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 A.I. Battle Royale 12/7/23 07.12.2023 45:39
Scott Wapner and the Investment Committee are covering the ABC’s of today’s stock landscape: the AI battle royale as Google throws their hat in the ring, big bank calls, and crypto’s burn on short-sellers. Josh Brown and Bill Baruch are making moves in the housing and commodity spaces, and Mike Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz co...
The Broadening Rally 12/6/23 06.12.2023 43:59
Scott Wapner and the Investment Committee discuss interest rates moving lower, AMD’s new AI chip, and the fall of crude. We’ve got Calls of the Day on Autozone, Deere, Regeneron, and Apollo Global. Plus, more on the homebuilders rally as four names hit record highs. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...
Key Moves as the Rally takes a Pause. 12/5/23 05.12.2023 44:32
Scott Wapner discusses some key moves made by the investment committee today as the rally takes a pause. We’ve got Calls of the Day on IBM, NXP, and Paypal. Plus, top value investor Andrew Wellington joins us to go over his best value names. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...
The Great Debate 12/4/23 04.12.2023 43:53
Scott Wapner and the investment committee debate if tech is too toppy as the Nasdaq has its worst day in more than a month. Bitcoin hits the highest level since April 2022; one of the experts is buying more. The chart of the day is Uber. Calls of the day include PepsiCo, Nike, General Motors, U.S. Bancorp and Union Pacific. Alaska Air shares drop on news it's acquiring Hawaiian Airlines. CNBC Seni...
Final Stretch For Stocks 12/1/23 01.12.2023 45:45
Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO's Brian Belski joins. The calls of the day include Uber, Alibaba, J&J, Boeing and Delta. Paramount Global shares pop. The setup is on Broadcom ahead of earnings next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. Se...
November Rally 11/30/23 30.11.2023 48:10
Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstner joins to discuss technology, AI and the year ahead. The chart of the day is Snowflake. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. Investment Committee Disclosures Ho...
Reassessing the Risk 11/29/23 29.11.2023 45:46
Frank Holland and the investment committee debate what's in store for your money as more Fed speak moves the market. The experts detail their latest portfolio moves. The chart of the day is General Motors. Activist investor Elliott takes a stake in Phillips 66. The call of the day is on Charles Schwab. The setup is on Salesforce ahead of earnings. Investment Committee Disclosures Hosted by Simplec...
Fate of the Rally 11/28/23 28.11.2023 45:41
Scott Wapner and the investment committee discuss the fate of the rally. The experts detail their latest portfolio moves. The chart of the day is Micron. The calls of the day include the autos, Zoom, Peloton and Boeing. The setup is on CrowdStrike ahead of earnings. Blue Line Capital's Bill Baruch joins with his new buy. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. S...
November Rally 11/27/23 27.11.2023 45:29
Scott Wapner and the investment committee debate how far stocks can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of the day are on GE Healthcare, McDonald’s and Old Dominion. The setup is on the big software stocks ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...
State of the Market 11/22/23 22.11.2023 45:44
Frank Holland and the investment committee discuss the road ahead for your money as yields fall, oil drops and Nvidia beats the street. The chart of the day is Deere. The call of the day is a downgrade for Autodesk. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. The setup is on the key earnings on deck next week. Investment Committee Disclosures Hosted by Simplecast, a...
Countdown to Nvidia 11/21/23 21.11.2023 45:41
Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their latest portfolio moves. The chart of the day is Burlington Stores. Zoom beats the street. The setup is on Deere. And CNBC Senior Market Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsW...
The AI Arms Race 11/20/23 20.11.2023 45:44
Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic. Investment Committee Disclosures Host...
Stocks Continue Their Win Streak 11/17/23 17.11.2023 45:40
Scott Wapner and the Investment Committee debate the state of the rally with stocks going through their third positive week in a row. Plus, we’ve got Calls of the Day on multiple names, the Committee break down each one. And later, we setup a big week of key earnings next week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...
