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
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
00:43:54
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
00:43:28
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
00:44:08
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
00:43:56
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
00:44:01
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
00:43:55
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
00:44:30
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
00:44:06
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
00:44:29
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
00:52:12
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
00:52:53
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
00:47:40
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
00:44:52
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
00:44:35
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
00:49:59
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
00:44:50
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?
00:44:50
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?
00:44:42
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?
00:44:12
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?
00:52:21
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?
00:47:28
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?
00:44:54
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
00:44:46
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
00:58:02
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?
00:44:27
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
00:47:12
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
00:55:22
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’
00:44:53
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?
00:44:41
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?
00:49:58
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?
00:44:46
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
00:44:44
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
00:44:17
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
00:45:15
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
00:44:41
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?
00:49:47
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
00:45:32
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?
00:47:17
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?
00:47:42
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
00:44:36
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
00:45:00
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
00:43:45
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?
00:44:35
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?
00:46:53
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
00:45:03
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
00:44:58
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
00:44:49
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
00:42:38
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
00:44:45
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
00:44:48
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
00:43:12
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
00:47:06
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
00:44:19
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
00:44:34
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?
00:44:57
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
00:44:56
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
00:44:20
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
00:47:16
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?
00:44:43
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?
00:47:37
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?
00:44:34
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?
00:44:41
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
00:43:37
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?
00:44:17
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
00:44:49
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?
00:44:45
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
00:52:35
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
00:44:46
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
00:44:41
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
00:45:14
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?
00:52:44
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?
00:44:29
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
00:50:07
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?
00:44:21
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?
00:44:36
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?
00:44:33
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?
00:44:59
Stocks coming off their best week in months. Scott Wapner and the Investment Committee debate if you should trust the bounce-back. Plus, the big banks kick off earnings season this week. How investors should position their portfolios headed into a crucial few weeks ahead. Later, bullish calls on Starbucks & SoFi. Should you buy at these levels? And, Jon Najarian has his latest trades in Unusual Activity.
Oct 11, 2021
Big Jobs Miss: What it Means for Stocks
00:44:48
Scott Wapner and the Investment Committee debate the state of stocks after a jobs miss and a volatile week. Morgan Stanley’s Chris Toomey tells us why it may be time to get cautious. Plus, we cover the Calls of the Day on Home Depot and Lowe’s, what do the downgrades mean to the sector. And later, Pete Najarian shares some Unusual Activity in 2 big names. Earnings season kicks off next week. The committee get you ready with trades ahead of the results
Oct 08, 2021
Trust the Rebound?
00:44:33
Stocks rallying today, having their best week since June. Scott Wapner and the Investment Committee debate if this continues and which stocks are worth a look. Plus, should you trust the rebound in the tech trade? And Later, Calls of the Day on Square and Nio, what should you do with these names?
Oct 07, 2021
Your Volatility Strategy
00:44:39
From triple-digit losses to triple-digit gains. Scott Wapner and the Investment Committee debate the best way to navigate the volatility in this market and where opportunities are opening up, especially in the tech sector. Plus, the moves the committee are making right now. And later, Jon Najarian shares some Unusual Activity he’s seeing in two tech names.
Oct 06, 2021
Buy the Bounce Back?
00:44:36
After a sharp decline yesterday, the market is bouncing back today. Scott Wapner and the Investment Committee debate whether it’s time to buy on the way back up. Plus, the Facebook whistleblower is testifying today on Capitol Hill. Where the stocks goes from here. Plus, this stock has doubled this year and a new call says it can go up another 30% form here. We’ll reveal the name in Call of the Day.
Oct 05, 2021
Facebook Fallout & Tech Wreck
00:44:44

Scott Wapner and the Investment Committee debate the sell-off in Facebook and tech. Should you buy on these drops? The Committee shares how they will navigate the sharp decline and give you some tips on what to do from here.  Plus, a big call on GM has Jim Lebenthal happy, we call him to break it down.  And later, Steve Weiss says you should still own Moderna, find out why.  

Oct 04, 2021
Is an October Rollover Coming?
00:44:25
Scott Wapner and the Investment Committee debate what the final three months of this year will bring. The Committee discuss The Fed, Earnings, the names they like and so much more. Plus, Tom Lee joins us to defend his continued bullish stance on the market. And later, Steve Weiss calls in to give us his thoughts on Moderna falling today.
Oct 01, 2021
Will the Tech Pullback get Worse?
00:50:11
Scott Wapner and the Investment Committee debate whether tech is about to face an even bigger pullback. Plus, legendary investor Lee Cooperman joins us to discuss everything from the market, the Fed, and interest rates. And Later, Pete Najarian shares some Unusual Activity in two big consumer names.
Sep 30, 2021
Are Stocks Broken or Buyable?
00:44:37
Scott Wapner and the Investment Committee discuss the state of stocks. Are they broken or buyable, and is the correction closer as interest rates move higher? Plus, one of the most successful commodity traders, Mark Fisher, joins us to explain why he thinks energy prices are going much higher from here. And later, we hit some Calls of the Day on a commodity and an industrial stock.
Sep 29, 2021
The Tech Takedown and How to Trade it
00:47:16
Tech taken down by rising rates. Scott Wapner and the Investment Committee discuss how to navigate today’s big drop. Fundstrat’s Tom Lee joins us to weigh in and defend his bullish thesis for the market. Plus, all the moves the investment committee is making right now – their latest buys and sells. And later, Pete Najarian shares some Unusual Activity in two names.
Sep 28, 2021
Rates, The Rotation, and Your Money
00:44:30
As we count down to Q4, Scott Wapner and the Investment Committee debate the biggest factors that will affect your money. What will the Fed do with Rates? How will the rotation affect tech and value stocks? Plus, epicenter stocks are surging, are they a good buy? And later, the Committee share their latest Q4 buys. And, Joe Terranova is selling one red-hot tech names that’s up 80% in the past year, despite bullish calls on the street.
Sep 27, 2021
Where the Money is Flowing
00:44:43
A wild week on Wall Street. Scott Wapner and the Investment Committee debate what the stunning comeback for stocks means for the remainder of the year. Is a year-end rally on the cards? Plus, the committee is making a ton of moves in this market. We’ll reveal their latest buys. And, former Evergrande bond holder Marc Lasry of Avenue Capital joins us to discuss what he’s hearing, if there will be a default and contagion fears.
Sep 24, 2021
Is the Pullback Over?
00:44:20
A big rally again. Scott Wapner and the Investment Committee debate if the pullback is already over and if it’s time to buy stocks again. Plus, the Committee reveal their latest buys. And, the trade ahead of Nike’s earnings after the bell.
Sep 23, 2021
Stocks Bounce Back: Will it Hold?
00:44:37
Scott Wapner and the Investment Committee discuss the bounce back in stocks and whether it’s time to start buying again. Plus, Jon Najarian is seeing a major bearish signal in one of the FANG names. What it may mean for the stock from here. Plus, Commodities have been getting hammered. Why one member of the committee is buying right now. And, Disney’s CEO says subscriber growth for its streaming service slowed, but the street coming to his defense with some positive notes. Is the recent sell-off in the stock overblown?
Sep 22, 2021
Safe to Buy the Dip? Or too Soon?
00:44:43
Stocks coming off their worst day since mid-May. Scott Wapner and the Investment Committee debate if it’s safe to buy on this drop, or is it too soon? Plus, Morgan Stanley’s Mike Wilson tell us why a 20% correction for stocks is beginning to look more likely. Plus, Uber shares rallying on a positive outlook. Is it time to add this name to your portfolio? And, Fedex earnings after the bell. Should you buy ahead of the numbers?
Sep 21, 2021
U.S. markets fall amid Chinese contagion fears
00:44:32
Scott Wapner and the investment committee debate the market selloff amid concerns that one of China’s largest property developers could default on its debt. Also, BlackRock’s bond king Rick Rieder weighs in on global markets. Plus, Pete Najarian’s latest trades in unusual activity
Sep 20, 2021
4 Reasons to Stick with Stocks
00:44:06
Scott Wapner and the investment committee debate four big calls on the street, making the case for the record rally to continue. Also, some stunning numbers on where money is flowing in this market. Plus, one year ago today, Jenny Harrington made a bet with Josh Brown that one of the stocks in her portfolio would outperform one particular name in Josh Brown's portfolio. Josh joins the committee - how that bet played out and where these two stocks go from here. Plus, Jon Najarian’s latest trades in unusual activity
Sep 17, 2021
What will get the record rally running again?
00:43:55
Retail Sales beat, but stocks still drop, Frank Holland and the Investment Committee debate what this means for the broader market and where you should put your money now. Plus, Casinos getting downgraded in our Call of the Day, we discuss how to trade it. And later, China’s crackdown on video games could mean its game over for some high flying names.
Sep 16, 2021
Breakout or Breakdown: What’s Next?
