Halftime Report

In this discussion, Steve Weiss, Joe Terranova, and Bryn Talkington unpack the market's surge to new highs amid easing inflation worries. They dive into tactical shifts toward growth sectors like technology, spotlighting stocks like NVIDIA and Amazon. The trio evaluates the IPO landscape, including eToro and Chime, and shares insights on Robinhood and UnitedHealth. With recent volatility in the bond market, they recommend maintaining strategic positions and highlight investment opportunities in Walmart and municipal bonds.

Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group.  Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures

Jim Labenthal, Brenda Vingello, and Steve Weiss from the Investment Committee dive into the recent stock market rebound and debate its sustainability. They share insights on Target's fluctuating stock amid changing consumer trends, contrasting it with Walmart. The discussion also touches on Palantir's shift from government contracts to commercial strategies and the ongoing implications of U.S.-China trade negotiations on market sentiment. Finally, they explore intriguing dynamics between Bitcoin and gold, highlighting differing investment views.

Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day.   Investment Committee Disclosures

Join Brad Gerstner, founder and CEO of Altimeter Capital, and Joe Terranova, a key member of the Investment Committee, as they break down the latest market trends. They delve into the S&P 500's impressive rally and discuss investment strategies in sectors like energy and healthcare. The conversation also highlights the competitive landscape for Tesla amid advancements in autonomous driving and the implications of AI on the market. Listeners will learn about effective portfolio moves and trading strategies in a thriving economic environment.

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. Investment Committee Disclosures