Halftime Report

CNBC
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Jul 18, 2023 • 44min

The Bull Run in Stocks 7/18/23

Scott Wapner & the Investment Committee discuss the Dow's 7-day win streak and where your money is likely to go from here. The panel reveals their latest portfolio moves. The Chart of the Day is Morgan Stanley, shares surging post-earnings. We hit a few Calls of the Day on American Express, Uber and UnitedHealth. Plus, your setup on Netflix ahead of earnings. And Inter Miami CF Managing Owner Jorge Mas joins us to talk Lionel Messi's U.S. debut and more.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 17, 2023 • 45min

Earnings, the Rally and Your Money 7/17/23

Scott Wapner and the Investment Committee debate what’s at stake for your money as earnings season gains steam this week. The panel talks Nvidia’s surge this year as Citigroup raises its price target on the stock. And, the Call of the Day tackles crude oil and the energy trade. Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 14, 2023 • 46min

EARNINGS KICK OFF 7/14/23

Frank Holland and the Investment Committee debate if earnings season will be enough to keep the rally going after the banks start off strong. The Chart of the Day is UnitedHealth, as shares pace for its best day in a year. The Call of the Day is a price target cut on Disney. And our experts grade your latest trades on Palo Alto Networks, 3M, Uber and AMD.Investment Committee Disclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 13, 2023 • 46min

Green Light For More Gains? 7/13/23

Scott Wapner and the Investment Committee discuss today’s rally on more encouraging inflation data. Plus, two special guests join Scott live from the American Century Championship celebrity golf event in Lake Tahoe: actor Ray Romano and NFL Hall of Famer Tim Brown. David Faber highlights his CNBC exclusive interview with Disney CEO Bob Iger. And the Chart of the Day is Delta, after it posted record quarterly earnings. Investment Committee Disclosure  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 12, 2023 • 46min

Falling Inflation & Your Money 7/12/23

Frank Holland and the Investment Committee discuss today's cooler-than-expected CPI report and what it means for your money. Halftime headliner Ed Yardeni also joins us with his reaction. The Calls of the Day include Netflix, Broadcom and General Motors. The Chart of the Day is energy, this week's top performing sector. The panel sets you up for Delta Air Lines and PepsiCo earnings before the bell tomorrow. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 11, 2023 • 45min

State of the Tech Trade 7/11/23

Scott Wapner and the Investment Committee debate the risk-reward of this year’s best sector. The Call of the Day is on Uber, it’s Evercore ISI’s new #1 top pick. The panel discusses where to be in the banks ahead of earnings. The Chart of the Day is a new all-time high for the industrials. We also hit a few more street calls on Disney.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 10, 2023 • 48min

The Kick-off to Earnings Season 7/10/23

A big week ahead for your money as the CPI and earnings season looms large over the market.  Scott Wapner and the Investment Committee debate the road ahead.  The Chart of the Day is Meta as Threads hits 100 million subscribers in only 5 days.  And the Investment Committee pit Disney against Netflix. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 7, 2023 • 45min

The Road Ahead 7/7/23

Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 6, 2023 • 45min

Rate Shock Hits Stocks 7/6/23

Frank Holland and the Investment Committee discuss the sell-off as rate fears accelerate. The Call of the Day is on Microsoft, as Morgan Stanley raises its price target on the stock. The panel reacts to Meta’s Threads debut. And the Chart of the Day is Disney. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jul 5, 2023 • 45min

Second Half Strategy 7/5/23

Frank Holland and the Investment Committee kick off the first full trading day of the second half of the year. The Call of the Day is on Netflix, as Goldman Sachs upgrades the stock. The panel talks Meta ahead of its Threads app launch. The Chart of the Day is on UPS. And our experts grade your latest trades.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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