Halftime Report

Join Josh Brown, a savvy market strategist, Joe Chernova, an analytical powerhouse, and Brian Belsky, a tech stock expert, as they dive into the tech sector's resurgence. They discuss the NASDAQ 100's recent performance and highlight opportunities in lesser-known tech stocks. The team critically analyzes healthcare investments, contrasting Gilead's uplifting outlook with Merck's struggles. Additionally, they examine the shift towards private market investments and share strategic insights for navigating market volatility while emphasizing long-term investment strategies.

Josh Brown, a savvy market commentator, shares his top stock picks while exploring the resilient rally in today's economy. Stephanie Link discusses optimistic earnings trends and sector performance, shedding light on the tech industry's impact. Kevin Simpson offers insights on how AI expenditures and tariffs are reshaping market dynamics. Together, they dive into how public sentiment is evolving and the importance of strategic investments amid economic challenges.

Scott Wapner and the Investment Committee discuss tariffs, inflation and Meta on a hot streak. Plus, the Committee debate the latest Calls of the Day. And later, Josh Brown reveals one chart you should be watching.Investment Committee Disclosures

Joe Terranova, a market trend guru; Shannon Sikosha, an investment strategist; Steve Weiss, a portfolio management pro; and Carrie Firestone, a savvy portfolio manager, dive into the implications of a surprising CPI report. They dissect how inflation affects the record stock rally and discuss individual stock resilience in light of market volatility. The conversation includes insights on healthcare stocks, the 'magnificent seven' tech stocks, and strategic portfolio adjustments, all while balancing serious analysis with lighthearted humor.

Scott Wapner and the Investment Committee debate the state of the bull market following Fed Chair Powell’s Testimony before the Senate Banking Committee. Plus, the desk debates the latest Calls of the Day on Schwab, Vertex and Transocean. And later, the Committee reveal their latest portfolio moves.  

Rohit Chopra, the former director of the Consumer Financial Protection Bureau (CFPB), shares insights on the agency's recent upheaval amidst leadership changes and the implications of these shifts for consumer protection. Barry Zeckelman, CEO of Zeckelman Industries, discusses the impact of President Trump's tariffs on steel imports and their effects on the manufacturing sector. The duo also delves into the dynamic world of Super Bowl ads, weighing the creativity and effectiveness of strategies used to capture audience attention during the big game.

In this engaging discussion, investment experts Joe Terranova, Amy Raskin, Jim Labenthal, and Rob Sechan tackle the current struggles of the tech sector. They delve into the investment prospects of Chinese tech giants like Alibaba and Tencent, advocating for a selective approach. The conversation also highlights the pivotal role of Taiwan Semiconductor Manufacturing Company in AI and the impact of tariffs on market resilience. Finally, they provide insights into risk management in healthcare and tech stocks, setting strategies amidst evolving market dynamics.

Scott Wapner and the Investment Committee discuss Meta as the stock marches higher, distancing itself from the other Mag7 names. Plus, the desk debate the latest Calls of the Day on Skywroks and Roblox. And later, Josh Brown gives a trade update on Moody’s, the stock he recommended to Al Michaels yesterday.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate several wide-held names hitting new all-time highs today. Plus, the desk detail their latest portfolio moves. And later, legendary sports broadcaster Al Michaels joins us to discuss the Super Bowl and get some stock picks from the Committee.  Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the big tech trade as Alphabet, Amazon and Apple all under pressure today. Plus, Joe Terranova details more of his JOET rebalance. And later, the Committee discuss the latest Calls of the Day on Exxon and Robinhood.