Halftime Report

By CNBC

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Description

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.

Episode Date
Rally On 3/29/23
00:45:07

Scott Wapner and the Investment Committee debate whether the tech run is sustainable. Plus, our Chart of the Day on Lululemon, shares soaring after earnings. And, Medtronic getting a double downgrade by UBS. Jenny Harrington is buying more of the medical device maker, she explains why in our Call of the Day. 

Investment Committee Disclosures

Mar 29, 2023
Buy It, or Fade It? 3/28/23
00:44:54

Scott Wapner and the investment committee debate the tech run this month and if it can last. Plus, Buffett's Berkshire buying more Occidental. The panel debates whether you should follow suit. And, our Call of the Day is an upgrade of media giant Paramount, saying its shares could gain over 50% from these levels.

 

 

For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV

Mar 28, 2023
Halftime Report+ DoubleLine Capital CEO Jeffrey Gundlach 3/27/23
00:21:24
Jeffrey Gundlach, DoubleLine Capital CEO, discusses the ongoing banking crisis and his forecasts for the economy and stock market.
Mar 27, 2023
The State of Stocks 3/27/23
00:45:00

Scott Wapner and the Investment Committee debate the good, the bad, and whether things could still get ugly for stocks and your money.  Plus, Steve Liesman joins us with some breaking news from the Fed, which is planning to propose long-term debt requirements for large banks.  And later, we grade your latest trades.

Investment Committee Disclosures

Mar 27, 2023
Trading the Turbulence 3/24/23
00:45:01

Melissa Lee and the Investment Committee react to the fear out of Europe spilling into the U.S. market.  Plus, Mark Newton of Fundstrat joins us with a warning about a near-term dip in stocks.  And later, we grade your latest trades.  

Investment Committee Disclosures

Mar 24, 2023
The Market Move Post Powell 3/23/23
00:44:53

Frank Holland and the Investment Committee discuss the today’s rally as investors digest another quarter point rate hike.  Steve Liesman joins us to break down the probabilities of another rate hike or a pause.  Plus, we are monitoring the TikTok CEO on Capitol Hill today, Julia Boorstin brings us the headlines.  And later, we grade your latest trades!

Investment Committee Disclosures

Mar 23, 2023
Fed Decision Day: Your Game Plan 3/22/23
00:44:50

Frank Holland and the Investment Committee debate the game plan for one of the most critical Fed decisions in years. Steve Liesman joins us to break it all down.  Plus, Tom Lee says the market could rally no matter what he Fed does today, he’s here to explain.  And later, we grade your latest trades.  

Investment Committee Disclosures

Mar 22, 2023
The Fed & Your Money 3/21/23
00:44:55

Melissa Lee and the investment committee debate what's at stake for your money as the Fed kicks off a critical two-day meeting. Plus, the latest portfolio moves from our experts, the Call of the Day on Meta, and The Setup on Nike ahead of its earnings after the bell. 

For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV

Mar 21, 2023
Navigating the Banking Crisis 3/20/23
00:45:02

Frank Holland and the Investment Committee debate the latest headlines on the banks and how to position your portfolio for the turbulence.  Plus, a Call of the Day on a big consumer staples stock. And later, we grade your latest trades.   

Investment Committee Disclosures

Mar 20, 2023
Wild Week on Wall Street 03/17/23
00:44:52

Frank Holland and the Investment Committee debate what’s next for your money after a wild week on Wall Street and ahead of a critical Fed decision next week. Plus, our Chart of the Day on FedEx, our Call of the Day on Nvidia, and our experts grade some of your recent trades.

Investment Committee Disclosures

Mar 17, 2023
The Road Ahead for Stocks 3/16/23
00:46:56

Scott Wapner and the Investment Committee discuss the road ahead for stocks after the tumultuous events of the past week. The Investment Committee making some major moves, they break down their latest trades.  Plus, a Call of the Day on semiconductors, one firm calling the bottom in the sector, the Committee debate whether its time to buy chip stocks.

Investment Committee Disclosures

Mar 16, 2023
Market Sell-Off 3/15/23
00:47:12

The market selling off today as more pressure on banks weighs on overall sentiment.  Scott Wapner and the Investment Committee debate what to do now, especially with yields plunging and big questions about what the Fed will do next week.  Steve Liesman joins us to break it down.  Plus, noted bull Tom Lee of Fundstrat says “It’s tough to be bullish here,” he’s on to explain why.  And later, we cover some of the Investment Committee’s latest moves as markets continue their slide downward.  

Investment Committee Disclosures

Mar 15, 2023
Stocks Rebound, is the Worst Behind us? 3/14/23
00:44:44

Scott Wapner and the Investment Committee debate the big rebound in stocks and what’s next for the market.  Plus, Ed Yardeni joins us with his reaction to the latest CPI data and what it means to the Fed and the market.  And later, Mark Zuckerberg announcing more layoffs at Meta, the Investment Committee weigh in on what it means for the stock and the tech sector.  

Investment Committee Disclosures

Mar 14, 2023
The SVB Fallout 3/13/23
00:50:13

Scott Wapner and the Investment Committee discuss the Silicon Valley Bank failure and its implications on the markets, the Fed and your money.  Also, reaction and insight with two Halftime exclusive interviews: Altimeter Capital’s Brad Gerstner and Light Street Capital’s Glen Kacher.

Investment Committee Disclosures

Mar 13, 2023
The Jobs Report and SVB Fallout Weighing on Stocks 3/10/23
00:50:18

Scott Wapner and the Investment Committee discuss two major stories weighing on stocks today, the jobs report and the Silicon Valley Bank failure.  Plexo Capital’s Lo Toney, Capital Wealth Planning’s Kevin Simpson, and Launchpad Capital Founder Ryan Gilbert, join us to discuss the fallout. 

Investment Committee Disclosures

Mar 10, 2023
Jobs, Stocks and your Money 3/9/23
00:47:34

With the jobs report looming large, Scott Wapner and the Investment Committee debate what it will mean for stocks and your money.  Plus, Brian Belski joins us to talk about banks, the Fed, rates, and more.  And later, Bill Baruch has a Setup on Oracle ahead of earnings. 

Investment Committee Disclosures

Mar 09, 2023
Day 2 on the Hill. 3/8/23
01:01:44

Fed Chair Powell testifies before the House Financial Services Committee on the state of the economy.

Mar 08, 2023
Powell, Rates, and Stocks 3/7/23
00:47:52

Jerome Powell wraps up his testimony, suggesting interest rates could go higher, faster, and stay there longer than previously thought.  Scott Wapner and the Investment Committee debate what all this means for the market and your money.  Plus, we cover the latest moves by the Committee, Stephanie Link selling some names, she explains why.  And later, we’ve got some Calls of the day on Delta, Bank of America, and Charles Schwabb.  The Committee break down what to do with these names. 

 

Investment Committee Disclosures

Mar 07, 2023
The Most Critical Stretch of the Year Begins 3/6/23
00:45:01

Scott Wapner and the Investment Committee discuss what could be the most critical stretch of the year for stocks.  Thirteen trading days that will likely hold the key to where your money heads from here.  Plus, a Call of the Day on Apple, Goldman Sachs initiating a buy on the stock, the Investment Committee debate if now is the time to buy.  And later, a Chart of the Day on Nat Gas, Joe Terranova explains why you should own more oil than gas at these levels.  

Investment Committee Disclosures

Mar 06, 2023
Stocks back in the Green 3/3/23
00:45:04

The S&P stays on pace to end its 3-week losing streak, Scott Wapner and the Investment Committee debate whether the trend will continue with rates taking a breather after pushing multi-month highs.  Plus, the Committee making some big moves in big tech, they break down all their trades.  And later, we grade your latest trades!

Investment Committee Disclosures

Mar 03, 2023
Rising Rates and Hot Inflation 3/2/23
00:45:04

Scott Wapner and the Investment Committee discuss rising rates, sinking earnings, and hot inflation. They debate the implications for stocks and your money.  Plus a bullish Call of the Day on Semis, the Committee debates whether you should be buying names in the sector.  And later, we grade your latest trades!

Investment Committee Disclosures

Mar 02, 2023
The March Markets 3/1/2023
00:44:54

Scott Wapner and the Investment Committee debate the markets in March and whether a new month will bring optimism or pain for investors.  Plus, Greenlight Capital’s David Einhorn joins us to discuss the market, the Fed, his 2022 performance, his outlook for 2023 and more.  And later, a Chart of the Day on Lowe’s, with a revenue miss and a weak outlook, is the stock a buy or sell at these level, the Committee weigh in.  

Investment Committee Disclosures

Mar 01, 2023
What March Holds for your Money 02/28/23
00:44:58

The final day of a down month for stocks, Scott Wapner and the Investment Committee debate what March might bring for your money. Plus, top banking analyst Mike Mayo joins us to grade the second ever investor day for Goldman Sachs.  And later, a Call of the Day on some A.I. names by Bank of America.  The Committee discuss the best name in the group.  

Feb 28, 2023
Bracing for more Volatility 2/27/23
00:44:37

Scott Wapner and the Investment Committee are bracing for more volatility.  What a flurry of new trades could be revealing about the road ahead for stocks and your money. Plus, Warren Buffett takes aim at the war against buybacks, calling the opponents “economically illiterate.” The Investment Committee weigh in. And later, we grade your latest trades!  

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 27, 2023
Inflation Fears Slam Stocks 2/24/23
00:43:57

Scott Wapner and the Investment Committee discuss rates on the run and stocks on the retreat as inflation fears roil markets.  Plus, a Call of the Day on JP Morgan, Morgan Stanley says the bank can hit a $1 trillion market cap by 2030, the Committee debate whether you can buy it here.  And later, a Chart of the Day on Moderna, the stock getting downgraded.  Steve Weiss owns the name and breaks down what to do from here.  

Investment Committee Disclosures

Feb 24, 2023
NVIDIA and the Tech Trade 2/23/23
00:44:44

Scott Wapner and the Investment Committee debate what NVIDIA means to the NASDAQ after beating earnings and the stock surging.  Is it a must own name in tech?  Plus, Jim Cramer joins us with an exclusive interview with JPMorgan’s Jamie Dimon.  And, the Committee making some major moves, they share their latest trades and why they’re making them.   

Investment Committee Disclosures

Feb 23, 2023
The Great Debate in the Markets: Retest or Restart 2/22/23
00:45:07

Scott Wapner and the Investment Committee debate whether the market will retest the October lows or restart the rally.  Plus, Intel cutting its dividend, Jenny owns it and weighs in on what to do with the name.  And later, we grade your latest trades.

Investment Committee Disclosures

Feb 22, 2023
The State of Stocks 2/21/23
00:45:06

Stocks falling sharply as rates continue to move higher, Scott Wapner and the Investment Committee debate whether the early year rally is over. Plus, a Chart of the Day on Home Depot, revenue and guidance misses, with ownership on the desk, the Committee weighs in on what to do with this and other retail names.  And later, we grade your latest trades!

Investment Committee Disclosures

Feb 21, 2023
Moment of Truth for the Consumer 2/17/23
00:44:41

Frank Holland and the Investment Committee debate the state of stocks with the market under pressure as mixed economic data raises the possibility of more rate hikes.  Plus, a Chart of the Day on Draftkings, with the company’s 4th quarter revenue surging over 80%, is the stock a buy at these levels?  And later, we grade your latest trades!

For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV

Feb 17, 2023
Don’t Fight the Fed or Don’t Fight the Tape 2/16/23
00:45:04

Scott Wapner and the investment committee on the most important debate in the market right now. Plus, the Chart of the Day on one stock dropping after earnings. And, our experts grade your latest trades.

 

 

For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV

Feb 16, 2023
Retail Sales & the Rally 2/15/23
00:44:01

Scott Wapner and the investment committee debate what today’s strong retail report means for the rally, the Fed and hopes of a soft landing. Plus, our Chart of the Day on one big earnings winner. And our experts grade your latest trades.

 

For Investment Committee Disclosures please visit: https://cnb.cx/3HSe4EV

Feb 15, 2023
The Road Ahead For Stocks 2/14/23
00:45:04

Scott Wapner and the investment committee debate the road ahead for stocks and the impact of today’s CPI report. Wharton Professor Jeremy Siegel joins with his take. Plus, the latest portfolio moves from our experts, our Chart of the Day on one earnings mover, and the grades on your trades.

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 14, 2023
Bracing for Key Inflation Data 2/13/23
00:44:54

Investors getting ready for the CPI report tomorrow. Scott Wapner and the Investment Committee debate if it’s a make or break moment and what’s at stake for stocks. Plus, the committee has some fresh moves to share. Also, our Call of the Day on one sector that may be ready to reclaim leadership. And, we are ready to grade your latest trades.  

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 13, 2023
The Growth Trade Rollover 2/10/23
00:45:04

Scott Wapner and the Investment Committee debate the growth trade rollover and whether the early year rally is on its last legs.  Plus, a Call of the Day on Target, with consumer discretionary leading the other sectors this year, the Committee discuss what to do with some consumer names.  And later, we get to your latest trades!

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 10, 2023
The Activism Debate on Wall Street 2/9/23
00:44:38

Nelson Peltz declares victory and ends his proxy fight with Disney while Dan Love set his sights on Salesforce.  Scott Wapner and the Investment Committee debate what all the activism on Wall Street means for stocks and how you can benefits from it.  Plus, a Call of the Day on Bank of America, downgraded to underperform.  Steve Weiss owns it and calls in to break down what to do next with the name.  And later, Wynn surges on earning, Contessa Brewer joins us with an exclusive interview with Wynn CEO Craig Billings.  

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 09, 2023
Uber, Alphabet and Disney in Focus 2/8/23
00:45:02

Scott Wapner and the Investment Committee discuss the three big stocks we’re watching today, Uber, Alphabet and Disney.  Plus, we’ve got some Calls of the Day on multiple stocks, the Committee weigh in on each.  And later, we grade your latest trades!

Investment Committee Disclosures 

Feb 08, 2023
Powell Speaks on Economy & Policy 02/07/23
01:14:29

Fed Chair Powell speaks about the economy and monetary policy. Scott Wapner and the Investment Committee debate what’s at stake for the markets. Plus, the committee is making moves. They reveal their latest buys. And, the big call on Buffett’s Berkshire Hathaway. Josh Brown weighs in on the stock.

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 07, 2023
High Stakes for Stocks This Week 2/6/23
00:44:02

Fed Chair Powell getting ready to speak following a strong jobs report. Plus, another big week of earnings. Scott Wapner and the Investment Committee discuss what’s at stake for the recent rally. Also, the biggest analyst calls on the street and a Chart of the Day on a stock that’s up 50% so far this year. And later, we grade your latest trades!

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 06, 2023
The Tech Trade: Poised to Run or Reverse? 2/3/23
00:44:09

Scott Wapner and the Investment Committee debate whether the mega cap misses last night will cause the tech run to stall.  Plus, former Dallas Fed President Richard Fisher joins us to discuss the latest jobs report and what it means for the market and the Fed going forward.  And later, we grade your latest trades!

 

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 03, 2023
Big Tech Earnings and META’s Mega Moment 2/2/23
00:52:33

The biggest earnings night of the season is upon us with Apple, Amazon, and Alphabet all reporting.  Scott Wapner and the Investment Committee are joined by super investor Brad Gerstner to debate what the huge earnings night means for the tech trade specially after Meta’s blowout report.  

For Investment Committee Disclosures please visit:

https://cnb.cx/3HSe4EV

Feb 02, 2023
FED DAY 2/1/23
00:45:08

It’s arguably the most important day of this early year for stocks. Scott Wapner and the investment committee debate the state of stocks ahead of today’s Fed decision. Plus, our Call of the Day on one fintech stock seeing nice gains this year. And, our experts grade your trades.  

 

For Investment Committee Disclosures please visit:

https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html

 

Feb 01, 2023
Positioning for Earnings & Fed 1/31/23
00:44:30

The Fed kicks off a 2-day meeting as we get a slew of earnings today. Scott Wapner and the Investment committee debate the trade from here. Plus, one committee member buying more of one Dow stock. Plus, GM surging after reporting a big beat, should you get in or sell here?  

Also, a big call on Meta ahead of earnings tomorrow. And later, we grade your latest trades!

