Halftime Report

Scott Wapner, a financial news veteran, joins traders Bill Baruch and Kevin Simpson for a lively discussion following Nvidia's mixed earnings report. They delve into the challenges of trading tech stocks amidst evolving market conditions. The trio debates the merits of holding versus selling Duke Energy, sparking a spirited exchange. They also explore the bullish outlook for tech stocks, investor sentiment towards AI, and how upcoming economic data might shape future market moves.

Joe Terranova, a savvy financier, shares his insights on Super Micro's recent earnings delay, discussing his strategy moving forward. The conversation heats up as the panel anticipates Nvidia's earnings, highlighting its potential to impact tech stocks significantly. They delve into Berkshire Hathaway's remarkable trillion-dollar achievement and explore the rebound of stocks post-market sell-off. Terranova also emphasizes the importance of risk management practices amidst market volatility, providing listeners with valuable investment perspectives.

The podcast dives into the complexities of the stock market, spotlighting rising trends in utilities and consumer staples. The Investment Committee analyzes key economic indicators and forecasts a bullish outlook. Noteworthy discussions include the implications of Nvidia's upcoming earnings and the performance of other sectors outside large-cap tech. The episode also highlights key market shifts, like Chevron's strategic investments, and examines recent stock performances, including Ferraris’ price target increase. Expect insights on investment strategies amid market volatility!

Scott Wapner, a prominent financial commentator, dives into the pivotal role Nvidia's earnings will play in market sentiment. He and the Investment Committee debate diverse strategies, including skepticism towards energy and real estate sectors, while highlighting on-shoring initiatives for growth. The discussion also touches on Apple’s anticipated launch and its potential impact on tech stocks. Amid corporate leadership changes, they analyze market pressures stemming from the underperforming Chinese economy and share insights on upcoming earnings reports and stock predictions.

Frank Holland and the Investment Committee discuss their rate cut playbook following Fed Chair Jerome Powell’s comments laying the groundwork for coming rate cuts. Plus, the desk share their latest portfolio moves. And later, Steve Liesman joins us with Chicago Fed President Austan Goolsbee to discuss the Fed, rate cuts and more. 

Frank Holland and the Investment Committee are on record-high watch as investors await a critical speech from Fed Chair Jerome Powell in Jackson Hole. Steve Liesman joins us with the latest. Plus, the desk share their latest portfolio moves. And later, we take a look at some of the Committee’s high-flying stocks and what they’re doing with them now. Investment Committee Disclosures

Scott Wapner and the team debate whether to embrace bullish strategies or take a cautious approach amid market dynamics. They analyze Target's surge following earnings results and explore the recent performance of various sectors, including travel and tech. The group discusses major stock calls, focusing on American Express's downgrade and the promising outlook for Charles Schwab. Insights on healthcare stocks and regional banks also feature prominently, while discussions on activist investing tactics reveal market influences.

Scott Wapner and the Investment Committee debate what’s next for the rally as the S&P goes for a nine-day winning streak. Plus, Bill Baruch trimming multiple stocks from his portfolio, he calls in with all the details. And later, we cover the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the best trading strategy as stocks look to build on their best week of the year. Plus, the desk share their latest portfolio moves. And later, the Committee discuss the latest Calls of the Day.  Investment Committee Disclosures

Scott Wapner and the Investment committee debate whether stocks are heading towards new highs. Plus, the Committee reveals their latest portfolio moves. And later, H&R Block hitting record highs, it’s our Chart of the Day. Shareholder Rob Sechan calls in with his strategy on the stock from here. Investment Committee Disclosures