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Halftime Report

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Mar 15, 2024 • 44min

Is Tech Tired? 3/15/24

Courtney Reagan and the Investment Committee debate whether the tech trade is tired with the sector leading the S&P to the downside today. Plus, we’ve got a Chart of the Day on Adobe, the stock sinking today despite a beat on earnings. And later, Rob Sechan reveals his latest portfolio moves. Investment Committee Disclosures
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Mar 14, 2024 • 45min

The Rally’s Next Leg 3/14/24

Scott Wapner and the Investment Committee debate the rally’s next leg and where It might come from if the Nvidia’s of the world take an extended breather. Plus, we’ve got Calls of the Day on Caterpillar, IBM, RTX and Chubb.  And later, the desk gives their earnings setup on Adobe.Investment Committee Disclosures
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Mar 13, 2024 • 45min

The Fate of the Momentum Trade 3/13/24

Scott Wapner and the Investment Committee debate the state of stocks as the S&P tries to extend its record high. Plus, Bill Baruch is making some move in his portfolio, he calls in with the details. And later, we’ve got some calls of the day on Regeneron, Thermo Fisher, Darden Restaurants and more. Investment Committee Disclosures
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Mar 12, 2024 • 43min

Momentum’s Big Bounceback 3/12/24

Scott Wapner and the Investment Committee discuss Momentum’s big bounce as Nvidia and several other key names catch a nice rebound. Plus, the Committee making some major portfolio moves, they detail them all. And later, Oracle is our Chart of the Day, the stock surging today, the desk debate how to trade the name now. Investment Committee Disclosures
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Mar 11, 2024 • 44min

Reversal of Fortune in Momentum 3/11/24

Scott Wapner and the Investment Committee debate the momentum unwind as several of the best trades year to date are reversing. Plus, The desk share their latest portfolio moves. And later, we’ve got some Calls of the Day on Netflix and Nike. Investment Committee Disclosures
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Mar 8, 2024 • 45min

The Resilient Rally Continues 3/8/24

Scott Wapner and the Investment Committee debate new records for stocks as the resilient rally continues.  Plus, Apple in positive territory after a 7-day losing streak, the Committee debate what to do with the stock from here. And later, the desk share their latest portfolio moves. Investment Committee Disclosures
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Mar 7, 2024 • 48min

Nvidia’s New All-Time High 3/7/24

Scott Wapner and the Investment Committee debate Nvidia’s nonstop run as shares continue to surge to new all-time highs. Brian Belski is trimming but the desk disagrees. Plus, we cover some more Committee moves in McDonald’s, Zoom and JP Morgan. And later, we cover some bullish calls of the day on IBM, United Health, and Deere.Investment Committee Disclosures
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Mar 6, 2024 • 1h 1min

Powell’s Testimony and New York Community Bank 3/6/24

As we continue to listen in to Jerome Powell’s testimony on Capitol Hill, Scott Wapner and the Investment Committee discuss New York Community Bank’s slide lower on reports the bank is seeking outside capital to shore up its balance sheet. Leslie Picker and Steve Liesman join us with the latest.Investment Committee Disclosures
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Mar 5, 2024 • 44min

The Apple Sell-Off 3/5/24

Scott Wapner and the Investment Committee debate how far Apple can fall as shares continue their early year slide. Plus, Josh Brown buys more Pfizer, calling it one of the best opportunities in the market. And later, we’ve got Calls of the Day on Toast, Oracle and Accenture, with ownership all over the desk, the Committee debate what to do with these names. 
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7 snips
Mar 4, 2024 • 44min

The Relentless Rally 3/4/24

Scott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins.Investment Committee Disclosures

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