For Investment Committee Disclosures please visit:

https://www.cnbc.com/2022/03/03/halftime-report-investment-committee-disclosures.html

 

Jan 31, 2023
A Huge Week for Your Money 1/30/23
00:45:00
Scott Wapner and the Investment Committee discuss the upcoming Fed Meeting, Jobs Report and Critical Earnings from the biggest tech companies on earth. Plus J&J sinks after a court rejects their latest talc bankruptcy case, what should you do with the name. And later, the Committee making some major moves and we cover all of them. Also, we grade your latest trades!
Jan 30, 2023
The State of the Rally 1/27/23
00:45:01
Scott Wapner and the investment committee debate the road ahead for stocks, as another critical week looms large. Plus, trades on the day’s big earnings movers, and our experts grade your trades.
Jan 27, 2023
Stocks and the Resilient Economy 1/26/23
00:45:06
Scott Wapner and the Investment Committee debate the road ahead for stocks, on the back of surprisingly strong economic data. Plus, Chevron announcing a dividend hike and a massive stock buyback. Is this a bullish sign for energy stocks? And later, a Call of the Day on Las Vegas Sands. What’s next for this stock and other casino names. Also, we grade your latest trades.
Jan 26, 2023
Microsoft Slows: Fallout for Tech 1/25/23
00:45:03
Microsoft reporting weaker guidance, Scott Wapner and the Investment Committee debate what that could mean for tech and cloud stocks. Plus, Tesla earnings on deck. How the committee is viewing this stock. Plus, this stock is surging on its earnings beat, now up 30% since its last report. It also pays a nice dividend, too! And later, we grade your latest trades.
Jan 25, 2023
The Trade Ahead of Microsoft 1/24/23
00:45:01
Microsoft kicks off earnings for mega-cap tech. Scott Wapner and the Investment Committee debate what’s at stake for tech and for stocks overall. Plus, Steve Weiss has a new buy in the cyber space. Also, defense stocks driving higher. The Committee weighs in on the best names in the sector. And later, we grade your latest trades!
Jan 24, 2023
Positioning for the Big Week 1/23/23
00:44:02
Scott Wapner and the Investment Committee debate how to position as we head into a big week of earnings and economic data. Plus, our Chart of the Day on Salesforce, Kari Firestone and Jim Lebenthal call in to discuss the activists piling into the company. And later, some Calls of the Day on big chip names like AMD and Qualcomm, the Investment Committee take their positions in the sector.
Jan 23, 2023
Is the Rally Losing Steam? 1/20/23
00:45:07
The Dow and S&P coming off their longest losing streak in a month, Frank Holland and the Investment Committee debate whether the market is losing steam headed into a big week of earnings. Netflix surging on strong subscriber numbers, but is the stock ahead of itself? And later, we grade your latest trades!
Jan 20, 2023
Bull Market or Bear Bounce? 1/19/23
00:45:02
Scott Wapner and the Investment Committee debate whether we’re in a bear market bounce or entering a new bull market. Netflix is the first of the FANG names to report earnings today after the bell. What’s at stake and what do investors need to watch. Plus, a rare double downgrade for one financial stock. And, our Chart of the Day on one growth stock that’s up double-digits this year.
Jan 19, 2023
Chances of Soft-Landing Increasing? 1/18/23
00:44:50
With stocks about 15% off their October lows, Scott Wapner and the Investment Committee debate if the chances of a soft-landing are growing and what that would mean for stocks from here. Also, energy stocks continue their gains but a major name getting a big downgrade. Is it time to sell out of some of these stocks? Plus, 4 stocks that have reclaimed their long-term bullish trend.
Jan 18, 2023
Time to Get Less Bearish? 1/17/23
00:45:07
The S&P +4% so far this year, Nasdaq +6%. Scott Wapner and the Investment Committee debate whether it’s time to get less bearish following a strong start to the year. Plus, a tale of two investment banks – Goldman plunges on earnings, but Morgan Stanley rallies. How to play these two stocks from here. And later, we grade your most recent trades.
Jan 17, 2023
The Risk/Reward for Stocks 1/13/23
00:44:39
Jan 13, 2023
Inflation Eases Again: Game Changer for Stock? 1/12/23
00:45:06
Scott Wapner and the Investment Committee discuss what the latest round of cooling inflation data means for stocks from here. Plus, Ed Yardeni of Yardeni Research calls in to break it all down. Also, Nelson Peltz vs. Disney, the Committee debate whether the proxy fight can bring value back to Disney. And later, we’ve got some Calls of the Day on Cleveland Cliffs, American Tower, and ServiceNow - the Committee weighs in.
Jan 12, 2023
Counting Down to the CPI 1/11/23
00:45:07
Scott Wapner and the Investment Committee debate what tomorrow’s CPI will mean for the ongoing rally. We’ve got the latest must-see predictions from JP Morgan’s trading desk. Plus, a Call of the Day on Salesforce, getting downgraded to underperform at Bernstein, what should you do with the name now. And later, we grade your latest trades.
Jan 11, 2023
A Pivotal Moment for Stocks 1/10/23
00:44:50
Scott Wapner and the Investment Committee are on rally watch today as some say stocks have reached a critical point to start the year. Plus, Josh Brown sells Netflix, he explains why. Also, a Call of the Day on Boeing, downgraded by Morgan Stanley but target price raised, the Committee weigh in on this name, up 50% in the last 6 months. And later, we grade your latest trades!
Jan 10, 2023
Can This Rally Last? 1/9/23
00:45:08
As stocks are trying to build on last week’s gains, Scott Wapner and the Investment Committee debate the CPI looming large along with the start of earnings. Plus, Steve Liesman joins us to discuss the Fed and what they have in store for the market. And later, we grade your latest trades!
Jan 09, 2023
Cooler Wages, Hotter Stocks? 1/6/23
00:45:04
Fears about wage inflation eases. Scott Wapner and the Investment Committee debate what today’s data means for the Fed, stocks and your money. Plus, the Stock Summit continues, with the Investment Committee sharing their favorite stocks for 2023. And later, we grade your latest trades!
Jan 06, 2023
Jobs Hot: What Now for Fed & Stocks? 1/5/23
00:45:10
More strong jobs data sending stocks tumbling. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, we continue our 2023 Stock Summit, with top picks for 2023 from our committee members. And later, we grade your most recent trades in “Grade My Trade.”
Jan 05, 2023
Back to the Bottom in 2023? 1/4/23
00:45:04
Scott Wapner and the Investment Committee debate whether the market will revisit the October bottom. Plus, the second day of our Stock Summit is underway, with the Committee picking their favorite picks for 2023. And later, we grade your latest trades!
Jan 04, 2023
New Year, New Strategy? 1/3/23
00:44:39
Coming off the worst year since 2008, Scott Wapner and the Investment Committee debate the year ahead for your money and whether 2023 will provide new hope or another round of pain for investors. Plus, our second annual stock summit is under way where the Investment Committee share their best ideas for 2023. And later, a Call of the Day on Paypal, is the company a buy at these levels, the Committee weigh in.
Jan 03, 2023
Goodbye 2022 12/30/22
00:43:57
Hello, 2023. Scott Wapner and the investment committee debate what the year ahead holds for your money. Plus, the latest portfolio moves from our experts, our Chart of the Day on one big energy stock, and the committee grades your trades.
Dec 30, 2022
The Stretch Run and Beyond 12/29/22
00:45:12
Scott Wapner and the investment committee debate what the last trading days of the year may hold for your money in 2023. Plus, legendary play-by-play announcer Al Michaels joins us ahead of tonight’s big game. And later, our experts Grade your Trade.
Dec 29, 2022
What will 2023 hold for stocks? 12/28/22
00:45:03
$10 Trillion has been lost in U.S. stocks this year. The worst for your money since 2008. Scott Wapner and the investment committee debate if there will be a big reversal in 2023. Plus, our Chart of the Day on one hard hit travel stock. And later, our experts Grade your Trade.
Dec 28, 2022
Santa Claus Rally still in the cards? 12/27/22
00:45:08
The final stretch for stocks. Scott Wapner and the investment committee debate if the Santa Claus rally is still in the cards for your money. Plus, our chart of the day on one stock down over 65% this year. And later, our experts grade your trades.
Dec 27, 2022
Is this the Start of the Santa Claus Rally? 12/23/22
00:44:09
After a volatile and stormy week for stocks, Brian Sullivan and the Investment Committee debate whether today is the start of the Santa Claus Rally amidst the ongoing teck wreck. Plus, your money moves for the last 5 trading days of the year. And later, we grade your latest trades.
Dec 23, 2022
Stocks to Retest the Lows? 12/22/22
00:45:06
The sell-off is back. Brian Sullivan and the Investment Committee discuss if stocks are going to retest lows with the Nasdaq 3% away from its 52-week low. Plus, where’s the bottom for the beaten up tech trade? And, Tesla tanking today, now down 70% from its highs. Are more declines ahead?
Dec 22, 2022
Santa Claus Rally Still in Play? 12/21/22
00:45:11
Stocks jumping on the back of results from Nike and Fedex. Brian Sullivan and the Investment Committee discuss consumer confidence data that jumped to its highest level since April and what it means for the market. Plus, the Committee go hunting for yield, picking stocks with a great dividend. And later, we grade your latest trades!
Dec 21, 2022
Rising Rates & Mega-Cap Mauling 12/20/22
00:44:56
Brian Sullivan and the Investment Committee discuss the surprise move on global interest rates, the mega-cap mauling, and stocks struggling to snap a 4-day losing streak. How should you position in this market right now. Plus, Bill Gross joins us to explain why he thinks the Fed should stop raising rates right now. And later, we grade you latest trades!
Dec 20, 2022
More Tech Pain Ahead? 12/19/22
00:38:28
Tech getting wrecked again, building on last week’s big losses. Brian Sullivan and the Investment Committee debate how much more downside there is to go in the sector. Plus, energy also going lower, third worst sector this month, the Committee share their latest moves in these names. And later, we grade your latest trades!
Dec 19, 2022
Stocks into Year-End: Retreat or Rally? 12/16/22
00:43:36
Scott Wapner and the Investment Committee discuss this rough week for stocks and what the final ten trading days of the year might bring for your money. Plus BMO’s Brian Belski joins us to explain why he thinks the weakness and volatility he anticipated for early 2023 is happening now. Also, top health picks for 2023. And later, we grade your latest trades!
Dec 16, 2022
Hawkish Fed Sinks Stocks 12/15/22
00:43:49
A big sell-off on Wall Street. Scott Wapner and the Investment Committee discuss how to protect your portfolio amid rising rates and recession fears. Disney the worst stock in the Dow and Netflix the worst stock in the Nasdaq-100 today. Should you buy on this big drop? Plus, a fresh list of top stock picks for 2023.
Dec 15, 2022
Countdown to the Fed: Will Stocks Sink or Surge? 12/14/22
00:44:56
Scott Wapner and the Investment Committee get ready for the 2pm Fed meeting, what it will mean for your money and the rally. Plus, Tom Lee joins us to lay out his case for S&P 4,750 in 2023. And later, we grade your latest trades.
Dec 14, 2022
Inflation Cools: Game-Changer for Stocks? 12/13/22
00:43:01
Scott Wapner and the Investment Committee debate if the latest inflation data is a game-changer for a year-end rally. Plus, the committee making moves in financials, industrials and media. They reveal their latest buys. And, we are ready to grade your latest trades.
Dec 13, 2022
Will the Fed Send Stocks Surging or Sinking? 12/12/22
00:45:00
Scott Wapner and the Investment Committee debate whether there’s momentum for a rally and if the Fed is likely to send stocks surging into the end of the year. Plus, analysts expecting a choppy but bullish market for tech in 2023, are they right, the desk weigh in. And later, we Grade your Trades!
Dec 12, 2022
Hot Inflation, Cold Stocks? 12/9/22
00:45:18
Scott Wapner and the Investment Committee discuss the frustration with inflation as the latest read comes in hotter than expected just as stocks looked ready to rally. Plus, Chief Global Markets Strategist for JP Morgan, Marko Kolanovic joins us to explain why he sees growing recession risks for 2023. And later, some Calls of the Day on consumer names Netflix and Costco, with ownership on the desk, the Committee weigh in on these names and what to do with them.
Dec 09, 2022
What Can Reverse the Tech Wreck? 12/8/22
00:45:10
The Nasdaq on a 4-day losing streak and now down 30% from highs. Scott Wapner and the Investment Committee debate what could stop tech’s big slide. Plus, we’re Grading your Trades! And, our chart of the day is a stock that’s a big winner today, and this year.
Dec 08, 2022
Santa Claus vs. the Grinch: Who Wins? 12/7/22
00:45:06
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate whether stocks can mount a rally in the face of the Fed and recession fears with such bad sentiment. Plus, oil now negative on the year and in a different direction compared to energy stocks. How to play the sector from here. And, ‘Grade my Trade’ – you’ve got moves, the committee weighs in.
Dec 07, 2022
A Directionless December? 12/6/22
00:44:28
Scott Wapner and the Investment Committee debate whether the year-end rally is possible with a directionless December. Plus, Jeffrey Gundlach shares his latest views on the market and the Fed in CNBC’s FA summit, we bring you the biggest headlines from that interview. And later, President Biden tours a TSMC facility with Apple’s Tim Cook, NVIDIA’s Jensen Hwang, and Micron’s Sanjay Mehrotra in attendance. The Committee break down what it means for Semi and Tech stocks.
Dec 06, 2022
Time to Buy or Sell Stocks? 12/5/22
00:44:59
Stocks sink. Scott Wapner and the Investment Committee debate whether to buy or sell into year-end. Plus, the committee reveal their latest buy and sells. Also, China stocks rallying again and one big Wall Street firm gets bullish on those stocks for the first time in 2-years. Should you buy? Or is it buyer beware?
Dec 05, 2022
Will Hot Jobs Cool Stocks? 12/2/22
00:44:48
The latest jobs report comes in higher-then-expected. Scott Wapner and the Investment Committee debate what the latest report means for an end of year rally. Plus, a 5-star stocks picker who’s beating the market this year gives us his best plays. And, this stock is on pace for its best week in a month. We’ll reveal it in our Chart of the Day.
Dec 02, 2022
Year-End Rally Possible? 12/1/22
00:45:04
Scott Wapner and the Investment Committee debate if a year-end rally is still possible on the back of Chair Powell’s comments. Plus, the investment committee share their latest buys and sells in this market. Also, Dollar General down after earnings, with a Committee member buying more, they call in to explain. And, ChargePoint out with earnings after the bell. Josh Brown tells us what he’s watching in the results.
Dec 01, 2022
The Powell Countdown 11/30/22
00:44:48
The market counting down the minutes to Powell’s Fed Speech, Scott Wapner and the Investment Committee discuss the best moves you can make no matter what he says. Plus, the Committee making some big moves in Healthcare and Tech, they explain why.
Nov 30, 2022
The Market’s Apple Problem 11/29/22
00:37:00
Apple stocks falling again today after a widely-followed analysts says iPhone shipments could be much worse than expected. Scott Wapner and the Investment Committee debate whether the market has an Apple problem, with the stock weighing heavily on the NASDAQ. Plus, a big week for cloud earnings, the Committee take their positions on these cyber names. And later, are dividend stocks your best bet right now? The Investment Committee debate and pick their favorite names.
Nov 29, 2022
The Market’s Final Stretch 11/28/22
00:45:00
Scott Wapner and the Investment Committee discuss the final stretch for stocks with only five trading weeks left in the year. Will China risks bring the market down or will we end the year positive. Plus, the Retail trade, with holiday shopping in full swing, the Committee break down which names will see the most benefit. And later, some Calls of the Day on some defense names with ownership in the Committee, the desk weighs in.
Nov 28, 2022
Year-End Rally Still on? 11/23/22
00:43:45
Stocks pushing higher ahead of the Fed Minutes, Dom Chu and the Investment Committee debate the recent rally and whether it can keep going into year-end. Plus, the retail sector on pace for its worst year since 2008, but a number of stock hitting new highs. We’ll tell you what’s working and not working in retail right now. And, Tesla shares down 35% in the past 2-months. Is the stock turning into a value opportunity?
Nov 23, 2022
Rally Refresh or Reversal 11/22/22
00:45:02
Scott Wapner and the Investment Committee debate the state of stocks and whether the year-end rally stays intact, or a reversal is coming. Plus, gray skies for cloud stocks, pacing for their worst month since April. Is there more pain to come? And, boring stock, but great returns. Why one ignored group is hitting all-time highs.
Nov 22, 2022
Iger’s Encore: Will it Reignite Disney 11/21/22
00:43:21
Bob Iger returns to Disney in a surprise move. Scott Wapner and the Investment Committee debate if the move will bring magic back to the stock and if investors should buy it from here. Plus, oil sliding again, now down 15% in 2-weeks. How to play the energy sector now.
Nov 21, 2022
Chasing the Rally 11/18/22
00:44:56
Scott Wapner and the Investment Committee debate whether stocks can rally into year end and beyond. One firm seeing the biggest inflows to stocks in more than six months. Plus, 4 big stock movers in retail and tech, the Committee break down the latest on those names. And later, energy at its lowest level since September, we discuss what to do with the sector from here. Also, a top biotech investor gives us his best ideas going into 2023
Nov 18, 2022
The Bullard Beat Down 11/17/22
00:44:46
Scott Wapner and the Investment Committee debate the latest hawkish remarks from Fed Member Jim Bullard and what it means for the market. Plus, we’ve got some Calls of the Day on ServiceNow and Deere, the Committee weigh in on these names. And later, the Committee’s top stocks to watch.
Nov 17, 2022
What’s Riding on NVIDIA’s Earnings 11/16/22
00:43:22
