Halftime Report
941 episodes - English - Latest episode: 2 days ago - ★★★★★ - 293 ratingsHalftime 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.
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Episodes
Halftime Report 4/26/24
April 26, 2024 17:30 - 42 minutes - 39.1 MBListen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Investment Committee Disclosures
Navigating the Pullback 4/25/24
April 25, 2024 17:08 - 44 minutes - 40.7 MBCourtney Reagan and the Investment Committee navigate today’s pullback in the market as signs of a slowing economy and Meta’s meltdown slams stocks. Plus, the Committee give you their pullback playbook. And later, the desk discusses some earnings movers and how you should trade them. Investment Committee Disclosures
Mega Cap Tech’s Moment 4/24/24
April 24, 2024 17:31 - 40 minutes - 37.5 MBScott Wapner and the Investment Committee debate big tech’s big moment with Meta kicking off earnings for the heavily owned group. Plus, the committee discuss stocks that are moving in their portfolio. And later, the Investment Committee the earnings setup for the big names reporting this week. Investment Committee Disclosures
Halftime Report 4/23/24
April 23, 2024 18:00 - 44 minutes - 40.7 MBListen to the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Investment Committee Disclosures
Big Earnings Week Ahead 4/22/24
April 22, 2024 17:10 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the losing streak for stocks and the big week ahead. Plus, the Committee is making some major moves in their portfolio, they call in with the details. And later, the desk gives you their earnings setup for the week. Investment Committee Disclosures
The S&P 500’s Bad Week 4/19/24
April 19, 2024 17:12 - 47 minutes - 43.3 MBBrian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we’ve got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy. Investment Committee Disclosures
The State of the Tech Trade 4/18/24
April 18, 2024 17:12 - 44 minutes - 40.8 MBScott Wapner and the Investment Committee debate the state of the tech trade with the Nasdaq tracking for its sixth down week in the past seven. Plus, Powers Advisory Group President, Founder & Managing Partner Matt Powers joins the Investment Committee to discuss his newest dividend stock buys. And later, Stephanie Link is adding to her position in Las Vegas Sands and D.R. Horton, she calls in with the details. Investment Committee Disclosures
The New Reality for Stocks 04/17/24
April 17, 2024 17:18 - 43 minutes - 39.7 MBScott Wapner and the Investment Committee debate the new reality for stocks as higher rates for longer becomes the accepted baseline. Plus, a big Call of the Day on Apple, Maxim Group calling the stock “Dead Money,” the Committee debate it. And later, Bryn Talkington and Steve Weiss debate what to do with Tesla.
The Higher for Longer Playbook 4/16/24
April 16, 2024 17:14 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee discuss the higher for longer playbook as elevated rates continue to weigh on stocks. Plus, the Committee share their latest moves in the market. And later, we cover some Calls of the Day on Uber, GE Vernova and General Motors. Investment Committee Disclosures
Is the Bull Case Intact? 4/15/24
April 15, 2024 17:19 - 44 minutes - 40.7 MBScott Wapner and the Investment Committee debate the bull case for stocks and whether it’s still intact. Plus, Goldman Sachs is our Chart of the Day, the desk debate how to trade the name at these levels. And later, we cover some Committee stocks on the move like Salesforce, Intel, Cisco and more. Investment Committee Disclosures
The Risks to the Rally 4/12/24
April 12, 2024 17:14 - 44 minutes - 40.7 MBScott Wapner and the Investment Committee discuss the return of volatility with stocks falling and the Vix spiking as concerns about the rally keep rising. Plus, Bill Baruch is adding to his Apple position, the Committee debate the buy. And later, the desk give you their earnings setup for next week. Investment Committee Disclosures
Sizing up the Turbulent Week 4/11/24
April 11, 2024 17:10 - 44 minutes - 40.4 MBScott Wapner and the Investment Committee discuss the turbulent week for investors and what it might say about the future of the rally. Plus, we cover some calls of the day on Costco, Chevron, American Express and more. And later, bank earnings officially kick off tomorrow, the desk debate their favorite financial name. Investment Committee Disclosures
