Filtra per genere
- 1209 - Halftime Report 4/26/24
Listen to 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. Investment Committee Disclosures
Fri, 26 Apr 2024 - 42min - 1208 - Navigating the Pullback 4/25/24
Courtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks. Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures
Thu, 25 Apr 2024 - 44min - 1207 - Mega Cap Tech’s Moment 4/24/24
Scott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week. Investment Committee Disclosures
Wed, 24 Apr 2024 - 40min - 1206 - Halftime Report 4/23/24
Listen to 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. Investment Committee Disclosures
Tue, 23 Apr 2024 - 44min - 1205 - Big Earnings Week Ahead 4/22/24
Scott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week. Investment Committee Disclosures
Mon, 22 Apr 2024 - 44min - 1204 - The S&P 500’s Bad Week 4/19/24
Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy. Investment Committee Disclosures
Fri, 19 Apr 2024 - 47min - 1203 - The State of the Tech Trade 4/18/24
Scott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures
Thu, 18 Apr 2024 - 44min - 1202 - The New Reality for Stocks 04/17/24
Scott Wapner and the Investment Committee debate the new reality for stocks as higher rates for longer becomes the accepted baseline. Plus, a big Call of the Day on Apple, Maxim Group calling the stock “Dead Money,” the Committee debate it. And later, Bryn Talkington and Steve Weiss debate what to do with Tesla.
Wed, 17 Apr 2024 - 43min - 1201 - The Higher for Longer Playbook 4/16/24
Scott Wapner and the Investment Committee discuss the higher for longer playbook as elevated rates continue to weigh on stocks. Plus, the Committee share their latest moves in the market. And later, we cover some Calls of the Day on Uber, GE Vernova and General Motors. Investment Committee Disclosures
Tue, 16 Apr 2024 - 44min - 1200 - Is the Bull Case Intact? 4/15/24
Scott Wapner and the Investment Committee debate the bull case for stocks and whether it’s still intact. Plus, Goldman Sachs is our Chart of the Day, the desk debate how to trade the name at these levels. And later, we cover some Committee stocks on the move like Salesforce, Intel, Cisco and more. Investment Committee Disclosures
Mon, 15 Apr 2024 - 44min - 1199 - The Risks to the Rally 4/12/24
Scott Wapner and the Investment Committee discuss the return of volatility with stocks falling and the Vix spiking as concerns about the rally keep rising. Plus, Bill Baruch is adding to his Apple position, the Committee debate the buy. And later, the desk give you their earnings setup for next week. Investment Committee Disclosures
Fri, 12 Apr 2024 - 44min - 1198 - Sizing up the Turbulent Week 4/11/24
Scott Wapner and the Investment Committee discuss the turbulent week for investors and what it might say about the future of the rally. Plus, we cover some calls of the day on Costco, Chevron, American Express and more. And later, bank earnings officially kick off tomorrow, the desk debate their favorite financial name. Investment Committee Disclosures
Thu, 11 Apr 2024 - 44min - 1197 - Hot CPI Print Rattling Stocks 4/10/24
Scott Wapner and the Investment Committee discuss the selloff as the hotter than expected CPI unnerves the market. Steve Liesman joins us with the look ahead to two Fed speakers on the matter. Plus, we’ve got some calls of the day on multiple names, the desk break them all down. And later, the Committee give you their top Commodities picks. Investment Committee Disclosures
Wed, 10 Apr 2024 - 44min - 1196 - The Rally and Tomorrow’s CPI Report 4/9/24
Scott Wapner and the Investment Committee discuss tomorrow’s looming CPI Report and what it will mean for the market. Plus, we’ve got calls of the day on Nasdaq, Freeport-McMoran, American Express and Cisco. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
Tue, 9 Apr 2024 - 44min - 1195 - Trading the Big Week Ahead 4/8/24
Scott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we’ve got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now. Investment Committee Disclosures
Mon, 8 Apr 2024 - 44min - 1194 - Rate Cuts and the Rally 4/5/24
Scott Wapner and the Investment Committee debate the state of the rally with stocks maneuvering through an unsettled week. They discuss how to invest right now with rates and earnings in focus. Plus, we’ve got some calls of the day on Uber, United Health, Netflix and more. And later, The desk talks about their 2nd quarter winners and losers, one week in. Investment Committee Disclosures
Fri, 5 Apr 2024 - 43min - 1193 - The Strength of the Rally 4/4/24
Scott Wapner and the Investment Committee debate the state of the rally with two fed speakers on deck in this hour. Steve Liesman joins us with their latest comments. Plus, Josh Brown describes the “Cut on, Cut off” market and what it means for your money. And later, the Committee making some major moves in their portfolio, they detail them. Investment Committee Disclosures
Thu, 4 Apr 2024 - 44min - 1192 - Halftime Report+ Greenlight Capital Co-Founder & President David Einhorn 4/3/24
Live from the Sohn Conference, David Einhorn, president at Greenlight Capital, and CNBC’s Scott Wapner discuss Einhorn's thesis behind buying shares of European chemicals company Solvay, his outlook on value investing, and more.
