Halftime Report

Scott Wapner and the Investment Committee discuss the state of play for stocks with election day only two weeks away and big earnings on the horizon. Plus, Boeing Machinists are voting tomorrow on their strike, Phil Lebeau joins us with the Union President to discuss the latest on the strike and what’s next for his members. And later, the Committee discuss the latest calls of the day.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of play for stocks as a big week for earnings gets underway.  Plus, the Committee break down the latest Calls of the Day. And, the desk share their latest portfolio moves.  Investment Committee Disclosures

Stephanie Link, an Investment Committee member renowned for her stock selection acumen, joins Kevin Simpson, who excels in portfolio strategies, and Jason Snipe, a sector analysis expert. They discuss the market's bullish trends, emphasizing strategic investments in cyclical stocks and financials. Kevin reveals his own portfolio moves, while the group analyzes key tech stocks like Netflix and Amazon, as well as long-term opportunities in housing. Insights into adjusting growth strategies and assessing upcoming earnings reports round out their conversation.

Joining the discussion are Josh Brown, a savvy market commentator, Shannon Sakosha, an expert in investment dynamics, Kerry Firestone, a market analyst, and Jim Laventhal, who offers keen insights into trends. They dive into the 'Everything Rally' as stocks hit record highs, highlighting technology sector gains and consumer spending. The conversation includes a notable hacking incident affecting Bitcoin and strategic moves by Uber, alongside the impact of earnings reports from Netflix and other major players shaping the market landscape.

Joe Terranova, Kerry Firestone, Jenny Harrington, and Stephen Weiss, all members of the Investment Committee, delve into the complexities of the current stock market. They debate if bullish sentiment is justified as stocks approach record highs. Key topics include the impact of earnings recovery, the significance of tech performances, and emerging trends in AI and cloud infrastructure. The group also discusses strategic portfolio shifts, including a sell on ASML and adjustments to Netflix, amidst global economic updates and imminent corporate buybacks.

Todd Boley, Co-founder of Eldridge Industries, shares insights on the booming sports investment market. Michelle Troni from Zinnia discusses how technology can transform the life insurance landscape, making processes more efficient. Ian Charles highlights the rise of sports as a lucrative asset class, while John Taft and financial commentators Josh Brown and Joe Terranova provide valuable perspectives on market trends and alternative investments. The conversation delves into the impact of current economic factors and the importance of diversification in investment strategies.

Brian Sullivan and the Investment Committee discuss stock hitting record highs as the bull market enters its third year.  Plus, the desk making some moves in their portfolio. And later, we debate the latest Calls of the Day. Investment Committee Disclosures

Steve Weiss, Jenny Harrington, and Jim Labenthal, members of the Investment Committee, dive into the S&P 500 surpassing 5,800. They dissect market trends and analyze the impact of bank earnings on investor sentiment. The panel discusses the potential of mid-cap stocks, particularly Kinder Morgan, and navigates the complexities of the tech sector post-CyberCab event. They also weigh in on Netflix's stock outlook and the risks associated with excessive market optimism. The conversation is lively and insightful, perfect for those intrigued by investments.

Josh Brown, a savvy investment strategist, discusses the bullish outlook for mega cap tech stocks. Liz Young-Thomas analyzes the ongoing inflation impact on various sectors, revealing valuable market dynamics. Kevin Simpson shares specific portfolio strategies, highlighting opportunities in financials and tech. CNBC reporter Kristina Partsinevelos brings exciting news about AMD's tech advancements and their significance for the AI market. The Investment Committee delves into stock movements and the broader implications of economic reports, offering valuable insights for savvy investors.

Join market experts Joe Terranova, Shannon Sikosha, Jason Snipe, and Jim Labenthal as they celebrate the bull market's two-year anniversary. They dive into the impressive performance of the S&P 500 and the major tech stocks, discussing the potential for a downturn amidst positive economic indicators. The committee shares their latest portfolio moves and highlights promising sectors like financials and healthcare. Don't miss insights on the rebound of cruise line stocks and John Deere's resurgence, blending optimism with strategic investment advice!