Halftime Report

CNBC
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Jul 29, 2022 • 45min

Has the Market Bottomed? 7/29/22

Stocks are on pace for their best month since 2020. Frank Holland and the Investment Committee debate whether the market has bottomed. Plus, Tom Lee joins to explain why he thinks the Bottom is indeed in and how you should play it. And later, the tech titans delivered on their earnings, the Committee take their positions in the sector.
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Jul 28, 2022 • 46min

The Rally and the Aftermath 7/28/22

Scott Wapner and the Investment Committee debate what the Fed’s decision on rates means for your money in the months ahead. Plus, Quadratic Capital’s Nancy Davis joins us with her strategy for a rising rate environment. And later, a Call of the Day on Best Buy, the Committee take their positions on the name.
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Jul 27, 2022 • 45min

Positioning Ahead of the Fed 7/27/22

Scott Wapner and the Investment Committee discuss the biggest day of the week for your money with the Fed decision looming and Meta’s mega earnings report dropping at market close. The Committee get you set for both market movers. Plus, Boeing Earnings also happening today, Phil Lebeau joins us to break it down. And later, Lululemon getting a big call at Jefferies, saying to sell shares now before it’s too late, the Committee weigh in.
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Jul 26, 2022 • 45min

Big Tech Earnings on Deck 7/26/22

Scott Wapner and the Investment Committee countdown to big tech earnings today. Microsoft and Alphabet reporting and your money hangs in the balance. Plus, retail getting whacked as Walmart lowers profit outlook, the Committee take their positions. And later, Paramount gets a double downgrade, Jim Lebenthal owns the name, he explains why he’s hanging on.
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Jul 25, 2022 • 45min

The Most Crucial Week of Summer 7/25/22

Scott Wapner and the Investment Committee discuss the most important week of the summer. From Mega Cap Tech Earnings to the Critical Fed Meeting, the market hangs in the balance over the next several days. Plus, the semi rally head fake, Barclays is bearish on the sector and says a correction is starting, the Committee weighs in. And later, the future of the energy trade. Joe Terranova is adding to his exposure with two new buys.
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Jul 22, 2022 • 45min

A Critical Week Ahead for Stocks 7/22/22

Scott Wapner and the Investment Committee discuss their playbook ahead of the most critical week for stocks as mega cap earnings and another Fed meeting loom large. Plus, Courtney Garcia of Payne Capital explains why she thinks a .75% rate hike is in the cards. And later, a cut on Paramount and other media names, the Committee take their positions.
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Jul 21, 2022 • 45min

Is Tech a Buy Ahead of Earnings? 7/21/22

Scott Wapner and the Investment Committee debate the surging NASDAQ and whether tech is a buy ahead of earnings. Plus, Morgan Stanley raises guidance on REITs, the Committee weigh in on the sector. And later, some Calls of the Day in the chip sector, what names are worth a look?
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Jul 20, 2022 • 45min

New Momentum for Bulls? 7/20/22

The major averages trading above a key technical level since April. Scott Wapner and the Investment Committee debate if new momentum is building for the bulls, or whether investors should sell into this recent rally. Plus, Tesla reporting after the bell, the Committee take their positions on the controversial name. And, dividend stocks have outperformed the broader market and a number of names reporting earnings – are they a buy at these levels?
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Jul 19, 2022 • 45min

Bad Sentiment = Good for Stocks? 7/19/22

Market bearishness reaching peak levels. Scott Wapner and the Investment Committee debate whether the negative sentiment is actually a contrarian bullish sign for stocks. Plus, Josh Brown weighs in on Netflix ahead of earnings after the bell – find out what he’s watching. And later, Industrials one of the best sectors today, the Committee take their positions.
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Jul 18, 2022 • 45min

Rally for Real? 7/18/22

Stocks rallying again. The S&P going a full month without making a fresh bear-market low. Scott Wapner and the Investment Committee debate if stocks have found traction and what’s been priced into earnings and the Fed. Plus, more earnings from the big Banks. The Committee take their positions on the financials from here. Also, a bullish call on one airline stocks. And, the Committee reveal their latest market moves.

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