One of the most critical earnings reports happening after the bell, NVIDIA is down more than 50% from its highs but up 40% over the past month. Scott Wapner and the Investment Committee debate NVIDIA earnings and what it means to the tech and chip sectors. Plus, a Call of the Day on Home Depot, with ownership on the desk, the Committee discuss if the name should be held or sold. And later, we go over some “unloved stocks with favorable signals”, a list released by Wolfe Research.
Nov 16, 2022
Cooling Inflation, Rising Stocks 11/15/22
00:42:15
Stocks rise after another inflation read comes in cooler than expected, Scott Wapner and the Investment Committee debate what it all means for the state of the rally, is 4,100 the next stop for the S&P? Plus, have semis bottomed? The group crossed above its 200-day, the Committee break down the best names in the sector. And later, a Call of the Day on Netflix, with a double upgrade on the name, and ownership on the desk, the Committee debate what to do with the stock.
Nov 15, 2022
Is There Enough Momentum For the Rally? 11/14/22
00:43:45
The S&P coming off its best week since June. Scott Wapner and the Investment Committee debate whether last week’s historic rally has enough momentum to keep going higher into year end. Plus, we’ve got a Call of the Day on Bank of America, with lots of ownership on the desk, the Committee break down the stock. And later, hedge funds are taking some major positions in semis, should you follow them?
Nov 14, 2022
The Future of the Rally 11/11/22
00:45:15
Scott Wapner and the Investment Committee debate how much stocks can rally after posting an incredible day yesterday. Can it keep going to the end of the year, and beyond? Plus, we dive in to the FTX fallout and debate whether it will affect the market at large. And later, on this Veterans Day, we honor our Committee members who served and take some questions from Veterans in Ask Halftime.
Nov 11, 2022
Is the End of Year Rally Back on? 11/10/22
00:45:07
Inflation cools, markets soar, yields fall. Scott Wapner and the Investment Committee discuss the big jump in stocks after CPI comes in cooler than expected. Plus, Jeremy Siegel joins us to break down everything from the Fed to crypto. And later, a Call of the Day on Tesla and it’s continued downward trend, the Committee debate what to do with the stock.
Nov 10, 2022
Positioning Ahead of Another Inflation Print 11/9/22
00:47:06
Scott Wapner and the Investment Committee debate what investors do if we get another hot CPI print. BMO’s Brian Belski joins us on the desk to weigh in. Plus, the Committee gets you ready for Wynn earnings after the bell. And later, some Calls of the Day on Cisco and Abbvie, the Committee take their positions on the names
Nov 09, 2022
Mixed Signals in the Market 11/8/22
00:44:34
Rally and Risk, Scott Wapner and the Investment Committee debate what the market’s mixed signals and what investors do with their money from here. Plus, Industrials among the top performers in the past month and one committee members has a new buy in the space. Also, Disney earnings on deck. The committee gets you ready. And later, the list of stocks making stealthy double-digit moves higher.
Nov 08, 2022
Gameplan for the Big Week Ahead 11/7/22
00:43:52
Midterms, CPI, Fed Speakers and Key Earnings. Scott Wapner and the Investment Committee debate all of the big events this week and what it means for your money. Plus, the Committee making some major moves, we dive in to all of them and the reasons why ahead. And later, we cover some Calls of the Day and big consumer names, the Committee take their positions on those stocks.
Nov 07, 2022
The Road Ahead for Your Money 11/4/22
00:45:05
Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week.
Nov 04, 2022
No pivot, No Pause: What Investors Do Now 11/3/22
00:44:22
Frank Holland and the Investment Committee debate how to trade the market following the feds no pivot no pause mantra yesterday. How much hawkish talk is priced into the market already? Plus, is a year-end rally still possible, the committee weigh in? And later, Morgan Stanley’s Chief Global Economist Seth Carpenter joins us to discuss why he sees a notable economic slowdown that borders on global recession coming.
Nov 03, 2022
Positioning Ahead of the Fed 11/2/22
00:44:57
The Fed getting ready to raises rates again. Scott Wapner and the Investment Committee debate how to position your portfolio from here and whether a Fed ‘pivot’ is likely, or not. Plus, the Committee making a lot of moves in their portfolios – they break down their latest buys and sells. And, Boeing flying high on the back of comments from its analyst meeting. Is the worst over for the stock?
Nov 02, 2022
Keep Riding this Rally? 11/1/22
00:45:02
A new trading month gets underway. Dom Chu and the Investment Committee debate if investors should keep riding the rally after October’s big gains. Plus, Morgan Stanley’s Mike Wilson explains why he thinks the bear market isn’t over, but a tactical rally is still in the cards. Plus, Uber shares popping on its revenue beat. Josh Brown owns it and weighs in on the stock. And, the best stocks ideas for November
Nov 01, 2022
Positioning into Rates Hikes & Biggest Earnings Week 10/31/22
00:44:57
The Dow on pace for its best month since the 1970’s, Frank Holland and the Investment Committee discuss the best way to position your portfolio ahead of the Fed and the busiest week of earnings. Plus, Morgan Stanley cutting estimates on some chip names, the Committee take their positions in the sector. Also, biotech breaking out. And later, the Committee shares their latest moves as October closes out.
Oct 31, 2022
Time to Rotate Out of Tech? 10/28/22
00:43:54
Scott Wapner and the Investment Committee discuss if Apple is “The Last FANG Standing.” And whether it’s time to rotate out of tech to value. Plus, Chevron and Exxon hitting record high. Does this trade still have legs?. And, later, the committee gets you ready for the busiest week of earnings season.
Oct 28, 2022
Can Apple and Amazon Save Big Tech? 10/27/22
00:43:59
Meta is the most recent mega cap stock to participate in the big tech meltdown, Scott Wapner and the Investment Committee debate whether Apple and Amazon can save mega cap tech. Plus, Josh Brown buys Meta sub-100, he explains why. And later, Amy Raskin making lots of moves as we close out this week, she breaks down her trading strategy.
Oct 27, 2022
Can Stocks Rally without Tech? 10/26/22
00:44:06
Alphabet and Microsoft disappoint, but markets move higher. Frank Holland and the Investment Committee debate what their results mean for Meta after the bell and Apple and Amazon tomorrow. And, is a year-end rally still possible without tech? Plus, Boeing hits session lows after reporting a surprising loss, Jim Lebenthal joins us on the phone, he owns the stock and breaks down what it means for the name. And, bullish calls on one metaverse play.
Oct 26, 2022
The Moment of Truth for Tech Stocks 10/25/22
00:45:04
Scott Wapner and the Investment Committee debate the latest call from star analyst Dan Ives, calling today’s earnings the moment of truth for tech stocks. Plus, Wells Fargo analyst Mike Mayo joins us to explain why he thinks this will be the best recession for banks in the last half century. And an interesting new call on how to play Apple ahead of earnings.
Oct 25, 2022
The Market’s Moment of Truth 10/24/22
00:45:02
Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital sends an open letter to Mark Zuckerberg about Facebook, the Committee break down what it means for the name. And later, a Call of the Day on Disney, Wells Fargo calls it their favorite name in media, the Committee take their positions on the entertainment giant.
Oct 24, 2022
Earnings, Rates & Stocks 10/21/22
00:45:00
A big rally on the street. Scott Wapner and the Investment Committee debate the next move for stocks after yields hit new highs. Plus, bracing for mega-cap tech – the stocks the committee has the most and least confidence in. And, a lot more names outside of tech set to report. The names you should be watching.
Oct 21, 2022
Can Good Earnings Overcome Rising Rates? 10/20/22
00:44:58
Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus the Committee making some moves in multiple sectors, we dive in to their trades. And later, a new bearish letter from Greenlight Capital’s David Einhorn tells his investors to sell stocks, the Committee weigh in on what it means for the market.
Oct 20, 2022
Can Good Earnings Keep Stocks Climbing? 10/19/22
00:45:01
Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good reports can keep stocks climbing. Plus, a Call of the Day on cybersecurity stocks, the Committee weigh in on the sector. And later, Energy continues to rally, are there still opportunities in the names?
Oct 19, 2022
The Rally: Believe it or Fade It? 10/18/22
00:39:30
Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘significant’ stake in Salesforce, sending the stock higher. Jim owns it and breaks down what it means for the name. Also, a big bearish bet on one stock ahead of earnings tomorrow – we have the options action. And later, Netflix reports after the bell, the Committee take their positions in the streaming sector.
Oct 18, 2022
Can the Rally Last? 10/17/22
00:43:33
Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate the better buy in this environment. And the committee weighs in on the biggest analyst calls on the street.
Oct 17, 2022
Is the Rally Sustainable? 10/14/22
00:43:28
Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belski joins us to explain why he’s cutting his S&P year-end target. And later, are semi stocks getting close to a bottom? The Committee weigh in on the sector.
Oct 14, 2022
What the Hot CPI Number Means for Stocks 10/13/22
00:47:27
Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Committee debate why, and how you should trade it. Professor Jeremy Siegel of the Wharton School joins us to help break it down. And later, the Committee get ready for a big earnings week for financials, kicking off this Friday.
Oct 13, 2022
Can Stocks Rally with Inflation Roaring? 10/12/22
00:43:46
Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big options bet on the 10-year yield executed today, Scott Nations, founder of the Nations Index, joins us to break it down. Also, big banks hitting new lows, the Committee take their positions ahead of earnings this Friday. And later, the one sector expected out outperform into year-end.
Oct 12, 2022
Stocks Rebound from Lows 10/11/22
00:44:47
A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plus, some bearish calls on streaming stocks, the Committee take their positions on some of the names they own. And, Uber shares slammed as it faces a major setback on the gig economy. Josh Brown owns the stock – he weighs in
Oct 11, 2022
Is the Rally Done? 10/10/22
00:52:24
Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on recession fears and market. The committee reacts.
Oct 10, 2022
Inflation vs. Recession: What’s the Bigger Risk? 10/7/22
00:44:56
Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the Investment Committee debate what the bigger risk is right now, inflation or recession? Plus, a warning on semis shocking the sector, with a lot of ownership amongst the Committee, what’s your best trade from here with these stocks. And later, Energy names continue rising higher, should you be in the sector?
Oct 07, 2022
The State of This Week’s Rally 10/6/22
00:45:02
Stocks are up and down and back again this week, Scott Wapner and the Investment Committee debate the rally ahead of a big earnings season set to kick off soon. Plus, semis are up for 3 straight days this week, can the sector keep rising? The Committee weigh in. And later, bank estimates have been cut ahead of earnings, the Committee take their positions in financials.
Oct 06, 2022
Your Next Money Move 10/5/22
00:45:02
Stocks down today after two days of big gains, Frank Holland and the Investment Committee debate where stocks go from here. Plus, Mr. Wonderful, Kevin O’Leary, unveils his new investing strategy – shifting away from growth. He also reveals his new buys around that strategy shift. And, OPEC is planning a historic price cut in oil, what does it mean for the energy sector.
Oct 05, 2022
Should You Buy the Rally? 10/4/22
00:52:19
Frank Holland and the Investment Committee debate the best start to a quarter since 2009. Should you trust the rally and buy some names, or is this a bear market bounce? Plus, sources says Elon Musk is agreeing to buy Twitter at 54.20/share, sending the stock higher, is it a buy at these levels? And later, we’ve got one of the top financial advisors in the country joining us to discuss how to navigate the volatility in the market.
Oct 04, 2022
Trust Today’s Rally? 10/3/22
00:44:39
Scott Wapner and the Investment Committee debate what this rally means and where stocks might go from here as we begin the final quarter of the year. Plus, oil and energy stocks surging on reports OPEC may slash production. How to play the sector from here. And later, we reveal some of Wall Street’s top fourth quarter ideas.
Oct 03, 2022
Q4: Retreat? or Rally? 9/30/22
00:43:57
Scott Wapner and the Investment Committee debate whether there’s any relief in sight for stocks after another disappointing quarter closes today. Plus, Nike is on pace for its worst day in two years, Stephanie Link calls in to explain why she’s holding the stock. And later, some big Calls of the Day on Disney and McDonald’s, the Committee take their positions on these household names.
Sep 30, 2022
Big Problem for Mega-Cap Tech? 9/29/22
00:45:06
Stocks sinking after rallying yesterday. Scott Wapner and the Investment Committee debate the big drop in big tech stocks. Plus, the committee is making a lot of moves in this volatile market. We reveal and debate their latest buys and sells. And, why one of the oldest investing strategies in the book may be starting to look good again.
Sep 29, 2022
Stocks Finding a Bottom? 9/28/22
00:45:03
Stocks rally as the UK government intervenes. Scott Wapner and the investment committee live at Delivering Alpha to debate if stocks are anywhere close to bottoming. Plus, Apple sinking on reports it plans to drop production increases for its iPhone. What this could mean for the markets and tech. Plus, famed short-seller Jim Chanos joins us live to discuss his current position on the market and where he sees it going in the next few months.
Sep 28, 2022
Has the Fed Gone Too Far? 9/27/22
00:44:57
Scott Wapner and the Investment Committee debate if the Fed has gone too far, too fast and whether it will it cause stocks to crash and the economy to tank. Plus, Brian Belski of BMO Capital joins us to reiterate his belief that the S&P will end higher on the year. And later, the Committee is making some moves in the energy space, they reveal their trades.
Sep 27, 2022
More Pain for Stocks? 9/26/22
00:44:05
Stocks retesting their June lows in the last trading week of a volatile month. Dom Chu and the Investment Committee debate how much lower the market goes from here. Plus, tech coming off its worst 2-week stretch since the start of the pandemic. And, the Investment Committee share the major moves they are making in their portfolios.
Sep 26, 2022
How Far Will Stocks Fall? 9/23/22
00:49:36
The Dow falling below its June lows and the S&P falling below its June closing low. Scott Wapner and the Investment Committee debate the most crucial question for the market, how far will stocks fall from here? Wharton Professor Jeremy Siegel weighs in on everything from the Fed, inflation and the markets. Plus, tech getting wrecked and one committee members is making moves in the space.
Sep 23, 2022
Rally or Retreat for Stocks? 9/22/22
00:45:01
Scott Wapner and the Investment Committee debate the playbook for stocks on the back of the Fed’s latest rate hike and forecasts. Plus, Josh Brown reveals his 3 new buys in this markets. Also, is it time to start buying the big banks? And later, the list of cheap stocks that are trading below their pre-covid levels and that Wall Street loves.
Sep 22, 2022
Positioning Ahead of the Fed Rate Hike 9/21/22
00:44:58
The Fed getting ready to raise rates again. Scott Wapner and the Investment Committee debate how to position from here. Also, is tech the most at risk from a rate hike? Plus, the biggest street calls you need to know about today. And, big bank CEOs testify on capitol hill. The Committee debates what’s next for the sector.
Sep 21, 2022
Can Stocks Climb as Rates Rise? 9/20/22
00:44:51
As bond yields continue to hit new highs as the Fed gets ready to raise rates tomorrow, Scott Wapner and the Investment Committee debate if stocks can keep going higher in the face of it all. Plus, NVIDIA rolling out new products, has the battered stock reset? And later, a Call of the Day on Diamondback Energy, the Committee take their positions in the energy sector.
Sep 20, 2022
Positioning This Weeks’ Rate Hike 9/19/22
00:44:56
Scott Wapner and the Investment Committee debate this critical week ahead with a Fed rate hike looming and stocks sitting at key levels. Plus, the Committee making some major moves in dividend stocks. They reveal their new buy and favorite picks. And later, a big bullish call on beaten down housing stocks. Is it time to buy these names to get ahead of the curve?
Sep 19, 2022
FedEx Fallout 9/16/22
00:45:02
Scott Wapner and the Investment Committee discuss what FedEx’s big warning is signaling about the economy and what it may mean for the Fed’s rate hike plan. Plus, the committee is making a lot of moves in this market. They unveil their latest buys and sells. And later, a number of bullish calls on the beaten down cloud names. The desk debates if it’s safe to buy them yet.
Sep 16, 2022
Big Decline Ahead for Stocks? 9/15/22
00:50:02
Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his new buys. And later, the legendary Al Michaels joins us to talk about Amazon’s new venture into Thursday Night Football.
Sep 15, 2022
Buy the Drop vs. Retest Lows 9/14/22
00:44:57
The day after the massive market meltdown. Frank Holland and the Investment Committee debate whether stocks are going to retest the June lows. Plus, a number of mega-cap tech names hitting new 52-week lows, how should you position your portfolio in this sector? And, hunting for ‘quality’ stocks. The names that may be worth considering in this market.
Sep 14, 2022
Buy Today’s Big Drop? 9/13/22
00:43:59
The latest key inflation read coming in hotter than expected. Scott Wapner and the Investment Committee debate what it means for the Fed’s rate hike plan and your money. Plus, Wharton’s Jeremy Siegel joins us to break down all the data and discuss if the Fed is going to make a big policy mistake. And, energy hanging in today’s selloff. One stock in the group actually rallying today. It’s a Josh Brown stock – he weighs in.
Sep 13, 2022
Can this Rally Last? 9/12/22
00:44:57
Scott Wapner and the Investment Committee debate the big week ahead for stocks as tomorrow’s critical inflation read on the CPI could threaten the current rally. Plus, Skybridge Capital’s Anthony Scaramucci joins us to discuss whether the crypto winter is getting any closer to changing seasons. And later, Joe Terranova explains why he’s buying Disney at the close.