Wed, 3 Apr 2024 - 12min - 1191 - The Fate of the Rally 4/3/24
Scott Wapner and the Investment Committee are live today from the Sohn Conference in New York City. Steve Liesman joins us with the latest from Jerome Powell’s comments at Stanford University. Plus, we’re covering some Committee stocks on the move, the desk debats what to do with Intel, Taiwan Semi, and Booking Holdings. And later, Michelle Ross, StemPoint Capital CIO and Managing Partner, joins us to discuss her latest under-the-radar biotech pick. Investment Committee Disclosures
Wed, 3 Apr 2024 - 44min - 1190 - Rate Cuts and the Selloff 4/2/2024
Scott Wapner and the Investment Committee debate the back-up in rates and the selloff in stocks. Plus, Steve Liesman joins us with the latest from Cleveland Fed President Loretta Mester. And later, the Committee discuss their Q1 winners and losers.
Tue, 2 Apr 2024 - 44min - 1189 - Can the Rally Continue into Q2 4/1/24
Scott Wapner and the Investment Committee kick off the second quarter with what your playbook should look like. Plus, the Committee discuss their Q1 winners and losers and how they are trading them from here. And, two industrial giants are breaking up this week, the desk weighs in on GE and 3M. Investment Committee Disclosures
Mon, 1 Apr 2024 - 44min - 1188 - Stocks Streak to Best Start Since 2019 3/28/24
Scott Wapner and the Investment Committee discuss the S&P having its best start to a year since 2019. Plus, we’re keeping an eye on the latest new out of the Sam Bankman-Fried sentencing. And later, the desk discusses their biggest quarterly movers and how to trade them from here. Investment Committee Disclosures
Thu, 28 Mar 2024 - 44min - 1187 - CNBC Pro Talks: Katie Stockton on charting success in technical analysis 3/28/24
CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to cnbc.com/protalks.
Thu, 28 Mar 2024 - 12min - 1186 - The Rally 3/27/24
Scott Wapner and the Investment Committee debate how long the rally can last. Altimeter Capital Founder & CEO Brad Gerstner joins to discuss all things tech and his Invest America CEO Council. The desk details their latest portfolio moves. Investment Committee Disclosures
Wed, 27 Mar 2024 - 50min - 1185 - State of the Tech Trade 3/26/24
Scott Wapner and the Investment Committee debate the road ahead for tech as the sector hits a new record high. The experts detail their latest portfolio moves. The calls of the day include Netflix and a bullish note on the big banks. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures
Tue, 26 Mar 2024 - 44min - 1184 - Streaking Stocks 3/25/24
Scott Wapner and the Investment Committee debate the S&P 500 as it paces for it’s fifth straight month of gains. Plus, Boeing’s CEO announced he will step down, the desk discuss what to do with the beaten down stock from here. And later, we cover the latest calls of the day. Investment Committee Disclosures
Mon, 25 Mar 2024 - 44min - 1183 - Is Buyer’s Fatigue Setting in? 03/22/24
Frank Holland and the Investment Committee debate how high can the rally go as the Dow and S&P close out their best weeks of the year. Plus, the Committee share their latest moves, with Bill Baruch calling in with his protection play. And later, retail under pressure as shares of Lululemon and Nike sink, the Committee debate the sector.