00:44:24
Breakdown? Or breakout? Scott Wapner and the Investment Committee debate what will be the next catalyst for this market. Plus, JPMorgans’s Dubravko Lakos joins the committee to lay out his bullish case for stock. He just raised his year-end target for the S&P 500 to 4,700. Plus, casino stocks getting whacked lately, but one of the committee members is buying. Find out which stock and why.
Sep 15, 2021
Apple’s Big Event: What’s Riding on it
00:46:45
Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile.
Sep 14, 2021
Breakdown or Bounce? What’s next for Stocks
00:44:21
The S&P is coming off its worst week since June, Scott Wapner and the Investment Committee debate if stocks are setting up for a bounce, or is more pain to come? Plus, we cover the Call of the Day on commodities, Goldman Sachs saying in a note that the sector is under-invested. And later, Leslie Picker joins us to discuss her exclusive interview with Apollo’s new CEO, Mark Rowan, on his vision for the company and its future.
Sep 13, 2021
Fleeing the Financials
00:44:18
New data showing the 2nd biggest outflow from financials since the pandemic began. Scott Wapner and the Investment Committee debate if the bull run in banks is done. Plus, a major legal setback for Apple. What it means for the stock and investors. And, the Committee reflects on the 20-year anniversary of the 9/11 attacks.
Sep 10, 2021
Worry vs. Momentum
00:44:46
Scott Wapner and the investment committee debate whether the strong year for stocks will be enough to overcome rising risks to the record rally. Plus, airlines cutting their outlook. Is the reopening trade in trouble? And, Hall of fame sport broadcaster, Al Michaels, joins the investment committee to discuss the kick-off to the NFL season.
Sep 09, 2021
Risks to the Record Rally
00:44:32
Scott Wapner is back with the Investment Committee to debate if this is as good as it gets for stocks and where to invest your money from here. Should you keeping betting on big-tech? Or, the cyclical trade? Adam Parker of Trivariate research weighs in with his thoughts. Plus, a stock that’s up more than 40% in the past 3-months just got its price target raised to a new street high. The committee debate it in Call of the Day. And, the trade ahead of Gamestop and Lululemon’s earnings after the bell.
Sep 08, 2021
U.S. Stocks Downgraded: Time to get Cautious?
00:44:30
Frank Holland and the Investment Committee debate whether it’s time to get ready for a correction, as stocks get downgraded today. What’s the best way to navigate this market and where’s the best place for your money headed into the Fall. Plus, Apple hitting all-time highs as it reveals the date for its big product event. How to trade it from here. Netflix also hitting an all-time, with the stock rallying 25% in the past 3-months, should you buy at these levels? Plus, Pete Najarian’s latest trades in Unusual Activity.
Sep 07, 2021
Bad Economic Data = Good News for Stocks?
00:44:42
The latest employment report misses big, Brian Sullivan and the Investment Committee debate whether that’s good, or bad for stocks. Should you keep riding the rally, or is it time to take a pause? And, the Fintech wars are heating up, the Committee discusses how you should play it. Plus, Wall Street is bullish on semis, are they right? And later, Biotech is breaking out, we discuss which names are worth a look.
Sep 03, 2021
The New Best Performing Sector
00:44:49
Stocks hitting record highs again and one under-the-radar sector is on a record run. Brian Sullivan and the investment committee discuss if you can still get in on the action in real estate stocks and REITS. Plus, after a strong August, Financials are now the worst performing sector this week. Is the big-bank run done? And, Pete Najarian has his latest trades in Unusual Activity
Sep 02, 2021
Rally on? Or, as good as it gets?
00:44:20
The S&P posting seven straight months of gains and the Nasdaq is hitting new record highs. Brian Sullivan and the investment committee debate if investors should keep riding the rally. Or, if this is as good as it gets for stocks into the year-end. Also, one of our committee members making a new buy in one of the FANG names. Plus, Mr. Wonderful, Kevin O’Leary, calls in to the show to unveil his new stock buy.
Sep 01, 2021
Risks to the Record Rally
00:44:18
The S&P on track to post more record closing highs in August than any other month this year. Brian Sullivan and the Investment Committee debate where there may be risk and where to put your money to work from here. Plus, Zoom shares having their second worst day ever, despite posting its first billion dollar revenue quarter. Should you buy on the drop? And, what does it mean for the stay-at-home trade? And later, cyber-security stocks having a good month as CrowdStrike gets ready to report after the bell. The committee take their positions.
Aug 31, 2021
Keep Riding the Record Rally?
00:44:39
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall? Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the energy sector. And later, the airlines trade. New fears about demand as we head into Fall.
Aug 30, 2021
Taper Coming: Your Next Money Move
00:45:01
Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity.
Aug 27, 2021
Taper Talk: how to play it
00:44:26
Tyler Mathisen and the Investment Committee discuss the flood of headlines from Fed officials ahead of Jerome Powell’s big speech tomorrow, how will the market react and what should you do to prepare? Plus, the Committee share their latest moves. And later, retail investors are joining Cathie Wood and jumping back into China, the Committee debates if that’s the right move.
Aug 26, 2021
The State of Stocks and your Next Move
00:44:40
As stocks march to new all-time highs, Frank Holland and the Investment Committee discuss the next moves you should be making with your money. Plus, Apple and Microsoft are sitting out of this rally, what’s that mean for the broader market? And later, we cover the Calls of the Day on some consumer names.
Aug 25, 2021
Market Milestone: Nasdaq 15K
00:44:40
Frank Holland and the Investment Committee discuss the NASDAQ hitting a new all-time high and what that means for your money in tech. Should you stay invested or look for the exit? Plus, Morgan Stanley out with a list of stocks to buy and hold over the next year, the committee weighs in. And later, Jon Najarian sees some Unusual Activity in some travel and healthcare names.
Aug 24, 2021
Record Highs & Fed in Focus
00:45:01
Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell.
Aug 23, 2021
Tale of Two Mega-Cap Techs
00:44:45
Microsoft hitting all-time highs, but Amazon trading at two-month lows. Scott Wapner and the investment committee debate which mega-cap name means more to this market right now. Plus, Josh Brown just added a new stock to his portfolio. He joins the committee to reveal the names and explain why he bought it. And later, Pete Najarian gives us his latest trades in Unusual Activity.
Aug 20, 2021
The Rally’s Red Flags
00:44:35
Scott Wapner and the Investment Committee debate whether the risks for your money are mounting or overblown. Stocks are not far from recent record highs, so the Committee goes hunting for the rally’s red flags. Plus, we cover some Calls of the Day on multiple big oil stocks, how should you trade them? And later, we get to your questions in Ask Halftime
Aug 19, 2021
The Biggest Correction of the Year?
00:44:30
Scott Wapner and the Investment Committee are joined by Mad Money’s Jim Cramer to discuss whether the biggest correction of the year is coming. Which stocks are the most vulnerable and how should you protect your portfolio? Plus, we check out some Calls of the Day on Netflix and Disney, are they a buy here? And, Nvidia and Cisco Systems report earnings after the bell. Cramer and committee take their positions.
Aug 18, 2021
Is the Market on the Cusp of a Correction?
00:47:12
Scott Wapner and the Investment Committee debate whether the market is on the cusp of a correction as another read on the American consumer badly misses expectations. Jonathan Krinsky joins us to discuss his latest note with a bold warning, “Don’t buy the dip.” And later, we discuss some new highs in healthcare and casinos.
Aug 17, 2021
Impact of Fed Taper on Stocks
00:44:32
Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results.
Aug 16, 2021
Delta, Disney, and your Dollars
00:44:42
Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity.
Aug 13, 2021
Have Reopening Stocks Bottomed?
00:44:50
Scott Wapner and the Investment Committee debate the state of play for stocks as the S&P has now almost doubled since the pandemic lows of last year. The committee also debate a big call, saying cyclical stocks have bottomed. Plus, we cover the latest call on Micron, and Jon shares some Unusual Activity in two names.
Aug 12, 2021
The “Everything Rally”
00:43:55
Tom Lee joins Scott Wapner and the Investment Committee to discuss the “Everything Rally” and whether your money is about to take off in the second half. The Committee share their latest moves as the S&P and Dow hit new records once again. And later, we get to your questions in Ask Halftime!
Aug 11, 2021
A Late Summer Surge?
00:44:37
Scott Wapner and the Investment Committee debate what’s in store for the market in the months ahead as two new calls from two major market watchers, Tom Lee and Marko Kolanovic, come out today. Is a late summer surge on the horizon? Plus, Blackrock’s Rick Rieder joins us to weigh in and reiterate his call that equities are going higher. And later, we cover AMC and ‘meme’ stocks following an interview with AMC CEO Adam Aron, are they safe to buy or should you stay away
Aug 10, 2021
The Playbook for your Money
00:43:18
Has the strong jobs report moved forward Fed taper talk? Scott Wapner and the Investment Committee debate what that would mean for stocks – especially the financials. Two committee member making moves in the space. Plus, Moderna ripping higher, shares hitting new all-time highs and almost doubling in the past month. How to play this red-hot stock from here. And later, Pete shares some Unusual Activity in some social stocks.