Hot CPI Print Rattling Stocks 4/10/24
April 10, 2024 17:13 - 44 minutes - 40.8 MBScott Wapner and the Investment Committee discuss the selloff as the hotter than expected CPI unnerves the market. Steve Liesman joins us with the look ahead to two Fed speakers on the matter. Plus, we’ve got some calls of the day on multiple names, the desk break them all down. And later, the Committee give you their top Commodities picks. Investment Committee Disclosures
The Rally and Tomorrow’s CPI Report 4/9/24
April 09, 2024 17:19 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee discuss tomorrow’s looming CPI Report and what it will mean for the market. Plus, we’ve got calls of the day on Nasdaq, Freeport-McMoran, American Express and Cisco. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
Trading the Big Week Ahead 4/8/24
April 08, 2024 17:14 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we’ve got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now. Investment Committee Disclosures
Rate Cuts and the Rally 4/5/24
April 05, 2024 17:08 - 43 minutes - 39.7 MBScott Wapner and the Investment Committee debate the state of the rally with stocks maneuvering through an unsettled week. They discuss how to invest right now with rates and earnings in focus. Plus, we’ve got some calls of the day on Uber, United Health, Netflix and more. And later, The desk talks about their 2nd quarter winners and losers, one week in. Investment Committee Disclosures
The Strength of the Rally 4/4/24
April 04, 2024 17:15 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the state of the rally with two fed speakers on deck in this hour. Steve Liesman joins us with their latest comments. Plus, Josh Brown describes the “Cut on, Cut off” market and what it means for your money. And later, the Committee making some major moves in their portfolio, they detail them. Investment Committee Disclosures
Halftime Report+ Greenlight Capital Co-Founder & President David Einhorn 4/3/24
April 03, 2024 21:58 - 12 minutes - 11.2 MBLive from the Sohn Conference, David Einhorn, president at Greenlight Capital, and CNBC’s Scott Wapner discuss Einhorn's thesis behind buying shares of European chemicals company Solvay, his outlook on value investing, and more.
The Fate of the Rally 4/3/24
April 03, 2024 17:15 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee are live today from the Sohn Conference in New York City. Steve Liesman joins us with the latest from Jerome Powell’s comments at Stanford University. Plus, we’re covering some Committee stocks on the move, the desk debats what to do with Intel, Taiwan Semi, and Booking Holdings. And later, Michelle Ross, StemPoint Capital CIO and Managing Partner, joins us to discuss her latest under-the-radar biotech pick. Investment Committee Disclosures
Rate Cuts and the Selloff 4/2/2024
April 02, 2024 17:16 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the back-up in rates and the selloff in stocks. Plus, Steve Liesman joins us with the latest from Cleveland Fed President Loretta Mester. And later, the Committee discuss their Q1 winners and losers.
Can the Rally Continue into Q2 4/1/24
April 01, 2024 17:11 - 44 minutes - 40.7 MBScott Wapner and the Investment Committee kick off the second quarter with what your playbook should look like. Plus, the Committee discuss their Q1 winners and losers and how they are trading them from here. And, two industrial giants are breaking up this week, the desk weighs in on GE and 3M. Investment Committee Disclosures
Stocks Streak to Best Start Since 2019 3/28/24
March 28, 2024 17:12 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee discuss the S&P having its best start to a year since 2019. Plus, we’re keeping an eye on the latest new out of the Sam Bankman-Fried sentencing. And later, the desk discusses their biggest quarterly movers and how to trade them from here. Investment Committee Disclosures
CNBC Pro Talks: Katie Stockton on charting success in technical analysis 3/28/24
March 28, 2024 13:00 - 12 minutes - 11.3 MBCNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to cnbc.com/protalks.
