Halftime Report

CNBC
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Oct 10, 2023 • 48min

Stabilizing Stocks 10/10/23

Scott Wapner and the investment committee discuss if the market is setting up for a late year run. The chart of the day is Qorvo as the semi stock gets downgraded to sell at Citi. The calls of the day are on O’Reilly Auto and PayPal.Investment Committee Disclosures
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Oct 9, 2023 • 46min

Big Week Ahead 10/9/23

Scott Wapner and the investment committee discuss the big week ahead for your money. The chart of the day is Disney, as activist investor Nelson Peltz boosts his stake. And our experts debate your dividend playbook.Investment Committee Disclosures
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Oct 6, 2023 • 45min

Volatility is Back 10/6/23

Scott Wapner and the investment committee discuss how to position your portfolio as treasury yields climb following a strong jobs report. We talk energy as the sector paces for its worst week since May. And the calls of the day are on Disney and Eli Lilly. Investment Committee Disclosures
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Oct 5, 2023 • 45min

Bracing For Big Market Events 10/5/23

The podcast discusses upcoming market events, the potential for a market bounce and inflation trends. They explore the utility sector, investment in bank stocks, troubles in the airline industry, and stock analysis of Oracle and Deere. They also discuss buying companies with low earnings and improving balance sheets.
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Oct 4, 2023 • 45min

High Rates, High Anxiety 10/4/23

Scott Wapner and the investment committee debate how to navigate this choppy market as treasury yields near 16-year highs. Our experts detail their latest portfolio moves. The call of the day is a downgrade of Apple by KeyBanc. The panel takes a look at the banks trade ahead of earnings next week. And CNBC’s Phil LeBeau interviews General Motors CFO Paul Jacobson.Investment Committee Disclosures
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Oct 3, 2023 • 45min

Relentless Rise in Rates 10/03/23

Scott Wapner and the investment committee discuss if rising rates will continue to slam stocks. Plus, our experts are making key moves in their portfolios.Investment Committee Disclosures
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Oct 2, 2023 • 45min

Q4 Playbook 10/2/23

Scott Wapner and the investment committee discuss how to position your portfolio as the fourth quarter kicks off. The call of the day is an upgrade of U.S. Steel to overweight by Morgan Stanley. And the panel talks utilities as those stocks are under pressure today. Investment Committee Disclosures
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Sep 29, 2023 • 45min

Last Trading Day of September 9/29/23

Scott Wapner and the investment committee debate the road ahead as we close out the worst month of the year for stocks. The chart of the day is Nike, on pace for its best day of the year. The panel reacts to Bill Ackman and Brad Gerstner's views on Alphabet's role in AI. And we hit the energy trade as it is set to close out September as the only positive sector.Investment Committee Disclosures
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Sep 28, 2023 • 45min

Bond Breakout & Struggling Stocks 9/28/23

Frank Holland and the investment committee discuss another big breakout in bond yields and the state of stocks. The panel details their latest portfolio moves. We talk the energy trade as crude oil hits its highest level in over a year. And our experts debate if you should buy or bail on the bank stocks. Investment Committee Disclosures
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Sep 27, 2023 • 46min

The Road Ahead For Stocks 9/27/23

Scott Wapner and the investment committee discuss the road ahead for stocks, which are on pace for their worst month of the year. The panel details their latest portfolio moves. Our experts talk the Meta trade ahead of its annual Connect event. And Costco beat the street on earnings, the desk reacts. Investment Committee Disclosures

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