Fri, 22 Mar 2024 - 42min - 1182 - Two Tech Titans Take Center Stage 03/21/24
Frank Holland and the Investment Committee debate the two top tech stories dominating headlines at this hour. Microsoft unveils new AI PCs and the DOJ files an antitrust lawsuit against Apple. Plus, Josh Brown has a Trade School with his ‘best stocks’ in the market right now. And later, Reddit’s IPO price is revealed.
Thu, 21 Mar 2024 - 43min - 1181 - The March Fed Decision 3/20/24
Frank Holland and the Investment Committee debate a critical test for the market ahead of the next fed decision. Steve Liesman joins us to help break it down. Plus, Intel is set to receive billions in grants and tax breaks to start building semiconductor factories in America, Kristina Partsinevelos joins us with the latest. And, we’ve got some Calls of the Day on Netflix and Delta Air Lines. Investment Committee Disclosures
Wed, 20 Mar 2024 - 44min - 1180 - Nvidia, Tech and the Fed 3/19/24
Courtney Reagan and the Investment Committee discuss the state of the tech trade as Nvidia’s developers conference gets underway. Plus, we have some calls of the day on Uber, Exxon and Crowdstrike. And later, the Committee discuss the strength of the U.S. consumer as Nike and Lulu get set to report earnings on Thursday. Investment Committee Disclosures
Tue, 19 Mar 2024 - 43min - 1179 - The AI Trade 3/18/24
Melissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more. Investment Committee Disclosures
Mon, 18 Mar 2024 - 44min - 1178 - Is Tech Tired? 3/15/24
Courtney Reagan and the Investment Committee debate whether the tech trade is tired with the sector leading the S&P to the downside today. Plus, we’ve got a Chart of the Day on Adobe, the stock sinking today despite a beat on earnings. And later, Rob Sechan reveals his latest portfolio moves. Investment Committee Disclosures
Fri, 15 Mar 2024 - 44min - 1177 - The Rally’s Next Leg 3/14/24
Scott Wapner and the Investment Committee debate the rally’s next leg and where It might come from if the Nvidia’s of the world take an extended breather. Plus, we’ve got Calls of the Day on Caterpillar, IBM, RTX and Chubb. And later, the desk gives their earnings setup on Adobe. Investment Committee Disclosures
Thu, 14 Mar 2024 - 44min - 1176 - The Fate of the Momentum Trade 3/13/24
Scott Wapner and the Investment Committee debate the state of stocks as the S&P tries to extend its record high. Plus, Bill Baruch is making some move in his portfolio, he calls in with the details. And later, we’ve got some calls of the day on Regeneron, Thermo Fisher, Darden Restaurants and more. Investment Committee Disclosures
Wed, 13 Mar 2024 - 44min - 1175 - Momentum’s Big Bounceback 3/12/24
Scott Wapner and the Investment Committee discuss Momentum’s big bounce as Nvidia and several other key names catch a nice rebound. Plus, the Committee making some major portfolio moves, they detail them all. And later, Oracle is our Chart of the Day, the stock surging today, the desk debate how to trade the name now. Investment Committee Disclosures
Tue, 12 Mar 2024 - 43min - 1174 - Reversal of Fortune in Momentum 3/11/24
Scott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. Investment Committee Disclosures
Mon, 11 Mar 2024 - 44min - 1173 - The Resilient Rally Continues 3/8/24
Scott Wapner and the Investment Committee debate new records for stocks as the resilient rally continues. Plus, Apple in positive territory after a 7-day losing streak, the Committee debate what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
Fri, 8 Mar 2024 - 44min - 1172 - Nvidia’s New All-Time High 3/7/24
Scott Wapner and the Investment Committee debate Nvidia’s nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald’s, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere. Investment Committee Disclosures
Thu, 7 Mar 2024 - 47min - 1171 - Powell’s Testimony and New York Community Bank 3/6/24
As we continue to listen in to Jerome Powell’s testimony on Capitol Hill, Scott Wapner and the Investment Committee discuss New York Community Bank’s slide lower on reports the bank is seeking outside capital to shore up its balance sheet. Leslie Picker and Steve Liesman join us with the latest. Investment Committee Disclosures
Wed, 6 Mar 2024 - 1h 01min - 1170 - The Apple Sell-Off 3/5/24
Scott Wapner and the Investment Committee debate how far Apple can fall as shares continue their early year slide. Plus, Josh Brown buys more Pfizer, calling it one of the best opportunities in the market. And later, we’ve got Calls of the Day on Toast, Oracle and Accenture, with ownership all over the desk, the Committee debate what to do with these names.
