Halftime Report

Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta.  Plus, the Committee discusses Powell’s pushed-out pivot and how it will affect your money. And later, Mizuho’s Dan Dolev joins us with his 3 under-the-radar AI buys.  Investment Committee Disclosures   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i...

Scott Wapner and the investment committee debate if the market is too priced for perfection with the 'Magnificent 7' under pressure. The experts detail their latest portfolio moves. The Call of the Day is an upgrade on Stryker. The Setup includes trades on the key earnings still ahead this week. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...

Scott Wapner and the Investment Committee debate the moment of truth for Microsoft and Alphabet as they are both ready to report earnings after the bell. Plus, two bullish calls on two big banks are in our Calls of the Day. And later, a short seller nicknamed “The Assassin” joins us to discuss the latest stock she has her sights set on.  Investment Committee Disclosures Hosted by Simplecast, an Ad...

Scott Wapner and the Investment Committee discuss the critical week ahead as earnings season kicks of with five mega cap tech stocks and a Fed Meeting on deck. Plus, we’ve got Calls of the Day on Uber, Costco and more, the Committee debate their favorite names. And later, we’ve got the Setup on a few other key earnings this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz c...

Scott Wapner and the investment committee debate the most important names in the market. The chart of the day is Intel. The experts detail their latest portfolio moves in Palo Alto, Snap and United Rentals. 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 about...

Scott Wapner and the investment committee debate the best places for your money as stocks move higher. The experts detail their latest portfolio moves. Tesla falls on an earnings miss. The chart of the day is Humana. The call of the day is on Berkshire Hathaway. The setup is on Western Digital ahead of earnings after the bell.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz comp...

Scott Wapner and the Investment Committee discus the tech-led takeoff for stocks as the NASDAQ rallies to new record highs. Plus, the desk is making some major moves in their portfolios, we details them all. And later, we discuss key earnings still reporting this week.  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 whether there’s too much exuberance in stocks and how the market should be trading. Plus, our chart of the day is on United Airlines, the stock jumping today after the CEO said the company will reconsider buying Boeing planes in the future. And later, we give you the setup on key earnings this week.  Investment Committee Disclosures Hosted by Simple...

Scott Wapner and the Investment Committee debate stocks extending their record highs with some big names on the move.  Plus, the Semis ETF keep pushing higher, the Committee debate what to do with the names. And later, Julia Boorstin joins us with the Netflix earnings setup.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...

Scott Wapner is live today from the American Express PGA Tour even in La Quinta, California. We’re joined by the Chairman and CEO of American Express, Stephen Squeri to discuss everything from the strength of the consumer to the markets. Plus, former NBA Player and current CEO of the Utah Jazz, Danny Ainge, joins us to discuss the NBA’s media and streaming strategy. And the Investment Committee de...

Courtney Reagen and the Investment Committee debate the resurgence of the tech trade after the sector hit a new intraday high. Plus, Liz Young and Bill Baruch share their top contrarian ideas for 2024. And later, Josh Brown details “The Hateful Eight” some of the most unloved stocks in the S&P 500.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Scott Wapner and the Investment Committee debate the state of the markets as more evidence of a resilient economy sends rates rising. Plus, multiple committee stocks are moving today, they weigh in on each one. And later, Rob Sechan shares his contrarian idea for 2024.  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 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....