Halftime Report

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates 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 pe...

Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and CEO Brad Gerstner joins as the Halftime Headliner.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person...

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & J...

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.ads...

Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil.  In...

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz compan...

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collecti...

Scott Wapner and the Investment Committee debate the state of stocks in this highly volatile market. Plus, Alphabet earnings after the bell tonight, the desk debate how to trade the tech giant. And later, the Committee debate how to trade some stocks on the move today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for a...

Scott Wapner and the Investment Committee debate the new trade war headlines driving stocks sharply higher. Plus, the Committee share some of their latest portfolio moves. And later, we give you the setup on some key names reporting earnings this week.  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 rebound for stocks as the Dow heads for its worst April since 1932. Plus, the desk debate Tesla’s earnings report tonight. And later, Leslie Picker brings us an exclusive interview with Disney Chairman James Gorman. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...

Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou...

Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a...

Scott Wapner and the Investment Committee discuss the continued fallout from Trump’s Trade War as Nvidia shares fall sharply on the new export rules. Plus, the Investment Committee make some portfolio moves. And later, the desk debate the latest Calls of the Day.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adverti...

Scott Wapner and the Investment Committee debate whether the worst of the turbulence is over for stocks. Plus, Josh Brown making a major portfolio move, selling Alphabet and buying Netflix, he explains why. And later, J.P. Morgan's Head of Global Markets Strategy Dubravko Lakos joins us with his 2025 market strategy and outlook.    Investment Committee Disclosures Hosted by Simplecast, an AdsWizz...

Scott Wapner and the Investment Committee discuss tariff whiplash with the markets looking to build on last week’s gains. Plus, the Committee share their latest portfolio moves. And later, the desk discusses Roth’s new note about stocks that are “Diamonds in the Rough.”   Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...

Scott Wapner and the Investment Committee debate another volatile session for stocks following Wednesday’s historic moves. Plus, legendary commodities investor Mark Fisher joins us with his best trade I the market.  And, the Investment Committee continue to make portfolio moves amid the volatility, they share all the details.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor...

Scott Wapner and the Investment Committee discuss the sharp downturn in the market following yesterday’s historic move.  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 navigate the turbulent markets as tariff news continues to push volatility in the markets. Plus, BMO cuts its price target to $6,100, Brian Belski calls in to explain why. And later,  the Committee share their latest market moves.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Scott Wapner and the Investment Committee debate the volatility in the markets as the indices started the day strong but start to give back gains during the hour. Plus, the desk making more moves in their portfolios as the market whipsaws, they share the details. And later, Jenny Harrington out with a new book on dividend investing, she explains how her strategy can work in a volatile market.  Inv...

Scott Wapner and the Investment Committee assess the damage Trump’s Trade War has done to the market so far, and debate what’s to come. Plus, Leslie Picker joins us with some comments from Larry Fink, stating that we might be in a recession right now, the desk discusses his comments. And later, some committee members are making some moves, they detail their trades.      Investment Committee Disclo...

Scott Wapner and the Investment Committee discuss the market selloff as the Trump Tariffs weigh heavily on the major indices. The Committee share some of their portfolio moves as markets plummet with some members buying as the market continues to fall. And later, Josh Brown calls in with his take on the selloff and shares some moves he’s making.   Investment Committee Disclosures Hosted by Simplec...

Scott Wapner and the Investment Committee discuss the Trump tariff sell-off after a much worse than expected outcome. Plus, Josh Brown is buying a stock amidst the sea of red in the market, he breaks down why. And later, Altimeter Capital’s Founder and CEO Brad Gerstner joins us to discuss Tariffs and how he’s thinking about some of his current positions in the market.  Investment Committee Disclo...

Scott Wapner and the Investment Committee debate “Escalation Day” as new tariffs are set to be announced later this afternoon. Plus, the desk making some major portfolio moves, they detail them all. And later, we go through the Committee’s quarterly report.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...

Scott Wapner and the Investment Committee debate the President’s so-called “Liberation Day” as it looms large over the market. Plus, Stephanie Link shares some of her latest portfolio moves. And Josh Brown discusses some of his quarterly winners and losers.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...