Halftime Report

Frank Holland and the Investment Committee debate where stocks are headed from here as the S&P 500 looks to snap a five-week win streak.  Plus, a Chart of the Day on Carmax, the stock is up 9% today, Karen Firestone owns it and calls in to discuss.  And later, the Investment Committee grade your latest trades.   Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.a...

Scott Wapner and the Investment Committee debate who is really in charge of this market right now and what it means for you money. The Call of the Day is a downgrade of Tesla by Morgan Stanley. The panel details their latest portfolio moves. And, our Chart of the Day is Boeing, as shares slip after a key parts supplier pauses production.  Investment Committee Disclosures Hosted by Simplecast, an A...

Scott Wapner and the Investment Committee react to Fed Chair Powell's testimony and what it all means for your money as the rally loses steam. Plus, our Chart of the Day is FedEx, lower after earnings. Three bullish Calls of the Day on Nike, Uber and Adobe. Energy leading today, how the panel is positioned in the sector. And the Setup on CarMax ahead of the print tomorrow.  Investment Committee Di...

Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our experts talk transports as FedEx reports after the bell. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz...

Frank Holland and the Investment Committee debate whether the market rally is for real as the S&P 500 tries for its 7th straight day of gains.  Plus, We’ve got a Call of the Day on SOFI, getting a downgrade from two firms, the Investment Committee weigh in on the banks. And later, a Trade School on Homebuilders, how should you trade this sector.   Investment Committee Disclosures Hosted by Simplec...

Scott Wapner and the Investment Committee debate why the market is rallying despite the Fed’s message.  Plus, a Chart of the Day on Tesla, the stock breaking its 13-day winning streak.  And later, we’ve got some Calls of the Day on some crypto names like Coinbase and Bitcoin.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...

Scott Wapner and the Investment Committee give the big money setup ahead of today’s Fed Decision. Plus, the one healthcare stock weighing on the Dow today. 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.

Scott Wapner and the Investment Committee discuss the lowest inflation print in two  years and what it means for the rally ahead of tomorrow’s Fed decision. The Chart of the Day is Oracle, hitting all-time highs after earnings. The Call of the Day is a downgrade of Apple at UBS. Plus, the panel grades your latest trades. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...

Scott Wapner and the Investment Committee discuss the winning streak for stocks and whether it can last.  Plus, the Call of the Day is on Tesla. And the Chart of the Day is on Oracle, hitting new all-time highs ahead of earnings after the bell.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...

Scott Wapner and the Investment Committee debate if the Bull market is back, as the S&P 500 is now 20% off the October lows. The panel details their latest portfolio moves. The Calls of the Day include bullish notes on Meta, Microsoft, Adobe, CrowdStrike and Netflix. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

Scott Wapner and the Investment Committee discuss whether the big tech trade has reached a near-term top. The Calls of the Day include Las Vegas Sands, Wynn Resorts, Rio Tinto, NextEra Energy and Aptiv. The panel grades your latest trades. And, our experts get you set up for DocuSign ahead of earnings after the bell. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pc...

Scott Wapner and the Investment Committee discuss the next move for stocks as the S&P 500 hovers near its highest level since August 2022. BMO Chief Investment Strategist Brian Belski joins us as he raises his S&P target to one of the highest on the street. The Calls of the Day include two bullish notes on Netflix, plus Fundstrat’s latest view on biotech. The panel also debates the best places to...

Scott Wapner and the Investment Committee discuss Apple the day after its worldwide developers conference. The stock getting a downgrade at D.A. Davidson. Analyst Tom Forte is with us to explain. Plus, Halftime Headliner Walter Isaacson joins to talk AI mania and more. The panel also details their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. S...

Scott Wapner and the Investment Committee discuss Apple, as the stock hits a new intraday high ahead of its Worldwide Developers Conference today. Plus, our experts detail their latest portfolio moves in this market. And we hit a few big Calls of the Day on Oracle and Estee Lauder. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

Scott Wapner and the Investment Committee discuss whether now is the time to get more bullish on the markets. The Chart of the Day is Lululemon, as shares pop after earnings. Plus, the retail stock Odyssey Capital Advisors’ Jason Snipe is selling. Hightower’s Stephanie Link calls in for reaction on Broadcom. And our experts grade your trades.   Investment Committee Disclosures Hosted by Simplecast...

Scott Wapner and the Investment Committee discuss the much-hyped AI trade, as several stocks in the space take a breather. The panel details their latest portfolio moves. The Call of the Day is on Target, as the retailer gets a downgrade. The Chart of the Day is on Toast, as this stock gets a big buy call. And our experts grade your trades. Investment Committee Disclosures Hosted by Simplecast, an...

Scott Wapner and the Investment Committee discuss the state of stocks on this last trading day of the month and what likely lies ahead for your money. The Chart of the Day is on Advance Auto Parts, as the shares of the retailer plummet on a huge profit miss. The panel gets you set up for a few more earnings this week, including Dollar General and Lululemon. And our experts grade your latest trades...

Scott Wapner and the Investment Committee debate whether there are signs of bubble trouble in the AI trade as Nvidia tops $1 trillion in market cap. The Calls of the Day include bullish notes on ChargePoint, PayPal and Johnson & Johnson. The panel sets you up for Salesforce and CrowdStrike earnings this week. And our experts grade your trades. Investment Committee Disclosures Hosted by Simplecast,...

Scott Wapner and the Investment Committee discuss the amazing move in semiconductor stocks this week. The chip stock soaring today is Marvell Technology, Blue Line Capital Founder Bill Baruch joins us for The Chart of the Day. Plus, Hightower’s Stephanie Link calls in with a Trade Alert on her latest portfolio moves. The panel reacts to today’s top analyst stock calls of the day, including an upgr...

Scott Wapner and the Investment Committee react to our Chart of the Day: Nvidia, as shares soar. The Call of the Day is on Dow stock Disney. Plus, the panel discusses the housing trade, as Toll Brothers gets an upgrade by RBC. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Scott Wapner and the Investment Committee discuss tech and the AI trade ahead of Nvidia’s earnings after the bell. The panel also details their latest portfolio moves. The Call of the Day is on Eli Lilly, with two bullish notes out on the stock. And our experts grade your recent trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...

Scott Wapner and the Investment Committee debate how long the tech tailwind can last and what happens if it doesn’t. Plus, a Trade Alert from Josh Brown, he details his position on Toast. The Chart of the Day is Broadcom, as shares hit new highs on a deal with Apple. The Call of the Day is an upgrade for Chevron. And our experts grade your recent trades. Investment Committee Disclosures   Hosted b...

Scott Wapner and the Investment Committee discuss the road ahead as several of the biggest names in technology hit new highs, but Apple is hit with a rare downgrade. The Chart of the Day is on Micron, as shares fall after Beijing says it poses a “major security risk.” The Call of the Day is on Nike, as Citi opens a negative catalyst watch on the stock. And our experts get you setup for some of the...

Scott Wapner and the Investment Committee discuss the move in stocks as the debt ceiling duel appears to take a negative turn. Our experts are making moves in their portfolios. Bryn Talkington and Bill Baruch go through their trades. The Call of the Day is on Devon Energy, as Mizuho names it a top pick. And Jim Lebenthal calls in for reaction on Deere after it beat the street on earnings. Investme...

Scott Wapner and the Investment Committee discuss what the real story is with AI stocks, whether it’s time to buy in to the hype or not? Plus, our experts are making moves in their portfolios. Jenny Harrington and Jim Lebenthal detail their trades. And Josh Brown talks about the breakout he’s seeing in Oracle.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adsw...