Tue, 5 Mar 2024 - 44min - 1169 - The Relentless Rally 3/4/24
Scott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins. Investment Committee Disclosures
Mon, 4 Mar 2024 - 44min - 1168 - Stick with Tech or Double Down on the Broadening? 3/1/24
Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto market. Investment Committee Disclosures
Fri, 1 Mar 2024 - 44min - 1167 - Believe in the Broadening? 2/29/24
Scott Wapner and the Investment Committee discuss the final day of another great month for stocks and whether you can believe in the broadening of the rally. Plus, Bill Baruch calls with his latest moves. And later, a chart of the day on Snowflake, having it’s worst day ever, shareholder Stephanie Link calls in with her strategy for the stock. Investment Committee Disclosures
Thu, 29 Feb 2024 - 44min - 1166 - Apple in a Funk 2/28/24
Scott Wapner and the Investment Committee debate Apple shares as the stock hasn’t moved much in 6 months. The Committee also making some major moves, they share them with us. And later, we go over some big winners and losers, including eBay and B&G Foods.
Wed, 28 Feb 2024 - 47min - 1165 - How Far can the Rally Go? 2/27/24
Scott Wapner and the Investment Committee debate how far the rally can go as yet another wall street firm bumps up its view for stocks. Plus, we’ve got some bullish calls of the day on Netflix, Eli Lilly, General Electric and Snowflake. And later, the Committee reveal their latest moves. Investment Committee Disclosures
Tue, 27 Feb 2024 - 44min - 1164 - Jamie Dimon Exclusive Interview 2/26/24
Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio. Investment Committee Disclosures
Mon, 26 Feb 2024 - 47min - 1163 - Making Sense of the Mega Cap Mania 2/23/24
Scott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them. And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures
Fri, 23 Feb 2024 - 42min - 1162 - How High can Nvidia Fly? 2/22/24
Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why. And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures
Thu, 22 Feb 2024 - 44min - 1161 - The Tech Trade’s Second Big Test 2/21/24
Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week. Investment Committee Disclosures
Wed, 21 Feb 2024 - 44min - 1160 - The Moment of Truth for the AI Trade 2/20/24
Scott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week. Investment Committee Disclosures
Tue, 20 Feb 2024 - 44min - 1159 - The Market Win-Streak in Jeopardy 2/16/24
Courtney Reagan and the Investment Committee debate the hotter-than-expected inflation read putting the market’s five-week win streak in jeopardy. Plus, Nvidia gets a huge price target hike, the Committee discuss what to do with the high-flying chip name. And later, we discuss the Committee’s latest portfolio moves. Investment Committee Disclosures
Fri, 16 Feb 2024 - 43min - 1158 - Time to Lock In Gains? 2/15/24
Frank Holland and the investment committee discuss the best places for your money as the market looks to snap a five-week win streak. The chart of the day is Shake Shack. The calls of the day include Blackstone, FedEx and CrowdStrike. The panel debates the big run in crypto and biotech. Investment Committee Disclosures
Thu, 15 Feb 2024 - 44min - 1157 - The State of the Rally after the CPI Selloff 2/14/24
Scott Wapner and the Investment Committee debate the state of the rally after the worst day for stocks in nearly a year. Plus, we’ve got Calls of the Day on Citigroup, Palantir and IBM. And later, the committee debate the earnings setup for Cisco reporting after the bell tonight.
