Halftime Report

Exploring Nvidia's stock surge and market concerns, comparing it to historical events like the dot-com boom. Analyzing tech upgrades, market trends, and implications for investors. Discussing investment opportunities in copper miners and defensive plays. Providing updates and recommendations for companies like Samsara, Transdime, and Skyworks. Evaluating energy sector performance, trades, and renewable energy investments. Delving into stock charts, utilities, and analyzing Chevron and Electronic Arts stocks.

Wall Street is bullish with firms raising price targets. Fund managers optimistic. Portfolio moves revealed. Calls of the Day on Corning, Accenture, and Carmax. Insights on tech sector adjustments and market perspectives. Pfizer's losses and future potential discussed. News on investigations, climate corps, and avocado shipments. Company hits a 52-week high. Market analysis covers trends, car prices, and crypto impact. Growing support for crypto assets in America. Stock insights and disclaimer shared.

Jim Lebenthal discusses the state of the tech trade and adds a new name to his portfolio. The podcast covers S&P price targets, challenges in forecasting, Adobe and Microsoft market dynamics, investment calls for Autodesk and tech ETF rebalances. It also explores international markets, stock rebalances, housing market challenges, and final trade recommendations.

Discussion on Apple reclaiming the top spot in the market, strategies for tech investments like covered calls, Adobe's stock surge post-earnings, predictions of Amazon surpassing Walmart, and analysis of stock splits and potential candidates for future splits.

Frank Holland and the Investment Committee discuss the fresh signs of cooling inflation as the Fed signals just one rate cut before the end of the year. Plus, we’ve got some Calls of the Day on committee names, the desk debate their stocks. And later, the Paramount deal with Skydance falls through, shareholder Jim Lebenthal talks about what’s next for the media name. Investment Committee Disclosures

Financial journalist Frank Holland and the Investment Committee discuss market highs, Fed meeting anticipation, stock moves, and Calls of the Day on Lennar, KB Homes, Nextera Energy. Topics include market rally, Fed rate cuts, trading decisions on Nvidia, Uber's performance analysis, contrarian opportunities in software, diversification strategies, bullish bets on home builders, Fed influence on markets, and European growth. The episode provides insights on investment strategies and market conditions.

Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the markets, tech, his latest trades and more. And later, a Call of the Day on Uber, reiterated as a top pick at Citi, the desk have a heated debate on the ride-sharing company.  Investment Committee Disclosures

Scott Wapner, live from Apple Park, discusses Apple's AI strategy at WWDC and its impact on stock performance. Topics include AI advances, cybersecurity companies, gold performance, AMD analysis, Uber's potential, Elliott Management's influence on Southwest Airlines, and anticipation for tech giants' AI announcements.

Scott Wapner and the Investment Committee debate the markets after a hotter than expected jobs report hit the tapes. Plus, we’re monitoring Gamestop as meme investor “Roaring Kitty” has a youtube livestream scheduled in our hour. And later, the Investment Committee share their latest portfolio moves. Investment Committee Disclosures

Veteran "Halftime" guest and investor Jim Lebenthal sat down with CNBC's Dominic Chu to discuss how the former nuclear engineer and U.S. Navy officer created a science-minded approach to fundamental analysis and value investing that has led to a decades-long career on Wall Street. Lebenthal goes into detail on how he uses different fundamental analytical tools, walking Pro subscribers through how he finds price-to-earnings growth ratios of stocks like Amazon and Nvidia. He also gives examples of how to incorporate tools from technical analysis to help augment his decision-making process, and fields stock-specific questions from Pro subscribers. CNBC Pro Talks features one-on-one interviews with Wall Street’s top investors, smartest traders and rising stars. CNBC’s Dominic Chu finds out what makes them tick, what makes them money, and how you can follow in their footsteps. CNBC Pro Talks is a monthly interview series that’s part of CNBC’s premium subscription service, CNBC Pro. To hear the full Pro Talk interview—including specific stock picks and investment strategies—listeners can subscribe to [cnbc.com/protalks].