Aug 09, 2021
The Jobs Jump & What it Means for Stocks
00:44:26
As the jobs numbers comes in better than expected, Scott Wapner and the Investment Committee what it means for stocks and your money. We’re joined by Corvex Capital’s Keith Meister to weigh in on where he sees the market going and where you need to invest. Plus Jon Najarian shares the Unusual Activity going on in Robinhood and how he’s playing it.
Aug 06, 2021
Is a Mid-Summer Run Coming?
00:44:54
Scott Wapner and the Investment Committee debate a new S&P target from Goldman’s David Kostin, who says the market is set for another big run up. Plus, Adam Parker, founder of Trivariate Research, joins us to share his bullish view on U.S. Equities, the committee will jump in to discuss. And later, we’re joined by Penn National Gaming CEO Jay Snowden to discuss his acquisition of Score Media and the future of sports betting in America.
Aug 05, 2021
Are “Meme” Stocks a Safe Buy?
00:44:16
Scott Wapner and the Investment Committee discuss the sharp selloff in stocks and the quick rise in Robinhood. Are the so called “meme” stocks taking over and should you get in? The Committee debate the right moves. Plus, GM having its worst day since March 2020, what’s next for the floundering stock? And later, we get to your questions in Ask Halftime.
Aug 04, 2021
Is the Market View Dimming?
00:44:37
Stocks coming off their fourth negative session in five. Scott Wapner and the Investment Committee debate whether the market view is dimming for stocks, as fears of the Delta Variant spread. Plus, famed value investor, Bill Nygren of Oakmark, reveals which stocks he’s buying and selling in this market. And, Pete Najarian has his latest trades in Unusual Activity.
Aug 03, 2021
August Stock Strategies: Delta Factor
00:44:46
A new trading month gets underway. Scott Wapner and the Investment Committee debate whether the COVID-19 Delta variant bring the market down, or if the news is priced in. Plus, the Committee shares their latest buys and sells. And, Ed Yardeni joins us to discuss why he thinks his latest S&P 500 target is set to 5000 by year-end 2022. And later, Jon Najarian shares his Unusual Activity in a tech and crypto name.
Aug 02, 2021
Robinhood’s Big Day
00:55:17
Scott Wapner and the Investment Committee closely watch the Robinhood IPO debut and debate whether the stock is safe to buy. Jim Cramer joins us to weigh in. Plus, Facebook reports blowout earnings but the stock is lower, is it a good time to get in? And later, the Committee gets ready for Amazon reporting tonight.
Jul 29, 2021
The F.A.N.G. Fallout
00:44:23
As Apple, Alphabet and Microsoft report blowout earnings, Scott Wapner and the Investment Committee react and the Committee discuss their next moves. Plus, Facebook on deck after the bell, will it continue the trend? And later, we hit the upcoming IPO of Robinhood, should you be involved, or stay away?
Jul 28, 2021
Tech’s Moment of Truth
00:45:00
Scott Wapner and the Investment Committee gear up for some huge earnings after the bell today. Apple, Microsoft and Alphabet all report, what’s at stake for each company and how should you trade it. Plus, Tesla tumbles despite topping their target, GE back on track and UPS getting slammed. How the investment committee are playing these names from here. And, the trade on Visa, Starbucks and AMD ahead of their earnings after the bell.
Jul 27, 2021
The Most Important Week of the Summer
00:43:56
A momentous week for the markets, as mega-cap tech gets ready to report earnings and the Fed meets on interest rates. Scott Wapner and the Investment Committee discuss how to get ready for results from Apple, Amazon, Alphabet, Microsoft and Facebook. Plus, Fundstrat’s Tom Lee tells us why the markets will see a stronger “risk-on” soon. And later, China stocks getting crushed on new regulations, should you buy on these big drops? Is China a safe place to invest? Finally, Pete shares some Unusual Activity in Tesla ahead of earnings after the bell.
Jul 26, 2021
The End of a Wild Week
00:43:57
As this wild week comes to a close, Scott Wapner and the Investment Committee discuss how we went from a major selloff to new record highs. BMO Chief Investment Strategist Brian Belski joins us to weigh in on the volatile week, and what we should expect going forward. Plus, Pete Najarian shares some Unusual Activity in Facebook ahead of earnings, and later, we get to your questions in Ask Halftime.
Jul 23, 2021
Stocks Still at Risk?
00:44:48
Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson joins Scott Wapner and the Investment Committee today to make his case on why stocks are still likely to go lower. Wilson says he’s looking for a 10-15% correction in the market. The Committee weigh in and we debate whether he’s right. And later we hit Calls of the Day in some industrial names.
Jul 22, 2021
The End of the Correction?
00:44:55
Scott Wapner and the Investment Committee debate whether the correction is over and if it’s safe to buy stocks again. Plus, the Committee shares their latest moves, and later, we get to your questions is Ask Halftime.
Jul 21, 2021
The Correction Direction
00:50:21
Scott Wapner and the Investment Committee are joined by legendary investor Leon Cooperman and Blackrock’s Bond King Rick Rieder to talk the market, interest rates, inflation, yields, and much more. Plus, we talk about where the correction is going from here and what you should do to protect yourself.
Jul 20, 2021
Inside Today’s Selloff
00:44:38
As the market experiences some heavy selling pressure today, Scott Wapner and the Investment Committee debate whether a bigger and more painful pullback is coming, and how you should navigate it. Plus, Pete Najarian shares some Unusual Activity he’s seeing in 2 stocks, and we preview some earnings in IBM later today.
Jul 19, 2021
Is the Rally Weakening? How To Trade it
00:43:56
As we head into a big week of earnings next week, Scott Wapner and the Investment Committee discuss whether there are signs of a weakening rally or if low rates will send stocks higher. Anthony Scaramucci of Skybridge Capital joins us to weigh in, and respond to Gundlach’s comments yesterday on the bitcoin bear market. And later, Jon Najarian shares some Unusual Activity he sees in a healthcare and retail name.
Jul 16, 2021
Exclusive Interview with ‘Bond King’ Jeffrey Gundlach
00:55:10
Scott Wapner and the Investment Committee are joined today by DoubleLine CEO Jeffrey Gundlach to discuss the state of the market as stocks hover around record highs. They cover everything from The Fed, Interest Rates, Inflation, Wages, and more. Don’t miss it.
Jul 15, 2021
Fed Chairman Powell Testifies before Congress
01:00:16
Scott Wapner and the Investment Committee discuss rates and the market today as we closely monitor Fed Chairman Jay Powell’s testimony before congress. Steve Liesman joins us to break down what to expect, and the Committee debate how you should play it.
Jul 14, 2021
How Inflation will Affect Stocks
00:44:50
Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to discuss inflation, stocks, and the market. The Committee reacts to Siegel’s comments and shares their moves. And later, we cover some Calls of the Day in Caterpillar and General Motors.
Jul 13, 2021
Tech Record Highs: Sector in Sweet Spot?
00:44:22
Stocks hitting new records today, Scott Wapner and the Investment Committee debate where to put your money now as a slew of companies report earnings this week. Plus, we cover some Calls of the Day today, including Chipotle and Chevron. And later, 3 stocks that the committee own are hitting new all-time highs today, what will they do with the stocks from here.
Jul 12, 2021
Time to Buy Reopening Stocks Again?
00:44:17
Tom Lee joins Scott Wapner and the Investment Committee to discuss his big reversal on one part of the market. He’ll explain his change in direction and the Committee weighs in on how to play it. Plus, Jon Najarian shares some Unusual Activity he’s seeing in an industrial and a tech name. And later, we get a special question in Ask Halftime.
Jul 09, 2021
Protecting Your Portfolio
00:44:42
Stock and rates both plunging today. Scott Wapner and the Investment Committee debate whether the market is in trouble, or setting up for a mid-summer rally. Plus, Blackrock’s Bond King Rick Rieder joins us to discuss where he thinks rates are going from here, and what it will ultimately mean for the market.
Jul 08, 2021
Tech Rises and Rates Fall: How to Play it
00:44:37
Rates keep dropping and tech continues to hit record highs. Scott Wapner and the Investment Committee debate how long that winning trade is likely to last for your money. Plus, China cracking down on multiple companies in their country, impacting the entire sector. The committee weighs in on how to trade it. And later, Jon Najarian shares some Unusual Activity he sees in a travel and tech stock.
Jul 07, 2021
Stocks Drop as Mega-Cap Names Hit Record Highs
00:44:25
As Amazon, Microsoft, Facebook and Google all reach new milestones today, Scott Wapner and the Investment Committee debate whether those stocks are key to a summer rally. Is it too late to buy them, or do you still have time to get in? BMO chief Investment Strategist, Brian Belski, also joins us to share his bull case for stocks and why slow and steady will win the race. Plus, China stocks getting whacked on fears about a crackdown. Should you buy on the drop? Or, stay away?
