Halftime Report

Join financial expert Josh Brown, known for his savvy stock insights, along with Investment Committee members Jenny Harrington and Malcolm Etheridge. They dissect whether the market is pausing or pulling back, sharing their latest portfolio moves. Josh highlights Illinois Tool as a top stock pick. The team discusses Jerome Powell’s upcoming speech, AI stock influences, and the tumultuous landscape for tech shares. They also touch on global events, investment strategies, and the impacts of rising inflation on consumer behavior.

Joe Terranova, a seasoned market analyst, shares his insights on market sentiment, while Bryn Talkington declares strategies targeting specific stocks. Kerry Firestone dives deep into tech giants like Salesforce and Adobe amid a troubling tech pullback. The trio discuss the implications of upcoming earnings for NVIDIA and Apple and explore contrasting performances of retail giants Target and TJX. With inflation and Fed meetings looming, risk management remains a hot topic, making this a must-listen for anyone navigating today’s markets.

In this insightful discussion, investment heavyweights Josh Brown, Joe Terranova, and Liz Thomas tackle the daunting question of a potential tech bubble. They dissect Sam Altman's warnings, while considering rising hedging costs and AI's impact on stock valuations. Brown shares a top stock pick, and the group evaluates market volatility and investor sentiment shifts, especially regarding major tech names and the cybersecurity sector. They also touch on the promising growth in biotech, highlighting its resilience amidst market fluctuations.

Eamon Javers, a CNBC correspondent well-versed in political analysis, and Jim Labenthal, an Investment Committee member, dive into critical stock market dynamics. They discuss the high-stakes diplomatic meetings involving Ukraine and European leaders, exploring market reactions to such geopolitical events. The conversation also touches on the Federal Reserve's upcoming decisions, theories around a potential AI bubble, and the implications of the government's involvement with Intel. The mix of politics and economics makes for an insightful listen!

Scott Wapner and the Investment Committee discuss the new high for the Dow as the index joins the S&P and Nasdaq at record levels. The desk debates how to trade the markets now. Plus, we hit the latest calls of the day. And later, Josh Brown reveals his latest “Best Stock in the Market.”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course.  Plus, Kevin Simpson shares his many portfolio moves. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the record run for stocks and whether this is truly one of the best investing environments we’ve seen.  Plus, Jim Cramer joins us on set to discuss whether Apple shares are in the middle of a turnaround. And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee what the Fed's next move is and what it will mean for stocks, the market and your money. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate the current state of stocks and whether they are overvalued at these levels. Plus, the desk debate the latest Calls of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether stocks are shaky or stabilizing with the S&P tracking for its best week since early June. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.