Halftime Report

Latest Episodes:

Is a Mid-Summer Run Coming? Aug 05, 2021

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Scott Wapner and the Investment Committee debate a new S&P target from Goldman’s David Kostin, who says the market is set for another big run up. Plus, Adam Parker, founder of Trivariate Research, joins us to share his bullish view on U.S. Equities, the committee will jump in to discuss. And later, we’re joined by Penn National Gaming CEO Jay Snowden to discuss his acquisition of Score Media and the future of sports betting in America. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are “Meme” Stocks a Safe Buy? Aug 04, 2021

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Scott Wapner and the Investment Committee discuss the sharp selloff in stocks and the quick rise in Robinhood. Are the so called “meme” stocks taking over and should you get in? The Committee debate the right moves. Plus, GM having its worst day since March 2020, what’s next for the floundering stock? And later, we get to your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the Market View Dimming? Aug 03, 2021

Show notes

Stocks coming off their fourth negative session in five. Scott Wapner and the Investment Committee debate whether the market view is dimming for stocks, as fears of the Delta Variant spread. Plus, famed value investor, Bill Nygren of Oakmark, reveals which stocks he’s buying and selling in this market. And, Pete Najarian has his latest trades in Unusual Activity. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August Stock Strategies: Delta Factor Aug 02, 2021

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A new trading month gets underway. Scott Wapner and the Investment Committee debate whether the COVID-19 Delta variant bring the market down, or if the news is priced in. Plus, the Committee shares their latest buys and sells. And, Ed Yardeni joins us to discuss why he thinks his latest S&P 500 target is set to 5000 by year-end 2022. And later, Jon Najarian shares his Unusual Activity in a tech and crypto name. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Robinhood’s Big Day Jul 29, 2021

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Scott Wapner and the Investment Committee closely watch the Robinhood IPO debut and debate whether the stock is safe to buy. Jim Cramer joins us to weigh in. Plus, Facebook reports blowout earnings but the stock is lower, is it a good time to get in? And later, the Committee gets ready for Amazon reporting tonight. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The F.A.N.G. Fallout Jul 28, 2021

Show notes

As Apple, Alphabet and Microsoft report blowout earnings, Scott Wapner and the Investment Committee react and the Committee discuss their next moves. Plus, Facebook on deck after the bell, will it continue the trend? And later, we hit the upcoming IPO of Robinhood, should you be involved, or stay away? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech’s Moment of Truth Jul 27, 2021

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Scott Wapner and the Investment Committee gear up for some huge earnings after the bell today. Apple, Microsoft and Alphabet all report, what’s at stake for each company and how should you trade it. Plus, Tesla tumbles despite topping their target, GE back on track and UPS getting slammed. How the investment committee are playing these names from here. And, the trade on Visa, Starbucks and AMD ahead of their earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Most Important Week of the Summer Jul 26, 2021

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A momentous week for the markets, as mega-cap tech gets ready to report earnings and the Fed meets on interest rates. Scott Wapner and the Investment Committee discuss how to get ready for results from Apple, Amazon, Alphabet, Microsoft and Facebook. Plus, Fundstrat’s Tom Lee tells us why the markets will see a stronger “risk-on” soon. And later, China stocks getting crushed on new regulations, should you buy on these big drops? Is China a safe place to invest? Finally, Pete shares some Unusual Activity in Tesla ahead of earnings after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The End of a Wild Week Jul 23, 2021

Show notes

As this wild week comes to a close, Scott Wapner and the Investment Committee discuss how we went from a major selloff to new record highs. BMO Chief Investment Strategist Brian Belski joins us to weigh in on the volatile week, and what we should expect going forward. Plus, Pete Najarian shares some Unusual Activity in Facebook ahead of earnings, and later, we get to your questions in Ask Halftime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Still at Risk? Jul 22, 2021

Show notes

Morgan Stanley’s Chief U.S. Equity Strategist Mike Wilson joins Scott Wapner and the Investment Committee today to make his case on why stocks are still likely to go lower. Wilson says he’s looking for a 10-15% correction in the market. The Committee weigh in and we debate whether he’s right. And later we hit Calls of the Day in some industrial names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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