Sep 12, 2022
Are Lower Lows Ahead? 9/9/10
00:45:08
While stocks push higher today, Dom Chu and the Investment Committee debate a big warning from a major investor about why stocks could fall to their June lows. Plus, Jim Lebenthal is buying more of one Dow component that’s in his portfolio. And later, two big software stocks getting ready to report earnings next week. The committee gets you ready.
Sep 09, 2022
Fed & Market Mindset 9/8/22
00:44:12
Scott Wapner and the Investment Committee discuss if the markets are now on the same page as the Fed and how investors position from here. Plus, Josh Brown has two new buys in the energy space. He’s also adding to a name that’s already in his portfolio.
Sep 08, 2022
Tech Wreck: How to Play it Now 9/7/22
00:49:35
The Nasdaq coming off its longest losing streak since November 2016. Scott Wapner and the Investment committee discuss how much pain is ahead. Plus, Apple kicks off its iPhone event. How the Committee is positioning into it. And, oil tanking 5% today. Veteran energy trader, Mark Fisher, makes a surprise call into the show to give us his take on the drop.
Sep 07, 2022
Soft Landing vs. Recession 9/6/22
00:45:10
Scott Wapner and the Investment Committee discuss where stocks go from here after 3 weeks of losses. Plus, Apple gets ready for its big iPhone event, can the tech behemoth save the tech sector? And later, some Calls of the Day on Fedex, with a price target cut, the Committee weigh in on the transports sector.
Sep 06, 2022
Goldilocks Jobs: What it Means for Stocks 9/2/22
00:44:43
Not too hot, not too cold. Scott Wapner and the Investment Committee debate what the latest jobs report means for the Fed’s next rate hike and for stocks. Plus, we’re gearing up for Apple’s big iPhone event next week, the Committee take their position on the stock. And later, we’ve got some Calls of the Day on the cybersecurity names, should you put money in the sector?
Sep 02, 2022
Will September be Treacherous for Stocks? 9/1/22
00:45:02
Stocks are sliding again today as September trading gets underway, Scott Wapner and the Investment Committee debate whether this month will be treacherous for stocks and how you should trade it. Plus, Cathie Wood’s Ark funds sees the biggest monthly outflow in nearly a year, the Committee weigh in on her picks. And later, NVIDIA shares are down 9% after the US announces new licensing rules against the company, what should you do with the stock from here, the Committee take their positions.
Sep 01, 2022
What September Hold for Stocks 8/31/22
00:45:02
Stocks on pace to end the month with losses. Scott Wapner and the Investment Committee debate what September will hold for stocks following a choppy August. Plus, oil on track for its worst month of the year – what is it signaling for the red-hot energy sector? And later, a bullish call on PayPal. The committee take their positions on the fintech space.
Aug 31, 2022
The Critical Level for Stocks 8/30/22
00:44:00
Scott Wapner and the Investment Committee debate a critical level for stocks today, what should you do from here. Plus, Mohamed El-Erian was listening to the show and calls to discuss what the Fed will do next on inflations and rates. Also, the committee making major moves in this market. And later, CrowdStrike set to report earnings after the bell – Josh Brown tells you the one metric you should watch.
Aug 30, 2022
The Post Powell Playbook 8/29/22
00:47:27
Jerome Powell’s speech still reverberating through the market, sending stocks lower. Scott Wapner and the Investment Committee debate the fate of the market and what you should do from here. Plus, Tech stocks coming off their worst week since June, why one committee member is planning to buy more Apple.
Aug 29, 2022
The Post-Powell Playbook 8/26/22
00:47:30
Now that Powell has made his remarks, and stocks take a tumble, Scott Wapner and the Investment Committee debate where stocks go from here once the dust settles. Plus, Tom Lee joins us to explain why he’s even more confident in his greater than 4800 year-end target for the S&P. And later, a Call of the Day on NVIDIA as tech investor Paul Meeks says to forget about the stock, even on the dip. The Committee take their positions.
Aug 26, 2022
Fed Summit: What’s at Stake for Stocks 8/25/22
00:45:08
The Fed kicks off the big summit in Jackson Hole. Scott Wapner and the Investment Committee debate 50 vs. 75 when it comes to the next rate hike and what’s at stake for your portfolio. Plus, Salesforce dropping on the back of its earnings and outlook. One member of the committee is making a move on the stock – find out what they are doing. And later, Morgan Stanley unveils a list of stocks to own for the next 12 months, the Committee pick their favorites from the bunch.
Aug 25, 2022
Positioning Ahead of the Fed 8/24/22
00:44:59
Jackson Hole looming large and key tech earnings dropping soon. Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate how you should position yourself from here. Plus, JP Morgan Chief Global Market Strategist Marko Kolanovic explains why he is not on board with the bears. And later, Salesforce and Snowflake earnings after the bell, the Committee take their positions in the cloud names.
Aug 24, 2022
The Uncertain Road for Stocks 8/23/22
00:50:05
Scott Wapner and the Investment Committee discuss the uncertain road for the market and whether the summer sizzle for stocks is ending. Plus, legendary short seller Jim Chanos joins us to respond to Coinbase CEO Brian Armstrong on retail fees and the fate of the company. And later, Palo Alto Networks surges on an earnings beat, the Committee take their positions on the name.
Aug 23, 2022
Rally Reality Check: Big Bounce Over? 8/22/22
00:45:03
Scott Wapner and the Investment Committee debate if the Summer’s big bounce is over. Plus, NVIDIA reports earnings this Wednesday, the Committee weigh in on the name and the sector as the NASDAQ suffers heavy losses. And later, cloud earnings on deck, with Salesforce, Zoom, and Palo Alto all reporting, the Committee take their positions.
Aug 22, 2022
Rising Rate Fears & Tech 8/19/22
00:44:58
Nasdaq and Tech leading stocks lower. Frank Holland and the Investment Committee discuss if the mega-cap trade can keep the recent rally going. Plus, the Committee is making a lot of moves in this market. Also, General Motors is bringing back it’s dividend, the Committee gives their favorite dividend stocks right now. And, we’ll get you ready for big earnings next week.
Aug 19, 2022
The Great Rate Debate: Are Markets Right? 8/18/22
00:44:57
Frank Holland and the Investment Committee debate the mixed messages from the Fed and what it could mean for the market from here. Are the risks more to the downside for the summer rally? Plus, Apple is nearing a new 52-Week high, the Committee weigh in on the name and what it means for the rest of tech. And, Bryn Talkington reveals her latest buys.
Aug 18, 2022
Trust the Recent Rally? 8/17/22
00:45:00
Frank Holland and the Investment Committee debate whether the recent rally can keep going as the market takes a breather today. Plus, fund flows show investors are piling back in to tech, the Committee debate if that’s a good move. And later, Cisco earnings after the bell, the Committee position themselves ahead of the report.
Aug 17, 2022
Retail, Inflation and the State of the Consumer 8/16/22
00:44:55
Dominic Chu and the Investment Committee debate the latest earnings out of Walmart and Home Depot, and what that signals with regard to consumers and inflation. Plus, is the slow melt-up in stocks a start of a new cycle in the market or just another bear market rally? And later, some Calls of the Day on the payment stocks, the Committee take their positions on the sector.
Aug 16, 2022
Can the Recent Rally Keep Going? 8/15/22
00:44:54
Stocks recover more than 50% of their losses from the January to June plunge. Melissa Lee and the Investment Committee debate if the rally can keep going. Plus, BMO’s Brian Belski joins us to explain why he thinks the secular bull market is still in place. And, two stocks moving higher on hedge fund moves – one of them is a Dow component. What it means for investors.
Aug 15, 2022
Four Weeks of Gains: Believe in the Rally? 8/12/22
00:43:33
Frank Holland and the Investment Committee discuss the markets longest winning streak in 9 months, should you believe in this rally? Plus, Apple closing in on a new 52 week high, with tech seeing its biggest in-flows in 2 months, is it safe to jump into the sector now? And, Tom Lee joins us to discuss the breadth of this rebound and to reiterate his belief in the second half rally.
Aug 12, 2022
The Big Market Comeback: Real or Head Fake? 8/11/22
00:45:10
Stocks pushing higher again with the NASDAQ up more than 20% from its June low. Frank Holland and the Investment Committee debate whether this rally is for real, or a head fake. Plus, big upgrades after Disney’s latest earnings report, the Committee discuss what to do with the stock now. The committee also reveal their latest buys and sells. And, two stocks in Josh Brown’s portfolio surging on the back of their earnings.
Aug 11, 2022
Inflation Cools: Green Light for Stocks? 8/10/22
00:45:17
Frank Holland and the Investment Committee debate whether the lighter than expected CPI number is a green light for a big rally. Wharton School Professor Jeremy Siegel joins us to weigh in on the latest numbers and how the Fed might respond now. Plus, big tech rallying today, the Committee take their positions on some of the biggest names in the sector. Also, one committee member making a lot of moves in this market. And later, Disney’s price target getting cut by multiple banks, how should you trade the stock from here?
Aug 10, 2022
Semis Slide: More Pain Ahead? 8/9/22
00:44:51
Micron the second semi stock to warn about revenue. Frank Holland and the Investment Committee debate what’s next for this group, in light of a new bill that would give them billions in subsidies. Plus, Boeing the best stock in the Dow over the past month. Is the stock back? And, Coinbase and Wynn Resorts getting ready to report earnings after the bell. The Committee takes their positions.
Aug 09, 2022
New Bull Market or a Bear Market Rally? 8/8/22
00:43:44
Frank Holland and the Investment Committee debate whether this market rally is a sign of a new bull market or just a bear market rally. Plus, we discuss the historic inflation reduction bill just pass in the Senate, what will it mean for buybacks and shareholders? And later, BTIG’s Jonathan Krinsky joins us to discuss some key levels for the S&P you should watch out for.
Aug 08, 2022
The Red Hot Jobs Report 8/5/22
00:45:13
Scott Wapner and the Investment Committee discuss the red hot jobs report and what it means to the market and your money. Plus, Tom Lee of Fundstrat joins us to explain why he’s confident in his S&P year-end target of 4800, with a chance at hitting 5100. And later, our Call of the Day on one big oil stock.
Aug 05, 2022
Mega Cap’s Mega Comeback 8/4/22
00:44:34
Scott Wapner and the Investment Committee discuss the huge comeback from Mega Cap stocks and whether it can keep going. Plus, BTIG’s Jonathan Krinsky joins us to discuss Apple’s relative strength vs the S&P. The Committee weigh in. And later, Paramount beats earnings, Jim Lebenthal is a believer in the stock, the Committee debate what to do from here.
Aug 04, 2022
Can the Rally Continue? 8/3/22
00:45:08
Scott Wapner and the Investment Committee debate if stocks can keep surging if the Fed keeps hiking rates. Plus, the Committee's latest portfolio moves. And, the stocks you need to watch ahead of earnings.
Aug 03, 2022
Should You Add to Stocks? 8/2/22
00:45:00
Earnings are holding up and there are signs that inflation is cooling so, should you be adding to your portfolio? The Investment Committee debates that and more. Plus, Stephanie Link is making several moves in her portfolio – what she sold and the three names she’s adding to. And, Uber posted positive cash flow for the first time ever.
Aug 02, 2022
Bear Bounce or Something More? 8/1/22
00:43:50
Stocks post their best returns of the year but is this a bear market bounce or something you bank on? The Investment Committee debates your next money move, Plus, BMO’s Brian Belski on how the S&P 500 can rally double digits between now and the end of the year. And Joe Terranova is rebalancing the Terranova Momentum ETF – nearly 40 stocks were swapped out.
Aug 01, 2022
Has the Market Bottomed? 7/29/22
00:44:59
Stocks are on pace for their best month since 2020. Frank Holland and the Investment Committee debate whether the market has bottomed. Plus, Tom Lee joins to explain why he thinks the Bottom is indeed in and how you should play it. And later, the tech titans delivered on their earnings, the Committee take their positions in the sector.
Jul 29, 2022
The Rally and the Aftermath 7/28/22
00:45:33
Scott Wapner and the Investment Committee debate what the Fed’s decision on rates means for your money in the months ahead. Plus, Quadratic Capital’s Nancy Davis joins us with her strategy for a rising rate environment. And later, a Call of the Day on Best Buy, the Committee take their positions on the name.
Jul 28, 2022
Positioning Ahead of the Fed 7/27/22
00:44:37
Scott Wapner and the Investment Committee discuss the biggest day of the week for your money with the Fed decision looming and Meta’s mega earnings report dropping at market close. The Committee get you set for both market movers. Plus, Boeing Earnings also happening today, Phil Lebeau joins us to break it down. And later, Lululemon getting a big call at Jefferies, saying to sell shares now before it’s too late, the Committee weigh in.
Jul 27, 2022
Big Tech Earnings on Deck 7/26/22
00:44:49
Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance. Plus, retail getting whacked as Walmart lowers profit outlook, the Committee take their positions. And later, Paramount gets a double downgrade, Jim Lebenthal owns the name, he explains why he’s hanging on.
Jul 26, 2022
The Most Crucial Week of Summer 7/25/22
00:44:52
Scott Wapner and the Investment Committee discuss the most important week of the summer. From Mega Cap Tech Earnings to the Critical Fed Meeting, the market hangs in the balance over the next several days. Plus, the semi rally head fake, Barclays is bearish on the sector and says a correction is starting, the Committee weighs in. And later, the future of the energy trade. Joe Terranova is adding to his exposure with two new buys.
Jul 25, 2022
A Critical Week Ahead for Stocks 7/22/22
00:44:50
Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeting loom large. Plus, Courtney Garcia of Payne Capital explains why she thinks a .75% rate hike is in the cards. And later, a cut on Paramount and other media names, the Committee take their positions.
Jul 22, 2022
Is Tech a Buy Ahead of Earnings? 7/21/22
00:45:03
Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look?
Jul 21, 2022
New Momentum for Bulls? 7/20/22
00:45:07
The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names reporting earnings – are they a buy at these levels?
Jul 20, 2022
Bad Sentiment = Good for Stocks? 7/19/22
00:44:59
Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell – find out what he’s watching. And later, Industrials one of the best sectors today, the Committee take their positions.
Jul 19, 2022
Rally for Real? 7/18/22
00:45:03
Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves.
Jul 18, 2022
Are Stocks Finding Traction? 7/15/22
00:47:31
Scott Wapner and the Investment Committee discuss today’s bounce in stocks after retail sales beat expectations. Is this move sustainable? Plus, it looks like Healthcare is everyone’s new favorite sector, the Committee weighs in. And later, Netflix gets a price cut ahead of earnings, it’s our Call of the Day.
Jul 15, 2022
A Market Downgrade from Major Bank 7/14/22
00:45:04
Scott Wapner and the Investment Committee debate the Bank of America Bombshell that sent stocks lower today. The bank’s star strategist cut her target for stocks to the lowest level on the street, what does it mean for the market from here. Plus, bank earnings miss, the Committee take their position on financials. And later, the auto industry is cutting estimates on recession fears, how do you play the sector now.
Jul 14, 2022
Scorching Inflation and Stocks: How to Play it 7/13/22
00:45:01
Inflation surging higher again and surprising the markets. Scott Wapner and the Investment Committee discuss if this is the last hot report we’ll see. Professor Jeremy Siegel of the Wharton School also weighs in on what the Fed should do next and what it would means for stocks. Plus, mixed 2nd quarter earnings for banks, the Committee take their positions on the sector. And, Stephanie Link calls in to reveal her new stock buy.
Jul 13, 2022
The Teetering State of the Market 7/12/22
00:45:03
Scott Wapner and the Investment Committee debate whether the environment is improving or deteriorating for stocks. Mike Wilson of Morgan Stanley joins us to explain why the bears have some unfinished business with the market. Plus, Josh has been making some big moves, he takes you through them all. And later, Tech and Semis price targets getting cut, the Committee weigh in on the calls.
Jul 12, 2022
A Huge Week for Your Money 7/11/22
00:44:39
Big banks kick off earnings this week and key inflation data on deck. Scott Wapner and the Investment Committee debate what’s at stake for the markets and how to position your portfolio ahead of it all. Plus, Brian Belski of BMO Capital joins us to explain why he is overweight financials. And later, a big downgrade to Lululemon, the Committee take their positions.
Jul 11, 2022
Buy the Bounce? 7/8/22
00:45:08
Stocks aiming for a winning week, with a number of mega-cap names up between 5% and 9% this week. Should you buy the bounce? Plus, Fundstrat’s Tom Lee joins us to give his outlook on the markets and explains why he has a supportive outlook for the second half. And, Kevin O’Leary reveals his new buys.
Jul 08, 2022
Momentum for Stocks? 7/7/22
00:45:09
Stocks trying for a 4th straight day of gains for the first time since March. Scott Wapner and the Investment Committee debate if investors are coming around to the Fed and bigger rate hikes ahead. Plus, earnings season is around the corner. Are estimates still too high? Also, the big banks getting price cuts ahead of their earnings. And later, Jon Najarian reveals 3 trades showing unusual options activity.
Jul 07, 2022
Positioning Ahead of the Fed 7/6/22
00:45:05
David Faber and the Investment Committee discuss how to position your portfolio ahead of the Fed minutes. Are 75-basis point hikes on the horizon? Plus, big banks reporting next week and Steve Weiss is shorting the XLF, he explains why. And later, Industrials are down almost 20% this year, the Committee take their positions on the sector. Plus, one member of the committee trimming a mega-cap tech name.