Jul 06, 2021
Money Back in Tech
00:45:05
Stocks hitting new highs and money flowing back to tech again. Are higher highs ahead? Brian Sullivan and the Investment Committee debate the best names in tech right now and the red-hot semis. Plus, the Committee share their latest moves ahead of a long weekend. And, a double upgrade on one under-the-radar bank stock that’s up about 30% this year.
Jul 02, 2021
Second Half Plays
00:44:38
The first half of the year is now behind us, stocks have had their best first half since 1998. Tyler Mathisen and the Investment Committee debate whether you should keep riding the rally as all major averages are up double digits. Plus, the Committee give you their second half playbook.
Jul 01, 2021
Will Stocks Rally in the Second Half?
00:47:20
Tyler Mathisen and the Investment Committee debate what they think is in store for the second half of the trading year, will stocks keep rallying or is a correction ahead? The Committee share their latest moves and their picks for the second half. Plus, Chinese ride-hailing Company DiDi going public, should you get in the action.
Jun 30, 2021
Time to Get in to Industrials?
00:45:26
Brian Sullivan and the Investment Committee discuss one of the best performing sectors in the last year, Industrials. We have four bullish calls on some of the biggest names in the space. Plus, we get to your questions in Ask Halftime.
Jun 29, 2021
Your Second Half PlaybookYour Second Half Playbook
00:44:41
Tyler Mathisen fills in for Scott Wapner today as we get ready to close the books on the first half of the trading year. The Investment Committee share their second half plays as markets hit record highs. And later, we get to your questions in Ask Halftime.
Jun 28, 2021
The Race to Rebuild America’s Infrastructure
00:44:43
The White House reached an infrastructure deal to improve the nation’s roads, bridges and broadband - that historic deal is helping lift the market to new highs. The investment committee reveal their best ideas for investing in this theme. Plus, Nike’s blowout earnings report. Shares soar to a new record high. And a bullish call on Netflix. One Wall Street analyst forecasts double digit returns despite its underperformance in 2021.
Jun 25, 2021
The Next Catalyst for Stocks
00:44:47

Bank stress test results are on deck and the focus will be on how much capital they return to shareholders.  Frank Holland and the investment committee discuss the record amount of cash that companies could spend on buybacks and dividends.  Plus, the homebuilders are under pressure following KB Home’s quarterly results. And a look ahead of FedEx’s earnings and what you need to know

Jun 24, 2021
The New Momentum in Tech
00:44:44
As Microsoft tops a two trillion market cap for the first time, Scott Wapner and the Investment Committee debate whether big tech is once again the best bet for your money. Plus, Marc Lasry joins us to discuss where he sees the market going from here, and how you should play it. And later, Jon shares some Unusual Activity he sees in some travel names.
Jun 23, 2021
The Halftime Report Stock Summit: Day 2
00:44:49
Day 2 of the Halftime Report Stock Summit, where our Investment Committee share their stock playbooks for the second half of the year. This is your inside look on the actionable information you need to make the most from your money.
Jun 22, 2021
The Halftime Report Stock Summit: Day 1
00:44:32
We’re kicking off the second half of the year with the Halftime Report Stock Summit, where our Investment Committee share their stock playbooks for the months ahead. This is your inside look on the actionable information you need to make the most from your money.
Jun 21, 2021
Looking for Opportunity in the Market Drop
00:44:32
As stocks fall hard today following some hawkish comments from St. Louis Fed President James Bullard, Scott Wapner and the Investment Committee debate which names are most at risk and when you should step in and buy. The Committee shares their moves in this volatile market and Pete Najarian sees some Unusual Activity in a hot commodity.
Jun 18, 2021
Fed’s New View: Green Light for Stocks?
00:50:05
Following a momentous Fed meeting yesterday, Scott Wapner and the Investment Committee are again joined by the man that called yesterday’s Fed surprise, Wharton Professor Jeremy Siegel. He helps us break down what’s next on the horizon for the Fed and the Market. Blackrock’s Rick Rieder calls in with his take on what investors do from here. Plus, Jon Najarian’s latest trades in unusual activity
Jun 17, 2021
Is a “Taper Tremor” Coming?
00:47:26
The Fed’s rate decision and Powell’s news conference today. Scott Wapner and the Investment Committee are joined by Wharton Professor Jeremy Siegel to debate all the possible outcomes of today’s meeting. What happens to stocks if the Fed gets aggressive about tapering. Plus, oil prices at two and a half year highs and energy the best performing sector this year. Is it time to sell energy stocks?
Jun 16, 2021
The Great Inflation Debate: Who’s Right?
00:44:50
Temporary or permanent? Scott Wapner and the Investment Committee discuss who’s right on inflation as the Fed meets, and how to invest in this market right now. Plus, the semi stocks on a roll recently and the committee is making moves in the space. Later, Pete Najarian sees some Unusual Activity in a tech and healthcare name. And we get to your questions in Ask Halftime.
Jun 15, 2021
Go all in on the Inflation Trade?
00:44:41
The Fed front and center this week. Scott Wapner and the investment committee debate the big call from billionaire investors, Paul Tudor Jones, that if the Fed treats inflation with “nonchalance” then it’s time to bet heavily on every inflation trade. Plus, is the rotation back to growth for real? Jon Najarian also has his latest trades in Unusual Activity. And, a big call on one red-hot restaurant stock
Jun 14, 2021
3 Big Calls on the Rotation
00:44:05
Scott Wapner and the Investment Committee are joined by star strategist Tom Lee, who double upgraded the FANG stocks. Plus, why he’s downgrading the Financials. The Committee weighs in and tells you how to trade it. Plus, market technician Jonathan Krinsky, makes his case on why it’s time to sell industrial stocks.
Jun 11, 2021
Green Light for Summer Rally?
00:44:08
Investors shrugging off inflations fears as the S&P 500 hits a new record high. Scott Wapner and the Investment Committee debate if a summer rally is ahead and where you should put money to work – growth or value? J.P. Morgan’s head of U.S. equity strategy Dubravko Lakos weighs in. Plus, the traders share their latest moves and we get to your questions in Ask Halftime.
Jun 10, 2021
A Return to Growth?
00:44:43
Jim Cramer joins Scott Wapner and the Investment Committee to debate Ark Invest Cathie Wood’s latest call that a return to growth is right around the corner. The Committee weighs in and shares their moves. Plus, Jon Najarian shares some Unusual Activity in two consumer names. And later, we get to your questions in Ask Halftime.
Jun 09, 2021
The Next Leg of the Rally
00:44:31
Scott Wapner and the Investment Committee debate Marko Kolanovic’s latest call that the market’s next leg higher is upon us. The Committee shares their latest moves. And later, we get to your questions in Ask Halftime.
Jun 08, 2021
Apple, Tapering & Road to Record Highs
00:44:58
We’re following two major market stories today. The push to new record highs and whether Apple’s much anticipated WWDC event can jumpstart the stock after having an abysmal year to date as the Dow’s worst performer. Scott Wapner and the Investment Committee debate all that and are later joined by Steve Liesman and Rick Rieder to discuss the Fed’s taper timeline. Plus, we get to your questions in Ask Halftime.
Jun 07, 2021
A New Market Rally on the Horizon?
00:46:37
As stocks approach new highs, Scott Wapner and the Investment Committee discuss the softer than expected jobs report and if that could re-ignite the rally. While major averages move closer to new highs, the Committee share their latest moves, and Pete reveals some Unusual Activity in 2 big names. And later, Eamon Javers brings Deputy Attorney General Lisa Monaco on the show to discuss the Justice Department’s new focus on ransomware attacks that are plaguing companies in the U.S
Jun 04, 2021
Navigating the Meme Stocks Mania
00:44:10
While the market deals with some morning volatility, Scott Wapner and the Investment Committee debate the “meme stocks” that have seen enormous gains and precipitous falls. Robert Chapman of Chapman Capital joins us to weigh in. Plus, Mike Mayo joins us later to talk about a 200 billion dollar opportunity he sees in this market. And, we get to your questions in Ask Halftime.
Jun 03, 2021
The Hottest Trade in the Market
00:47:05
As the Dow continues its winning streak, Scott Wapner and the Investment Committee debate whether it’s time to jump into the hottest trade in the market right now, energy. Adam Parker, founder of Trivariate Research joins us to discuss the sector and how to play it. Plus, we follow AMC’s meteoric rise and halt for volatility today, what’s causing it and if you should get in. And later, we answer some of your questions in Ask Halftime.
Jun 02, 2021
Summer Surge for Stocks?
00:44:35
The trading month kicks off. Scott Wapner and the Investment Committee debate whether a summer surge for stocks is coming. Plus, small-caps on their longest monthly win streak since September 1995. The committee give us their best picks in that space. And, Jon Najarian shares some Unusual Activity he’s seeing in an oil and a chip name. Finally, we hit the trade ahead of Zoom’s earnings after the bell
Jun 01, 2021
Hunt for Record Highs
00:44:34
On the last day of trading in May, Scott Wapner and the Investment Committee discuss what will take stocks higher as the S&P get closer to record levels. BMO Chief Market Strategist Brian Belski joins us to give his take on where you should put your money. Plus, meme-stock mania is back in a big way. What Jon Najarian is seeing that most people are not, and how he’s playing it. And later, your questions answered in Ask Halftime.
