Halftime Report

Scott Wapner and the Investment Committee debate whether the bull case for stocks is still intact as earnings season heats up. Plus, we go over the top bank opportunities as the Committee discuss their favorite names. And later, legendary energy trader Mark Fisher joins us with his strategy in oil.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

Frank Holland and the Investment Committee debate the kickoff to earnings season with big banks at the top of the list. Plus, a Chart of the Day on oil as it hits its highest level since December. And later, we’ve got the Setup on the non-bank names reporting earnings next week.   Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk discusses how to navigate the sector. Plus, multiple Bitcoin ETFs launched today, several of them already in the red, the Co...

Scott Wapner and the Investment Committee count down to tomorrow’s CPI which could decide where this market goes in the weeks ahead.  Plus, Phil LeBeau joins us with the latest from Boeing, with the Investment Committee debating what to do with the battered name. And later, Brian Belski gives us his big contrarian idea for 2024.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz c...

Scott Wapner discusses the very active Investment Committee which has a bunch of new buys and sells. Plus, Amy Raskin and Sarat Sethi give their top contrarian ideas for 2024. And later,  we cover some pair trades in the banking sector.  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 start of a critical stretch for stocks with the CPI report and Kick-off to earnings season is on deck. Plus, Bob Pisani bring his interview with Cathie Wood to us. She talks about the upcoming Bitcoin SPOT ETF, her ARKK fund, and more. And later, the Investment Committee details so more contrarian calls they’re keeping an eye on for 2024.    In...

Scott Wapner and the Investment Committee debate the market after the streak as stocks pace to break the remarkable nine-week run. Plus, the Committee continue to give their top contrarian ideas for 2024. And later, we cover some big winners and losers of the week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a...

Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...

Scott Wapner and the Investment Committee debate how to play the pullback in stocks. The Committee give their top picks as they navigate the market reshuffle. Plus, we’re covering some street calls on some names owned on the desk, including Roblox, United Airlines and JPM. And later, Eli Lilly named a top pick at Bank of America. Joe owns it, he weighs in the with the rest of the Committee.  Inves...

Scott Wapner and the Investment Committee debate the year ahead for stocks and whether the best trade of 2023 might be a risk. Plus, we detail the Committee’s latest moves. And later, we’re following a Call of the Day on Uber.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland and the investment committee discuss what’s next for the markets in 2024 and where you could find opportunity. The call of the day is on Uber. The chart of the day is Affirm Holdings. The experts debate their energy playbooks for next year. Ritholtz’s Josh Brown has your trade school on CrowdStrike.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm....

Frank Holland and the investment committee debate the road ahead for your money. The panel reacts to the recent tear in transportation stocks. The call of the day is on Vertex Pharmaceuticals. The chart of the day is on lithium.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi...

Scott Wapner and the investment committee debate where the rally goes from here. The panel reacts to top dividend picks for 2024. The call of the day is on Bank of America. Semiconductor stocks surging this year; the experts discuss if the group is overbought, or there's still opportunity in the year ahead. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....

Scott Wapner and the Investment Committee discuss the final stretch of the year as the S&P goes for a new all-time-high. Plus, a Call of the Day on Google, Barron’s calling it a top pick for 2024, the Committee debate. And later, a Battle Royale is brewing between the casinos in NYC as they compete for a location in the Big Apple.   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz...

One member of the investment committee is ringing the register on Nike after the company slashed its sales outlook. Plus, how to navigate the market into year-end. And a bullish call on the banks as the committee debates the financials into 2024.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...

Scott Wapner and the investment committee debate if it’s time to trim or time to buy following yesterday’s sudden sell-off. Ritholtz’s Josh Brown details his latest portfolio move. The chart of the day is Micron. Apple in focus. A cautious call out on Caterpillar. The setup is on Nike ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...

Scott Wapner and the investment committee debate how to navigate the markets at record highs. The experts share their top ideas for 2024. Calls of the day include Salesforce, CrowdStrike, Lowe’s, Caterpillar and Deere. ETF Edge focuses on opportunities in one emerging market. The setup is in on CarMax and Cintas ahead of earnings. NFL veteran and CNBC Financial Wellness Council member Brandon Cope...

Scott Wapner and the investment committee debate how far this bull run could go. The desk discuss the best places for your money right now. Calls of the day include Adobe, Snap and Elanco Animal Health. Ritholtz's Josh Brown highlights his chart of the year: Pfizer. Hightower's Stephanie Link talks the aerospace trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See...

Scott Wapner and the investment committee discuss the state of the rally as stocks go for their eighth straight week of gains. The experts detail their latest portfolio moves. The calls of the day focus on cybersecurity and the banks. The desk debates the chips trade. Steel stocks soar on a deal for U.S. Steel.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.ads...

Frank Holland and the Investment Committee debate the road ahead for stocks as the S&P 500 eyes its longest weekly win streak in more than six years. Plus, Kevin Simpson calls in to discuss his latest portfolio moves. And later, we’re covering Calls of the Day on multiple names, including a street fight on Blackrock. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pc...

Scott Wapner and the Investment Committee debate the next leg of the rally as stocks continue their post-fed pop. Plus, we’ve got multiple calls of the day to go through from Palo Alto to Delta Airlines. And later, the Investment Committee detail their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our c...

Scott Wapner and the Investment Committee have the Fed in focus as they countdown to Powell’s next speech. The Committee own some of today’s big stock movers, including several names that are joining the all-time high club. Plus, more on Tesla’s recall, Bank of America’s ‘Buy’ call on gold, and what to watch on Adobe’s earnings report. Investment Committee Disclosures   Hosted by Simplecast, an Ad...

Scott Wapner and the Investment Committee debate inflation, the Fed, and your money. Plus, we’ve got Calls of the Day on Zillow, Humana, and Rio, The Committee discuss how to trade those stocks. And later, Jenny Harrington gives her top dividend picks for 2024.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

Scott Wapner and the Investment Committee debate this huge week for your money with critical inflation data, the Fed decision, and fresh reports on the consumer all coming out. Plus, we’ve got Calls of the Day on Nike and Occidental. And later, Heisman Trophy winner turned money manager Eddie George joins us to discuss his financial advice for young athletes.   Investment Committee Disclosures Hos...

Scott Wapner and the Investment Committee kick off today’s debate by digging into the market’s reaction to jobs and inflation data ahead of the next Fed meeting. Jenny Harrington and Steve Weiss have the bull/bear debate on retail, Joe sells half of his shares in JPMorgan, Uber and Broadcom, and Jim Lebenthal discusses Paramount’s pop on the back of a potential takeover. Investment Committee Discl...