Investment Committee Disclosures
Wed, 14 Feb 2024 - 44min - 1156 - The Road Ahead for the Rally 2/13/24
Scott Wapner and the Investment Committee debate the CPI Selloff as stocks fall sharply after the latest read on inflation comes in hotter than expected. Plus, the Committee is making some major moves in their portfolios, we reveal them all. And later, JetBlue is soaring today, it’s our Chart of the Day. Jenny Harrington calls in to discuss what she’s doing with the stock now. Investment Committee Disclosures
Tue, 13 Feb 2024 - 44min - 1155 - Time to Buy the Broadening? 2/12/24
Scott Wapner and the Investment Committee discuss the broadening rally and whether it’s finally time to believe in it. Plus, Nvidia keeps going higher, surpassing Amazon’s market cap, the Committee debates whether you can still buy the stock at these levels. And later, we’ve got some Calls of the Day on Applied Materials, Arista Networks, and Netflix. Investment Committee Disclosures
Mon, 12 Feb 2024 - 44min - 1154 - 5k and Beyond 2/9/24
Scott Wapner and the Investment Committee debate the S&P crossing a major milestone and whether the Fed needs to cut rates for the index to keep climbing higher. Plus, we’ve got some Calls of the Day on Cleveland Cliffs, Albemarle, Palo Alto and Costco. And later, Joe Terranova and Bill Baruch call in to discuss some major weekly movers that they own. Investment Committee Disclosures
Fri, 9 Feb 2024 - 47min - 1153 - S&P 500 Closes in on 5k 2/8/24
Scott Wapner and the Investment Committee are on $5k watch as stocks look to cross another major milestone. Plus, the Committee shares their latest trades from NYCB to Tesla. And later, the Committee discuss David Einhorn’s latest comments calling the markets “broken.” Investment Committee Disclosures
Thu, 8 Feb 2024 - 47min - 1152 - The State of the Rally as the S&P 500 nears 5,000 2/7/24
Scott Wapner and the Investment Committee debate the rally’s road ahead as one member of the committee says the market top heavy fears are overstated. Plus, the committee is making some major moves in their portfolios, they break them all down. And later, we’ve got the setup on some key earnings coming up this week. Investment Committee Disclosures
Wed, 7 Feb 2024 - 44min - 1151 - Navigating the Narrow Market 2/6/24
Scott Wapner and the Investment Committee debate the narrow market as several members of the Investment Committee make new moves around the mega caps. Plus, the Chart of the Day is the KWEB, it was Josh’s Contrarian play for 2024, he weighs in on the name. And later, we’re covering the Calls of the Day on Bristol-Myers, Broadcom and McDonald’s. Investment Committee Disclosures
Tue, 6 Feb 2024 - 49min - 1150 - Mega Cap Tech Continues Carrying the Market Higher 2/5/24
Scott Wapner and the Investment Committee debate whether the breadth of the market rally is too narrow as Mega Cap tech continues to carry stocks to new highs. Plus, we’re covering multiples stocks on the move like Uber, On Semi, and Caterpillar. And later, we’ve got the setup on more big earnings coming later in the week. Investment Committee Disclosures
Mon, 5 Feb 2024 - 44min - 1149 - Meta’s Magnificent Moment 2/2/24
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s up 267% since Brad sent his letter to Facebook. Plus, Amazon and Apple also on the move, the Committee debate what to do with those names now. And later, Joe Terranova’s big rebalance is here, he goes over all the major moves he made in the JOET. Investment Committee Disclosures
Fri, 2 Feb 2024 - 43min - 1148 - Big Tech’s Second Big Test 2/1/24
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
Thu, 1 Feb 2024 - 47min - 1147 - Priced For Perfection 1/31//24
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
Wed, 31 Jan 2024 - 44min - 1146 - Microsoft and Alphabet’s Moment of Truth 1/30/24
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
Tue, 30 Jan 2024 - 47min - 1145 - The Critical Week Ahead for the Markets 1/29/24
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
Mon, 29 Jan 2024 - 44min - 1144 - Goodbye Magnificent 7, Hello AI 5 1/26/24
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
Fri, 26 Jan 2024 - 44min - 1143 - Rally Watch 1/25/24
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
Thu, 25 Jan 2024 - 44min - 1142 - The Nasdaq Extends its Record Highs 1/24/24
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
Wed, 24 Jan 2024 - 44min - 1141 - Too Much Exuberance in Stocks? 1/23/24
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
Tue, 23 Jan 2024 - 44min - 1140 - Stocks Extend Record Highs 1/22/24
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
Mon, 22 Jan 2024 - 44min - 1139 - Live from the America Express PGA Tour Event 1/19/24
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 detail their latest trades including a big one from Stephanie Link who sold META.
Fri, 19 Jan 2024 - 45min - 1138 - The Resurgence of the Tech Trade 01/18/24
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.
Thu, 18 Jan 2024 - 45min - 1137 - Can Stocks Handle the Economic Heat? 1/17/24
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.