Jul 06, 2022
Recession Fears Rise: Portfolio Protection 7/5/22
00:45:04
Stocks plunging as recession fears rise. Frank Holland and the Investment Committee debate what’s priced in this market and how can you protect your portfolio in the second half. Plus, Josh Brown is making two moves in this market. Also, what the rally in high-valuation growth stocks in today’s down day may be signaling. And later, Jon Najarian shares some Unusual Activity in 2 names.
Jul 05, 2022
Stocks in the Second Half 7/1/22
00:45:08
Markets coming off their worst first half in 50 years. Brian Sullivan and the Investing Committee debate if you should stick with stocks in the second half of the year and where to invest you money now. Plus, the big banks getting a price cut, are they still investable? Also, is the hottest trade of the year starting to cool? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Jul 01, 2022
Position for the Second Half 6/30/22
00:45:13
Stocks plunge as we close out the first half of the year. Frank Holland and the Investment Committee discuss the best way to position your portfolio for the second half. Plus, we’ve got results from the Delivering Alpha Stock Survey, the Committee dive into the numbers. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names
Jun 30, 2022
Your Second Half Playbook 6/29/22
00:45:09
With the S&P 500 on track for its worst first half return since 1970, Melissa Lee and the Investment Committee debate the best strategy for your second half playbook. How do you position your portfolio to handle the Fed’s tightening policy? And later, Pete Najarian shares the Unusual Activity he’s seeing in two names.
Jun 29, 2022
What’s Priced into Stocks? 6/28/22
00:45:05
Inflation, Rates, and Recession Fears. Melissa Lee and the Investment Committee debate how much is priced into the market as we head into the final stretch of the quarter. Plus, Boeing a big winner today after a bullish call on the stock. The committee takes their position on the stock. Plus, Housing stocks making a big comeback lately. Should you get in?
Jun 28, 2022
Bear Rally or Bottoming? 6/27/22
00:45:00
Stocks coming of their first weekly gain in a month. Frank Holland and the Investment Committee debate if this is a bear trap or the beginning of a bottoming process. Plus, the big Banks getting ready to unveil their dividend and buyback plans. How to play the financials from here. Plus, One of the committee members making a move in Nike ahead of earnings after the bell. And, later, Jon Najarian reveals 3 trades in Unusual Activity.
Jun 27, 2022
The Rally on Wall Street 6/24/22
01:00:42
Listen to CNBC breaking news coverage of the Supreme Court’s historic ruling overturning Roe v Wade. Plus, Frank Holland and the Investment Committee discuss today’s big rally on Wall Street and what it may be signaling.
Jun 24, 2022
The Fed & Your Money 6/23/22
00:52:41
Fed Chair Powell continues his testimony on Capitol hill today. Frank Holland and the Investment Committee break down his remarks and take some positions. Plus, the transports sector have some names reporting, how should you treat these stocks. And later, Pete Najarian’s latest options trades.
Jun 23, 2022
Powell on the Hill 6/22/22
00:44:59
Fed Chair Powell testifies before lawmakers on the economy. Melissa Lee and the investment committee debate what investors do from here. Plus, the committee making a lot of moves, especially in the mega-cap tech space. And, a bullish call on one semi stock that could go up 20% from here.
Jun 22, 2022
Stocks are cheap, but is it Time to Buy? 6/21/22
00:45:09
Stocks rallying after posting their worst week since March 2020. Melissa Lee and the Investment Committee debate whether stocks are cheap enough and whether it’s time to start buying after the big fall. Plus, the Committee making some moves, we give you their trades. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
Jun 21, 2022
When Will the Selling Stop? 6/17/22
00:46:08
Scott Wapner and the Investment Committee debate when the selling will stop as stocks are on pace for the 10th negative week in the last 11. Brian Belski joins us to explain why he is still bullish in this environment. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Jun 17, 2022
Protecting Your Portfolio 6/16/22
00:44:57
Stock hit new lows with the Dow falling below 30,000 for the first time since late January 2021. Scott Wapner and Investment Committee debate how to protect your money from here and the best strategies to navigate the volatility. Plus, Josh Brown hitting the sell button on two stocks in his portfolio. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Jun 16, 2022
Bracing for Big Rate Hike 6/15/22
00:44:57
The Fed set to announce the biggest rate hike in almost 30-years as stocks sit at their lowest levels of the year. Scott Wapner and the Investment Committee debate how investors should be positioning ahead of this historic move. Also, the Committee making a lot of moves in this market. We debate their latest buys and sell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Jun 15, 2022
Navigating the Volatility 6/14/22
00:44:48
The Fed kicks off a two-day meeting on rates. Scott Wapner and the Investment Committee debate what a bigger rate hike would mean for stocks and how investors should position from here. Also, how to play the crash in cryptos. And, is one of the hottest trades of the year losing steam?
Jun 14, 2022
The Great Stock Shock 6/13/22
00:54:49
Scott Wapner and the Investment Committee debate the great stock shock as markets sink to new lows for the year. How much more pain is ahead? Plus, Jonathan Krinsky joins us to explain why he thinks the risk is still to the downside for the market. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
Jun 13, 2022
Inflation Fears: Protecting Your Portfolio 6/10/22
00:45:05
Inflation hotter than feared. Scott Wapner and the Investment Committee debate when prices will peak, how to position your portfolio from here and if the Fed will get even more aggressive on rates hikes next week. Plus, another earnings report, another big plunge. DocuSign falling 25%. Kevin O’Leary calls in to tell us what he’s doing with the stock now. And later, Pete Najarian reveal his latest trades in Unusual Activity.
Jun 10, 2022
Resilient or Ready to Break Down? 6/9/22
00:45:03
Scott Wapner and the Investment Committee debate how to position your portfolio ahead of tomorrow’s big inflation read. Plus, Josh Brown reveals his new buy, it’s also a stock another committee member is looking at closely. And, this sector is up more than 10% on the past month. Is a big breakout ahead? And how much room does it have to run?
Jun 09, 2022
Can Stock Continue to Climb? 6/8/22
00:45:04
Scott Wapner and the Investment Committee debate if stocks can continue to climb higher and how to position ahead of this Friday’s crucial inflation report. Plus, shares of Intel plunging as one firm on the street takes down its estimates again. And, is the housing trade starting to crack? And later, Pete Najarian reveals his latest trades in Unusual Activity.
Jun 08, 2022
The Great Margin Squeeze 06/07/22
00:45:00
Scott Wapner and the Investment Committee discuss Target’s big warnings and what it means for retail, consumer and corporate earnings. Plus, Wall St. not giving up on the hottest trade this year. How much more room is there to run? Also, have recession risks been fully priced into banks stocks? And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
Jun 07, 2022
Time to Trust the Rally?
00:44:54
Scott Wapner and the Investment Committee discuss the rally in stocks and why some market analysts say it’s poised to continue. Plus, the Committee discuss Apple ahead of it’s big Worldwide Developer’s Conference today, is it time to buy the name? And later, Jon Najarian share some Unusual Activity he’s seeing in three names.
Jun 06, 2022
Trouble Ahead for Big Tech? 6/3/22
00:45:02
Scott Wapner and the Investment Committee debate the viability of tech stocks in this market after a star analyst raises new worries about Apple. Plus, Tom Lee joins us to explain why he thinks the FAANG names and the NASDAQ will be the first to rebound. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
Jun 03, 2022
Stocks Closer to a ‘Buy’ than ’Sell’? 6/2/22
00:45:01
Scott Wapner and the Investment Committee debate if stocks are now closer to a buy than a sell. Plus, Microsoft cuts it guidance. Are more earnings revisions coming? And what will it mean for this market? Plus, the best performing sector this year getting more bullish calls. The committee discuss how much higher it can go from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Jun 02, 2022
June Swoon for Stocks? 6/1/22
00:44:55
Scott Wapner and the Investment Committee debate what June will hold for Stocks after a volatile, but ultimately flat May. Plus, Mark Fisher of MBF Trading Joins us to talk Energy and why Nat Gas remains the better trade over oil. And later, Jon Najarian shares some Unusual Activity in three names.
Jun 01, 2022
Trust the Recent Rally? 5/31/22
00:45:02
Melissa Lee and the Investment Committee debate whether the recent run is a bear market rally or something more meaningful. BTIG’s Jonathan Krinsky joins us to explain why he thinks the market is setup to go lower this Summer. Plus, BMO’s Brian Belski says why communication stocks are due for a rebound. And later, the Investment Committee weighs in on some big earnings after the bell.
May 31, 2022
Can Stocks Keep Rallying? 5/27/22
00:45:06
Scott Wapner and the Investment Committee debate if the move in stocks is sustainable as stocks look to break multi-week losing streaks. Plus, one top financial advisor is making a lot changes to his portfolio – and raising a lot of cash. And, Jon Najarian is tracking big options activity in three names.
May 27, 2022
Is The Bounce Sustainable? 5/26/22
00:45:04
Scott Wapner and the Investment Committee debate whether this bounce is sustainable after the market finally breaks the longest weekly losing streak in two decades. Plus, NVIDIA price targets have been cut across the board, what does it mean for the stock. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
May 26, 2022
The State of the Tech Trade 5/25/22
00:43:06
Scott Wapner and the Investment Committee discuss the state of the tech trade as NVIDIA earnings loom large this afternoon. Plus, Ed Yardeni of Yardeni Research cuts his S&P Outlook, he joins us to explain why. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
May 25, 2022
Oh Snap! Long-Awaited Rally Doomed? 05/24/22
00:44:43
Scott Wapner and the Investment Committee debate whether Snap’s outlook and plunge in socials stocks have derailed the long-awaited rally. Plus, Best Buy and Abercrombie both cut their outlooks. What’s next for the retail wreck. And later, Pete Najarian shares some Unusual Activity he’s seeing in one energy name.
May 24, 2022
Is a Sustained Bounce Possible? 5/23/22
00:44:08
Scott Wapner and the Investment Committee debate whether a short-term rally is possible after the Dow’s eight straight week loss. Plus, financials rallying on bullish comments from JPMorgan. Is it time to start buying the battered banks? Also, Energy is up 50% year-to-date, is a shakeout coming? And, we’re answering your questions in Ask Halftime.
May 23, 2022
The S&P Enters a Bear Market 5/20/22
00:44:29
Scott Wapner and the Investment Committee debate when the selling will stop as the S&P officially enters a bear market on an intraday basis. Plus, is it safe to start buying the tech wreck? Also, the Committee making a lot of moves in this market. We unveil and debate them. Palo Alto surges on an earnings beat, should you buy the cyber names? And later, JP Morgan calls Salesforce “to cheap to ignore”. Is it the right call?
May 20, 2022
Is the Bottom Getting Closer? 5/19/22
00:44:01
Scott Wapner and the Investment Committee debate how close the market is to a bottom as the Dow hits a new intraday low today. Plus, Jim Lebenthal finally cuts his S&P price target, he’s on to explain how he feels about stocks right now. And later, BTIG’s Jonathan Krinsky says there’s nowhere to hide in this market, he’ll join us to explain.
May 19, 2022
Is the Bear Bounce Dead? 5/18/22
00:52:46
Scott Wapner and the Investment Committee debate whether the retail blow-up just crushed the bear market bounce in its tracks. Plus, the Mega Cap Tech Trade under pressure, how should you trade this sector. And later, Visa and Mastercard initiated as buys, the payment stocks are our Call of the Day.
May 18, 2022
Is a Rally Coming? 5/17/22
00:45:03
Scott Wapner and the Investment Committee discuss the evaporating rally and why stocks can’t seem to gain traction and go higher. Also, what Walmart’s earnings are signaling about the consumer. Plus, a bullish call on one semi stock – why it can rally 50% from here. It’s our Call of the Day.
May 17, 2022
Bear Bounce Coming? 5/16/22
00:44:58
Scott Wapner and the Investment Committee debate the state of the market with the Dow coming off seven straight weeks of losses. Is a bear bounce coming or has it already passed us by? Plus, Steve Weiss, Mr. Negative himself is buying a stock. He calls in to the show to reveal the name. Plus, Joe Terranova selling out of two names.
May 16, 2022
The Great Big Bounce: Are we Going Higher? 5/13/22
00:47:32
Scott Wapner and the Investment Committee discuss the rebound in stocks and if you can trust in this bounce. BTIG’s Jonathan Krinsky joins us to weigh in on how high he thinks the market can go from here. Plus, Elon Musk wavers on his Twitter acquisition, is the deal in jeopardy? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
May 13, 2022
Mega Cap Meltdown in an Unsettled Market 5/12/22
00:45:01
Scott Wapner and the Investment Committee debate this unsettled market as mega caps continue falling. Are stocks getting ready for a rally or is more wreckage ahead? Plus, General Motors and Ford both getting downgraded, are the legacy car makers reaching peak profits in 2022? And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
May 12, 2022
Is a Market Bottom Close? 5/11/22
00:45:03
Scott Wapner and the Investment Committee go bottom hunting and debate whether the worst of the selling is behind us. Is it OK to buy stocks again? Wharton Professor Jeremy Siegel joins us to weigh in. Plus, Disney reports after the bell, the Committee take their positions on the name. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
May 11, 2022
Searching for a Bottom 5/10/22
00:50:19
Scott Wapner and the Investment Committee search for a bottom in the market following multiple days of selling. Plus, Cathie Wood taking a stake in GM. The committee debates the move. SoFi tanking on the back of its earnings. How to play the Fintech trades from here. And later, Jon Najarian shares some Unusual Activity in three names.
May 10, 2022
How Much More Pain is Ahead? 5/9/22
00:44:57
Melissa Lee and the Investment Committee debate how much bad news has now been baked into the market, and how much more pain is ahead for stocks. Plus, Bitcoin crushed, sitting at a 3 month low, is now a good time to get in? And later, the energy sector is on pace for its worst day in 2 months, is this a good buying opportunity?
May 09, 2022
Navigating the Volatility 5/6/22
00:47:29
Scott Wapner and the Investment Committee debate the best way to navigate the market turmoil and quality stocks that look like bargains now. Plus, safety in the sell-off – the top dividend names to watch. And later, Jon Najarian reveals his latest trades in unusual activity.
May 06, 2022
Protecting Your Portfolio 5/5/22
01:00:25
A massive sell-off after a massive rally. Scott Wapner and the Investment Committee debate how to protect yourself from all the volatility. Brian Belski of BMO joins us after he called for the Wednesday rally, he explains what he thinks about today’s reversal. Plus, our resident bull, Jim Lebenthal, calls in to describe his strategy on days like today. And later, Pete Najarian shares some Unusual Activity in four names.
May 05, 2022
The Market’s Moment of Truth 5/4/22
00:44:56
Scott Wapner and the Investment Committee debate the state of the market with a historic fed decision dropping today. What needs to happen for stocks to stage a rally? Plus, Stephanie Link buys Starbucks and sells all of her chip stocks. She explains why. Plus, results of the CNBC Stock Picker poll. The sectors and stocks to watch from here.
May 04, 2022
The True State of Stocks: Is the Bottom In? 5/3/22
00:45:06
Scott Wapner and the Investment Committee debate whether the correction has run its course and the bottom is in. Plus, Alitmeter Capital’s Brad Gerstner joins us to discuss everything from the Fed, to the Market, to stocks he’s buying now. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
May 03, 2022
New Month, New Risks? 5/2/22
00:44:39
Scott Wapner and the Investment Committee debate whether stocks are in for better days as the Fed looms and the market braces for more volatility. Plus, BMO’s Brian Belski joins us to explain why he’s bullish with a 5300 price target for the S&P by year end. And later, Pete Najarian shares Unusual Activity he’s seeing in two names.
May 02, 2022
Big Tech in the Books: What’s Next for Stocks 4/29/22
00:45:02
Big tech earnings drawing to a close and a rough month comes to an end. Scott Wapner and the Investment Committee debate the road ahead for your money as the Fed gears up for rate hikes next week. Plus, Elon Musk selling Tesla to fund his Twitter purchase. Is Tesla stock at risk? And later, Jon Najarian’s latest trades in Unusual Activity
Apr 29, 2022
Moment of Truth for Tech 4/28/22
00:44:52
Apple reports earnings after the bell. Scott Wapner and the Investment Committee debate how to position your trades headed into the results and discuss how much is riding on the results for the stock market. Plus, Teladoc shares plunging after earnings, losing half their value. But, one committee member is buying the stock! Plus, the trade ahead of Intel earnings. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Apr 28, 2022
The Unsettled Market 4/27/22
00:43:53
Scott Wapner and the Investment Committee debate the real state of tech as mixed earnings come out of the biggest names, with even more earnings releasing today. Plus, Boeing getting crushed, Jim Lebenthal calls in to say he’s made mistake owning the company. What’s he going to do from here? And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
Apr 27, 2022
Judgement Day for Big Tech 4/26/22
00:43:27
The NASDAQ under heavy selling pressure today, fueled by tech. Scott Wapner and the Investment Committee discuss how to position for Microsoft and Alphabet earnings after the bell. How much is riding on it for the markets? Also, the Committee unveil their latest buys and sells. Plus, GM set to report earnings after the bell, the committee take their positions. And later, Pete Najarian reveals his new trades in Unusual Activity.