May 28, 2021
Return of the Fang Trade
00:47:20
The Dow tries to set a new high and the NASDAQ reversing an early loss, Scott Wapner and the Investment Committee discuss where the best bargains in the market bay be. Former Fed President Richard Fisher joins us to weigh in. And later, we get to your questions in Ask Halftime.
May 27, 2021
Taper Talk Bullish Sign for Stocks?
00:44:19
Fed policymakers opening the door on the taper debate. Scott Wapner and the Investment Committee debate if that’s actually a bullish sign for stocks. Plus, we hear from a key activist investor at Engine 1 about board battle with Exxon. Plus, we answer your questions in AskHalf.
May 26, 2021
The Return of the FAANGs
00:47:28
The Tech Rebound continues as the S&P goes positive for May, Scott Wapner and the Investment Committee debate whether we’re witnessing the return of the FAANG stocks and how you should play it. Can the tech bounce last? Plus, we have a Call of the Day on Shake Shack.
May 25, 2021
Summer Surge for Stock?
00:44:26
As we head into the final week of trading in May, Scott Wapner and the Investment Committee debate if we’re setting up for a Summer Surge. Kate Moore, Head of Thematic Strategy for Blackrock’s Global Allocation Team joins us to weigh in. Plus, the Committee making a lot of moves in this market. Pete’s seeing some unusual options activity. And, we get to your questions in Ask Halftime.
May 24, 2021
Bulls vs. Bears: Which one is right?
00:43:43
Stocks staging a comeback today after a volatile week of trading, Scott Wapner and the Investment Committee debate whether the environment is bullish or bearish for your money. Plus, Jon Najarian shares some Unusual Activity in 2 stocks. And later, Airzona Cardinals Linemen and philanthropist Kelvin Beachum joins us to discuss his efforts to increase access to clean water with the organization World Vision, his thoughts on stocks like Roblox, and his take on Crypto.
May 21, 2021
Is the Tech Sell-Off Over?
00:43:28
The Nasdaq bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answered in Ask Halftime!
May 20, 2021
Value Trade Peaking?
00:43:45
The market struggles to get traction as Tech Stocks and Crypto continue their downward trajectory, Scott Wapner and the Investment Committee discuss whether your money is safe or at risk. Plus, Avenue Capital Chairman and CEO Marc Lasry joins us to talk rates, the economy, and where he sees the market going from here. And later, we answer your video questions in Ask Halftime.
May 19, 2021
Retail and the Reopen Trade
00:43:38
As retail stocks rally today, Scott Wapner and the Investment Committee debate whether Wall Street is too obsessed with the tech trade and ignoring the strength of the consumer, the Committee tells you how to trade it. Plus, Pete Najarian shares some Unusual Activity in one travel and one tech stock. And later, The Committee answers your video questions in Ask Halftime!
May 18, 2021
Is it Time to Buy Again?
00:43:45
Scott Wapner and the Investment Committee debate whether the worst of the selling is over and if it’s time to start buying again. Plus, we cover the huge media merger announced by AT&T between Warner Media and Discovery, how will it change the media landscape and how should you play it. Also, the Committee share their latest moves, and later we get to your video questions in Ask Halftime.
May 17, 2021
Is the Bottom in for Stocks?
00:44:46
Stocks continue to bounce back following a turbulent week for the market. Scott Wapner and the Investment Committee debate is the bottom in and where opportunities are emerging. Plus, Skybridge Capital’s Anthony Scaramucci joins Halftime to discuss why he thinks tech and growth will have a strong Summer. Plus, Home Depot, Walmart among the big names reporting earnings next week. The committee gets you ready.
May 14, 2021
End of the Selloff in Sight?
00:49:56
Stocks bouncing today following the worst day for the market in 2 months, Scott Wapner and the Investment Committee debate whether the end of the selloff is in sight and if you should trust the bounce-back. Plus, BMO Chief Investment Strategist Brian Belski joins us to discuss the bull case for stocks amid the volatility.
May 13, 2021
Tech Wreck: More Pain? Or Near a Bottom?
00:52:26
The great tech Sell-off continues, Scott Wapner and the Investment Committee debate whether there’s more pain ahead. Or, is the growth trade is nearing a bottom. Plus, JP Morgan’s Chief Global Markets Strategist Marko Kolanovic joins us to discuss how much trouble tech is in and why he believes the rotation to value has started for real! Plus, the Investment Committee making a lot of moves in this market, they share them with you.
May 12, 2021
The Tech Tumble Continues
00:44:51
As more than half of the stocks in the Nasdaq-100 are down 10% or more, Brian Sullivan and the Investment Committee discuss their strategies to avoid experiencing downside. Plus, we cover some Calls of the Day in some big retails names, and later, we answer your video questions in Ask Halftime!
May 11, 2021
The Troubled Tech Trade
00:48:36
The Dow hits 35,000 for the first time, but the Nasdaq plunges as tech sells off. Scott Wapner and the Investment Committee discuss what the big divergence in the market means for investors and how to navigate the tech and value trades. Plus, we cover earnings for two big hotel names and Jon Najarian’s latest unusual activity trades. Later, we answer your video questions in Ask Halftime!
May 10, 2021
Massive Jobs Miss: What Now for Stocks?
00:52:42
As the market digests a massive jobs miss, Scott Wapner and the Investment Committee debate what it means for your money. Wharton Professor Jeremy Siegel joins us to discuss which inning this bull market is in and his view on inflation.
May 07, 2021
Battle Royale: The Dow vs. the Nasdaq
00:44:58
The Dow hits another record high and the NASDAQ continues its losing streak. Scott Wapner and the Investment Committee debate the viability of the wounded tech trade, and where your money is headed in the months ahead. Plus, we dive deep into The Call of the Day on a big restaurant name. And Jon Najarian shares some Unusual Activity in one consumer name & a chip stock.
May 06, 2021
Safe to Jump into Tech Again?
00:44:33
Mad Money’s Jim Cramer joins Scott Wapner and the Investment Committee to debate if the tech trade is broken, as the sector comes off its worst day in more than a month. Plus, Cramer weighs in on GM and more. Plus, former NFL offensive lineman, Damien Woody, tells us about his investments in tech and real estate.
May 05, 2021
Is Tech in Trouble?
00:44:34
The Nasdaq plunges as tech stocks tumble. Scott Wapner and the Investment Committee debate if the sector is in trouble as Treasury Secretary Janet Yellen suggests the Fed may need to raise rates. Also, hedge funds versus the rest of the us…who has the right view on the markets? Plus, we discuss a big bearish call on one red-hot sector. And we get to your video questions in Ask Halftime.
May 04, 2021
Rally on in the New Month?
00:44:25
Stocks coming off their best month since November as the first trading day of May begins. Scott Wapner and the Investment Committee debate the next catalysts for stocks. Plus, the Committee gives you their new stock strategies & why one top market technician thinks the risk/reward is unfavorable here. And, we get to your video questions in Ask Halftime!
May 03, 2021
Your May Money Moves
00:43:45
After Big Tech crushing their Earnings expectations, Scott Wapner and the Investment Committee debate what to do from here with the market closing out it’s best month since November. The Committee weigh in with their top plays for May and we hit a big Call of the Day on JP Morgan, getting it’s price target raised. And Pete Najarian shares some Unusual Activity in two names.
Apr 30, 2021
Apple’s Record Results: As Good as it Gets?
00:43:53
Apple’s earnings hit an all-time high. Scott Wapner and the Investment Committee debate if this is as good as it gets for the tech giant and whether this week’s big tech results have cancelled fears of a market correction. Plus, the committee gives us their #1 draft picks ahead of the CNBC Annual Stock Draft. And, we’ll answer your questions in Ask Halftime!
Apr 29, 2021
The Trade Ahead of Apple Earnings
00:43:31
Scott Wapner and the Investment Committee debate what’s at stake for Apple and the markets as the world’s biggest tech company gets ready to report earnings after the bell. Plus, we’re also following The Fed and what Jerome Powell will say today with regard to the economy, inflation, and the interest rate. And later, we’re joined by NFL Network’s Rich Eisen to discuss the upcoming NFL draft, and his charity “Run Rich Run”, which has been raising millions of dollars for St. Jude’s Hospital over the last few years.
Apr 28, 2021
How to Play the Most Important 72 Hours of the Year
00:43:45
Scott Wapner and the Investment Committee discuss what Jim Cramer calls the most important 72 hours of the year. Critical earnings from Big Tech, The Fed meeting, and more. Plus, the Committee cover their latest moves ahead of this important week and we get to your questions in Ask Halftime!