Wed, 17 Jan 2024 - 44min - 1136 - The Bull Case for Stocks Intact? 1/16/24
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.
Tue, 16 Jan 2024 - 44min - 1135 - A Noisy Start to Earnings Season 1/12/24
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
Fri, 12 Jan 2024 - 45min - 1134 - Navigating Key Market Moving Headlines 01/11/24
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 Committee discuss their top picks in the sector.
Thu, 11 Jan 2024 - 45min - 1133 - Navigating the Markets with CPI and Earnings Looming 01/10/24
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
Wed, 10 Jan 2024 - 44min - 1132 - The Committee’s New Buys and Sells 01/09/24
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.
Tue, 9 Jan 2024 - 45min - 1131 - The Critical Week for the Rally 01/08/24
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. Investment Committee Disclosures
Mon, 8 Jan 2024 - 44min - 1130 - Stocks after the Streak 01/05/24
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
Fri, 5 Jan 2024 - 45min - 1129 - How Far can Mega Caps Fall 01/04/24
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
Thu, 4 Jan 2024 - 45min - 1128 - Playing the Pullback in Stocks 1/3/24
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. Investment Committee Disclosures
Wed, 3 Jan 2024 - 45min - 1127 - The Year Ahead for Stocks 01/02/24
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.
Tue, 2 Jan 2024 - 51min - 1126 - Have Reopening Stocks Bottomed?
Scott Wapner and the Investment Committee debate the state of play for stocks as the S&P has now almost doubled since the pandemic lows of last year. The committee also debate a big call, saying cyclical stocks have bottomed. Plus, we cover the latest call on Micron, and Jon shares some Unusual Activity in two names.
Thu, 12 Aug 2021 - 44min - 1125 - The “Everything Rally”
Tom Lee joins Scott Wapner and the Investment Committee to discuss the “Everything Rally” and whether your money is about to take off in the second half. The Committee share their latest moves as the S&P and Dow hit new records once again. And later, we get to your questions in Ask Halftime!
Wed, 11 Aug 2021 - 43min - 1124 - A Late Summer Surge?
Scott Wapner and the Investment Committee debate what’s in store for the market in the months ahead as two new calls from two major market watchers, Tom Lee and Marko Kolanovic, come out today. Is a late summer surge on the horizon? Plus, Blackrock’s Rick Rieder joins us to weigh in and reiterate his call that equities are going higher. And later, we cover AMC and ‘meme’ stocks following an interview with AMC CEO Adam Aron, are they safe to buy or should you stay away
Tue, 10 Aug 2021 - 44min - 1123 - The Playbook for your Money
Has the strong jobs report moved forward Fed taper talk? Scott Wapner and the Investment Committee debate what that would mean for stocks – especially the financials. Two committee member making moves in the space. Plus, Moderna ripping higher, shares hitting new all-time highs and almost doubling in the past month. How to play this red-hot stock from here. And later, Pete shares some Unusual Activity in some social stocks.
Mon, 9 Aug 2021 - 43min - 1122 - The Jobs Jump & What it Means for Stocks
As the jobs numbers comes in better than expected, Scott Wapner and the Investment Committee what it means for stocks and your money. We’re joined by Corvex Capital’s Keith Meister to weigh in on where he sees the market going and where you need to invest. Plus Jon Najarian shares the Unusual Activity going on in Robinhood and how he’s playing it.
Fri, 6 Aug 2021 - 44min - 1121 - Is a Mid-Summer Run Coming?
Scott Wapner and the Investment Committee debate a new S&P target from Goldman’s David Kostin, who says the market is set for another big run up. Plus, Adam Parker, founder of Trivariate Research, joins us to share his bullish view on U.S. Equities, the committee will jump in to discuss. And later, we’re joined by Penn National Gaming CEO Jay Snowden to discuss his acquisition of Score Media and the future of sports betting in America.
Thu, 5 Aug 2021 - 44min - 1120 - Are “Meme” Stocks a Safe Buy?
Scott Wapner and the Investment Committee discuss the sharp selloff in stocks and the quick rise in Robinhood. Are the so called “meme” stocks taking over and should you get in? The Committee debate the right moves. Plus, GM having its worst day since March 2020, what’s next for the floundering stock? And later, we get to your questions in Ask Halftime.