Apr 26, 2022
How to Navigate the Volatility 4/25/22
00:44:07
Scott Wapner and the Investment Committee discuss all the negative news in the market from Fed Fears to China and COVID. Plus, earnings season gets into full swing this week. The committee discuss the two stocks that matter the most for the market. The energy sector falling into correction territory, but still the best sector this year. How to play it from here. And later, cryptos getting crushed. Bitcoin back below $39,000. Is it safe to buy yet?
Apr 25, 2022
Hawkish Fed & Stocks 4/22/22
00:44:20
A Fed fueled sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much 50 and 75 basis point rate hikes are priced into this market. Plus, Apple and Microsoft getting ready to report earnings next week. How much is riding on it for the tech trade? Plus, the committee take their positions on Cleveland-Cliffs and American Express on the back of their earnings.
Apr 22, 2022
Netflix: Buy vs. Bail 4/21/22
00:44:01
Hedge fund titan Bill Ackman bailing on Netflix, but Josh Brown and Jon Najarian are buying. Scott Wapner and the investment committee debate what’s the right move from here, as Netflix falls for a second day. Plus, Tesla surging after reporting a record quarter. Is this now a must-own stock? Plus, Airlines flying high on earnings. Should you buy the group? And later, Jon Najarian reveals his latest trades in Unusual Activity.
Apr 21, 2022
A Nightmare on Wall Street: Netflix Crushed 4/20/22
00:43:55
Netflix shares plunging after reporting its first subscriber loss in more than 10-years. But, Josh Brown is buying the stock! Scott Wapner and the Investment Committee debate his new move. Plus, IBM soaring to its earnings beat. Should you buy this old-tech name? And, Tesla gearing up to report earnings after the bell. The committee gets ready. And later, Pete Najarian shares some Unusual Activity in three names.
Apr 20, 2022
Rising Rates & Earnings: How to Position Your Portfolio 4/19/22
00:44:00
Rates hitting new highs and earnings front and center. Melissa Lee and the Investment Committee discuss how investors navigate this market now. Plus, Netflix and IBM getting ready to report earnings after the bell. The Committee take their positions ahead of the results. Also, Agriculture stocks soaring lately. But, two names getting downgraded. Is it too late to get into this red-hot trade? And, Jon Najarian shares some Unusual Activity in three names.
Apr 19, 2022
Peak Inflation Pullback For Stocks? 4/18/22
00:43:54
Scott Wapner and the Investment Committee debate whether a deeper pullback is coming after a recent inflation relief rally. A widely-watched market technician tells us where he sees the S&P falling from here. Plus, the battle at Twitter and how one member of the committee is playing it. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Apr 18, 2022
Twitter Takedown? What it means for the Stock 04/14/22
00:43:40
Scott Wapner and the Investment Committee debate Elon Musk’s attempt to buy Twitter. What does it mean for the stock and how should you play it? Plus, how low do rates need to settle before we can be confident in stocks going higher, the Committee weigh in. And later, Jon Najarian shares some Unusual Activity he’s seeing in three names.
Apr 14, 2022
Time to Get Bullish on Stocks? 4/13/22
00:44:29
Inflation is still surging. Scott Wapner and the Investment Committee discuss if it’s actually time to get bullish on stocks now. Plus, the Committee is making a lot of moves in this market. They reveal their latest buys and sells. Also, casino stocks slammed this year, but rallying today. Is the bottom in for these names? And later, Pete Najarian shares some Unusual Activity in 3 names.
Apr 13, 2022
Has Inflation Peaked? 4/12/22
00:43:40
Scott Wapner and the Investment Committee debate whether today’s CPI Read equals peak inflation like many influential market watchers are saying. Professor Jeremy Siegel of the Wharton School joins us to weigh in. Plus, big calls on some tech names like Crowdstrike and Cisco, the Committee take their positions. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
Apr 12, 2022
When Will the Tech Wreck End? 4/11/22
00:44:05
Scott Wapner and the Investment Committee debate the road ahead for tech with the NASDAQ down more than 7% in a week. Plus, Bank of America reiterates a BUY on Disney, the Committee weighs in on our Call of the Day. And later, banks are slumping, how is the Committee navigating the sector.
Apr 11, 2022
Rates Shock & Stocks 4/8/22
00:51:29
Melissa Lee and the Investment Committee debate what the rates shock means for stocks, as a key yield benchmark hits a new high. Plus, is it safe to buy tech on the dips? And, later, Pete Najarian unveils his latest trades in Unusual Activity.
Apr 08, 2022
Bad News Now Priced In? 4/7/22
00:44:21
Melissa Lee and the Investment Committee discuss the 50-basis point rate hike and quantitative tightening on the horizon. Is the bad news now priced into the market? Steve Liesman also joins in to weigh in. Plus, the Committee making lots of moves today, we dive in to the buys and sells. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
Apr 07, 2022
Fed Game-Changer for Stocks? 4/6/22
00:44:47
Scott Wapner and the Investment Committee debate if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as the big banks get ready to report earnings next week. Plus, the committee answer your questions in Ask Halftime.
Apr 06, 2022
Stocks Ignoring Big Fed Headlines 4/5/22
00:44:51
Scott Wapner and the Investment Committee debate if the stock market is ignoring major headlines from a prominent Fed member about reducing the balance sheet. Plus, the committee is making a lots of moves. They discuss their latest buys are sells. Also, Elon Musk joins the Twitter board, what does it mean for the stock and how should you play it. And later, Jon Najarian shares some Unusual Activity in two names.
Apr 05, 2022
Is the Bear Bounce Ending? 4/2/22
00:44:28
Scott Wapner and the Investment Committee debate whether the bear market rally is coming to an end, and how you should trade it, Jonathan Krinsky joins us to weigh in. Plus, Elon Musk buys a huge stake in Twitter, the Committee discuss what this means for the stock. And later, JP Morgan is our Call of the Day, Morgan Stanley naming the bank a top buy. The Committee take their positions.
Apr 04, 2022
The New Quarter: Rally or Reversal 4/1/22
00:45:02
As the market starts a new quarter, Scott Wapner and the Investment Committee debate whether stocks continue to rally or are we seeing the start of a reversal. Plus, Large Cap banks are being downgraded, the Committee take their positions. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
Apr 01, 2022
March Powers, April Sours? 3/31/22
00:52:11
The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March and whether April will see more gains. Or, have the gains been pulled forward? And later, Jim Cramer calls in to debate AMD and Intel, the Committee have some differing opinions!
Mar 31, 2022
Apple Nears Market Milestone 3/30/22
00:43:43
As Apple closes in on a three trillion dollar valuation, Scott Wapner and the Investment Committee debate whether this is a sign of the rally’s strength. Plus, Ed Yardeni of Yardeni Research on why this is still a bull market for stocks. Plus, Lululemon surging, on pace for its best month since May 2020. Is this the best athletic stock to own? And later, Jon Najarian shares Unusual Activity he’s seeing in two names.
Mar 30, 2022
Recession Watch? 3/29/22
00:52:52
Scott Wapner and the Investment Committee debate if a key indicator is signaling a recession. Plus, has the commodities trade peaked? And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Mar 29, 2022
The Remarkable Resilience of Stocks 3/28/22
00:47:39
Scott Wapner and the Investment Committee debate whether it is time to get more bullish in the face of an ever-growing wall of worry. Plus, Jonathan Krinsky joins us to explain why the risk/reward in the market is generally less favorable as the S&P approaches 4600. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
Mar 28, 2022
New Highs Next for Tech? 3/25/22
00:44:51
With tech titans on a tear, Scott Wapner and the Investment Committee debate whether new highs are ahead for the sector. Plus, 5-star fund manager Kevin Simpson joins us to explain why he’s buying Deere. And later, Disney reiterated overweight by Wells Fargo, Jason Snipe recently sold, the Committee weighs in on what to do with the stock.
Mar 25, 2022
The Shifting State of Stocks 3/24/22
00:44:37
Scott Wapner and the Investment Committee debate the trajectory of the market as the Dow is still on pace for a weekly loss. A big divide amongst the Committee on where the market is going from here, we dive in. Plus, one of Jim Lebenthal’s favorite picks, Cleveland Cliffs, just got reiterated as a top pick, can you still buy it up 10%, Jim weighs in. And later, Pete Najarian shares some Unusual Activity in an energy name.
Mar 24, 2022
The Rally, Rates, and Risk to your Money 3/23/22
00:44:10
Scott Wapner and the Investment Committee discuss the rally and risks to it. Bullish sentiment is on the rise with multiple analysts calling for S&P ending the year higher, the Committee weighs in. Plus, BP getting upgraded to overweight by Morgan Stanley, we break down the best names in the energy sector. And later, Jon Najarian shares some Unusual Activity in two names.
Mar 23, 2022
Is the Worst Over? 3/22/22
00:44:34
Scott Wapner and the Investment Committee debate whether the worst is over for stocks and if you can trust the recent rally. Plus, the Committee is also making a lot of moves in this markets. They unveil their latest buys and sells. And later, Pete Najarian has his latest trades in Unusual Activity
Mar 22, 2022
Reliable Rally or Bear Bounce? 3/21/22
00:49:58
Scott Wapner and the Investment Committee debate the hottest question in the market right now, are we experiencing a bear market bounce or is this a reliable rally? Brian Belski of BMO joins us to explain why he thinks last week’s market moves demonstrates why you cannot be bearish. Plus, we dive into Coinbase after legendary short seller Jim Chanos said the name is in a bubble. And later Jon Najarian shares some Unusual Activity in 2 names.
Mar 21, 2022
Best Week of the Year for Stocks 3/18/22
00:44:49
As the best week for stocks this year comes to a close, Scott Wapner and the Investment Committee discuss if the damage is mostly done. Plus, Adam Parker of Trivariate Research making a big, bullish, call on one of the sectors that’s been beaten down. Plus, Stephanie Link buys a cyber security name, she calls in to explain why. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
Mar 18, 2022
Time to Add Risk Again? 3/17/22
00:44:47
It’s shaping up to be the best week of the year for stocks. Scott Wapner and the Investment Committee debate a new note dropping from JPMorgan’s Marko Kolanovic, saying it’s time to start adding risk in many areas that overshot on the downside this year. Plus, Professor Jeremy Siegel of the Wharton School joins us to weigh in on where he thinks the market is headed from here. We also discuss how to play the financials on the back of the Fed rate hike. And later, Pete Najarian has his latest trades in Unusual Activity.
Mar 17, 2022
Positioning Ahead of the Fed 3/16/22
00:44:56
The Federal Reserve getting ready to raise rates today for the first time since December 2018. Scott Wapner and the Investment Committee discuss how investors position their portfolios from here. China stock are soaring. Kevin O’Leary was buying these names on Monday. Mr. Wonderful calls in to tell us how he’s playing it from here. Plus, a double upgrade for one chip stock. The Committee take their positions. And, Pete Najarian reveals his latest trades in Unusual Activity.
Mar 17, 2022
Stocks at a Tradable Bottom?
00:44:49
Scott Wapner and the Investment Committee debate if stocks are close to a tradable bottom and if it’s safe to start nibbling at some of the beaten down tech names. Plus, Stephanie Link calls in to tell us about her latest buys. Also, Tom Lee tells us why the second half will still be rally-on for stocks. And later, Jon Najarian is making more big moves in the energy space. He also unveils his latest trades in Unusual Activity.
Mar 15, 2022
Apple Key to the Market?
00:44:41
Apple trading at a key support level. Scott Wapner and the investment committee debate what it would mean for the broader markets if Apple falls below that key support level. Plus, China internet stocks tanking today and a big warning from JPMorgan. But, Kevin O’Leary is buying some of these names. He reveals his new buys and the committee debate the moves.
Mar 14, 2022
Get Bullish? Or Stay Cautious?
00:44:11
Scott Wapner and the Investment Committee debate if it’s time to start buying now as one Committee member begins putting money to work in this market. Plus, energy soaring more than 35% this year. Is the trade topping out? Or is there more room to run? And, Jon Najarian reveals his latest trades in Unusual Activity
Mar 11, 2022
Can Stocks Sustain a Rally?
00:52:20
Scott Wapner and the Investment Committee debate whether a rally in stocks is just getting started. Plus, GE CEO Larry Culp joins us on GE’s investor day to talk about the company and his outlook for the future. And later, we dive into the Amazon stock split, how does it benefit the stock and where does it go from here.
Mar 10, 2022
The Big Bounce: Time to Get Back In?
00:47:27
Scott Wapner and the Investment Committee debate whether the big bounce in stocks today is a signal to get back in. Plus, legendary commodity trader Mark Fisher joins us to explain where he thinks the energy trade is headed amidst the volatility. And later, Jon shares some Unusual Activity he’s seeing in two names.
Mar 09, 2022
Buying Opportunity Ahead?
00:44:42
Markets on edge following the worst day in the market in more than a year. Scott Wapner and the Investment Committee debate if there’s more downside ahead or are we close to a buying opportunity. Plus, the U.S. will stop buying Russian oil, the Committee discuss what that means for the energy sector. And later, Jim Lebenthal buys NIVIDIA, he calls in to explain why.
Mar 08, 2022
Wall St. Worries
00:49:56
Stocks plunge again and a number of firms on the street cutting their year-end targets for the S&P 500. Scott Wapner and the investment committee debate if it’s time to reset expectations for stocks. Plus, a new note raising questions about EV makers. And, Kohl’s shares plunge as the retailer meets investors to lay out its game plan. Activist investor Jonathan Duskin joins Halftime to spell out what he wants.
Mar 07, 2022
Time to Get Bullish or Cautious?
00:44:53
Scott Wapner and the Investment Committee debate whether it’s time to get bullish, or cautious, on stocks. Plus, Apple shareholders meeting today. The stock is trading below its 50-day and 100-day moving average, and trading around correction territory. Is the stock a buy at these levels? Plus, Jon Najarian making a huge move with his energy trades.
Mar 04, 2022
The Big Call on Stocks & Tech
00:44:45
Scott Wapner and the Investment Committee debate Citi’s huge call on the markets, the firm taking U.S. stocks and tech back to overweight, has the market bottomed? And, is it time to buy again? Plus, Josh Brown is making moves in his portfolio and Jenny Harrington has a new dividend buy. Plus, Steve Weiss selling two chip stocks and Pete Najarian reveals his latest trades in Unusual Activity.
Mar 03, 2022
Jay Powell Testifies: We Break it Down
00:58:01
As Jay Powell testifies before Congress, Scott Wapner and the Investment Committee debate what it means for interest rates and the market. Steve Liesman joins us to break down what’s been said so far and how you should interpret it. Plus, Tom Lee joins us to reiterate his bullish call on stocks. And later, Brian Belski explains why Jay Powell is the ‘smartest person in the room.’
Mar 02, 2022
Navigating the Sell-Off
00:49:58
A big mid-day sell-off on Wall Street. Scott Wapner and the Investment Committee discuss the best way to ride out the volatility. Plus, banks getting battered as treasury yields fall. Is this a good buying opportunity? And, the new trading month begins. Is this Tech’s ‘moment of truth’ with the Fed getting ready to raise interest rates in March.
Mar 01, 2022
The Big Debate: Is the Bottom In?
00:44:31
Scott Wapner and the Investment Committee debate the big question in the market, is the bottom in? The Committee all weigh in with their thoughts. Plus, Steve Liesman joins us to discuss the sanctions on Russia and what the Fed’s Path will be in all this. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
Feb 28, 2022
Buy the Big Reversal?
00:44:26
Melissa Lee and the investment committee debate if yesterday’s big reversal in stocks is signaling a bottom and if it’s time to start buying oversold names, especially in tech. Plus, a bullish call on one of the top financials. Plus, the committee gets you ready for a slew of retail earnings next week. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Feb 25, 2022
Protecting Your Portfolio in the Turmoil
00:43:58
Markets fall deeper into correction territory as Russia invades Ukraine. Melissa Lee and the Investment Committee debate the best way to protect your portfolio as the crisis worsens. The committee is making a lot of moves, including Josh Brown who’s buying a beaten down mega-cap name. Plus, Pete Najarian reveals his latest trades in Unusual Activity.
Feb 24, 2022
Stocks Close to the Bottom?
00:43:41
S&P moves deeper into correction territory. Brian Sullivan and the Investment Committee discuss if stock are close to a bottom or if there’s more to go. Plus, what Russia tensions mean for the hot energy trade. And later, Jon Najarian shares Unusual Activity in two names.
Feb 23, 2022
Managing Volatility Amidst a Crisis
00:44:56
Brian Sullivan and the Investment Committee debate the best strategy to protect your portfolio as the escalating crisis in Ukraine unfolds. Plus, Jonathan Krinsky joins us to explain why the lack of capitulation in the market keeps him cautious. And later, we dive in to the proxy fight Carl Icahn is waging against McDonald’s…and what it means for the stock
Feb 22, 2022
The Volatile Road Ahead
00:47:11
Scott Wapner and the Investment Committee discuss the volatile week for stocks as the Fed, Rates, and Russia impact investor sentiment. Plus, Shake Shack slammed, we’ve got Josh Brown to comment on the company’s tough earnings call
Feb 18, 2022
Exclusive: ARK’s Cathie Wood
00:55:21