The Bull vs. Bear Debate 11/16/23 16.11.2023 45:39
Scott Wapner and the investment committee debate whether we’ve got an all-clear for stocks. Plus, we’ve got a Call of the Day on the biotech sector. And later, Roblox is up 30% in 3 months, the Committee discuss 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.
The State of the Rally Post-Inflation Data 11/15/23 15.11.2023 44:00
Scott Wapner and the Investment Committee debate the state of the rally following more promising inflation data, pushing stocks higher. We’ve got a Chart of the Day on Target, surging after better than expected earnings. And some Calls of the Day on American Express and Bristol-Myers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...
Stocks Surge after the CPI Report 11/14/23 14.11.2023 45:45
Scott Wapner and the Investment Committee discuss the better than expected CPI Report and what it means for the surging market. Plus, Home Depot leading the Dow on earnings it’s our Chart of the Day. And later, the Committee talk tech stocks as NVIDIA tries for it’s 10th positive day in a row. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf...
The Next Phase of the Market 11/13/23 13.11.2023 44:08
Scott Wapner and the Investment Committee debate whether stocks are stretched too thin or is a new rally just getting started. We’ve got Calls of the Day on Oracle and Airbnb. And later, the desk discusses Pfizer’s attempt to get into the weight loss market and what it means for biotech. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
State of the Rally 11/10/23 10.11.2023 45:30
Scott Wapner and the investment committee discuss the state of the rally as stocks look to keep the momentum going. The calls of the day are on Netflix, Charles Schwab and XPO. The chart of the day is crude oil. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information...
Can Stocks Extend the Rally? 11/9/23 09.11.2023 45:46
Scott Wapner and the investment committee debate whether the landscape is improving as stocks go for their longest winning streak in 19 years. The experts detail their latest portfolio moves. Disney shares pop. Toast shares drop. The panel checks in on the health care trade. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...
The Run at 4,400 11/8/23 08.11.2023 45:25
Scott Wapner and the investment committee debate the road ahead as stocks try to extend their longest winning streak in two years. The desk details their latest portfolio moves. The call of the day is Piper Sandler’s bullish note on retail. The chart of the day is a slide for Warner Bros Discovery. The setup is on Disney ahead of earnings after the bell. Investment Committee Disclosures Hosted by...
The Tech Run 11/7/23 07.11.2023 44:04
Scott Wapner and the investment committee discuss the tech run as the Nasdaq goes for its longest winning streak in two years. The experts detail their latest portfolio moves. The calls of the day are on Nike, Home Depot and Lowe's. Earnings movers include Uber, Vertex Pharmaceuticals and NXP Semi. The desk debates the energy trade with oil prices at two-month lows. Investment Committee Disclosure...
The State of Stocks 11/6/23 06.11.2023 45:35
Scott Wapner and the investment committee discuss the state of stocks after the best week of the year for your money. Bill Baruch joins the panel with a trade alert on his portfolio moves. The call of the day is on Booking Holdings. Plus a Halftime exclusive: Rory McIlroy and Tom Werner are live in Boston to talk the new TGL golf league. Investment Committee Disclosures Hosted by Simplecast, an A...
Best Week of the Year 11/3/23 03.11.2023 45:20
Scott Wapner and the investment committee discuss the best week of the year for stocks and debate how long it can last. The experts detail their latest portfolio moves. Fortinet drops. Expedia pops. Uber gets an upgrade ahead of earnings. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...
Market Rally 11/2/23 02.11.2023 45:34
Scott Wapner and the investment committee discuss the big rally in stocks as the bulls go two for two so far this week. Plus, the setup on Apple ahead of earnings. The experts detail their latest portfolio moves. The chart of the day is Qualcomm. The call of the day is on Berkshire Hathaway. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informat...
The Jump in Stocks 11/1/123 01.11.2023 45:32
Scott Wapner and the investment committee discuss the rise in stocks and the drop in yields ahead of the Fed decision. CNBC Senior Economics Reporter Steve Liesman joins the conversation. Joe Terranova details the (JOET) ETF rebalance. The desk debates the moves in energy, health care and retail. CNBC Senior Markets Commentator Mike Santoli joins with his Midday Word. Investment Committee Disclos...
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