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Halftime Report

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Dec 5, 2023 • 45min

Key Moves as the Rally takes a Pause. 12/5/23

Scott Wapner discusses some key moves made by the investment committee today as the rally takes a pause. We’ve got Calls of the Day on IBM, NXP, and Paypal. Plus, top value investor Andrew Wellington joins us to go over his best value names.  Investment Committee Disclosures
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Dec 4, 2023 • 44min

The Great Debate 12/4/23

The podcast debates the valuation of tech stocks after the Nasdaq's worst day in a month. Bitcoin hits a high and an expert buys more. PepsiCo, Nike, General Motors, U.S. Bancorp, and Union Pacific are discussed as potential investment opportunities. The sinking share price of Alaska Air after acquiring Hawaiian Airlines and the rise of actively managed ETFs are also explored.
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Dec 1, 2023 • 46min

Final Stretch For Stocks 12/1/23

Scott Wapner and the investment committee debate your best strategies for December and into 2024. The experts detail their latest portfolio moves. BMO's Brian Belski joins. The calls of the day include Uber, Alibaba, J&J, Boeing and Delta. Paramount Global shares pop. The setup is on Broadcom ahead of earnings next week.Investment Committee Disclosures
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Nov 30, 2023 • 48min

November Rally 11/30/23

Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstner joins to discuss technology, AI and the year ahead. The chart of the day is Snowflake. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins with his midday word.Investment Committee Disclosures
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Nov 29, 2023 • 46min

Reassessing the Risk 11/29/23

Frank Holland and the investment committee debate what's in store for your money as more Fed speak moves the market. The experts detail their latest portfolio moves. The chart of the day is General Motors. Activist investor Elliott takes a stake in Phillips 66. The call of the day is on Charles Schwab. The setup is on Salesforce ahead of earnings.Investment Committee Disclosures
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Nov 28, 2023 • 46min

Fate of the Rally 11/28/23

Scott Wapner and the investment committee discuss the fate of the rally. The experts detail their latest portfolio moves. The chart of the day is Micron. The calls of the day include the autos, Zoom, Peloton and Boeing. The setup is on CrowdStrike ahead of earnings. Blue Line Capital's Bill Baruch joins with his new buy. Investment Committee Disclosures
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Nov 27, 2023 • 45min

November Rally 11/27/23

Scott Wapner and the investment committee debate how far stocks can run. Hightower’s Stephanie Link details her latest portfolio moves. The calls of the day are on GE Healthcare, McDonald’s and Old Dominion. The setup is on the big software stocks ahead of earnings. Investment Committee Disclosures
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Nov 22, 2023 • 46min

State of the Market 11/22/23

Frank Holland and the investment committee discuss the road ahead for your money as yields fall, oil drops and Nvidia beats the street. The chart of the day is Deere. The call of the day is a downgrade for Autodesk. CNBC Senior Markets Commentator Michael Santoli joins with his midday word. The setup is on the key earnings on deck next week.Investment Committee Disclosures
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Nov 21, 2023 • 46min

Countdown to Nvidia 11/21/23

Scott Wapner and the investment committee discuss the countdown to Nvidia earnings and what’s really at stake for tech. The experts detail their latest portfolio moves. The chart of the day is Burlington Stores. Zoom beats the street. The setup is on Deere. And CNBC Senior Market Commentator Michael Santoli joins with his Midday Word. Investment Committee Disclosures
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Nov 20, 2023 • 46min

The AI Arms Race 11/20/23

Scott Wapner and the investment committee discuss what the turmoil at OpenAI means for Microsoft, Alphabet and investors in the space. The chart of the day is Uber. CNBC Senior Markets Commentator Michael Santoli joins with the midday word. The calls of the day include Costco, KB Home and  Ulta Beauty. The earnings setup is on Zoom Video, Kohl's and Medtronic.Investment Committee Disclosures

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