Halftime Report

Scott Wapner and the investment committee debate the road ahead after three straight down months for stocks. JPMorgan's Dubravko Lakos joins the conversation. The committee goes through their latest portfolio moves. The chart of the day is Caterpillar. The calls of the day include Boeing and Disney.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

Scott Wapner and the investment committee discuss the pivotal week ahead for your money. The Fed meeting, Apple earnings and the jobs report all on deck. The experts detail their latest portfolio moves. The calls of the day include Cisco Systems, Chevron and Exxon Mobil. BlackRock's Rick Rieder joins Bob Pisani for ETF Edge. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company...

Scott Wapner and the investment committee discuss the road ahead for your money. Amazon gives a boost to tech-related shares. The panel details their latest portfolio moves. The chart of the day is Whirlpool. And the experts debate a few 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 p...

Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner, joins us to talk Meta and the state of tech. A.O. Smith pops on earnings. And the experts' take on the banks as the group is on pace to break a 6-day losing streak.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm...

Scott Wapner is live from the Charles Schwab IMPACT conference in Philadelphia. Scott and the committee debate the markets and the mega caps, as Microsoft and Alphabet trade in opposite directions today. The panel details their latest portfolio moves. The chart of the day is Texas Instruments. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...

Scott Wapner and the investment committee talk the rise in stocks after strong earnings reports. It’s a mega week for the mega caps with four of the “magnificent 7” on deck. The chart of the day is 3M. Wells Fargo Senior Analyst Mike Mayo joins to talk the banks. And, the panel sets you up for Boeing earnings tomorrow. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See...

Scott Wapner and the investment committee discuss the biggest week of the year for stocks with mega cap tech stocks reporting and interest rates rising. Joe Terranova details his latest portfolio move in energy. The calls of the day are on Marriott and Booking Holdings. And the panel debates the regional banks trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See p...

Scott Wapner and the investment committee discuss the run in rates and the fallout for stocks. Plus, a look ahead to mega cap earnings. The panel reviews their latest portfolio moves. The chart of the day is SLB. The calls of the day are on Uber and McDonald’s.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and...

Fed Chair Powell comments on the economy. Frank Holland and the investment committee along with CNBC senior economics reporter Steve Liesman react.  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 debate the true state of stocks with earnings, interest rates and the war in the Middle East impacting sentiment. Plus, how the experts are navigating the tech trade. The chart of the day is Morgan Stanley. And a check on the transports as United Airlines paces for its worst day in more than a year.  Investment Committee Disclosures   Hosted by Simplecast,...

Courtney Reagan and the investment committee discuss the semis trade as the U.S. curbs the export of more AI chips to China. The chart of the day is Nvidia. More banks out with earnings, the panel breaks down the trade. The call of the day is a bullish take on biotech.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...

In this new world of more normalized returns and emerging, shifting risks, what will give investors the edge to outperform and deliver alpha? The 13th annual CNBC Delivering Alpha Investor summit convened elite investors, thinkers and leaders across the spectrum of asset classes – equities, commodities, real estate, credit, alternatives and beyond – providing insights and ideas, analysis and intel...

Scott Wapner is live at the CAIS alternative investment summit in Beverly Hills, CA. The investment committee discuss how to position your portfolio as stocks rally to start the week. ARK Invest CEO Cathie Wood joins with her take on crypto and the tech trade. The chart of the day is Lululemon.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...

Scott Wapner and the investment committee discuss the road ahead for your money and what it will take to keep stocks moving higher. The panel debates a bullish call in the semis. The chart of the day is Boeing. And reaction to UnitedHealth's earnings beat. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...

Scott Wapner and the investment committee discuss the state of stocks with inflation sticky, earnings looming and rates once again rising. The experts detail their latest portfolio moves. The call of the day is on Target. Plus, the setup ahead of UnitedHealth earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ad...

Scott Wapner and the investment committee debate the murky road ahead for your money as a key read on inflation comes in hotter than expected. Hightower’s Stephanie Link details her latest portfolio moves. Plus, the panel debates the trades on banks, medical devices and the transports.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...

Scott Wapner and the investment committee discuss if the market is setting up for a late year run. The chart of the day is Qorvo as the semi stock gets downgraded to sell at Citi. The calls of the day are on O’Reilly Auto and PayPal. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adver...

Scott Wapner and the investment committee discuss the big week ahead for your money. The chart of the day is Disney, as activist investor Nelson Peltz boosts his stake. And our experts debate your dividend playbook. 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 how to position your portfolio as treasury yields climb following a strong jobs report. We talk energy as the sector paces for its worst week since May. And the calls of the day are on Disney and Eli Lilly.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...

Scott Wapner and the investment committee get ahead of the big market events on deck and how to position your portfolio. The call of the day is KeyBanc’s note to “close your eyes and buy quality” stocks in the utilities sector. The desk debates the airlines trade.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their latest portfolio moves. The call of the day is a downgrade of Apple by KeyBanc. The panel takes a look at the banks trade ahead of earnings next week. And CNBC’s Phil LeBeau interviews General Motors CFO Paul Jacobson. Investment Committee Disclosures...

Scott Wapner and the investment committee discuss if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfolios. 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 how to position your portfolio as the fourth quarter kicks off. The call of the day is an upgrade of U.S. Steel to overweight by Morgan Stanley. And the panel talks utilities as those stocks are under pressure today.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Scott Wapner and the investment committee debate the road ahead as we close out the worst month of the year for stocks. The chart of the day is Nike, on pace for its best day of the year. The panel reacts to Bill Ackman and Brad Gerstner's views on Alphabet's role in AI. And we hit the energy trade as it is set to close out September as the only positive sector. Investment Committee Disclosures Ho...

Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfolio moves. We talk the energy trade as crude oil hits its highest level in over a year. And our experts debate if you should buy or bail on the bank stocks.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co...