ARK’s Cathie Wood joins Scott Wapner and the Investment Committee to discuss her investment strategy, the critics, and the stocks in her portfolio that have plunged from their highs. She also weighs in on the impact Fed rate hikes have on innovation stocks. Cathie also answers your stocks questions. Plus, Jon Najarian has his latest trades in Unusual Activity.
Feb 17, 2022
Navigating the ‘Eye of the Storm’
00:44:52
Scott Wapner and the Investment Committee debate a call from top technician Jonathan Krinsky that stocks are in the ‘Eye of the Storm.’ How should you navigate your portfolio amidst all the uncertainty. Plus Roblox and Paramount taking a dive, the committee take their positions. And later, Pete Najarian shares some Unusual Activity in two names.
Feb 16, 2022
Inflation Hot: Risk On Anyway?
00:44:40
Russia tensions ease, but more bad news on inflation. Melissa Lee and the Investment Committee debate what investors do from here. Is it time to go ‘risk on’? Also, hedge funds are making major moves in the market, trimming tech and going big on retail. Plus, the trade ahead of Wynn and Roblox earnings after the bell. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Feb 15, 2022
Rising Rates and Russia: How to Trade it
00:45:07
Melissa Lee and the Investment Committee navigate the rising rate environment and the uncertainty in Europe with Russian troops amassing on Ukraine’s border. What stocks should you own in the current market landscape. Plus, a Call if the Day on JP Morgan. What is the committee doing with the name. And later, we get to your questions in Ask Halftime.
Feb 14, 2022
Great Rate Debate: 20 or 50?
00:49:57
Scott Wapner and the investment Committee debate if the Fed will raise by 25 or 50 basis points in March, on the back of hot inflation data and rising yields. Plus, bond king Jeffrey Gundlach of Doubleline Capital weighs in on how much he thinks the Fed will hike and how high rates will go.
Feb 11, 2022
Hotter Inflation & 2% Yield
00:44:36
Hot inflation coming in hotter than expected and yields on the 10-year note hitting 2%. Courtney Reagan and the Investment Committee debate if the Fed will need to be more aggressive with rate hikes. Plus, the best inflation protection picks for your portfolio. Also, The trade after Disney’s earnings and a bullish call on one stock that’s plunged 30% this year.
Feb 10, 2022
Is the Bottom in for Stocks?
00:44:45
Scott Wapner debates a big call from one member of the Investment Committee, saying stocks won’t retest the January lows. Plus, the Committee making a lots of moves in this market. They reveal their latest buys. Plus, Mr. Wonderful, Kevin O’Leary, calls in to tell us why he thinks Meta shares have bottomed. And, Jon Najarian shares his latest trades in Unusual Activity.
Feb 09, 2022
Meta Meltdown: What to do with Facebook
00:44:43
Scott Wapner and the Investment Committee discuss the fallout in Facebook, another Committee member bailing on the stock. We ask Stephanie Link, who got in to the name before the 30% drop, what she’s doing now. Plus, the Committee buying some Financial names, we break down the sector. And later, Avenue Capital’s Marc Lasry joins us to discuss rates, the Fed, and the Market.
Feb 08, 2022
Mega-Cap Trade After Earnings
00:44:16
Scott Wapner and the Investment Committee debate how to play the mega-cap trade now that the FANG+ names have all reported earnings. Plus, Scott grills the Committee on what they are doing with big cap tech like Meta and Amazon, what’s worth keeping, and what should you sell. And later, Jon shares some Unusual Activity in two names.
Feb 07, 2022
Jobs, Rates & Stocks
00:44:50
Scott Wapner and the Investment Committee discuss the stronger than expected jobs report and whether that will have any effect on the number of rate hikes this year. Plus, Tom Lee joins us to reiterate his bullish view on the market ending the year up 13%. And later, Pete Najarian shares some Unusual Activity he’s seeing in two names.
Feb 04, 2022
Meta Meltdown: Buy or Sell?
00:44:45
Dominic Chu and the Investment Committee dive in to Meta’s stock plunge and debate if the stocks has peaked, or if it’s a big buying opportunity. Plus, Amazon earnings after the bell, the Committee debates the best way to trade ahead of the call. And later, Jon shares some Unusual Activity he’s seeing in three names.
Feb 03, 2022
Alphabet & the Tech Trade
00:44:43
Alphabet soaring to record highs on strong earnings and a plan to split its stock. Melissa Lee and the Investment Committee discuss if Alphabet saved the beaten up tech trade and looks ahead to Facebook earnings after the bell. Plus, the committee making a number of moves in the markets, especially in the semis. And later, Pete Najarian gives us his latest trades in Unusual Activity.
Feb 02, 2022
Stock Strategies for the New Month
00:45:14
Melissa Lee and the Investment Committee discuss the major averages coming off of their worst month since March 2020. Is more volatility ahead in February or is the worst over? The Committee take their positions. Plus, we cover some Calls of the Day in the Financial sector. And later, Jon Najarian shares some Unusual Activity he’s seeing in two names.
Feb 01, 2022
Have Stocks Bottomed?
00:44:41
The last trading day of January and it was a tough one for investors. Scott Wapner and the Investment Committee discuss if stocks have found a bottom. Plus, a big call on the growth trade – is time to start buying again? And later, the Committee making new moves in this market.
Jan 31, 2022
The Rocky Road for the Market
00:44:48
Scott Wapner and the Investment Committee debate what’s ahead for the market after a volatile couple weeks. The Committee share their latest moves and describe what to watch out for next week. Plus, Steve Liesman joins us to discuss the Fed, Powell, and how many rate hikes he sees this year. And later, BMO’s Brian Belski doubles down his year-end market call of 5300 on the S&P.
Jan 28, 2022
The Fed and Your Money
00:44:52
Scott Wapner and the Investment Committee dive in to yesterday’s Fed meeting and what it means to the market and your money. The Committee discuss the names they are looking at following Fed Chair Powell’s comments, especially Apple ahead of earnings. Plus, activist investor Bill Ackman buys in to Netflix, how will that affect the company and the stock going forward. And later, Pete Najarian shares some Unusual Activity in two names.
Jan 27, 2022
The Trade Ahead of the Fed
00:44:40
Scott Wapner and the Investment Committee discuss positioning your portfolio ahead of the Fed Decision. Plus, JP Morgan’s Dubravko Lakos joins us to explain why he thinks the selloff is overdone and how it’s time to buy. And later, we dive into Auto stocks as Tesla is set to report tonight. Plus, Joe Terranova making a new buy in the commodities space.
Jan 26, 2022
Have Stocks Found a Bottom?
00:49:46
Scott Wapner and the Investment Committee discuss if stocks have found a bottom, following Monday’s big rebound. Plus, the committee is making a lot of moves. They unveil their latest buys and sells. And, the trade ahead of Microsoft’s earnings after the bell.
Jan 25, 2022
Special Report | Markets in Turmoil
00:45:31
Listen to CNBC's special report about today's market volatility. From which stocks were hit hardest, to fears of war between Russia and Ukraine, and whether the Federal Reserve is moving too fast.
Jan 25, 2022
A Huge Week for Your Money
00:58:06
Scott Wapner and the Investment Committee discuss this critical week for stocks with tons of earnings, a pivotal fed meeting, and turbulent times for the major averages. The Committee share what they’re doing with their portfolios. Plus, Steve Liesman joins us to discuss the upcoming Fed Meeting. And later, Jim Chanos joins us to discuss the markets and the Fed.
Jan 24, 2022
Close to a Buyable Bottom?
00:47:16
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal calls in to discuss a big drop in his largest holding, Cleveland Cliffs.
Jan 21, 2022
Trim on the Rebound?
00:47:41
Scott Wapner and the Investment Committee discuss if investors should use today’s big rebound to trim some overexposed and beaten down names.. Plus, what to do with the mega-cap tech trade from here. Plus, we’ve got some Calls of the Day on two big chip names, the Committee take their positions. And later, the trade ahead of Netflix’s earnings after the bell and Jon Najarian latest trades in Unusual Activity
Jan 20, 2022
Nasdaq Below Key Level
00:44:35
Nasdaq falls into correction and trading below its 200-day moving averages. Scott Wapner and the Investment Committee debate how much more selling is left. Plus, the Committee making moves in this market. Also, Blackrock’s Rick Rieder tells us why equities are going higher and where yields go from here. And later, Jon Najarian has his latest trades in Unusual Activity.
Jan 19, 2022
Navigating the Sell-Off
00:44:59
Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate how much more pain is still ahead and the impact of rising rates. Plus, Microsoft is buying Activision-Blizzard, the gaming companies are up on the news, how should you play it. And later, a big activist investor is going after Kohl’s again. He joins Halftime to explain what he wants from the retailer.
Jan 18, 2022
Nasdaq Breaks a Key Level
00:43:44
Nasdaq falling below its key 200-day moving average. Scott Wapner and the Investment Committee discuss if a broader sell-off is ahead and how to protect your portfolio. Plus, Kevin O’Leary and Degas Wright reveal their Stock Summit picks for this year. And later, Jon Najarian’s latest trades in Unusual Activity
Jan 14, 2022
Tech Pain Ahead?
00:44:06
The Nasdaq sells off again. Scott Wapner and the Investment Committee discuss just how much pain is still ahead for the Nasdaq and tech trade. Plus, Pete Najarian seeing a lot of options action on Boeing and Ford. He’ll also have his latest trades in Unusual Activity. And later, Kari has her top picks for 2022.
Jan 13, 2022
Trust the Rebound?
00:44:34
Stocks marching higher. The major averages now up for the week. Scott Wapner and the Investment Committee debate if you should trust the rebound. Plus, Prof. Jeremy Siegel weighs in on the latest red-hot inflation data and tell us where he sees stocks headed from here. Also, financials getting ready to report earnings later this week and one big banks stocks getting two bullish calls ahead of it. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Jan 12, 2022
Tech close to a bottom?
00:43:59
Scott Wapner and the Investment Committee debate if the NASDAQ’s big reversal means the tech trade is close to a bottom. Plus, the committee reveal big changes in their portfolios And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
Jan 11, 2022
More Pain, or Near a Bottom?
00:46:52
Another big sell-off on Wall Street. Scott Wapner and the Investment Committee debate if there’s more pain ahead for the tech wreck and if you should be buying on the drops right now. Plus, Rob Sechan gives us his top plays for 2022
Jan 10, 2022
The Risk for Stocks
00:44:45
After a tumultuous week in the market, Scott Wapner and the Investment Committee debate what’s next for stocks. With the tech selloff and rates moving sharply higher over the past five days, what’s next and how should you trade it. Plus, we round out the week with our 2022 Stock Summit picks. And later, Pete Najarian sees some Unusual Activity in two names
Jan 07, 2022
More Tech Pain Ahead?
00:47:28
Scott Wapner and the investment committee debate how much more pain is ahead before the high-multiple stocks begin to look attractive. Plus, Josh Brown making three moves in this market, one of them is a new buy. And later, it’s day four of Halftime’s 2022 Stock Summit. The committee reveal their best stocks for the year and the one sector they are banking on.
Jan 06, 2022
Cramer’s Market View & Stock Summit
00:45:02
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to discuss the Nasdaq’s plunge, financials at record highs and if those high-multiple stocks look attractive now. Plus, Jim joins the Committee with his own Stock Summit picks. And later, Jon Najarian shares reveals his latest trades in unusual activity.
Jan 05, 2022
Day 2 of the 2022 Stock Summit
00:45:02
Apple hitting a major milestone, but one member of the investment committee is trimming the stock. Find out why. Plus, Josh Brown and Stephanie Link both making new buys in this market. And, day 2 of the “Stock Summit”. The investment committee shares their best ideas for 2022 with Scott Wapner.
Jan 04, 2022
The 2022 Stock Summit
00:44:57
New year, new opportunities. Scott Wapner kicks off the 2022 Halftime Stock Summit. Our investment committee members give us their top 3 stocks for the year and their top sector. And later, Jon Najarian shares some Unusual Activity he’s seeing in two consumer names.
Jan 03, 2022
The Final Countdown: What’s in Store for 2022
00:44:48
Scott Wapner and the Investment Committee discuss the record-setting momentum in the market, and how much longer stocks can sustain this move. Plus, we wrap up our stock summit with Josh Brown’s 2nd half picks, how did he do and what’s next from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in three names.
Dec 31, 2021
Will 2022 Be a Boon or Bust for Stocks
00:42:37
Scott Wapner and the Investment Committee discuss the surge in stocks, with the S&P on its second best record run ever. Does this make the Committee more or less bullish about 2022? Plus, we continue checking in on our Committee’s second half picks. Are they sticking with their picks from 6 months ago, or is it time to move on to other names? And later, we answer some of your questions in Ask Halftime!
Dec 30, 2021
Can Stocks Keep Powering Ahead?
00:44:42
Scott Wapner and the Investment Committee dive in to CNBC’s new survey about how long the record run can last. What stocks will continue to run higher, and which ones should you get out of. Plus, we discuss the future of EVs and which companies will benefit from the growth in the space. And later, Energy is a top pick for multiple analysts for 2022, the Committee weighs in on their favorite names in the sector.
Dec 29, 2021
How Much Fuel is Left in the Rally?
00:44:30
Scott Wapner and the Investment Committee debate how much fuel is left in this year-end rally. Big Cap Tech is surging this week, the Committee share their buys. Plus, we continue checking on the Committee’s 2nd half playbook picks, what are they doing with the stocks from here. And later, Jon Najarian shares some Unusual Activity in two names.
Dec 28, 2021
The Year-End Rally is in Full Swing
00:44:44
Scott Wapner and the Investment Committee debate how far the year-end rally can take us, as the S&P 500 has already hit a new Intraday high. Fundstrat’s Tom Lee joins us to reiterate his 4800 target for the S&P, and what he sees in the cards for 2022. Plus, we check in on the Committee’s second half picks to see how they’ve done in the past 6 months, and what to do with these stocks from here. And later, Pete Najarian shares some Unusual Activity he’s seeing in two tech names.
Dec 27, 2021
The March to New Highs Continues
00:44:47
Frank Holland and the Investment Committee discuss the continued march to new highs, as stocks are up for the third straight day. Can the move higher hold, and how should you play it? Plus, Nikola soars after delivering its first truck, is the stock worth another look? And later, Jon Najarian shares some Unusual Activity in multiple names.
Dec 23, 2021
The Relief Rally Holds For Now
00:43:11
Frank Holland the Investment Committee debate whether the Relief Rally can hold as we head into the second day of gains in the market. The Committee discuss the best moves you can make right now. Plus, an upgrade in the Housing Sector has the Committee picking their favorite names. And later, birthday boy Pete Najarian shares some Unusual Activity in some tech and consumer names.
Dec 22, 2021
Should You Trust the Rebound?
00:44:39
Following yesterday’s sharp drop, stocks are up today. Melissa Lee and the Investment Committee debate whether you should trust the rebound and where the best place is for your money in the remaining few weeks of the year. Plus, we have some Calls of the Day on nVidia and the semis sector, which name is the best of the group. And later, we evaluate some of the streets’ top 2022 picks.
Dec 21, 2021
Protecting Your Portfolio
00:44:30
Stocks tanks as Omicron takes a grip on global markets. Melissa Lee and the investment committee debate if the Santa Claus rally is in jeopardy and whether investors should be buying on this big drop. Tech, Energy and Financials all down big. The names you need to watch from here. Plus, a big call on Tesla and Lucid. Are investors overestimating growth in the EV space? And later, Jon Najarian reveal his latest trades in Unusual Activity.
Dec 20, 2021
Navigating the Unsettled Market
00:44:42
Scott Wapner and the Investment Committee debate how much selling is left in the market, and if a “Santa Claus” rally is still in the cards. Plus, is the market starting to price in a Fed rate hike in March? And later, Pete shares some Unusual Activity in an energy and e-commerce name.
Dec 17, 2021
The Fed Speaks & the Market Rallies
00:47:05
Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs in on the recent drop in high-valuations stocks and where they go from here. And later, Jon Najarian shares some Unusual Activity he’s seeing in Rivian ahead of earnings after the bell.
Dec 16, 2021
Stocks at a Crossroads
00:44:18
Scott Wapner and the Investment Committee discuss today’s imminent Fed Decision on policy and what it will mean for stocks and your money in the coming months. Will it be a turning point, and how you should trade it. Plus, BMO’s Brian Belski joins us to discuss why he thinks investors need to focus less on the index levels and more on individual stocks. And later, UPS was named a top pick by UBS, the Committee weighs in.
Dec 15, 2021
A New Course for the Market?
00:47:00
Scott Wapner and the Investment Committee discuss the critical moment for stocks. A change in Fed Policy seems certain in the hours ahead, what will that mean for your portfolio, and how should you trade it. Plus, Morgan Stanley’s Mike Wilson joins us to discuss his previous calls on the show and where he sees the market headed into year end and beyond. Plus, Goldman Sachs out with its list of top restaurant stocks for 2022. And later, Pete Najarian shares some Unusual Activity he’s seeing in two consumer names.
Dec 14, 2021
Apple Close to $3 Trillion & Fed In Focus
00:44:33
Apple hitting record highs again and the Fed gets ready to meet this week. Scott Wapner and the investment committee debate how to position your money headed into a crucial week. Plus, bullish calls on two chip stocks. Should you buy them now? Plus, Joe Terranova reveals his new buys and sells. And, Jon Najarian is seeing unusual activity in two stocks that are falling today.
Dec 13, 2021
Inflation, Fed and your next money move
00:44:28
