Halftime Report

Investment experts Steve Weiss and Bryn Talkington dive into the current stock market dynamics, debating the sustainability of the recent rally. They share their latest trades and insights, focusing on retail investors and their resilience amid market fluctuations. A critical discussion arises around UnitedHealth's significant decline, emphasizing risk management strategies. The conversation also touches on major companies like Coca-Cola and Verizon, examining impactful trends and acquisitions in the market.

Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock to his “Best Stocks in the Market.”Investment Committee Disclosures

In this discussion, Steve Weiss, Joe Terranova, and Bryn Talkington unpack the market's surge to new highs amid easing inflation worries. They dive into tactical shifts toward growth sectors like technology, spotlighting stocks like NVIDIA and Amazon. The trio evaluates the IPO landscape, including eToro and Chime, and shares insights on Robinhood and UnitedHealth. With recent volatility in the bond market, they recommend maintaining strategic positions and highlight investment opportunities in Walmart and municipal bonds.

Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it’s our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group.  Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures

Jim Labenthal, Brenda Vingello, and Steve Weiss from the Investment Committee dive into the recent stock market rebound and debate its sustainability. They share insights on Target's fluctuating stock amid changing consumer trends, contrasting it with Walmart. The discussion also touches on Palantir's shift from government contracts to commercial strategies and the ongoing implications of U.S.-China trade negotiations on market sentiment. Finally, they explore intriguing dynamics between Bitcoin and gold, highlighting differing investment views.

Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether it’s time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it’s our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed’s decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day.   Investment Committee Disclosures

Join Brad Gerstner, founder and CEO of Altimeter Capital, and Joe Terranova, a key member of the Investment Committee, as they break down the latest market trends. They delve into the S&P 500's impressive rally and discuss investment strategies in sectors like energy and healthcare. The conversation also highlights the competitive landscape for Tesla amid advancements in autonomous driving and the implications of AI on the market. Listeners will learn about effective portfolio moves and trading strategies in a thriving economic environment.