Halftime Report

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.