CNBC
Halftime Report
Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.
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Episodes
The Rally’s Next Leg 06/04/24 04.06.2024 43:14
Scott Wapner and the Investment Committee debate whether the rally’s next leg will be up or down. Plus, Josh Brown is doubling his position in Amazon, he explains why. And later, we cover the latest calls of the day on American Express, Stanley Black & Decker, and more. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect...
The June Playbook: Swoon or Sizzle 6/3/24 03.06.2024 44:33
Scott Wapner and the Investment Committee debate their June Playbook with stocks coming off another positive month. Plus, the desk is making some major portfolio moves, they detail them all. And later, some committee stocks are on the move, they detail their strategy with the names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
Trading the Market as May Ends 5/31/24 31.05.2024 44:11
Scott Wapner and the Investment Committee debate the state of stocks, the tech trade and more as May comes to an end. Plus, Carl Icahn taking a stake in Caesars, we bring you the latest. And later, some Calls of the Day on Schwab, Qualcomm and McDonald’s. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of p...
Navigating the Tech Trade 5/30/24 30.05.2024 44:32
Scott Wapner and the Investment Committee discuss the tech sector and how to trade it with one committee member bailing on Salesforce, and another sticking with it. Plus, we cover the latest calls of the day in the healthcare sector. And later, the desk share their latest moves in the market. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...
Rising Yields, Falling Stocks 5/29/24 29.05.2024 44:08
Scott Wapner and the Investment Committee debate whether stocks can withstand rising yields. Plus, American Airlines falling, it’s our Chart of the Day. And later, the desk covers 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.
Apple and Nvidia Push Nasdaq to New High 5/28/24 28.05.2024 43:54
Scott Wapner and the Investment Committee discuss the continued tech rally as Apple and Nvidia push the Nasdaq to new highs. Plus, super biotech investor Michelle Ross joins us wither two stocks she owns that are surging. And later, we’ve got some Calls of the Day on Live Nation and Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
The State of Stocks 5/24/24 24.05.2024 44:13
Scott Wapner and the Investment Committee discuss the state of stocks after another pivotal week for the market. Plus, the desk making some moves in their portfolio, they reveal their latest trades. And later, A Call of the Day on XPO, Jenny Harrington owns it and talks about what to do with the stock now. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....
Nvidia Hits Record Highs 5/23/24 23.05.2024 44:22
Scott Wapner and the Investment Committee discuss Nvidia as shares hit a record high after earnings, lifting all of tech with it. Plus, we’ve got a Call of the Day on a Josh Brown name, he reacts to an analyst calling Toast “great company but not a good stock.” And later, insurance names under pressure as NOAA says hurricane season will be one of the worst ever. Contessa Brewer joins us with the d...
The Great Wait for Nvidia Earnings 5/22/24 22.05.2024 42:43
Scott Wapner and the Investment Committee look ahead to Nvidia earnings tonight and what it will mean for tech and the markets. Plus, Lululemon hitting a new 52-week low, it’s our Chart of the Day. And later, the desk talk about some of their stocks on winning and losing streaks. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...
The Nasdaq’s Moment of Truth: Nvidia Earnings 5/21/24 21.05.2024 47:30
Scott Wapner and the Investment Committee debate the Nasdaq’s moment of truth, Nvidia earnings tomorrow. Plus, the desk share their latest portfolio moves. And later, Ares Management is holding their 2024 investor day, Leslie Picker is there and brings us an exclusive interview with Ares Management Co-Founders Michael Arougheti and Tony Ressler. Investment Committee Disclosures Hosted by Simpleca...
Position for an “Everything Rally” 5/20/24 20.05.2024 43:29
Scott Wapner and the Investment Committee discuss stocks extending their record highs today and how to position yourself for an everything rally. Plus cyber stocks on a tear, the desk debate how to trade these names. And later, the Aerospace and Defense ETF, ITA, hits an all-time high. The Committee debate what’s next for the sector. Investment Committee Disclosures Hosted by Simplecast, an AdsWi...
Surging Stocks and More 5/17/24 17.05.2024 44:19
Scott Wapner and the Investment Committee discuss surging assets as much more than just stocks have been on a tear over the past six months. Plus, we look ahead to Microsoft’s Big AI event on Monday. 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...