The Rally 3/27/24
March 27, 2024 17:09 - 50 minutes - 46 MBScott Wapner and the Investment Committee debate how long the rally can last. Altimeter Capital Founder & CEO Brad Gerstner joins to discuss all things tech and his Invest America CEO Council. The desk details their latest portfolio moves. Investment Committee Disclosures
State of the Tech Trade 3/26/24
March 26, 2024 17:13 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the road ahead for tech as the sector hits a new record high. The experts detail their latest portfolio moves. The calls of the day include Netflix and a bullish note on the big banks. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures
Streaking Stocks 3/25/24
March 25, 2024 17:18 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the S&P 500 as it paces for it’s fifth straight month of gains. Plus, Boeing’s CEO announced he will step down, the desk discuss what to do with the beaten down stock from here. And later, we cover the latest calls of the day. Investment Committee Disclosures
Is Buyer’s Fatigue Setting in? 03/22/24
March 22, 2024 17:28 - 42 minutes - 39.3 MBFrank Holland and the Investment Committee debate how high can the rally go as the Dow and S&P close out their best weeks of the year. Plus, the Committee share their latest moves, with Bill Baruch calling in with his protection play. And later, retail under pressure as shares of Lululemon and Nike sink, the Committee debate the sector.
Two Tech Titans Take Center Stage 03/21/24
March 21, 2024 17:13 - 43 minutes - 39.9 MBFrank Holland and the Investment Committee debate the two top tech stories dominating headlines at this hour. Microsoft unveils new AI PCs and the DOJ files an antitrust lawsuit against Apple. Plus, Josh Brown has a Trade School with his ‘best stocks’ in the market right now. And later, Reddit’s IPO price is revealed.
The March Fed Decision 3/20/24
March 20, 2024 17:09 - 44 minutes - 40.3 MBFrank Holland and the Investment Committee debate a critical test for the market ahead of the next fed decision. Steve Liesman joins us to help break it down. Plus, Intel is set to receive billions in grants and tax breaks to start building semiconductor factories in America, Kristina Partsinevelos joins us with the latest. And, we’ve got some Calls of the Day on Netflix and Delta Air Lines. Investment Committee Disclosures
Nvidia, Tech and the Fed 3/19/24
March 19, 2024 17:12 - 43 minutes - 39.5 MBCourtney Reagan and the Investment Committee discuss the state of the tech trade as Nvidia’s developers conference gets underway. Plus, we have some calls of the day on Uber, Exxon and Crowdstrike. And later, the Committee discuss the strength of the U.S. consumer as Nike and Lulu get set to report earnings on Thursday. Investment Committee Disclosures
The AI Trade 3/18/24
March 18, 2024 17:15 - 44 minutes - 40.8 MBMelissa Lee and the Investment Committee discuss the AI trade as Nvidia gears up for its global AI developers conference. Plus, Google is our chart of the day, as the company is in talks with Apple so they can join forces in the AI arms race. And later, we cover some Calls of the Day on Netflix, Fedex, Darden and more. Investment Committee Disclosures
Is Tech Tired? 3/15/24
March 15, 2024 17:29 - 44 minutes - 40.7 MBCourtney Reagan and the Investment Committee debate whether the tech trade is tired with the sector leading the S&P to the downside today. Plus, we’ve got a Chart of the Day on Adobe, the stock sinking today despite a beat on earnings. And later, Rob Sechan reveals his latest portfolio moves. Investment Committee Disclosures
The Rally’s Next Leg 3/14/24
March 14, 2024 17:15 - 44 minutes - 40.8 MBScott Wapner and the Investment Committee debate the rally’s next leg and where It might come from if the Nvidia’s of the world take an extended breather. Plus, we’ve got Calls of the Day on Caterpillar, IBM, RTX and Chubb. And later, the desk gives their earnings setup on Adobe. Investment Committee Disclosures
The Fate of the Momentum Trade 3/13/24
March 13, 2024 17:11 - 44 minutes - 40.7 MBScott Wapner and the Investment Committee debate the state of stocks as the S&P tries to extend its record high. Plus, Bill Baruch is making some move in his portfolio, he calls in with the details. And later, we’ve got some calls of the day on Regeneron, Thermo Fisher, Darden Restaurants and more. Investment Committee Disclosures
Momentum’s Big Bounceback 3/12/24
