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Halftime Report

Latest episodes

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4 snips
Jan 30, 2025 • 44min

Mega Cap Moment of Truth 1/30/25

Scott Wapner and the Investment Committee debate the aftermath of Meta and Microsoft earnings and the look ahead for the market. Plus, the desk making some major portfolio moves, they reveal them all. And later, Josh Brown shares his best stocks in the market list. Investment Committee Disclosures
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Jan 29, 2025 • 43min

The Moment of Truth for Mega Cap Tech 1/29/25

Kerry Firestone, an Investment Committee member known for her portfolio management expertise, and Steve Weiss, a tech stock analyst, delve into the earnings reports of Meta and Microsoft, sparking discussions about the implications of AI spending and deepfake technologies. They assess major tech stocks, including NVIDIA and Apple, and share their latest investment moves in companies like Vertiv and Booz Allen. The duo also navigates market dynamics, competitive pressures, and the economic landscape shaped by the Federal Reserve's policies.
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6 snips
Jan 28, 2025 • 50min

AI and Big Tech 1/28/25

Josh Brown, an investment advisor with a knack for market commentary, and Stephanie Link, a portfolio manager specializing in tech and healthcare, dive into the AI fallout as Nvidia struggles after a major selloff. Joining them is Michael Ovitz, a former super agent turned venture capitalist, who shares insights on AI's future in media and tech. Billionaire investor Mark Cuban discusses the evolving landscape of AI and tech investments, emphasizing strategic adaptations needed to navigate the changing market.
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Jan 27, 2025 • 44min

The Deepseek Selloff 1/27/25

Scott Wapner and the Investment Committee debate the AI stock plunge as fears of an emerging Chinese competitor take over the market. Plus, Josh Brown making a new buy in this home improvement name, he explains why he’s buying it now. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures
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Jan 24, 2025 • 48min

The Road Ahead for the Record-Setting Rally 1/24/25

Bryn Talkington and Joe Terranova, both seasoned financial analysts, along with Jim Lebenthal, dive into the future of the stock market amidst a rally. They discuss the resilience of consumer spending and the latest tech trends, highlighting Apple's challenges and Meta's innovative advertising approach. Former NFL player Brandon Copeland adds a unique perspective on the booming business of college football, revealing the financial dynamics of athlete empowerment and NIL agreements. This informative discussion merges market insights with the evolving sports landscape.
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6 snips
Jan 23, 2025 • 50min

Battle Over the Broadening 1/23/25

Scott Wapner and the Investment Committee debate the best way to play this bull market. The panel reacts to President Trump’s address to world economic leaders at Davos. The experts detail their latest portfolio moves. Josh Brown updates his best stocks in the market list. Investment Committee Disclosures
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Jan 22, 2025 • 47min

The AI Stock Surge 1/22/25

Joe Chernova, an Investment Committee member focused on AI stocks, teams up with Steve Weiss, who shares valuable insights from his trading portfolio. They explore the recent AI stock surge, including notable gains from companies like Oracle, and discuss Microsoft's innovative partnerships. The duo also delves into strategies for optimistic investments in Netflix and Uber, all while navigating the latest market trends and their implications for smart investing. Tune in for expert perspectives on the future of AI and key trading tactics!
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16 snips
Jan 21, 2025 • 47min

Stocks and the Trump Trade 1/21/25

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.
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Jan 17, 2025 • 44min

Back on Track 1/17/25

Kevin Simpson, a market analysis guru, joins tech-savvy Brenda Vangelo and valuation expert Bryn Talkington, alongside market impact analyst Steve Weiss. They dive into the recent market surge, dissecting Wall Street's gains amid falling rates. The group discusses the implications of potential tariffs on tech stocks, shares strategies for investing in undervalued companies, and highlights the upcoming political changes affecting the market. Expect insights on key stocks like Apple and Netflix, plus the promising energy sector.
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Jan 15, 2025 • 47min

Stocks Surge on Rate Relief 1/15/25

Scott Wapner and the Investment Committee discuss today’s stock surge as the latest inflation report brings some much-needed rate relief. The experts detail their latest portfolio moves. The Calls of the Day include Netflix, Walmart, Devon Energy, and EQT. Jenny Harrington explains her dividend investing strategy. The Setup ahead of earnings includes UnitedHealth, Taiwan Semiconductor and Fastenal.Investment Committee Disclosures

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