Halftime Report

Scott Wapner and the Investment Committee debate the surging market and whether we are in a “Goldilocks” period. Plus, the Committee share their latest portfolio moves. And later, Cisco surging today after reporting earnings last night, it’s our Chart of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether it’s time to book some profits in your portfolio. Plus, the Committee making some moves, they reveal them all. And later, the desk discuss the latest Calls of the Day on Intuit, TJX Companies, Diamondback Energy and more. Investment Committee Disclosures

A leadership shakeup at Starbucks creates buzz as the Investment Committee explores its implications for stock performance. They analyze the contrasting fortunes of Chipotle and Starbucks amid changing consumer trends. The episode dives into the world of discretionary stocks, revealing opportunities in both emerging and established brands like Nike and McDonald's. Cybersecurity investment strategies and the dynamics of GLP-1 drugs are also key talking points, highlighting the ever-evolving landscape of consumer and tech markets.

Dive into the upcoming trading week with insights on key earnings and inflation data. Explore the stock market's response to recent performances, especially in tech and healthcare. Hear predictions about small-cap stocks outperforming larger indices amid rate cuts. Discover the impact of political cycles on healthcare stocks and the implications of chip stock downgrades. Get a comprehensive look at market dynamics, including the roles of industry giants like Apple and Nvidia, and uncover exciting investment opportunities in various sectors.

Scott Wapner and the Investment Committee discuss the wild week for stocks and how to play the markets right now. Plus the desk discusses their latest portfolio moves. And later, the Committee give you the setup for earnings next week. 

Scott Wapner and the Investment Committee discuss the bounce back market as stocks and yields both move higher. Plus, a Chart of the Day on Eli Lilly, the stock up today after earnings, the Committee discuss the health care sector. And later, we share the desk’s latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the continued bounce back for stocks and where your money is heading from here. Plus, a Chart of the Day on Super-Micro, slumping today. And later, The Committee share their latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the attempted bounce-back for stocks wand what’s best right now for your money. Plus, the Committee making some major moves in their portfolios following yesterday’s sell-off, they share all the details. And later, Uber having its best day since February, it’s our Chart of the Day. Investment Committee Disclosures

Josh Brown, a financial expert known for his insights on investment strategies, joins the discussion about the market sell-off. He highlights Berkshire Hathaway's recent reduction of Apple investments and its implications. The conversation delves into the emotional challenges traders face amid volatility and looks at tactical strategies for navigating the tech market downturn. They also touch on consumer behavior's impact on earnings, particularly in transportation and healthcare, while discussing the overall sentiment and key buying opportunities.

Bill Baruch, a seasoned investor, shares his insights on the recent market sell-off triggered by disappointing job numbers and significant corporate losses. He explains his decision to sell Intel, emphasizing the tech giant's struggles amidst rising recession fears. The conversation also delves into the downgrade of Morgan Stanley and its implications for the financial sector, while exploring strategic investment opportunities amid current volatility. Baruch offers valuable takes on navigating this recalibrating market landscape.