Halftime Report

Scott Wapner and the Investment Committee discuss what a debt limit deal could mean for stocks, as some suggest an agreement might not be that far away. Discretionary stocks rising, Stephanie Link calls in with her reaction to Target and TJX earnings results. The Calls of the Day are two bullish notes on Salesforce and CrowdStrike. Plus, the setup on Cisco Systems ahead of earnings after the bell....

Scott Wapner and the Investment Committee debate the Big Money’s big AI bets and what it says about the stocks that can still work in this market. The Chart of the Day is Home Depot, shares lower after posting its worst revenue miss in about 20 years. And Stephanie Link is making moves in her portfolio, she goes through her latest buys.  Investment Committee Disclosures Hosted by Simplecast, an Ad...

Scott Wapner and the Investment Committee debate the technology sector and whether the space is about to crack or if it can keep climbing. Joe Terranova discusses his recent buy, Datadog. The Chart of the Day is Magellan Midstream Partners, as shares soar on news ONEOK will acquire it. And Josh Brown joins us to react to Shake Shack's pop.   Investment Committee Disclosures Hosted by Simplecast, a...

Scott Wapner and the Investment Committee debate if the tech trade is still a winner or if you should take some profits after this year’s early run. The Call of the Day is a downgrade for Disney. Our experts set you up for earnings in the week ahead with three Dow stocks on deck. Legendary broadcaster Al Michaels joins us with a look ahead to Thursday Night Football on Amazon Prime. And the panel...

Scott Wapner and the Investment Committee discuss what the state of the economy, debt ceiling and regional bank declines means for your money. Plus, the bright spot, Alphabet shares higher after its annual I/O conference. The Chart of the Day is Disney, shares having its worst day since November. The Calls of the Day include analyst notes on Block, Roblox and Northrop Grumman. And our experts grad...

Scott Wapner and the Investment Committee discuss the better-than-feared CPI report, and what it means for stocks and your money. Wharton’s Professor Jeremy Siegel joins the panel to react. The Chart of the Day is on Twilio, sinking on a weaker-than-expected revenue forecast. Plus, our experts get you setup on Disney ahead of earnings after the bell. Investment Committee Disclosures Hosted by Simp...

Scott Wapner and the Investment Committee discuss the critical market events this week and what it means for your investments. The Chart of the Day is on Skyworks, as shares of the semiconductor stock trade lower on weaker than expected guidance. Calls of the Day include bullish notes on energy and industrials.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.ads...

Scott Wapner and the Investment Committee debate which way stocks are likely to go as one top strategist bumps his S&P target, while another says not so fast. Plus, a recap of Warren Buffett from Berkshire Hathaway’s annual meeting. Buffett’s comments on the banks, Apple and Occidental Petroleum. An upgrade for Albemarle is our Call of the Day. And our experts react to the pop in cybersecurity sto...

Scott Wapner and the Investment Committee discuss a tough week for stocks and the road ahead after another rate hike, today’s jobs report, apple earnings and the regional bank turmoil. The Call of the Day is Credit Suisse’s upgrade of software to overweight. Our experts also making some moves in their portfolios.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.a...

Scott Wapner and the Investment Committee discuss another rate hike by the Fed and more regional bank turmoil. Plus- our experts get you setup for Apple’s earnings after the bell. The Chart of the Day is on Paramount Global, as shares plunge after missing street expectations. We also bring you Josh Brown's latest buy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See p...

Scott Wapner and the Investment Committee discuss the road ahead for your money, as Wall Street awaits the Fed rate decision. Our experts are making moves in their portfolios. Plus, the panel gets you setup for Apple earnings on Thursday. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...

Scott Wapner and the Investment Committee discuss the market selloff ahead of a pivotal Fed meeting on interest rates. BMO’s Brian Belski joins us to defend his base case for the S&P hitting 4300.  Plus, Stephanie Link is making moves in her portfolio, buying UPS.  And our Chart of the Day is on Uber, the stock trying for its best day of the year after earnings results. Investment Committee Disclo...

Scott Wapner and the Investment Committee discuss the state of stock as a new month begins and a big week gets underway.  Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more.  And later, Joe Terranova is rebalancing his JOET ETF, he reveals his new strategy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...

Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in.  Plus, we’ve got a chart of the day on one oil name that just beat on earnings.  It’s higher today.  And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.a...

Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it.  Plus, we’ve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs.  And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group.   Investment Committee Disclosures Hosted...

Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Plus, the latest on First Republic’s dramatic drop. We’ve also got a bearish Call of the Day on one financial services stock that a few of our experts own. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Au...

Courtney Reagan and the Investment Committee discuss and debate a big batch of today’s earnings results and get you ready for two tech titans reporting after the bell. Plus, a Chart of the Day on First Republic Bank, as shares sink. Our Calls of the Day include bullish commentary on two consumer-related stocks. And the panel grades your latest trades on CVS and Wynn Resorts. Investment Committee D...

Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Plus, a Chart of the Day on the top performing sector this month. And our experts grade your latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See...

Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Plus, our Call of the Day on two big upgrades for one transportation stock. And our experts are making moves in their portfolios. We run through the latest trades. Investment Committee Disclosures Hosted by Simplecast, an...

Scott Wapner and the Investment Committee discuss the mixed bag of earnings and weak economic data. Plus, where the panel stands on energy as crude oil hits 3-week lows. A Call of the Day on one big defense player getting a downgrade. And later, our experts grade your latest trades on Albemarle and Accenture. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...

Scott Wapner and the Investment Committee debate what’s at stake for the NASDAQ as the biggest market cap companies begin to release earnings.  Plus, we’ve got a Chart of the Day on Morgan Stanley, it’s the final big bank to report earnings.  The Committee discuss what to do with the name and the sector.  And later, a Call of the Day on Paypal, getting a price target cut, the stock is down 28% in...

Scott Wapner and the Investment Committee debate the vaporized Vix and what the collapse of volatility says about the state of stocks.  Plus, a Call of the Day on NVIDIA, the stock getting a double upgrade.  And later, Valero down 9% this month, the Investment Committee debate what to do with oil stocks from here in our Chart of the Day.   Investment Committee Disclosures Hosted by Simplecast, an...

Scott Wapner and the Investment Committee discuss whether one of the best starts to earnings in a decade is enough to keep stocks moving higher.  Plus, a Chart of the Day on Alphabet, the stock down today on reports that Samsung debated switching to Bing on it’s devices for search.  And later, a Call of the Day on Uber, the stock is a top pick at Jefferies, the Investment Committee debate what to...

Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...

Scott Wapner and the Investment Committee debate if technology is teetering or just taking a breather, as the sector is among the worst performers this month. Plus, a Call of the Day on Merck, upgraded to buy at Citi. And, a Chart of the Day on Delta, as the airline forecasts a record-breaking summer. Our experts also grade your latest trades on Cleveland-Cliffs and Tesla.   Investment Committee D...