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Halftime Report

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Jan 14, 2025 • 44min

Can Stocks and Rates Rise Together? 1/14/25

Scott Wapner and the Investment Committee debate the battle between rates and stocks and what it means for where the markets might go from here. Plus, the Investment Committee detail their latest portfolio moves. And later, Josh Brown shares some updates to his “Best Stocks in the Markets” list.  Investment Committee Disclosures
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12 snips
Jan 13, 2025 • 44min

Rising Rates and Falling Stocks 1/13/25

Josh Brown, a market strategist known for his sharp insights, and Joe Terranova, an expert in investment dynamics, dive into the impact of rising interest rates on stocks. They dissect the shift away from tech stocks toward energy and healthcare, reflecting on recent portfolio adjustments. The discussions highlight potential buying opportunities amid market volatility, as well as the evolving landscape of Bitcoin ETFs and merger activity following major conferences. Their analysis provides a roadmap for navigating current market uncertainty and future investment prospects.
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4 snips
Jan 10, 2025 • 47min

Can Stocks Withstand the Rate Surge? 1/10/25

Scott Wapner and the Investment Committee debate the blowout jobs report pushing yields higher and stocks lower.  The desk debates the fallout for the market and your money. Plus, the Committee discuss the crypto trade with the Trump administration taking office later this month, CNBC’s Tanaya Macheel joins us with the latest. Investment Committee Disclosures
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Jan 8, 2025 • 44min

The Great Rate Shock 1/8/25

In this engaging discussion, Joe Terranova, an experienced trader, Stephen Weiss, a keen market analyst, and Shannon Sikosha, a strategic investor, dive into the impact of rising interest rates on stocks. They tackle the state of tech stocks, particularly NVIDIA and Palantir, highlighting challenges and strategies for recovery. The trio also analyzes investment insights related to Accenture and Travelers, while humorously examining software valuations amidst market volatility. Insights on the defense sector and Constellation Energy round out their dynamic conversation.
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Jan 7, 2025 • 44min

Nvidia: Breakout or Breakdown 1/7/25

Scott Wapner and the Investment Committee debate the Nvidia reversal as the stock trades at record highs. Plus, the desk discusses the latest Calls of the Day in Shake Shack, Lululemon, Freeport-McMoran and more. And later, Josh Brown discusses the risks of a purely dividend-focused stock strategy.  Investment Committee Disclosures
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13 snips
Jan 6, 2025 • 49min

The Nvidia Comeback 1/6/25

Joe Terranova, Steve Weiss, Jim Labenthal, and Bryn Talkington, all Investment Committee members with extensive experience in market analysis, dive into Nvidia’s impressive stock resurgence. They explore how demand, especially in AI, sets Nvidia apart from its semiconductor peers. The team also discusses broader market trends and the implications of stock downgrades, touching on companies like Palantir and Uber's significant buyback plans. Additionally, they analyze the rising popularity of single stock ETFs and shifting dynamics in institutional Bitcoin investments.
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Jan 3, 2025 • 45min

The 2025 Portfolio Rebalance 1/3/25

Courtney Reagan and the Investment Committee debate the big moves the desk is making as we start a new year of trading. Plus, the Committee discuss the latest Calls of the Day on Netflix, Dell, TJX and more. And later, the road ahead for crypto in 2025. Investment Committee Disclosures
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23 snips
Jan 2, 2025 • 44min

Your 2025 Playbook 1/2/25

Join market-savvy guests Josh Brown, Joe Terranova, and Jim Lebenthal as they dissect the financial landscape for 2025. Josh highlights Joe's strong stock potential, while the team dives into the travel trade, exploring investment strategies amidst volatility. They discuss the stock market's resilience, particularly in undervalued sectors like pharma and how AI may shape future investments. With insights on strategic positioning for companies like Uber and EQT, they're gearing up to navigate the opportunities and risks that the new year brings.
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Dec 31, 2024 • 43min

Final Trading Day of the Year 12/31/24

Josh Brown, an investment professional and CNBC contributor, joins Joe Terranova and Jenny Harrington to delve into the final trading hours of 2024. They analyze the impressive surge in Communication Services and Tech stocks, discuss strategies for 2025 that emphasize diversification beyond tech, and share insights on the booming ETF market. Brown also offers his Trade School lessons, while the group reflects on Apple's challenges and potential shifts in the semiconductor space, providing a comprehensive look at the investment landscape as the year wraps up.
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Dec 31, 2024 • 22min

CNBC Pro Talks: Grayscale's Zach Pandl on bitcoin's rally and the crypto market's setup for 2025 12/31/24

CNBC's Tanaya Macheel speaks with Zach Pandl, Managing director of research for Grayscale, to break down the cryptocurrency market's explosive 2024. Pandl also shares what thinks could drive digital asset prices even higher in 2025 and takes questions from Pro subscribers.

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