Apr 27, 2021
Make it or Break it Week for Tech
00:43:40
We’re heading into the busiest week of earnings, Scott Wapner and the Investment Committee debate what this week will mean for big tech as Apple, Amazon, Alphabet, Facebook and Microsoft all report. Plus, the Investment Committee share their moves ahead of earnings, and we’re joined by Keith Banks, Vice Chairman of Bank of America to debate whether the market is heading for a correction.
Apr 26, 2021
Is a Correction Coming?
00:40:01
As the Dow is on pace to break its 4-week win streak, Scott Wapner and the Investment Committee debate whether you should brace for a correction, or hold on for a lift-off in the market. We’re joined by Morgan Stanley’s Chris Toomey to discuss where he sees stocks headed, and the Investment Committee share how they are structuring their portfolio heading into the weekend. Plus, Jon Najarian shares some Unusual Activity in two e-commerce names.
Apr 23, 2021
Summer Record Rally?
00:44:28
As stocks continue to struggle this week, Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee to discuss his latest prediction, that we have not hit the top in the market, and how he sees the S&P hitting 4400 by this summer. Plus, we check on our Investment Committee’s latest moves and we cover some Calls of the Day in auto and travel stocks.
Apr 22, 2021
The FAANG Fumble
00:44:39
As the FAANG names struggle, Scott Wapner and the Investment Committee debate whether the market can continue climbing while those names struggle. Plus, we hit some Calls of the day in one major bank and some consumer names. And, we get to your video questions in Ask Halftime!
Apr 21, 2021
Correction Around the Corner?
00:44:33
As stocks suffer their biggest 2-day slide in a month, Scott Wapner and the Investment Committee debate with Canaccord’s Tony Dwyer about why he thinks a correction may be ahead. Plus, Apple underperforming the other FANG names ahead of their big event, will new product announcements help the stock out of it’s slump. And later, we get to your questions in Ask Halftime.
Apr 20, 2021
Time to be Cautious or Bullish?
00:43:58
Following another week of record highs, the market opens lower today, Scott Wapner and the Investment Committee debate whether it’s time to be cautious, or continue being bullish. Plus, one of Wall Street’s most prominent fund managers, Blackrock’s Rick Rieder joins us to share his new call on stocks, and how you should play it. And later, we cover some of the biggest Calls of the Day from tech to retail.
Apr 19, 2021
Growth Rebound for Real?
00:44:37
As all three indices flirt with record highs again today, Scott Wapner and the Investment Committee debate whether the Growth trade is back. Plus, the Committee share their latest big money moves and get you set up for all the big earnings next week. And, Jon Najarian has some Unusual Activity in a consumer and an energy name.
Apr 16, 2021
Record Highs & Retail Blowout
00:47:23
Scott Wapner and the Investment Committee debate the best retail stocks to own in the reopening on the back of surging retail sales data. Plus, the Dow crossing 34,000 for the first time. The Dow stocks that have lead the way and how to play them now. Plus, a bullish call on one red-hot stock that’s up more than 200% in the past year.
Apr 15, 2021
Banks, Crypto, and Your Money
00:44:41
As Coinbase sets to go public and the big banks report earnings today, Scott Wapner and the Investment Committee debate how you should be investing amid a shakeup in the financial world. Plus, the traders outline their latest moves, and we cover some big calls of the day.
Apr 14, 2021
J&J Vaccine Fallout for Reopening Stocks
00:49:31
As concerns over the J&J vaccine hits some stocks, others near record highs, Scott Wapner and the Investment Committee weigh in on what it could mean for this record run. Plus, Altimeter Capital’s Brad Gerstner joins us to talk about his latest SPAC deal, the biggest one ever. We’ll also get his thoughts on the market and where it can go from here.
Apr 13, 2021
A Critical Week for Stocks
00:50:13
Earnings season kicks off this week. Scott Wapner and the Investment Committee get you ready and debate if all the good news is already priced into stocks. JP Morgan’s head of U.S. Equity Strategy, Dubravko Lakos, weighs in on that and why he thinks selling in the momentum trade is near an end. Plus, the number one banking analyst on the street, Wells Fargo’s Mike Mayo, on which bank earnings you need to watch.
Apr 12, 2021
The Third Inning
00:43:59
Scott Wapner and the Investment Committee debate if we are in the early innings of this rally. Plus, we are joined by Morgan Creek Capital’s CEO, Mark Yusko to discuss his cautiously optimistic view of the market and how he’s positioned. And, Pete Najarian has some Unusual Activity in a travel stock and an entertainment stock, how should you play them.
Apr 09, 2021
The Case for Sticking with Stocks
00:44:15
Wharton Finance Professor Jeremy Siegel joins Scott Wapner and the Investment Committee to lay out his case about why he thinks the bull market for 2021 is on! Plus, a bullish call on one software stock that’s already up big over the past year. Apple vs. Amazon, Roku vs. Netflix, Alphabet vs. Facebook – the investment committee take their positions.
Apr 08, 2021
The Big Call on Tech
00:44:04
Scott Wapner and the Investment Committee debate the new big call on tech, which says tech can surge 25 to 30% from here. Plus, the Committee debate a new street high price target for JPMorgan ahead of its earnings next week. And we get to your questions in Ask Halftime.
Apr 07, 2021
Your Next Move on Apple
00:43:43
The number 1 Apple Analyst on the street cuts the company’s price target from $164 to $156, Scott Wapner and the Investment Committee debate that call and what it means for the rest of the FAANG names. Plus, Jon Najarian has some Unusual Activity in a huge retail name. And, we get to your questions in Ask Halftime.
Apr 06, 2021
Stocks Primed for a Spring Jump?
00:43:44
The market is hitting record highs following a strong jobs report last week, Scott Wapner and the Investment Committee discuss whether your money is now primed for a Spring jump. The Committee also shares their stock moves, and Pete has some Unusual Activity in an airline and consumer stock. And we get to your questions in Ask Halftime.
Apr 05, 2021
New Quarter, New Highs
00:44:50
Scott Wapner and investment committee discuss the best stock ideas for your money, as the S&P 500 hits 4,000 for the first time on the first trading day of the new quarter. Plus, Corvex CIO Keith Meister on the outlook for SPACs and where he sees tech going from here. And, one of the top investors in the Life Sciences space gives us his best under-the-radar plays.
Apr 01, 2021
Q2 Money Moves
00:44:43
Scott Wapner and the investment committee are joined by Mad Money’s Jim Cramer to debate what’s next for the markets in the months ahead, as we wrap up the first quarter. Plus, how to trade tech, growth and the reopening stocks from here. Plus, Lululemon dropping, despite an earnings beat and bullish outlook. Is it a buy from here?
Mar 31, 2021
What’s Working in this Market
00:44:37
Tech, the reopening trade and small-caps all under pressure. Melissa Lee and the investment committee discuss what’s actually working in this market. Plus, the most crowded stocks underperforming this year. Should you stock with then? Plus, Pete Najarian’s latest trades in Unusual Activity.
Mar 30, 2021
S&P 500 to 4,100 Next Month?
00:44:04
The last trading week of the month and quarter setting up to be a volatile one. Melissa Lee and the investment committee debate if gains will be tougher from here. Plus, one widely watched technician making a big call on why the S&P 500 is headed much high in April. Plus, it’s being called a ‘once in a decade’ margin call. The stocks being impacted and the fallout on Wall Street. And, we’re taking your questions in AskHalf.
Mar 29, 2021
A Turbulent Week for Stocks
00:44:41
As this turbulent week for stocks comes to a close, Scott Wapner and the Investment Committee discuss what comes next for your money and the market. Plus, we cover the biggest moves the Committee has made as we head into the weekend, what’s working, and what you need to stay away from. And later, Arizona Cardinals Offensive Linemen Kelvin Beachum joins us to discuss his philanthropic efforts to bridge the digital divide in education and what stocks he’s looking at.
Mar 26, 2021
Is a Shakeout in Stocks Coming?
00:52:21
As stocks project a downward trend for the third day in a row, Scott Wapner and the Investment Committee debate whether we are setting up for a great stock shakeout and the 5 signs that it may be underway. Plus, we are monitoring Capitol Hill today as the CEOs of Facebook, Google, and Twitter appear before lawmakers to testify on misinformation on their platforms.
Mar 25, 2021
Take Some Profits Now?
00:44:41
The Dow is coming off its worst day since March 4th, Scott Wapner and the Investment Committee debate what’s next for the market from here, and how you should put your money to work. Plus, we talk about Intel’s new CEO and his plans to turn the company around. And, Jon has some Unusual Activity in 2 big consumer names.
Mar 24, 2021
Eminence’s Ricky Sandler on Where to Invest
01:00:23

Eminence Capital’s Ricky Sandler returns after a year of stock market volatility to discuss why he is buying today and where he sees the market going from here.  Meanwhile, Treasury Secretary Janet Yellen and Fed Chair Jerome Powell head to Capitol Hill to testify before the House Financial Services Committee, we will monitor that live.   