March 12, 2024 17:18 - 43 minutes - 39.5 MBScott Wapner and the Investment Committee discuss Momentum’s big bounce as Nvidia and several other key names catch a nice rebound. Plus, the Committee making some major portfolio moves, they detail them all. And later, Oracle is our Chart of the Day, the stock surging today, the desk debate how to trade the name now. Investment Committee Disclosures
Reversal of Fortune in Momentum 3/11/24
March 11, 2024 17:13 - 44 minutes - 40.3 MBScott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. Investment Committee Disclosures
The Resilient Rally Continues 3/8/24
March 08, 2024 18:33 - 44 minutes - 40.8 MBScott Wapner and the Investment Committee debate new records for stocks as the resilient rally continues. Plus, Apple in positive territory after a 7-day losing streak, the Committee debate what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
Nvidia’s New All-Time High 3/7/24
March 07, 2024 18:13 - 47 minutes - 43.8 MBScott Wapner and the Investment Committee debate Nvidia’s nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald’s, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere. Investment Committee Disclosures
Powell’s Testimony and New York Community Bank 3/6/24
March 06, 2024 18:15 - 1 hour - 56.2 MBAs we continue to listen in to Jerome Powell’s testimony on Capitol Hill, Scott Wapner and the Investment Committee discuss New York Community Bank’s slide lower on reports the bank is seeking outside capital to shore up its balance sheet. Leslie Picker and Steve Liesman join us with the latest. Investment Committee Disclosures
The Apple Sell-Off 3/5/24
March 05, 2024 18:17 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee debate how far Apple can fall as shares continue their early year slide. Plus, Josh Brown buys more Pfizer, calling it one of the best opportunities in the market. And later, we’ve got Calls of the Day on Toast, Oracle and Accenture, with ownership all over the desk, the Committee debate what to do with these names.
The Relentless Rally 3/4/24
March 04, 2024 18:14 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins. Investment Committee Disclosures
Stick with Tech or Double Down on the Broadening? 3/1/24
March 01, 2024 18:16 - 44 minutes - 40.7 MBFrank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto market. Investment Committee Disclosures
Believe in the Broadening? 2/29/24
February 29, 2024 18:15 - 44 minutes - 40.7 MBScott Wapner and the Investment Committee discuss the final day of another great month for stocks and whether you can believe in the broadening of the rally. Plus, Bill Baruch calls with his latest moves. And later, a chart of the day on Snowflake, having it’s worst day ever, shareholder Stephanie Link calls in with her strategy for the stock. Investment Committee Disclosures
Apple in a Funk 2/28/24
February 28, 2024 18:18 - 47 minutes - 43.5 MBScott Wapner and the Investment Committee debate Apple shares as the stock hasn’t moved much in 6 months. The Committee also making some major moves, they share them with us. And later, we go over some big winners and losers, including eBay and B&G Foods.
How Far can the Rally Go? 2/27/24
February 27, 2024 18:18 - 44 minutes - 40.5 MBScott Wapner and the Investment Committee debate how far the rally can go as yet another wall street firm bumps up its view for stocks. Plus, we’ve got some bullish calls of the day on Netflix, Eli Lilly, General Electric and Snowflake. And later, the Committee reveal their latest moves. Investment Committee Disclosures
Jamie Dimon Exclusive Interview 2/26/24
February 26, 2024 18:15 - 47 minutes - 43.5 MBScott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio. Investment Committee Disclosures
Making Sense of the Mega Cap Mania 2/23/24
February 23, 2024 18:08 - 42 minutes - 39.3 MBScott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them. And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures
How High can Nvidia Fly? 2/22/24
February 22, 2024 18:10 - 44 minutes - 40.8 MBScott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why. And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures
The Tech Trade’s Second Big Test 2/21/24
February 21, 2024 18:09 - 44 minutes - 40.6 MBScott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week. Investment Committee Disclosures
The Moment of Truth for the AI Trade 2/20/24
February 20, 2024 18:12 - 44 minutes - 40.6 MBScott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week. Investment Committee Disclosures