Halftime Report

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

Scott Wapner and the Investment Committee debate the state of play for stocks with mega cap earnings out of the way and the Election and the Fed looming large. Plus, Steve Weiss and Josh Brown making some moves in their portfolios, they give you the details. And later, the Investment Committee debate the latest Calls of the Day. Investment Committee Disclosures 

In this installment, guests like Joe Taranova, an Investment Committee member skilled in mega cap tech analysis, and Stephanie Link, who brings expertise in technology and healthcare sectors, dive into the recent market reactions to Meta and Microsoft's earnings. Jim Labenthal shares insights on tech stock valuations while Josh Brown analyzes Uber's performance. The panel discusses the implications of rising interest rates on the housing market and highlights the growth potential of companies like KLA Corp and Eli Lilly amidst shifting market dynamics.

Joe Terranova, a market trends analyst, Stephen Weiss, an expert on mega-cap stocks, and Jason Snipe, a portfolio management strategist, dive deep into the financial implications of upcoming earnings for tech giants like Meta and Microsoft. They discuss Alphabet's surprising stock surge and its effect on the market. The group also examines AMD's recent performance amidst fierce competition and insights into the evolving fast-casual dining landscape, evaluating strategic shifts that could guide investors in navigating market volatility.

Jenny Harrington, Jim Blaventhal, and Kevin Simpson, savvy investment committee members, dive into the implications of upcoming Alphabet earnings amidst mixed market conditions. They dissect major tech companies' challenges and investment strategies, highlighting opportunities in AMD, Amazon, and Oracle. The group also shares insights on large-cap investments, including energy stocks, and discusses recent moves like exiting U.S. Bancorp in favor of Oracle. Expect tips on smart investing in a volatile landscape as they analyze market dynamics and trends.

Join Josh Brown, Bryn Talkington, Steve Weiss, Richard Saperstein, and JPMorgan's Steve Tusa as they dissect a pivotal week in tech. They discuss the implications of Alphabet's trimmed forecasts alongside a robust seven-week Nasdaq rally. Tusa provides a bullish case for 3M, highlighting its stock rebound under new management. The group dives into competitive pressures in tech, long-term investment strategies, and the rising importance of mid-cap stocks, with a keen eye on evolving market dynamics.

In this discussion, Josh Brown, Bryn Talkington, Steve Weiss, Jim Labenthal, and Dubravko Lakos delve into upcoming earnings reports from major tech giants like NVIDIA, Apple, and Amazon. They share bullish sentiment on NVIDIA driven by AI, yet caution about sustainable growth across the sector. The committee also discusses strategic investment moves in defense stocks and the oil sector due to undervaluation. Additionally, they explore alternatives to the top-performing MAG-7 stocks, emphasizing the need for diversification and cautious trading strategies.

CNBC’s Dominic Chu speaks with Carter Braxton Worth, founder and CEO of Worth Charting LLC, to find out how he uses charting alongside his 35 years of Wall Street expertise to decide which stocks are overbought and which could be on the cusp of an upswing. Plus, he takes stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks]

Scott Wapner and the Investment Committee discuss the state of play for stocks with the election and big tech earnings getting closer. The chart of the day is ServiceNow hitting a new record intraday high. The experts debate a large group of earnings movers and analyst calls of the day.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate stocks heading lower today as yields rise. Plus, McDonald’s falling after an E. Coli outbreak is linked to the Quarter Pounder, it’s our Chart of the Day. And later, the Committee discuss the latest Calls of the Day. Investment Committee Disclosures