Mar 23, 2021
The Investment Committee’s Big Moves
00:44:33
Scott Wapner discusses and debates a ton of big moves made by our investment committee, including Facebook, Apple, Microsoft, the Semis and a number of stocks in the reopening trade. Plus, is the Nasdaq 100 correction over? Also, one retail name that’s doubled from a year ago named a top pick – it’s our call of the day. And, Jon Najarian has some Unusual Activity in some cloud names.
Mar 22, 2021
The Key to the Market
00:43:34
As the Dow is on pace for its third straight positive week, Scott Wapner and the Investment Committee debate one strategist’s contrarian call that could be the key to the markets and your money. Plus, the Committee shares their biggest moves as this week comes to a close, and later we answer your questions in Ask Halftime!
Mar 19, 2021
Navigating the Tech Wreck
00:43:48
Scott Wapner and the Investment Committee debate the tech wreck, higher rates, and whether the market is getting it all wrong. Plus, we’re joined by Sonal Desai, the CIO of Franklin Templeton’s Fixed Income Group to discuss inflation, the bond market, and the Fed. And don’t miss Jon’s Unusual Activity and your questions answered in Ask Halftime!
Mar 18, 2021
Will Rising Rates Kill Stocks?
00:44:16
As the NASDAQ continues to feel the pressure today, Scott Wapner and the Investment Committee debate what the rise in rates means for stocks and how you should play it. The Committee tell you about the changes they are making in their portfolio, and later, we are joined by Starbucks CEO Kevin Johnson ahead of the company’s annual meeting to discuss where the company, and the stock, go from here. Plus, Pete shares some Unusual Activity in 2 names.
Mar 17, 2021
The Biggest Risk for Stocks Now
00:43:44
For the first time in a year, the biggest risk for your money is not the Covid Crisis. Scott Wapner and the Investment Committee debate how rising rates could impact the market and how you should play it. Plus we hit all of the Investment Committee’s moves and Jon shares some Unusual Activity in 3 big tech names. And later, we get to your questions in Ask Halftime.
Mar 16, 2021
Which Value Stocks Still Look Cheap
00:44:02
As stimulus checks begin hitting bank accounts around the U.S., Melissa Lee and the Investment Committee discuss whether that will fuel more gains in the near-term. Plus, the committee fiercely debate which sectors are investable, from airlines to financials, and share their money moves as the Dow continues to set record highs. And later, we get to your questions in Ask Halftime!
Mar 15, 2021
S&P 500 Breakout Ahead?
00:49:43
The Dow hitting more record highs. Scott Wapner and the Investment Committee are joined by Fundstrat’s Tom Lee, who’s got a big new call on the S&P 500’s potential upside in the first half of the year. The Committee also share where they are putting their money to work. Plus, NBA Legend Kareem Abdul-Jabbar joins us later to discuss his foundation Skyhook, which works to give much needed opportunities to underserved students across the country.
Mar 12, 2021
Stocks at Record Highs: Best Stocks to Buy
00:44:41
As the Dow and S&P both hit new record intraday highs today, Scott Wapner and the Investment Committee discuss the best Dow stocks to own and where your money will work best from here. Plus, the Committee share their biggest market moves and later we get some Unusual Activity from Jon. And we get to your questions in Ask Halftime!
Mar 11, 2021
Brad Gerstner on Roblox & the Market
00:49:46
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes from here. Plus, the Investment Committee discuss where they are putting their money to work.
Mar 10, 2021
Tech Wreck: Start Buying? Or More Pain?
00:42:11
NASDAQ bouncing back in a big way after falling into correction territory. Scott Wapner and the Investment Committee debate where tech stocks go from here and which stocks look good right now. Plus, Morgan Stanley’s Chief U.S. Equity Strategist, Mike Wilson, tells us what’s next for the growth and value trades. And, we take your questions in Ask Halftime.
Mar 09, 2021
Bull Market Bounce Back
00:44:35
Scott Wapner is joined by an all-star all female Investment Committee today to mark International Women’s day. They discuss David Tepper’s bullish call on the stock market and his call on rates. The Investment Committee also share their latest buys and sells the market hits record highs
Mar 08, 2021
Buy the Tech Selloff?
00:44:44
As the NASDAQ has its third bad week in a row, Scott Wapner and the Investment Committee debate whether you need to stay away from tech, or buy the dip. Plus, we are joined by Morgan Stanley’s Christopher Toomey for his thoughts on the state of the market. And, the Committee share their moves as we head into the weekend.
Mar 05, 2021
Stay Away from the S&P?
00:46:55
Following a huge call from one of America’s most successful investors, Scott Wapner and the Investment Committee debate whether investors should stay away from the S&P 500 because of how much tech is in it. Plus, the Investment Committee share their biggest moves while Jon sees some Unusual Activity in 2 big energy names.
Mar 04, 2021
How to Play the Boom Trade
00:44:56
Scott Wapner and the investment committee discuss how to position your portfolio as the economy reopens. Also, the committee is making a lot of moves in this market we break them down. Plus, why one of them is selling out of one high-flying FANG stock and buying into an older, traditional tech name. And, Pete Najarian’s latest trades in Unusual Activity.
Mar 03, 2021
Safe to Buy Tech Again?
00:44:02
As rate fears ease and several stocks try to stage a comeback, Scott Wapner and the Investment Committee debate which names in the space are worth a buy, from Apple to Zoom. Plus, the Kohl’s CEO calls in to respond to activist investor Jonathan Duskin’s plan to reorganize the Kohl’s board. And, Jon Najarian has some unusual activity in two big names.
Mar 02, 2021
A New Rally
00:43:41
As the market has its best day all year, Joe Kernan and the Investment Committee debate this new rally, trampled tech, and the reflation trade. Plus, the Investment Committee share their big moves for March and we get to some of your questions in Ask Halftime!
Mar 01, 2021
A Tough Week for Tech
00:43:58
The NASDAQ is having one of its worst weeks since October, Scott Wapner and the Investment Committee debate if the growth trade is at risk from rising interest rates and the Investment Committee shares their latest moves as we head into the weekend. Plus, Jon has some Unusual Activity in 2 big social names and we get to your questions in Ask Halftime!
Feb 26, 2021
Rising Rates and Your Money
00:46:42
As rates continue to rise, Scott Wapner and the Investment Committee debate what it means for the state of your money and how you should play it. Plus we’re joined by Blackrock’s Rick Rieder, who manages 2.7 trillion dollars, to talk about how interest rates and inflation will affect the market. And, we discuss the Reddit Rally’s continued influence on certain stocks, and what moves the Investment Committee are making in the market.
Feb 25, 2021
Is the Worst of the Tech Selling Over
00:43:51
Mad Money’s Jim Cramer joins Scott Wapner and the investment committee to debate what’s next for the recent tech selloff and if you should be buying on the dips. Plus, what to buy in the reopening trade. And, Nvidia reports earnings after the bell. The stock is up 100% in a year. Cramer and the committee take their positions ahead of the results.
Feb 24, 2021
High Growth Stocks Hit a Wall
00:54:40
As Fed Chair Jerome Powell finishes up his testimony before the Senate Banking Committee, Scott Wapner and the Investment Committee pick up the conversation with what’s going on with the big tech names getting slammed today. We cover their market moves as stocks fall, and how you should position yourself to weather the storm. Plus, Pete shares some Unusual Activity in two popular consumer names.
Feb 23, 2021
The Great Divergence
00:43:50
As the Dow continues to rise higher while the NASDAQ struggles to keep up, Scott Wapner and the Investment Committee debate if it’s time to start betting against big tech as one of our Committee Members has already done. Plus, we’re joined by JP Morgan’s Dubravko Lakos to discuss the powerful setup in the consumer trade as we head towards a global reopening. And the Investment Committee highlights some of their biggest moves to start the week.
Feb 22, 2021
The Breaking Point for Stocks
00:44:34
As rates keep rising, Scott Wapner and the Investment Committee debate whether stocks are reaching a breaking point. Plus, we hit all of the Investment Committee’s biggest moves as we head into the weekend, and Pete shares some Unusual Activity in a big chip name.
Feb 19, 2021
Live Coverage of the Gamestop Hearing
01:00:26
Today, we take live coverage of the Gamestop hearing on Capitol Hill, as leaders of Robinhood, Citadel, Reddit and one of its star traders, along with Melvin Capital, answer questions before the House Financial Services Committee.
Feb 18, 2021
Bull Run at Risk from Rising Rates?
00:52:07
As fears of rising interest rates reverberate across the market, Scott Wapner and the Investment Committee debate whether the record bull run is finally at risk. We will also be joined by Cathie Wood, whose Ark Invesestment Fund has set the ETF World on Fire with an astounding return of 148% in 2020. Plus, Jon has some Unusual Activity in one big social stock.
