Halftime Report

CNBC
undefined
May 3, 2023 • 46min

Countdown to the Fed Decision 5/3/23

Scott Wapner and the Investment Committee discuss the road ahead for your money, as Wall Street awaits the Fed rate decision. Our experts are making moves in their portfolios. Plus, the panel gets you setup for Apple earnings on Thursday.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.
undefined
May 2, 2023 • 46min

Fed Decision Looms 5/2/23

Scott Wapner and the Investment Committee discuss the market selloff ahead of a pivotal Fed meeting on interest rates. BMO’s Brian Belski joins us to defend his base case for the S&P hitting 4300.  Plus, Stephanie Link is making moves in her portfolio, buying UPS.  And our Chart of the Day is on Uber, the stock trying for its best day of the year after earnings results.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.
undefined
May 1, 2023 • 47min

May Begins, Can the Rally Continue? 5/1/23

Scott Wapner and the Investment Committee discuss the state of stock as a new month begins and a big week gets underway.  Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more.  And later, Joe Terranova is rebalancing his JOET ETF, he reveals his new strategy.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.
undefined
Apr 28, 2023 • 45min

Big Tech Takeaways 4/28/23

Frank Holland and the Investment Committee debate the next move for your money as tech earnings continue to roll in.  Plus, we’ve got a chart of the day on one oil name that just beat on earnings.  It’s higher today.  And later, a JP Morgan analyst says this cruise line stock will double, he joins us to explain.  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.
undefined
Apr 27, 2023 • 46min

Mega Cap Momentum and How to Trade it 4/27/23

Scott Wapner and the Investment Committee discuss the momentum in mega cap stocks and how you should trade it.  Plus, we’ve got a Chart of the Day on Abbvie, the stock down 8% today on weaker than expected sales on their newer drugs.  And later, energy is the second worst performing sector in 2023, the Investment Committee debate what to do with the group.  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.
undefined
Apr 26, 2023 • 46min

Tech Earnings in Focus 4/26/23

Melissa Lee and the Investment Committee kick off the discussion with our Chart of the Day on Microsoft, shares higher on strong earnings and a bullish outlook on AI. Plus, the latest on First Republic’s dramatic drop. We’ve also got a bearish Call of the Day on one financial services stock that a few of our experts own. And the panel grades your latest trades on PayPal, CrowdStrike and Advance Auto Parts.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.
undefined
Apr 25, 2023 • 46min

Earnings Front and Center 4/25/23

Courtney Reagan and the Investment Committee discuss and debate a big batch of today’s earnings results and get you ready for two tech titans reporting after the bell. Plus, a Chart of the Day on First Republic Bank, as shares sink. Our Calls of the Day include bullish commentary on two consumer-related stocks. And the panel grades your latest trades on CVS and Wynn Resorts.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.
undefined
Apr 24, 2023 • 46min

The State of Stocks 4/24/23

Courtney Reagan and the Investment Committee discuss what's next for your money as a critical week of earnings kicks off. BTIG Chief Market Technician Jonathan Krinsky joins us with the key market levels to watch. Plus, a Chart of the Day on the top performing sector this month. 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.
undefined
Apr 21, 2023 • 46min

State of the Market 4/21/23

Scott Wapner and the Investment Committee discuss what the worst week for stocks in more than a month says about the state of the market, as a huge week of earnings looms large. Plus, our Call of the Day on two big upgrades for one transportation stock. And our experts are making moves in their portfolios. We run through the 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.
undefined
Apr 20, 2023 • 45min

Weak Earnings, Weak Data Weighing on Stocks 04/20/23

Scott Wapner and the Investment Committee discuss the mixed bag of earnings and weak economic data. Plus, where the panel stands on energy as crude oil hits 3-week lows. A Call of the Day on one big defense player getting a downgrade. And later, our experts grade your latest trades on Albemarle and Accenture.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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app