Halftime Report

CNBC
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Oct 20, 2022 • 45min

Can Good Earnings Overcome Rising Rates? 10/20/22

Scott Wapner and the Investment Committee debate whether some good earnings reports can keep the rally going in spite of higher interest rates. Plus the Committee making some moves in multiple sectors, we dive in to their trades. And later, a new bearish letter from Greenlight Capital’s David Einhorn tells his investors to sell stocks, the Committee weigh in on what it means for the market.
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Oct 19, 2022 • 45min

Can Good Earnings Keep Stocks Climbing? 10/19/22

Earnings week kicks into high gear and several big names beat expectations, Scott Wapner and the Investment Committee debate whether all the good reports can keep stocks climbing. Plus, a Call of the Day on cybersecurity stocks, the Committee weigh in on the sector. And later, Energy continues to rally, are there still opportunities in the names?
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Oct 18, 2022 • 40min

The Rally: Believe it or Fade It? 10/18/22

Scott Wapner and the Investment Committee debate the two-day rally for stocks. Should you believe in it or fade it? Plus, Starboard picks up a ‘significant’ stake in Salesforce, sending the stock higher. Jim owns it and breaks down what it means for the name. Also, a big bearish bet on one stock ahead of earnings tomorrow – we have the options action. And later, Netflix reports after the bell, the Committee take their positions in the streaming sector.
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Oct 17, 2022 • 44min

Can the Rally Last? 10/17/22

Scott Wapner and the Investment Committee discuss the current rally and whether its sustainable. Plus, Small Caps vs Large Caps, the committee debate the better buy in this environment. And the committee weighs in on the biggest analyst calls on the street.
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Oct 14, 2022 • 43min

Is the Rally Sustainable? 10/14/22

Scott Wapner and the Investment Committee debate whether earnings in the days ahead will deliver another blow to the bulls. Plus, BMO’s Brian Belski joins us to explain why he’s cutting his S&P year-end target. And later, are semi stocks getting close to a bottom? The Committee weigh in on the sector.
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Oct 13, 2022 • 47min

What the Hot CPI Number Means for Stocks 10/13/22

Another worse than expected CPI number sends stocks tumbling, but then they reversed course into the afternoon. Scott Wapner and the Investment Committee debate why, and how you should trade it. Professor Jeremy Siegel of the Wharton School joins us to help break it down. And later, the Committee get ready for a big earnings week for financials, kicking off this Friday.
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Oct 12, 2022 • 44min

Can Stocks Rally with Inflation Roaring? 10/12/22

Another red hot inflation read. Scott Wapner and the Investment Committee debate if stocks can move higher with persistent inflation. Plus, a big options bet on the 10-year yield executed today, Scott Nations, founder of the Nations Index, joins us to break it down. Also, big banks hitting new lows, the Committee take their positions ahead of earnings this Friday. And later, the one sector expected out outperform into year-end.
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Oct 11, 2022 • 45min

Stocks Rebound from Lows 10/11/22

A huge rebound for stocks after the S&P hits a new 52-week low. Scott Wapner and the Investment Committee debate if stocks are close to bottoming. Plus, some bearish calls on streaming stocks, the Committee take their positions on some of the names they own. And, Uber shares slammed as it faces a major setback on the gig economy. Josh Brown owns the stock – he weighs in
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Oct 10, 2022 • 52min

Is the Rally Done? 10/10/22

Nasdaq hits a 2-year low. Scott Wapner and the Investment Committee debate whether the rally is done. Plus, JPMorgan’s Jamie Dimon weighs in on recession fears and market. The committee reacts.
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Oct 7, 2022 • 45min

Inflation vs. Recession: What’s the Bigger Risk? 10/7/22

Another sell-off on Wall Street today after a strong jobs report revives fears about inflation and the Fed’s rate hike Plan. Frank Holland and the Investment Committee debate what the bigger risk is right now, inflation or recession? Plus, a warning on semis shocking the sector, with a lot of ownership amongst the Committee, what’s your best trade from here with these stocks. And later, Energy names continue rising higher, should you be in the sector?

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