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Halftime Report

Latest episodes

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Mar 1, 2024 • 44min

Stick with Tech or Double Down on the Broadening? 3/1/24

Frank Holland and the Investment Committee debate whether you should stick with tech or double down on the broadening in the market as the NASDAQ and S&P eye fresh new closing highs. Plus, oil at $80 a barrel, Bryn Talkington explains why 80 is the new 60 when it comes to oil. And later, Bitcoin $64k this week, the Committee debate what’s next for the crypto market.  Investment Committee Disclosures
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Feb 29, 2024 • 44min

Believe in the Broadening? 2/29/24

Scott Wapner and the Investment Committee discuss the final day of another great month for stocks and whether you can believe in the broadening of the rally. Plus, Bill Baruch calls with his latest moves. And later, a chart of the day on Snowflake, having it’s worst day ever, shareholder Stephanie Link calls in with her strategy for the stock.  Investment Committee Disclosures
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Feb 28, 2024 • 48min

Apple in a Funk 2/28/24

Scott Wapner and the Investment Committee debate Apple shares as the stock hasn’t moved much in 6 months.  The Committee also making some major moves, they share them with us. And later, we go over some big winners and losers, including eBay and B&G Foods. 
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Feb 27, 2024 • 44min

How Far can the Rally Go? 2/27/24

Scott Wapner and the Investment Committee debate how far the rally can go as yet another wall street firm bumps up its view for stocks. Plus, we’ve got some bullish calls of the day on Netflix, Eli Lilly, General Electric and Snowflake. And later, the Committee reveal their latest moves. Investment Committee Disclosures
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Feb 26, 2024 • 48min

Jamie Dimon Exclusive Interview 2/26/24

Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee weigh in. Plus we cover the latest moves in the Committee’s portfolio.  Investment Committee Disclosures 
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Feb 23, 2024 • 43min

Making Sense of the Mega Cap Mania 2/23/24

Scott Wapner and the Investment Committee debate the NASDAQ eyeing a new all time high and how best to play the mega cap mania as the group takes another leg higher. Plus, The Committee making some major moves in their portfolio, they reveal them.  And later, we’ve go the setup on some key earnings reporting next week. Investment Committee Disclosures
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Feb 22, 2024 • 45min

How High can Nvidia Fly? 2/22/24

Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why.  And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures 
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Feb 21, 2024 • 44min

The Tech Trade’s Second Big Test 2/21/24

Scott Wapner and the investment committee discuss Palo Alto’s plunge and the tech trade’s second big test with Nvidia earnings on deck. The experts detail the portfolio moves they’re making right now. The panel debates the best way to play the financials. The setup includes more trades ahead of earnings this week.Investment Committee Disclosures
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Feb 20, 2024 • 44min

The Moment of Truth for the AI Trade 2/20/24

Scott Wapner and the Investment Committee debate the moment of truth for the AI trade as Nvidia reports tomorrow. Plus, the Committee debates the red hot cyber trade as Palo Alto Networks is set to report tonight after the bell. And later, we’ve got the Setup on some more key earnings reporting this week.  Investment Committee Disclosures
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Feb 16, 2024 • 44min

The Market Win-Streak in Jeopardy 2/16/24

Courtney Reagan and the Investment Committee discuss the unexpected inflation read affecting the market's win streak. Nvidia receives a major price target hike, and the Committee debates the high-flying chip name. They also share their latest portfolio moves and strategies.

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