Halftime Report

Investment experts Josh Brown, Jenny Harrington, Stephanie Link, and Jim Lebenthal unpack market resilience despite pullbacks. They discuss GDP growth projections and bullish sectors like industrials and housing while addressing bond yields and AI's economic impacts. The team also dives into strategic stock picking, particularly in healthcare, and emphasizes quality investments during dips. Additionally, Bitcoin's record highs and shifting dynamics in dividend-paying stocks are scrutinized, offering a comprehensive look at today's investment landscape.

Josh Brown, a veteran financial commentator known for his stock insights, and Bryn Talkington, an astute member of the Investment Committee, tackle whether it’s wise to keep buying stocks amidst tech market highs. They dissect the impact of interest rate cuts on major players like NVIDIA and Amazon. Brown reveals a standout company for his 'Best Stocks in the Market.' The duo also explores the potential effects of military tensions and emerging trends in private equity, diving into the stock performances of firms like Apollo and Chevron.

In this discussion, investment heavyweights Joe Taranova, Steve Weiss, and Jim Lebenthal dissect Nvidia's remarkable achievement of a $4 trillion market cap. They explore the implications for tech-driven investment strategies and the rise of semiconductor firms in AI infrastructure. The trio also touches on investment opportunities in gold and mining amid shifting markets, and highlights recent stock performances of giants like Netflix and major banks. Their insights blend market trends, potential risks, and strategies for navigating this dynamic landscape.

Brian Belsky, BMO's chief strategist, and Shannon Secosia and Jenny Harrington from the Investment Committee spark an engaging debate on the stock market's surprising momentum. They discuss raised S&P targets amidst economic uncertainties, dive into the contrasting performances of Tesla and Uber, and analyze the impact of sector-specific strategies on investments. The conversation reveals insights on navigating current trade challenges, evolving investment philosophies, and the future of mid-cap banks in a shifting landscape.

Joe Terranova, Jim Lebenthal, Bryn Talkington, and Steve Weiss engage in a spirited discussion about the stock market's future amidst high valuations and looming earnings reports. Bryn shares her options strategy for Tesla, especially as Elon Musk re-enters the political scene. The group debates how tariffs and economic indicators could shape investor sentiment, while weighing the growing interest in Uber against Tesla's recent challenges. They highlight retail investor activity and explore potential strategies for navigating this volatile market.

Steve Weiss, Joe Terranova, and Brynn Winegardner share their sharp investment insights as stocks hit record highs. They analyze Apple's recent upgrade and potential shifts in innovation, including AI and foldable devices. The trio discusses the competitive landscape among tech giants, touching on the struggles faced by major firms like Tesla and Alphabet. They also delve into the current challenges in streaming and healthcare, providing actionable stock recommendations and strategies for navigating the market's volatile terrain.

Josh Brown, an Investment Committee member renowned for his sharp market insights, is joined by Stephanie Link, an expert in financial sectors, and Joe Terranova, who shares strategic market perspectives. They dive into the implications of the Senate's $4 trillion tax package for markets. Discussions highlight the resilience of international stocks, an evolving strategy for Apple, and the gaming sector's rebound from increased revenues. The team also evaluates stock picks, including D.R. Horton and Hilton, providing valuable predictions as the market landscape shifts.

Join Steve Weiss, a tech-focused Investment Committee member; Jim Lebenthal, a value-oriented expert; and Joe Terranova, who specializes in asset allocation, as they navigate the highs and lows of the stock market entering the second half of 2025. They discuss the impact of high-beta tech investments, the exciting growth prospects of companies like Tesla, and the competitive challenges faced by Disney and its streaming rivals. Discover key portfolio strategies and the emotional rollercoaster of investing in today's volatile landscape.

Brian Belski, a key member of CNBC's Investment Committee, and Stephanie Link, also from the Committee, dive into the latest stock market rally with both the S&P and Nasdaq reaching new highs. Belski stands firmly behind his ambitious $6,700 target for the S&P. They analyze the market's low volatility and investor FOMO, discuss Nike's stock surge post-Fiscal Q4, and explore the dynamics in the tech sector, cybersecurity advances, and shifting institutional investments, ensuring to highlight the notable movements of major companies like Tesla and Uber.

Joining the discussion are Josh Brown, an expert in market momentum and top stock picks; Jenny Harrington, a specialist in value investing and market trends; and Shannon Sakosha, a strategist in market dynamics. They dive into the potential acquisition of Core Scientific by CoreWeave and Coupang's surge in South Korea’s thriving e-commerce market. The group also shares their favorite stock picks like Novartis and Amazon while exploring the impact of tariffs on corporate earnings and the evolving dynamics of digital IPOs.