Halftime Report

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.

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway’s annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day’s biggest stock movers. Investment Committee Disclosures

Joe Terranova, an investment expert known for his market analysis, joins Karen Firestone, who shares her keen insights into portfolio strategies. Jim Lebenthal, seasoned in market trends, and Steve Weiss, who weighs in on investment risks, complete the panel. They delve into how tariffs are impacting GDP and discuss big tech's challenges amid earnings season. The team highlights standout stocks like Spotify and AppLovin while navigating cautious investment strategies as economic uncertainty looms.

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.Investment Committee Disclosures

Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details.Investment Committee Disclosures

Josh Brown, an Investment Committee member known for his sharp market insights, joins Jim Laventhal, who brings perspectives on stock analysis, and Brent Talkington, who dives into specific market opportunities. They discuss navigating the volatile stock landscape and the significance of investing in resilient companies like Netflix. The trio also analyzes Alphabet's earnings, Chipotle's consumer behavior, and the implications of U.S.-China trade tensions on market sentiment, providing listeners with valuable strategies for uncertain times.

Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.