Halftime Report

Latest Episodes:

Trading Trump and Tariffs 11/26/24 Nov 26, 2024

Show notes

Scott Wapner and the Investment Committee discuss the rally amid potential tariffs coming with the new administration. Plus, Amgen on pace for its worst day since October, 2000, it’s our Chart of the Day, the desk debates the name and the biotech sector. And late, the Investment Committee debate the latest Calls of the Day on Zoom and Delta.

Investment Committee Disclosures

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The Rally Continues 11/25/24 Nov 25, 2024

Show notes

Scott Wapner and the Investment Committee debate how far stocks can rally as the market hits new all-time highs. Plus, UBS reiterates their sell on Tesla, it’s our Call of the Day. And later, the desk details their latest portfolio moves.

Investment Committee Disclosures

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CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24 Nov 25, 2024

Show notes

CNBC's Dominic Chu speaks with Dan Clifton, partner and head of policy research for Strategas Securities, to look beyond the postelection rally and find out which businesses could get a boost in Trump's next term. Plus, he takes stock-specific questions from Pro subscribers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brad Gerstner Joins us Live in San Francisco 11/21/24 Nov 21, 2024

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Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus, Snowflake surging today, it’s our Chart of the Day. Brad Gerstner and Stephanie Link both own the stock and discuss what’s next for the name.

Investment Committee Disclosures

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Markets Brace for Nvidia 11/20/24 Nov 20, 2024

Show notes

Scott Wapner and the Investment Committee are live from the Schwab Impact Conference in San Francisco discussing the current market set-up and gearing up for Nvidia earnings tomorrow. Plus, Target plunging today to a 52-week low after earnings, it’s our Chart of the Day, shareholder Stephanie Link calls in to detail her strategy on the name. And later, Jeffrey Kleintop, Schwab Chief Global Investment Strategist join's CNBC's "Halftime Report" to discuss global strategies and his 2025 outlook for stocks.

Investment Committee Disclosures

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Geopolitical and Regulatory Risks to the Market 11/19/24 Nov 19, 2024

Show notes

Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps into positive territory. Plus, Kate Rooney joins us with an exclusive interview with Robinhood CEO Vlad Tenev and TradePMR CEO Robb Baldwin as they announce Robinhood’s purchase of TradePMR. And later, a Call of the Day on Reddit, getting a big price target raise at Piper Sandler.

Investment Committee Disclosures

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The Fate of the Rally 11/18/24 Nov 18, 2024

Show notes

Scott Wapner and the Investment Committee debate the fate of the rally as the post-election pop has begun to cool. Plus, Tesla surging since the election, it’s our Chart of the Day, the desk debates how to trade the stock now. And later, Netflix hitting a new record high, the Investment Committee discuss their streaming strategy.

Investment Committee Disclosures

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Nvidia Earnings Looming 11/15/24 Nov 15, 2024

Show notes

Scott Wapner and the Investment Committee debate the state of stocks as Nvidia earnings loom large next week. Plus, Kevin Simpson and Jenny Harrington share their latest portfolio moves. And later, The Investment Committee discuss how the Tyson/Paul fight tonight on Netflix will affect the stock and how you should trade it.

Investment Committee Disclosures

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Playing the Post-Election Pop 11/14/24 Nov 14, 2024

Show notes

Scott Wapner and the Investment Committee debate the post-election rally and how to position your portfolio into year-end. Plus, Josh Brown says some stocks are poised for a breakout, he shares the details. And later, Steve Weiss buys Bitcoin again, he explains why.

Investment Committee Disclosures

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Keep Buying the Rally? 11/13/24 Nov 13, 2024

Show notes

Scott Wapner and the Investment Committee debate the post-election rally and how to trade it now. Plus, the Investment Committee discuss what they’re buying and selling at record highs. And later, we cover the latest Calls of the Day.

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