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Halftime Report

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May 9, 2025 • 44min

Reassessing the Rebound 5/9/25

Frank Holland and the Investment Committee debate the market rebound and whether there’s more room to run in stocks. Plus, the Committee share their latest portfolio moves. And later, we discuss a Call of the Day on Target, the desk shares their retail strategy.    Investment Committee Disclosures
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May 8, 2025 • 43min

Can Stocks Keep Climbing? 5/8/25

Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy.  Investment Committee Disclosures
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May 7, 2025 • 44min

Time to get Bullish? 5/7/25

Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures
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May 6, 2025 • 47min

Trading the Market Ahead of the Fed Decision 5/6/25

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day.   Investment Committee Disclosures
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May 5, 2025 • 44min

Trading the Rebound 5/5/25

Join Brad Gerstner, founder and CEO of Altimeter Capital, and Joe Terranova, a key member of the Investment Committee, as they break down the latest market trends. They delve into the S&P 500's impressive rally and discuss investment strategies in sectors like energy and healthcare. The conversation also highlights the competitive landscape for Tesla amid advancements in autonomous driving and the implications of AI on the market. Listeners will learn about effective portfolio moves and trading strategies in a thriving economic environment.
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May 2, 2025 • 44min

Playing the Rebound 5/2/25

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.Investment Committee Disclosures
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May 1, 2025 • 44min

Trading Big Tech’s Big Beats 5/1/25

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. Investment Committee Disclosures
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Apr 30, 2025 • 45min

Trump Tariffs Hit the Economy 04/30/25

Joe Terranova, an investment expert known for his market analysis, joins Karen Firestone, who shares her keen insights into portfolio strategies. Jim Lebenthal, seasoned in market trends, and Steve Weiss, who weighs in on investment risks, complete the panel. They delve into how tariffs are impacting GDP and discuss big tech's challenges amid earnings season. The team highlights standout stocks like Spotify and AppLovin while navigating cautious investment strategies as economic uncertainty looms.
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Apr 29, 2025 • 43min

Can Stocks Reverse Course? 4/29/25

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.Investment Committee Disclosures
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Apr 28, 2025 • 43min

The State of Stocks 4/28/25

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.Investment Committee Disclosures

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