Brian Sullivan and the investment committee debate what the hot inflation read means for stocks and future rate hikes ahead. Plus the committee share their latest buys and sells. And, Kevin O’Leary making a bigger play in the crypto space. He reveals his trade. And Pete Najarian has his latest trades in unusual activity.
Dec 10, 2021
Apple’s Path to $3 Trillion
00:44:37
Apple getting closer to $3 trillion market-cap with shares hitting all-time highs again. Scott Wapner and the investment committee debate what that magic milestone would mean for the company, the stock, the tech trade and the market overall. Plus, are high-valuation stocks in a bubble? And, big calls on Biotech. Is this going to be a hot space to invest in 2022?
Dec 09, 2021
State of Stocks after the Big Rebound
00:44:42
Scott Wapner and the investment committee debate what’s next for stocks as the S&P 500 knocks on the door of new highs. Apple continues to hit new highs should you buy at these levels? Plus, it’s a big-bank stocks that’s up more than 40% this year, and it’s just been named a top pick for 2022. The committee debates it. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Dec 08, 2021
Trust the big rebound?
00:44:56
Another big rally, led by tech. Scott wapner and the investment committee debate if the rebound is for real and if the year-end rally is back on. Also, should you buy the recently battered high-growth stocks again? Plus, the committee shares their latest buy and sells in this market. And jon najarian shares his latest trades in unusual activity.
Dec 07, 2021
The True State of Tech
00:44:55
Is the tech trade dead? The Investment Committee debates the future of the tech trade as the market faces the possibility of a more hawkish Fed. Senior Economics Reporter says a major shift is underway at the Federal Reserve that could see a speedier end to its easy policies. Plus, the desk discusses CNBC’s new Next Generation 50 Index – why they like it and how they’re playing the next generation of investors. And, one Wall Street analyst says, electric car marker Rivian is “The One.”
Dec 06, 2021
Tech & Growth Tumble
00:44:40
Nasdaq getting slammed, fueled by tech and growth. Frank Holland and the Investment Committee debate whether the stay-at-home trade is done and if the Santa Claus Rally is still intact. The Committee is also making a lot of moves in this drop. They reveal their latest buys. Plus, Josh Brown making a big play in the crypto world. He joins us to explain. And later, Jon Najarian shares some Unusual Activity in two tech names.
Dec 03, 2021
Buy or Beware?
00:49:51
Scott Wapner and the Investment Committee debate the state of stocks and if investors should be buying right now. Plus, Jim vs Jim, the epic debate that Farmer Jim is having with legendary investor Jim Chanos over Wynn Resorts. Who is right and how should you play it? And later, Pete Najarian reveals his latest trades in unusual activity.
Dec 02, 2021
Your December Stock Playbook
00:47:12
Scott Wapner and the Investment Committee are joined by Jim Cramer to discuss the final stretch of the year for stocks. What does December hold for your portfolio and what moves should you make. BMO’s Brian Belski also joins us with new moves he’s making in his portfolio. Plus, the CEO of United Airlines joins us with his outlook for the industry amid new Covid fears.
Dec 01, 2021
Fed, Taper and Your Money
00:44:19
Stocks plunge and treasury yields spike following comments from Fed Chair Powell on tapering ahead. Scott Wapner and the investment committee debate how investors protect their portfolio from here. Plus, the committee is buying on this big drop. They reveal their latest buys. Plus, short-term pain versus long-term gain. Why one firm is bullish on Boeing, despite new covid variant fears. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Nov 30, 2021
Buy the Big Drop?
00:52:24
President Biden speaks about the Omicron COVID variant. Scott Wapner and the investment committee debate if the year-end rally is in jeopardy, or if the near-term pullback some have been expecting is already done. Plus, where opportunities are opening up in this market. Jack Dorsey out at Twitter. What’s next for the social media giant?
Nov 29, 2021
Buy the High-Valuation Tech Wreck?
00:44:48
The Nasdaq trying to avoid a third day of losses. Frank Holland and the investment committee debate if the damage is done for the high-growth tech names and whether you should buy on this big drop. Plus, the committee is making new buys in the EV and energy space. Plus, Jon Najarian tells us why he’s out of Meta stock. He also reveal his latest trades in Unusual Activity. And, Thanksgiving travel is underway. Are the airlines set for a rebound?
Nov 24, 2021
The Big Divide in Tech
00:44:45
High valuation growth stocks getting weaker, but FANG+ stocks getting stronger. Scott Wapner and the Investment Committee debate what this means for the record rally and if it’s healthy sign. Manscaped going public via SPAC. The CEO joins us. Plus, Pete Najarian tells us about some unusual options activity he’s seeing in Micron and Starbucks. And later, we hit the retail sector as Best Buy plunges, the Committee shares their moves.
Nov 23, 2021
Green Light for Year-End Rally?
00:44:22
Fed Chair Powell is renominated. Scott Wapner and the investment committee debate if this is a green light for a year-end rally. Plus, a major reversal going on in this market. The committee discusses what it is and what it means for your money. Plus, EV stock getting crushed today. Is it time to take money off the table on this red-hot trade? And later, this stock just got its price target raised and is now a top 5 holding for hedge funds. We’ll reveal the name and debate where this stock goes from here.
Nov 22, 2021
Rising risks to a year-end rally
00:44:39
Scott Wapner and the Investment Committee debate the state of stocks as rising COVID cases in Europe cause a new lockdown in the region. Are the fears overblown? The Committee lay out their strategy. Plus, a Call of the Day on Robinhood has the Committee picking sides on this controversial name. And later, Pete Najarian shares some Unusual Activity in a stock and a sector.
Nov 19, 2021
The New “N” in FANG
00:47:15
Nvidia soaring on the back of its earnings and on its way to becoming a trillion dollar company. Scott Wapner and the investment committee debate if it’s too late to get into the stock, which is now up 145% this year. Also, Macy’s surging on the back of its earnings. Hedge funds and activists are getting in on this retailer. Should you be following Macy’s on latest results? And later, Jon Najarian reveals his latest trades in Unusual Activity.
Nov 18, 2021
Near-Term Peak for S&P?
00:44:42
Scott Wapner and the Investment Committee debate a big call from Fundstrat, Wall Street’s most bullish firm, that the S&P could hit a near term peak this week. Tom Lee joins us to break down the call and the Committee discuss how to trade it. Plus, NVIDIA earnings after the bell, how is the Committee positioning themselves ahead of the call. And later, we break down the EV space, which names are worth a look, and which ones should you stay away from.
Nov 17, 2021
Trim Some Tech Winners?
00:47:36
The latest 13-F filings show a number of hedge funds scaling back their tech holdings. Scott Wapner and the Investment Committee discuss if it’s a warning sign, or just profit-taking. And, whether you should follow their moves. Also, Qualcomm hitting record highs as the chip giant meets investors. Should you buy at these levels? Plus, the Committee making a lot of moves in the market. They unveil their latest buys. And later, Jon Najarian reveals his latest trades in Unusual Activity.
Nov 16, 2021
Year-End Rally Still Intact?
00:44:33
Brian Sullivan and investment committee debate if the year-end rally is still on the cards, in wake of hot inflation data and a losing week. Plus, Boeing flying higher, the best stock in the Dow today. Is it time to buy now? Also, a bullish call on one big oil stock. A monster week for retail earnings. The committee will get you ready. And later, Pete Najarian reveals his latest trades in Unusual Activity.
Nov 15, 2021
The State of the Record Rally
00:47:19
Scott Wapner and the Investment Committee debate the record rally and if this week confirmed or put into question the future of the move. Plus, Josh and Steve discuss NVIDIA, what is the stock worth and how you should trade it. And later, Jon Najarian sees some Unusual Activity in two consumer names.
Nov 12, 2021
Endgame for Disney?
00:44:40
Disney shares slammed after missing earnings across the board, Scott Wapner and the Investment Committee debate what it means to the owners of the stock, including some of the committee members. Plus, Rivian’s run, why one firm says it could mean trouble for the overall market. And, we honor all veterans today, including two of our very own Committee members, Jim and Degas. We’re also joined by a veteran who started a fintech platform designed to better align a company’s charitable giving with the interests of their employees. Jon Najarian also has his latest trades in Unusual Activity
Nov 11, 2021
Buy Rivian and sell Tesla?
00:48:51
Rivian making its public debut in one of the biggest IPOs of the year. Scott Wapner and the Investment Committee debate if you should buy the stock, and whether you should sell out of Tesla. Also, Disney getting ready to report earnings after the bell. The committee gets you ready ahead of the results. And, Pete Najarian has his latest trades in unusual activity
Nov 10, 2021
A ‘Buy Everything’ Market?
00:44:07
Many areas of the market hitting record highs. Scott Wapner and the Investment Committee debate the best place for your money right now. Plus, several stocks are in focus today, the GE Split, the Roblox surge, with Robinhood, Paypal and Ford in the headlines. The Committee weighs in on all these stocks and more. And later, Pete Najarian shares some unusual activity in 2 consumer names.
Nov 09, 2021
New Week, New Rally
00:43:36
Rally on. Scott Wapner and the Investment Committee debate how far the record-breaking rally can go – and where you want to be positioned. The traders are all making a lot of moves in their portfolios from tech, travel, EVs and more. Plus, Tesla’s new street high price target. The desk debates the analyst’s call that Tesla’s gap with legacy automakers is widening rather than closing. And later Jon Najarian reveals his latest trades in Unusual Activity.
Nov 08, 2021
How Far Can the Record Rally Go?
00:44:16
The Dow, S&P and Nasdaq hitting new record highs. Scott Wapner and the Investment Committee debate how far the record-breaking rally can go. Widely followed strategist, Tom Lee of Fundstrat, has a year-end S&P target of 4,800. He tells us where he sees the S&P 500 in 2022. Plus, four stocks moving double-digits – Peloton, Expedia, Shake Shack and Live Nation. How to play them from here. Also, the investment committee making a lot of moves – they reveal their latest buys and sells. And later Pete Najarian reveals his latest trades in Unusual Activity
Nov 05, 2021
5 Big Stock Movers
00:44:48
Moderna, Qualcomm, Qorvo, Penn and Lumen - Five stocks moving either down double digits, or up double-digits. Scott Wapner and the Investment Committee debate whether you should be buying them at these levels. Plus, we get you ready ahead of earnings from Uber, Shake Shack and Square after the bell. And later, Jon Najarian shares some Unusual Activity in one big auto name.
Nov 04, 2021
Taper & The Tech Trade
00:44:38
The Fed expected to announce today when it will begin tapering. Scott Wapner and the investment committee debate what tapering and a rising rate environment will mean for the tech and growth trade. Will tapering spark a correction in these stocks? Plus, the committee weigh in with their top taper picks. Also, China tech stocks have been slammed in the past six months. But, a new call today saying these names are “too important to be ignored”. And, Jon Najarian has his latest trades in Unusual Activity.
Nov 03, 2021
The big breakout many are watching
00:44:39
Stocks hitting record highs again. Scott Wapner and the investment committee debate what’s ahead for your money as the fed gets ready to begin tapering. Also, it’s the big breakout that many on the street are watching and it looks like it’s already underway. Plus, the number of stocks hitting new all-time highs. But should you buy them at these levels?
Nov 02, 2021
Ride the Record Run?
00:44:44
Stocks hitting new record highs as investors go into one of the biggest weeks of the year. The busiest week of earnings season, Fed meets to announce tapering, a new trading month and the jobs report. Scott Wapner and the investment committee debate how to position your portfolio from here and where to put your money to work right now. Also, one big bank stock getting downgraded after a 10% rally in the past month. We’ll debate it in our ‘Call of the Day’. Plus, Tesla hitting new record highs. How the options market is betting on this red-hot stock from here. And later, Pete Najarian has his latest trades in Unusual Activity.
Nov 01, 2021
Title: Apple and Amazon: Buy the Drop?
00:44:40
Amazon growth slows and costs rise. Apple reports its first revenue miss since 2017. Scott Wapner and the investment committee debate if you should buy these two names on today’s drop. Plus, can the record rally keep going without mega-cap tech’s participation? Plus, Starbucks getting slammed on its revenue miss. Is this a big buying opportunity? Or should you stay way?
Oct 29, 2021
Apple and Amazon Earnings: Your Next Move
00:52:34
Scott Wapner and the Investment Committee get you ready for earnings from Apple and Amazon after the bell today. Plus, Ford shares hitting 7-year highs on the back of blowout earnings and guidance. Is it time to add the stock to your portfolio? And, Jon Najarian has his latest trades in Unusual Activity.
Oct 28, 2021
The Best Mega-Cap Tech to Own
00:44:45
Scott Wapner and the Investment Committee dig in to the big earnings beats by Microsoft and Alphabet, and debate which is the best mega-cap tech stock to own right now. Plus, should you buy Boeing on its big miss? And, another big oil company in the crosshairs of activists. Should you buy now?
Oct 27, 2021
Facebook & Mega-Cap Tech
00:44:40
Scott Wapner and the Investment Committee fiercely debate Facebook’s earnings call. Some members are selling, while others buy. They’ll explain why. Plus, the Committee gets you ready ahead of Microsoft and Alphabet’s earnings after the bell. And, Tesla on a tear. The Committee owns it and tells you what’s next for the name. Later, Jon Najarian is seeing unusual options activity in one beaten down social media stock.
Oct 26, 2021
Judgement Week for Stocks
00:47:17
Scott Wapner and the Investment Committee discuss what’s at stake for the markets as the big tech names all report earnings this week. Amazon, Alphabet, Apple, Facebook and Microsoft are all on deck, the Committee tells you their trade. Plus, a Call of the day on bank stocks sending the sector higher, which stocks should you buy. And later, Tesla joins the 1 trillion dollar club, is it still a buy from here?
Oct 25, 2021
Inflation, Fed and Stocks
00:45:13
We round out our anniversary week with some big name market players. David Tepper talks about his latest market positions, Jim Reynolds weighs in on where he sees the market going from here, Michael Ovitz discusses his big bet on the retail investors and the Bond King, Jeffrey Gundlach, discusses his view on rates, bonds and the dollar.
Oct 22, 2021
Big End of Year Rally?
00:49:10
Scott Wapner and the Investment Committee are joined by some of the world’s top investors to discuss the record rally and their best ideas in this market. Ricky Sandler, Keith Meister, Nancy Davis and Mario Gabelli give us their best picks. And later, Jon Najarian shares some Unusual Activity in Pinterest after the deal with Paypal was announced yesterday, as well as one China play.
Oct 21, 2021
Record High: Keep Riding the Rally?
00:52:43
The Dow hits record highs and the S&P getting very close to its own record high. Jim Cramer joins Scott Wapner and the investment committee to debate which stocks to buy and where do they go from here. Plus, hedge fund titan David Einhorn of Greenlight shares his best ideas. And, activist investor Nelson Peltz on his outlook for the markets and inflation. Later, the trade ahead of earnings after the bell.
Oct 20, 2021
The Rally Continues, But For How Long?
00:44:28
Scott Wapner and the Investment Committee discuss the continued rally in stocks and whether they see any road blocks ahead. Plus, Altimeter Capital’s Brad Gerstner, Blackrock’s Rick Rieder, and Former Dallas Fed President Richard Fisher join us to weigh in with their view of the market, inflation, the Fed, and more. Plus Jon Najarian’s latest trades in Unusual Activity.
Oct 19, 2021
Halftime 10 Year
00:50:06
Halftime Report celebrates our 10 year anniversary with two huge guests go kick off the week, legendary investors Carl Icahn and Jim Chanos join us to talk about stocks, inflation, earnings and more. Plus, Netflix reports earnings tomorrow, should you buy now?
Oct 18, 2021
A Big Rally on the Horizon?
00:44:20
Scott Wapner and the Investment Committee discuss the rally in stocks and whether an even bigger rally is coming soon. Brian Belski joins us to weigh in on what he sees in store for stocks. Plus, a Call of the Day on Moderna, the stock reacting to news from the FDA approving the company’s vaccine. And later, Jon Najarian shares some Unusual Activity he’s seeing in two energy names.
Oct 15, 2021
Market Fears Overblown?
00:44:35
A Rally on Wall Street. Bank earnings beat and inflation reports come in better than expected, Scott Wapner and the Investment Committee debate whether the market fears are overblown and where you should be investing right now. Plus, Josh Brown reveals his new buy. And later, Pete Najarian shares some Unusual Activity he’s seeing in a casino name.
Oct 14, 2021
Chip Stocks Signaling a Warning?
00:44:34
Scott Wapner and the investment committee debate if the recent weakness in the semis is signaling a warning sign for the overall market. Plus, the trade on Apple following reports of iPhone production cuts. Plus, a bullish call on one red-hot retail stocks that’s doubled this year. And, the committee reveal their new stock buys.
Oct 13, 2021
Are the Market Fears Overblown?
00:44:32
One top strategist says markets are on a knife’s edge. Scott Wapner and the Investment Committee debate if he’s right and whether fears of stagflation and market turmoil are overblown. Plus, the Committee share their new moves and debate what you should do with your money. And later, semis are up about 15% this month as supply shortages hit multiple sectors of the market, how should you trade it.
Oct 12, 2021
Trust the Stock Market Rebound?
00:44:58