Halftime Report

Joining the discussion is Bill Baruch, an options trading expert who recently provided insights on Micron. The conversation dives into the tech trade's future, examining major stocks' recoveries and the market's dependence on a few key players. AI's disruptive impact on advertising and search models is analyzed, alongside the rivalry between industry giants. Baruch shares his latest trading strategies for Micron, offering listeners a glimpse into the latest market dynamics and potential investment opportunities.

The podcast dives into the remarkable stock market surge and the impressive influx of investments. It highlights shifting strategies as the Federal Reserve adjusts monetary policy and geopolitical risks shape trends. The discussion also touches on the explosive growth of Mercado Libre in Latin America and innovative advancements in technology affecting supply chains. Additionally, listeners learn about selective stock picking amidst market volatility and the implications of agricultural tariffs on major players like Deere.

Steve Weiss, a savvy portfolio manager, shares his investment strategies while navigating the post-rate cut landscape. He discusses stocks reaching record highs, focusing on tech’s volatile sector, especially semiconductors. Weiss reveals what he's selling and emphasizes the importance of market timing. The conversation shifts to Netflix's hedge fund interest and Uber's growth potential. They explore the energy sector's mixed performance amid geopolitical risks and the innovative influence of blockchain on investment accessibility.

Brian Belski, BMO's chief strategist and the new biggest bull on Wall Street, shares his audacious $6100 price target for the S&P 500. He discusses the resilient bull market, despite recent volatility, and the positive outlook amidst interest rate cuts. The conversation also highlights the struggles facing major companies like Nike, which is seeing leadership changes and stagnant demand. Further insights on strategic investments in tech and the importance of adapting to market dynamics make for an engaging discussion.

Frank Holland and the Investment Committee discuss the record rally following yesterday’s historic rate cut. The Committee share their latest moves.  Plus the desk debates the latest calls of the day. And later, gold nearing all-time highs, the committee discuss how to play the soaring commodity. Investment Committee Disclosures

Frank Holland and the Investment Committee debate what the Fed will do with rates and how will it affect the market. Plus, the Committee makes some major portfolio moves ahead the Jerome Powell’s speech. And later, the desk discusses the latest calls of the day. Investment Committee Disclosures

Scott Wapner and the Investment Committee are live in Huntington Beach, California at the Future Proof Conference to discuss the market ahead of tomorrow’s fed decision. Plus, the committee making some portfolio moves, they share the details. And later, CNBC’s Tanaya Macheel joins us to discus the future of crypto trading.  Investment Committee Disclosures

Melissa Lee and the Investment Committee discuss the Dow hitting a new all-time high ahead of this week’s critical fed decision. They debate whether we’ll see a 50 basis point cut. Plus, Apple iPhone pre-orders are not hitting their targets, it’s our Chart of the Day. And later, the desk debates the latest calls of the day. Investment Committee Disclosures

The podcast dives into whether a significant market breakthrough is underway as stocks approach all-time highs. It explores the implications of upcoming Federal Reserve meetings and the potential for rate cuts. The conversation highlights the booming semiconductor sector and the challenges facing Boeing amid a strike. Additionally, it reviews trading strategies for major companies like Tesla and the latest stock performance insights, emphasizing key players in energy and tech.

Scott Wapner is live at One Market in San Francisco to discuss the tech turnaround with the Investment Committee.  Plus, Jensen Huang chats with Megan Cassella as he an AI meeting at the White House. Plus, the desk share their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the NFL, markets, and his favorite trades. Investment Committee Disclosures