Wed, 4 Aug 2021 - 44min - 1119 - Is the Market View Dimming?
Stocks coming off their fourth negative session in five. Scott Wapner and the Investment Committee debate whether the market view is dimming for stocks, as fears of the Delta Variant spread. Plus, famed value investor, Bill Nygren of Oakmark, reveals which stocks he’s buying and selling in this market. And, Pete Najarian has his latest trades in Unusual Activity.
Tue, 3 Aug 2021 - 44min - 1118 - August Stock Strategies: Delta Factor
A new trading month gets underway. Scott Wapner and the Investment Committee debate whether the COVID-19 Delta variant bring the market down, or if the news is priced in. Plus, the Committee shares their latest buys and sells. And, Ed Yardeni joins us to discuss why he thinks his latest S&P 500 target is set to 5000 by year-end 2022. And later, Jon Najarian shares his Unusual Activity in a tech and crypto name.
Mon, 2 Aug 2021 - 44min - 1117 - Robinhood’s Big Day
Scott Wapner and the Investment Committee closely watch the Robinhood IPO debut and debate whether the stock is safe to buy. Jim Cramer joins us to weigh in. Plus, Facebook reports blowout earnings but the stock is lower, is it a good time to get in? And later, the Committee gets ready for Amazon reporting tonight.
Thu, 29 Jul 2021 - 55min - 1116 - The F.A.N.G. Fallout
As Apple, Alphabet and Microsoft report blowout earnings, Scott Wapner and the Investment Committee react and the Committee discuss their next moves. Plus, Facebook on deck after the bell, will it continue the trend? And later, we hit the upcoming IPO of Robinhood, should you be involved, or stay away?
Wed, 28 Jul 2021 - 44min - 1115 - Tech’s Moment of Truth
Scott Wapner and the Investment Committee gear up for some huge earnings after the bell today. Apple, Microsoft and Alphabet all report, what’s at stake for each company and how should you trade it. Plus, Tesla tumbles despite topping their target, GE back on track and UPS getting slammed. How the investment committee are playing these names from here. And, the trade on Visa, Starbucks and AMD ahead of their earnings after the bell.
Tue, 27 Jul 2021 - 44min - 1114 - The Most Important Week of the Summer
A momentous week for the markets, as mega-cap tech gets ready to report earnings and the Fed meets on interest rates. Scott Wapner and the Investment Committee discuss how to get ready for results from Apple, Amazon, Alphabet, Microsoft and Facebook. Plus, Fundstrat’s Tom Lee tells us why the markets will see a stronger “risk-on” soon. And later, China stocks getting crushed on new regulations, should you buy on these big drops? Is China a safe place to invest? Finally, Pete shares some Unusual Activity in Tesla ahead of earnings after the bell.
Mon, 26 Jul 2021 - 43min - 1113 - The End of a Wild Week
As this wild week comes to a close, Scott Wapner and the Investment Committee discuss how we went from a major selloff to new record highs. BMO Chief Investment Strategist Brian Belski joins us to weigh in on the volatile week, and what we should expect going forward. Plus, Pete Najarian shares some Unusual Activity in Facebook ahead of earnings, and later, we get to your questions in Ask Halftime.
Fri, 23 Jul 2021 - 43min - 1112 - Stocks Still at Risk?
Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson joins Scott Wapner and the Investment Committee today to make his case on why stocks are still likely to go lower. Wilson says he’s looking for a 10-15% correction in the market. The Committee weigh in and we debate whether he’s right. And later we hit Calls of the Day in some industrial names.
Thu, 22 Jul 2021 - 44min - 1111 - The End of the Correction?
Scott Wapner and the Investment Committee debate whether the correction is over and if it’s safe to buy stocks again. Plus, the Committee shares their latest moves, and later, we get to your questions is Ask Halftime.
Wed, 21 Jul 2021 - 44min - 1110 - The Correction Direction
Scott Wapner and the Investment Committee are joined by legendary investor Leon Cooperman and Blackrock’s Bond King Rick Rieder to talk the market, interest rates, inflation, yields, and much more. Plus, we talk about where the correction is going from here and what you should do to protect yourself.
Tue, 20 Jul 2021 - 50min
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