Halftime Report

Joe Terranova, an investment expert known for his market analysis, joins Karen Firestone, who shares her keen insights into portfolio strategies. Jim Lebenthal, seasoned in market trends, and Steve Weiss, who weighs in on investment risks, complete the panel. They delve into how tariffs are impacting GDP and discuss big tech's challenges amid earnings season. The team highlights standout stocks like Spotify and AppLovin while navigating cautious investment strategies as economic uncertainty looms.

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.Investment Committee Disclosures

Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details.Investment Committee Disclosures

Josh Brown, an Investment Committee member known for his sharp market insights, joins Jim Laventhal, who brings perspectives on stock analysis, and Brent Talkington, who dives into specific market opportunities. They discuss navigating the volatile stock landscape and the significance of investing in resilient companies like Netflix. The trio also analyzes Alphabet's earnings, Chipotle's consumer behavior, and the implications of U.S.-China trade tensions on market sentiment, providing listeners with valuable strategies for uncertain times.

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.

Josh Brown, Stephanie Link, and Jim Lebenthal, all savvy investment professionals, dive into the turmoil facing the Dow, heading for its worst April since 1932. They dissect Northrop's recent earnings miss in the defense sector and its implications for investors. The group also debates Tesla's upcoming earnings and shares insights on market uncertainties tied to tariffs and the labor market. Additionally, they highlight notable stock performances and preview an exclusive interview with Disney's Chairman, hinting at recovery amidst a turbulent market.

Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news. 

Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list. 

Steve Weiss, an investment guru specializing in semiconductor stocks, Joe Terranova, known for his savvy trading strategies, and Anastasia Amoroso, a market trend expert, dive into the fallout from Trump’s Trade War. They discuss the sharp decline in Nvidia shares due to new export regulations and the contrasting rise of gold. The trio navigates the complexities of the semiconductor market, debating investment strategies amid economic uncertainty. They also weigh in on notable stock performances and share insights on adapting to a volatile trading landscape.