investment Committee debate the record run for stocks as the markets digest another inflation report. The experts detail their latest portfolio moves. Kristina Partsinevelos joins with a News Alert on AMD. Calls of the Day include Netflix, PayPal, Honeywell, and more. Bob Pisani takes a look at the China trade in today’s ETF Edge. Plus, the desk reacts to new details on Pfizer’s activist fight.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.

Oct 10, 202437 min

The Bull Market’s Birthday 10/9/24

Scott Wapner and the Investment Committee mark the second year of the bull market and debate where stocks go from here. Plus, we discuss the latest Calls of the Day. And later, the Committee 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.

Oct 9, 202444 min

The State of the Tech Trade 10/8/24

Scott Wapner and the Investment Committee debate the state of the tech trade as Nvidia crosses back into a 3 trillion dollar market cap while other top tech names get downgrades. Plus, Rick Rieder joins us to share his view of the market. 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.

Oct 8, 202444 min

The 4-Week Rally 10/7/24

Scott Wapner and the Investment Committee discuss the market as stocks are up 4 weeks in a row. They debate where the markets go with yields & oil rising and earnings season on tap. Plus, Brian Belski joins us for the hour with multiple moves in his portfolio, he shares the details. And later, the desk discuss the latest Calls of the Day, including a Street Fight brewing around 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.

Oct 7, 202444 min

“Goldilocks” for Stocks? 10/4/24

Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and debate whether stocks are in a “Goldilocks” range. Plus, the desk talks about some stocks on the move and how to play them. And later, Mike Santoli joins us with his mid-day 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.

Oct 4, 202444 min