Dow tops 40k 05/16/24 16.05.2024 42:56
Scott Wapner and the Investment Committee debate the Dow topping 40,000 and the high-flying stocks that got us there. Plus, the Committee detail their latest portfolio moves. And later, Berkshire reveals their Chubb position, the desk discuss the insurance names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and...
A New Price Target for the S&P 500 5/15/24 15.05.2024 44:28
Scott Wapner and the Investment Committee discuss record setting stocks as the S&P and NASDAQ reach new high. Plus, BMO’s Brian Belski joins us with a new price target for the S&P 500, the highest on the street. And later, The Committee share their latest portfolio moves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...
Stocks Creep Towards New Highs 5/14/24 14.05.2024 44:34
Scott Wapner and the Investment Committee discuss stocks searching for new highs as another key inflation read hits the tape. Plus, the desk is making some major moves in their portfolio, they detail their strategy. And later, we’ve got some Calls of the Day on Roblox, Regeneron, Costco and Edison International. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.ad...
The Big Week Ahead 5/13/24 13.05.2024 43:45
Scott Wapner and the Investment Committee debate the big week ahead as key inflation data looms and the AI arms race heats up again. Plus, we’ve got Calls of the Day on multiple names, the Committee break them all down. And later, the desk has some stocks on hot streak, they debate what to do with hem from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...
The Amazing, Resilient Stock Market 5/10/24 10.05.2024 42:58
Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c...
The Rally in Stocks and the Pullback in Growth 5/9/24 09.05.2024 42:51
Scott Wapner and the Investment Committee debate the rally in stocks and the pullback in growth. Plus, the desk making some major moves in their portfolios, they detail them all. And later, Roblox shares tanking, It’s our Chart of the Day, shareholder Bryn Talkington calls in with her strategy from here. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co...
The State of the Growth Trade 05/08/24 08.05.2024 42:52
Scott Wapner and the Investment Committee debate the state of the growth trade as more big names get hammered in today’s session. Plus, the committee share some of their latest portfolio moves. And later, the desk shares the setup on some real estate stocks reporting this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...
The State of the Growth Trade 05/07/24 07.05.2024 49:17
Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad Gerstner joins us to discuss his outlook on tech and the market. And later, the desk talks about some of their stocks on the move today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...
The Post-Powell Bounce Back 5/6/24 06.05.2024 45:33
Scott Wapner and the Investment Committee discuss the rebound in stocks and debate whether the bulls once again have the upper hand. Plus, Berkshire trimming some of their Apple position, the Committee debate the move. 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...
The Road Ahead for the Rally 05/03/24 03.05.2024 42:54
Scott Wapner and the Investment Committee discuss the surge in stocks following Apple earnings and what might have been a ‘perfect’ jobs report for the bulls and the Fed. Plus, the Committee is making some moves in the financials sector, they break them down. And later, legendary sports broadcaster Mike Tirico joins us ahead of tomorrow’s Kentucky Derby. Investment Committee Disclosures Hosted by...
CNBC Pro Talks: How to profit from Warren Buffett's methods in investing and life 5/3/24 03.05.2024 20:30
How can investors use the timeless investing strategies and sage teachings of the iconic Warren Buffett to make their own investing decisions? What does the portfolio of Berkshire-owned companies and stocks say about your own portfolio? CNBC Pro goes on a deep dive of all things Buffett with a longtime Berkshire shareholder and follower. CNBC’s Dominic Chu interviews Berkshire investor Bill Stone,...
The Post-Powell Playbook 05/2/24 02.05.2024 42:09
Scott Wapner and the Investment Committee debate the post-fed playbook as stocks rise following the Fed meeting. Plus, Apple is set to report earnings tonight, the Committee lay out what to expect. And later, the desk making some moves in their portfolio, they reveal their latest trades. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...
The Road Ahead for the Fed and Markets 05/01/24 01.05.2024 43:02
Scott Wapner and the Investment Committee discuss the Fed, Markets and Earnings. Plus, Joe Terranova covers his latest rebalance in the JOET ETF. And later, a Chart of the Day on AMD, the desk debates the chip 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.
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