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Halftime Report

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Nov 15, 2024 • 44min

Nvidia Earnings Looming 11/15/24

Josh Brown, a stock market strategist, joins fellow Investment Committee members Jenny Harrington, Steve Weiss, and Amy Raskin to dissect the upcoming earnings report from Nvidia. They discuss contrasting performances in the tech sector, the impact of recent elections, and the volatility surrounding major players like Microsoft and Meta. The group shares insights into new investment strategies, the healthcare sector's decline, and how events like the Tyson/Paul fight could influence stock movements. Tune in for a blend of market analysis and smart trading tips!
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Nov 14, 2024 • 49min

Playing the Post-Election Pop 11/14/24

In this discussion, Josh Brown, a regular contributor known for his sharp market insights, highlights stocks poised for breakout potential. He dives into the post-election market dynamics, debating scenarios from a 10% rally to potential sell-offs. The conversation also touches on Amazon's strategic shift, Tesla's increasing stock price with expectations for robo-taxis, and Steve Weiss’s renewed interest in Bitcoin. With in-depth analysis, the talk navigates through current economic indicators and investment strategies for the year-end.
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Nov 13, 2024 • 42min

Keep Buying the Rally? 11/13/24

Joe Terranova, a market strategist, joins Shannon Sikosha, a keen analyst, and Jim Labenthal, a seasoned investment expert, to dissect the recent post-election stock rally. They debate whether to continue buying at record highs and explore emerging sector opportunities beyond the usual tech giants. The group discusses the implications of new Senate leadership on market dynamics and shares insights on investing strategies in healthcare and retail as they gear up for the holiday season.
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5 snips
Nov 12, 2024 • 43min

Time to Take Some Profits? 11/12/24

Stephanie Link, an investment expert, shares her latest portfolio moves and insights on market trends. Bill Baruch discusses his portfolio adjustments amidst the current market climate. Rob Seachin highlights key stock and sector views, including updates on Tesla and crypto. The conversation dives into the recent market pullback, bullish trends for the upcoming months, regulatory challenges, and the implications of political events on investments. They also analyze consumer behavior shifts in retail and preview stock predictions for Snowflake, Wells Fargo, and Salesforce.
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9 snips
Nov 11, 2024 • 47min

Trading the Post-Election Surge 11/11/24

In this engaging discussion, Joe Terranova, a savvy market strategist from CNBC, and Anastasia Amoroso, a keen analyst, dissect the post-election stock surge. Former nuclear engineer Jim Lebenthal shares insights on a struggling pharma stock he's doubling down on, while Rob Sechan offers his take on market strategies. They explore the interplay of investor sentiment and regulatory changes, examine the rise of regional banks, and highlight opportunities in a volatile market, balancing caution with optimism for the future.
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Nov 8, 2024 • 44min

Taking Stock of the Rally 11/8/24

Scott Wapner and the Investment Committee discuss the amazing week for the markets as stocks close in on yet another milestone. Plus, the desk reveal their latest portfolio moves. And later, Josh Brown calls in with a trade update on two of his food names. Investment Committee Disclosures
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Nov 7, 2024 • 44min

The Rally and the Rate Cut 11/7/24

Scott Wapner and the Investment Committee debate the rally in stocks with another rate cut likely today. Plus, Vistra surging after earnings, it’s our Chart of the Day, Rob Sechan owns it and calls in with his strategy. And later, Josh Brown gives you the setup on two of his names reporting after the bell todayInvestment Committee Disclosures
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Nov 6, 2024 • 43min

The Trump Trade 11/06/24

Scott Wapner and the Investment Committee discuss the market surging today as Donald Trump is elected President once again. Plus, the Healthcare trade is ripping today, the desk discusses how to trade the move. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures
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Nov 5, 2024 • 44min

The Election Front and Center 11/5/24

Scott Wapner and the Investment Committee discuss the election and what the results will mean for the market and your money. Plus, Oppenheimer raises their price targets for the big banks, it’s our Call of the Day, the Committee debate it. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
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Nov 4, 2024 • 44min

A Critical Week for Stocks 11/4/24

Scott Wapner and the Investment Committee debate the critical week for stocks with the election tomorrow and a Fed decision looming. Plus, Josh Brown making some major moves in his portfolio, he reveals his latest buys. And later, the Committee debate the latest Calls of the Day. Investment Committee Disclosures

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