Feb 17, 2021
Record Rally & Rising Rates
00:44:41
Stocks hitting new record highs and interest rates hitting one-year highs. Scott Wapner and the Investment Committee debate what it means for the stock market from here and where to put money to work. Plus, bullish calls on mega-cap tech and some earnings today as CVS and Zoetis beat estimates, and Palantir reports a loss. Plus, Jon shares some Unusual Activity in an important sector.
Feb 16, 2021
Has the Easy Money Been Made?
00:44:54
As stocks are on pace for another week of gains, Melissa Lee and the Investment Committee discuss the record inflows into equities and tech and how you should play it. Plus, we cover the Investment Committee’s biggest moves, get some Unusual Activity from Pete, and answer some of your questions in Ask Halftime!
Feb 12, 2021
Signs of Froth?
00:44:39
The Dow and tech sector hitting new record highs. Scott Wapner and the Investment Committee discuss the possible signs of froth in this market and how to position your portfolio. Plus, the trade ahead of Disney earnings after the bell. And, Jon Najarian’s latest trades in Unusual Activity.
Feb 11, 2021
The Small Caps Surge
00:49:50

As the Russell 2000 surges to a new record high, Scott Wapner and the Investment Committee discuss why that’s a very positive sign for your money. Plus, we highlight yet another big wall street name announcing a sizable SPAC deal today.  Keith Meister and Eli Casden join us to describe their new merger of CM Life Sciences with the healthcare company SEMA4.  

Feb 10, 2021
Nasdaq 14,000: Your Next Money Move
00:43:30
As the S&P 500 goes for its seventh straight up day and the Nasdaq topping 14k for the first time ever, Scott Wapner and the Investment Committee debate how much farther the market can go. Plus the Investment Committee share their biggest money moves, Jon’s got some Unusual Activity in a blockchain play, and we get to your questions in Ask Halftime!
Feb 09, 2021
Correction Already Over?
00:44:17
As the Bull Run for stocks continues, Scott Wapner and the Investment Committee debate whether the correction is over and if stocks are headed to higher highs. Plus the Investment Committee shares their new positions, and Pete has some Unusual Activity in one Dow stock ahead of earnings this week.
Feb 08, 2021
Tech Takes Off
00:47:04
Tech hitting news high and record inflow into the sector. Scott Wapner and the Investment Committee discuss the catalysts and the best tech stocks beyond the usual mega-cap names. Plus, they get you ready for another big week of earnings ahead – Disney and Uber among the names set to report.
Feb 05, 2021
The Apple Car: Will it Drive the Stock Higher?
00:43:48
With news that an Apple car is now on the horizon, Scott Wapner and the Investment Committee debate what it means for the stock and how you should trade it. Plus, Goldman’s global head of commodities research, Jeff Currie, joins us to discuss Silver, Crude Oil, and the rest of the commodities markets. And, we cover what he Investment Committee has been buying and selling recently.
Feb 04, 2021
The Next Market Catalyst
00:44:08
Big Tech earnings are now in the books with most of them beating expectations, Scott Wapner and the Investment Committee weigh in on what the next catalyst will be for stocks and how you should play it. Plus, the Investment Committee share the next moves in their playbooks, Pete has some Unusual Activity in Alcoa and TIGR, and we get to your questions in Ask Halftime!
Feb 03, 2021
Have Stocks Bottomed?
00:44:26
The major averages rallying again, with tech in a tear. Scott Wapner and the investment committee debate if stocks have bottomed, or if a dip is still ahead. Plus, the trade ahead of earnings from Amazon and Alphabet after the bell
Feb 02, 2021
Has the Correction Arrived?
00:44:05
As the market kicks off a new month of trading, Scott Wapner and the Investment Committee debate whether a correction has arrived and if it’s likely to get worse. Plus, we discuss the Investment Committee moves and Pete tells us about some Unusual Activity he’s seeing in the Options Market.
Feb 01, 2021
Wild Week on Wall Street
00:44:14
Jan 29, 2021
The State of the Markets
00:48:58
As stocks rally following Wednesday’s big selloff, Scott Wapner and the Investment Committee discuss the state of the markets and your money. Plus, Chairman and CEO of Omega Family Offices, Leon Cooperman joins us to discuss his views on the Gamestop situation, as well as AMC, which he owns, and what he is reminded of by this market action.
Jan 28, 2021
Chamath Palihapitiya discusses his Gamestop trade
00:48:26
The Reddit Rebellion continues as Gamestop and AMC surge, Scott Wapner and the Investment Committee debate how it affects the market and your money, plus, Chamath Palihapitiya joins us to explain why he got in to Gamestop and what it means for the future of trading.
Jan 27, 2021
The Big Test for Big Tech
00:44:59
As some of the biggest tech names in the market report earnings this week, Scott Wapner and the Investment Committee tell you how to play stocks like Microsoft, Apple, and Facebook. Plus we have some Calls of the Day on Bank of America & Electronic Arts, and we’re joined by Michael Thomas, Walter Payton Man of the Year Nominee and Houston Texans Safety, to discuss his work on financial literacy for young people and social justice reform.
Jan 26, 2021
Short Squeeze Stampede
00:52:22
As stocks like Gamestop and Blackberry see huge gains and volatility, Scott Wapner and the Investment Committee break down what exactly is going on in these names and the risks for traders and investors. Mad Money’s Jim Cramer make a surprise appearance to weigh in. Plus, the investment committee making a lot of moves in this market. We break down their latest buys and sells
Jan 25, 2021
Market Reality Check
00:47:14
Scott Wapner and the Investment Committee debate whether the market is about to get a reality check and how you should play it. Plus, IBM and Intel plunging after their earnings. Should you buy in the drop? Plus, big calls on Disney, Walmart & Ford. And, the Investment Committee reveal their latest moves.
Jan 22, 2021
Are Stocks In a Bubble?
00:44:24
As stocks continue to rise to what some call ‘dangerously overvalued’ levels, Scott Wapner and the Investment Committee debate whether the bubble is about to burst. One of the biggest fund managers on Wall Street, Blackrock’s Rick Rieder, joins us to weigh in. Plus Jon Najarian shares some Unusual Activity in one auto stock and a media name.
Jan 21, 2021
The Case to Keep Buying Big Tech
00:44:11
Stocks rebounding today after a rough week, Scott Wapner and the Investment Committee debate a big call from JP Morgan that says to buy big tech again ahead of their earnings reports. Plus, Mike Wilson of Morgan Stanley says higher rates are a matter of when, not if, he joins us to explain. And, legendary oil patch trader Mark Fisher discusses the future of crude as ESG investing begins to creep into the energy trade
Jan 19, 2021
Tracking the Trades
00:44:39
The investment committee is making a ton of moves in this market. Scott Wapner breaks it down and debates it with them – from tech to the financials. Plus, Pete tells us about some unusual activity in JETS and RRC. And we look ahead to some big earnings reports next week.
Jan 15, 2021
Trading Markets at Record Highs
00:57:24
As the market hits record highs yet again, Scott Wapner and the Investment Committee discuss the state of stocks, big and small, and how you should play them. Plus, we hear comments from Fed Chair Jerome Powell, hit some Calls of the Day, and Jon Najarian shares some Unusual Activity in Intel.
Jan 14, 2021
How to Play Intel & Apple Now
00:49:50
Intel shares soaring on a CEO shakeup. Scott Wapner and the investment committee debate if you buy the stock now. Plus, one of the committee members trimming Apple – just as the stock gets its price target raised to near a street high. And, we hit some Calls of the Day on Twitter, GM, Home depot and Exxon Mobil, and Pete tells us about some Unusual Activity he’s seeing.
Jan 13, 2021
Market Outlook amid Rising Rates
00:44:23
As yields continue to rise, Scott Wapner and the Investment Committee discuss how the rate run and the 10-year hitting its highest level since March will affect your portfolio and what your next move should be. Plus, we are joined by Meg Tirrell and her exclusive interview with Novartis CEO Vasant Narasimhan, and Jon Najarian shares some Unusual Activity he’s seeing in Momo and Axalta Coating.
Jan 12, 2021
The Bond King on Rising Rates & the Rally
00:55:17

Scott Wapner and the Investment Committee discuss the markets and your money, and where both are likely to head in the coming weeks. Plus, Doubleline Capital’s Jeffrey Gundlach joins us to give his take on what’s happening and what’s to come.  

Jan 11, 2021
The Market’s Meteoric Rise
00:44:37

As the record run for stocks continues, Scott Wapner and the Investment Committee debate whether it’s sustainable or starting to teeter. Plus we go over some interesting buys and sells from the committee and Pete hits some Unusual Activity in MGM and Vale.  

Jan 08, 2021
Social Unrest and Markets
00:55:11

Following one of the darkest days in American history, Scott Wapner and the Investment Committee discuss how the market continues to rally and where you should invest your money. Plus, we are joined for the hour by visionary investor Chamath Palihapitiya to talk about a range of topics, from yesterday’s events to his new SPAC acquisition of Anthony Noto’s SOFI.