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Halftime Report

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Feb 1, 2024 • 48min

Big Tech’s Second Big Test 2/1/24

Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta.  Plus, the Committee discusses Powell’s pushed-out pivot and how it will affect your money. And later, Mizuho’s Dan Dolev joins us with his 3 under-the-radar AI buys. Investment Committee Disclosures 
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Jan 31, 2024 • 44min

Priced For Perfection 1/31//24

Scott Wapner and the investment committee debate if the market is too priced for perfection with the 'Magnificent 7' under pressure. The experts detail their latest portfolio moves. The Call of the Day is an upgrade on Stryker. The Setup includes trades on the key earnings still ahead this week.Investment Committee Disclosures
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Jan 30, 2024 • 47min

Microsoft and Alphabet’s Moment of Truth 1/30/24

Debate on Microsoft and Alphabet's earnings reports, bullish calls on big banks, insights from 'The Assassin' short seller. Outlook for tech giants, market expectations, banking sector upgrades, short selling scrutiny, market insights, and tech giants' market dynamics.
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Jan 29, 2024 • 44min

The Critical Week Ahead for the Markets 1/29/24

Scott Wapner and the Investment Committee discuss the critical week ahead as earnings season kicks of with five mega cap tech stocks and a Fed Meeting on deck. Plus, we’ve got Calls of the Day on Uber, Costco and more, the Committee debate their favorite names. And later, we’ve got the Setup on a few other key earnings this week. Investment Committee Disclosures
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Jan 26, 2024 • 44min

Goodbye Magnificent 7, Hello AI 5 1/26/24

Scott Wapner and the investment committee debate the most important names in the market. The chart of the day is Intel. The experts detail their latest portfolio moves in Palo Alto, Snap and United Rentals. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. Investment Committee Disclosures
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Jan 25, 2024 • 45min

Rally Watch 1/25/24

Scott Wapner and the investment committee debate the best places for your money as stocks move higher. The experts detail their latest portfolio moves. Tesla falls on an earnings miss. The chart of the day is Humana. The call of the day is on Berkshire Hathaway. The setup is on Western Digital ahead of earnings after the bell. Investment Committee Disclosures
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Jan 24, 2024 • 45min

The Nasdaq Extends its Record Highs 1/24/24

Scott Wapner and the Investment Committee discus the tech-led takeoff for stocks as the NASDAQ rallies to new record highs. Plus, the desk is making some major moves in their portfolios, we details them all. And later, we discuss key earnings still reporting this week. Investment Committee Disclosures
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Jan 23, 2024 • 45min

Too Much Exuberance in Stocks? 1/23/24

Scott Wapner and the Investment Committee debate whether there’s too much exuberance in stocks and how the market should be trading. Plus, our chart of the day is on United Airlines, the stock jumping today after the CEO said the company will reconsider buying Boeing planes in the future. And later, we give you the setup on key earnings this week. Investment Committee Disclosures
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Jan 22, 2024 • 45min

Stocks Extend Record Highs 1/22/24

Scott Wapner and the Investment Committee debate stocks extending their record highs with some big names on the move.  Plus, the Semis ETF keep pushing higher, the Committee debate what to do with the names. And later, Julia Boorstin joins us with the Netflix earnings setup. Investment Committee Disclosures
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Jan 19, 2024 • 46min

Live from the America Express PGA Tour Event 1/19/24

Scott Wapner is live today from the American Express PGA Tour even in La Quinta, California. We’re joined by the Chairman and CEO of American Express, Stephen Squeri to discuss everything from the strength of the consumer to the markets. Plus, former NBA Player and current CEO of the Utah Jazz, Danny Ainge, joins us to discuss the NBA’s media and streaming strategy. And the Investment Committee detail their latest trades including a big one from Stephanie Link who sold META. 

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